Zeta Global Holdings Corp at Oppenheimer Technology, Internet & Communications Conference (Virtual) Transcript

The following is excerpted from the question-and-answer section of the transcript.

Question: Brian Schwartz - Oppenheimer & Co. Inc. - Analyst : So I thought before, since we -- before we set off the story and the overview of the business, you just reported a great quarter last night. So I thought maybe we could just start there with a quick recap of the recent business trends, what you saw in 2Q, and what were the highlights in your view?

Question: Brian Schwartz - Oppenheimer & Co. Inc. - Analyst : I do, too. I thought that was a great quarter, also. So, David, sorry to jump right into kind of the real-time. Why don't we take a step back here and discuss -- just give an overview for the listeners here on Zeta Global. So you are the CEO, you are one of the cofounders of the business. So can you help level set the discussion? Share with the audience a brief company background, when you started the Company. So how long the Company has been in business, the ZMP platform technologies, given their value propositions, and level set the business for our listeners.

Question: Brian Schwartz - Oppenheimer & Co. Inc. - Analyst : Yes, no, terrific as an overview. And just to add to what David said, they are generating cash, too. They are doing a profit -- with profitable EBITDA margins in addition to that growth. Chris, I want to bring you into the discussion here because Chris, you were at another public SaaS company, LivePerson, for two years here before you joined Zeta Global. We followed LivePerson and the franchise, and you did very well over there. The company's fundamentals and the stock really took off. The stock worked really well. It doubled when you were there. So most buy-side investors, they know you, Chris. REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. AUGUST 11, 2021 / 3:35PM, ZETA.N - Zeta Global Holdings Corp at Oppenheimer Technology, Internet & Communications Conference (Virtual) What I wanted to ask you is I wanted to know if there were any strengths that you underappreciated at Zeta Global until you actually got under the covers and joined the Company and how the experience has been so far?

Question: Brian Schwartz - Oppenheimer & Co. Inc. - Analyst : Terrific. David, I want to bring you back in here. So staying at a high level, you have been in this industry for a while. So I wanted to ask you about next-generation MarTech. Can you talk about how your vision for next-generation MarTech and that how Zeta Global is capitalizing on the secular opportunity?

Question: Brian Schwartz - Oppenheimer & Co. Inc. - Analyst : Terrific. I think this is a good segue into just competition and competitive landscape. I think you touched upon it, David, why you went out there, the sum of the total parts versus having to do all the technologies, all -- you can just use the ZMP, your marketing cloud for that against your different vendors. Maybe a question I would ask you is about your CDP. What is so special and unique about Zeta's CDP?

Question: Brian Schwartz - Oppenheimer & Co. Inc. - Analyst : Okay. Chris, why don't I bring you in here for a question? And maybe you can at least give an overview to our listeners on the pricing model of the business. And then if I could ask you the analyst question, is there any way of thinking about the mix between subscription solutions, the transactional solutions and the rate of growth? I know you don't really report it that way, but maybe anything you could share either qualitatively or quantitatively on that?

Question: Brian Schwartz - Oppenheimer & Co. Inc. - Analyst : David, I want to bring down -- talk a little bit about more tactical, more kind of near-term things that are happening, shifts in the economy and maybe even the business here, too. So specifically with the pandemic and COVID-19, can you talk about how COVID-19 is changing your customer's consumptions of your technologies and their priorities and maybe even the demand cycles for your business?

Question: Brian Schwartz - Oppenheimer & Co. Inc. - Analyst : Terrific. David, the other thing I wanted to ask you tactically here is just the topic about the cookies removal and just in general, whether you think that's going to be a tailwind or a headwind for Zeta. So I think most investors and our listeners are aware of the IDFA depreciation and Google, at least they are delaying now their cookie removal to 2023. But the question I wanted to ask you is about the customers. How are the customers thinking about the transition in terms of their business? Is this a highly topical item for them? And is it having any impact on cycles and how they think about their -- in this case, their digital advertising investments?

Question: Brian Schwartz - Oppenheimer & Co. Inc. - Analyst : Terrific, thank you, David. Very helpful. Chris, wanted to ask you about the international opportunity for the business. I think it's mostly ahead of the business at this time, but maybe you can shed a little light around how we should think about the pace of international growth over the next few years and which markets look most interesting in the future for the business? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. AUGUST 11, 2021 / 3:35PM, ZETA.N - Zeta Global Holdings Corp at Oppenheimer Technology, Internet & Communications Conference (Virtual)

Question: Brian Schwartz - Oppenheimer & Co. Inc. - Analyst : That's terrific. It's a good lead-in into the next question. I wanted to ask you about the Dun & Bradstreet announcement. That was clearly a material announcement that you made last month about an alliance with them. And then you also announced that they are also going to be a large customer, scaled customer for the Company. So can you comment on how the Dun & Bradstreet partnership, how it affects the go-to-market motion and the TAM of the business here as a new market?

Question: Brian Schwartz - Oppenheimer & Co. Inc. - Analyst : Terrific. Thank you. Chris, I wanted to just ask you what the customers are using in terms of engagement channels here. So which engagement channels are you seeing kind of the highest demand or highest attach rates, monetization opportunities and just in general, customer interest levels?

Question: Brian Schwartz - Oppenheimer & Co. Inc. - Analyst : Last question. I just wanted to ask both of you or whoever wants to jump in, just about your investor conversations. If you think about the timing, you did the IPO. You completed the IPO right at the end of the quarter, and then you've been in a quiet period until today essentially. That's what you reported last night. So from what your lens and maybe the conversations that you had during the roadshow, what do you think is the most misunderstood aspect of the story or at least most underappreciated at this time?

Question: Brian Schwartz - Oppenheimer & Co. Inc. - Analyst : I think that's a great note to finish at. It sounds like opportunity for investors out there. So I want to thank David, I want to thank Chris very much for your time and presenting the story. And they are out of the quiet period, so now is an opportunity to speak with them and dig in deeper into the story. Thank you very much.