Zeta Global

What Zeta Global does

Zeta Global is a publicly traded (NYSE: ZETA) AI-powered marketing cloud founded in 2007 by David A. Steinberg and John Sculley, headquartered in New York City. The company sells an integrated platform — the Zeta Marketing Platform (ZMP) — that combines a proprietary deterministic identity graph (SuperGraph, covering 245+ million US individuals), a first-party data cloud with trillions of monthly content consumption signals and 2,500+ real-time signals per user, a Customer Data Platform, omnichannel activation across email, CTV, mobile, display and social, an analytics and attribution engine, an email service platform, and publisher monetization tooling (HIRO). The platform is augmented by Athena by Zeta, a superintelligent AI agent built on OpenAI foundation models, and a broader library of Zeta AI Agents for audience building, campaign QA, and optimization.

Zeta serves enterprise customers across six primary verticals — Retail, Travel & Hospitality, Financial Services, Quick Service Restaurants, Publishers, and Media Agencies — with additional exposure to Automotive, CPG, Telecommunications, Healthcare, Education, and Advocacy/Political. Its business model is dominated by annual and multi-year subscription contracts (Platform/SaaS) supplemented by programmatic email advertising (Zeta Direct) leveraging a 2,500+ premium publisher network, data monetization, and revenue from acquired companies including Marigold, LiveIntent, Selligent, and Liveclicker. Pricing is quote-based and not publicly disclosed; the go-to-market is direct enterprise field sales supported by an agency Preferred Partner program and system integrator channels (Publicis Sapient, Google Cloud).

The company is at an inflection point: Q1 2026 revenue of $396M grew 50% year-over-year (29% organic), 19 consecutive quarters of beating and raising guidance, 189 super-scaled customers with 120% net revenue retention, and a 7-year strategic partnership with Palantir projected to add $100M+ in annual revenue. FY2026 guidance stands at $1.779B–$1.792B, implying 36–37% growth, and the company has pursued an aggressive acquisition cadence since 2021 (Apptness, ArcaMax, LiveIntent, Marigold, Selligent, Liveclicker) to consolidate capabilities and expand vertical reach.

Name

Zeta Global

Legal name

Zeta Global Corp.

Website

https://zetaglobal.com

Company type

Public

Founded year

2007

Operating status

Operating

Headcount range

1,001–5,000 employees

Short description

Zeta Global is a publicly traded AI-powered marketing cloud serving enterprise brands across retail, financial services, travel, QSR, publishers, and media agencies. It combines a proprietary 245M+ US identity graph (SuperGraph), trillions of behavioral signals, and the Athena AI agent to enable omnichannel acquisition, growth, and retention.

Ownership category

akta.pro rank

Product category

Marketing Cloud Software

NAICS

Advertising Agencies (541810), Media Buying Agencies (541830), Advertising, Public Relations, and Related Services (5418), Advertising Material Distribution Services (54187)

SIC

Services-Advertising (7310), Services-Advertising Agencies (7311), Services-Direct Mail Advertising Services (7331)

akta.pro primary industry

Loyalty, Rewards & Retention Platforms (BPAFAFAH)

Keywords

• Marketing automation platform
• Customer data platform
• Identity resolution
• AI marketing cloud
• Omnichannel marketing

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices5 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Operations

Revenue model

1. Platform/SaaS Subscriptions: Annual and multi-year subscription contracts for access to Zeta Marketing Platform, AI tools, and data capabilities. Revenue recognized over contract term with high renewal rates (120% net revenue retention).
2. Acquisition Integration: Revenue from acquired companies including Marigold (enterprise software business acquired 2025) and LiveIntent ($250M acquisition October 2024). Marigold contributed $55.6M to Q1 2026 revenue.
3. Email/Programmatic Advertising: Zeta Direct email advertising solutions leveraging publisher partnerships and audience targeting. Revenue based on campaign delivery and audience reach across 2,500+ premium publishers.
4. Data Monetization: Revenue from proprietary data assets including consumer profiles, behavioral signals, and identity resolution services. Forrester study found customers achieved 6x return on ad spend.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels6 records

Core offering

Zeta Global operates the Zeta Marketing Platform (ZMP), an AI-powered marketing cloud that combines proprietary deterministic identity resolution (SuperGraph covering 245M+ U.S. consumers), a proprietary data cloud with trillions of signals, and AI agents (Athena by Zeta) to help enterprise brands acquire, grow, and retain customers across email, mobile, CTV, display, social, and in-store channels. The platform unifies customer data, intelligence, and execution into a single system sold via enterprise subscriptions to Fortune-class brands.

Product overview

Zeta Global operates as the AI Marketing Cloud—a unified platform-plus-modules architecture centered on the Zeta Marketing Platform (ZMP). The core system integrates identity resolution (Zeta Identity/SuperGraph covering 245+ million U.S. consumers), proprietary data (Zeta Data with trillions of signals), and AI intelligence (Zeta Intelligence, Athena by Zeta). Supporting modules include the Customer Data Platform for unified profiles, Omnichannel Activation for cross-channel media buying, Customer Messaging (ESP) for email and mobile, Analytics & Attribution for measurement, HIRO for publishers, Zeta Loyalty for retention programs, Zeta Direct for email acquisition, Zeta Mobile Messaging, and Zeta CTV for connected TV. AI capabilities are delivered through Athena by Zeta (conversational AI agent) and Zeta AI Agents (task execution and workflow automation). Industry-specific solutions cover Retail, Travel & Hospitality, Financial Services, QSR, Media Agencies, and Advocacy. The platform connects operational intelligence with customer intelligence to enable data-driven, agentic marketing at enterprise scale.

Differentiator

Problem solved

Functional benefit

Brands

• Athena by Zeta: AI-powered superintelligent marketing agent that provides conversational AI, predictive answers, real-time activation and measurement for enterprise marketing
• Zeta Marketing Platform (ZMP)
• SuperGraph
• HIRO
• Zeta Live

Products and services

• Zeta Marketing Platform (ZMP)

Quantifiable outcome

• 6x return on ad spend for enterprises using Zeta Marketing Platform (Forrester TEI study)
• +12 more outcomes

Named customers26 records

Segments13 records

Ideal customer profiles6 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

AI capability15 records

Feature8 records

Partnerships

Ten partnerships are on record, tiered flagship, major, core and minor.

• Palantir TechnologiesflagshipStrategic or Co-development Partner · 23 June 2026Seven-year strategic partnership to build enterprise AI infrastructure combining Palantir Foundry platform with Zeta Data Cloud and Athena AI. Zeta will rearchitect its Data Cloud on Foundry. Palantir will support Zeta's go-to-market to Foundry's eligible enterprise customers. Partnership projected to drive $100M+ annual revenue to Zeta. CEO David Steinberg called it 'one of the company's biggest pivots' shifting toward AI infrastructure provider.
• Google CloudmajorStrategic or Co-development Partner · 23 June 2026Gap Inc. partnership with Google Cloud, Zeta Global, and Publicis Sapient to overhaul shared marketing organization using AI. Initiative uses Google tools including Agent Studio, Agent Engine, Gemini models, Nano Banana, and Veo. Zeta provides Athena intelligence layer for campaign execution.
• Publicis SapientmajorImplementation/ SI/ Consulting Partner · 23 June 2026Gap partnership co-partner providing connected operating model and implementation services alongside Google Cloud and Zeta for AI marketing overhaul.
• Gap Inc.majorStrategic or Co-development Partner · 23 June 2026Gap announced AI-led marketing overhaul at Cannes Lions leveraging Google Cloud infrastructure, Zeta Athena intelligence layer, and Publicis Sapient operating model. Initiative aims to build unified AI-ready data foundation and marketing stack across Old Navy, Gap, Banana Republic, and Athleta brands.
• SnowflakecoreStrategic or Co-development Partner · 14 May 2026Zeta participates in Open Semantic Interchange (OSI) initiative led by Snowflake to develop universal, vendor-neutral data standard for AI and BI tools. Initiative aims to standardize semantic metadata across industries including data governance and financial services.
• OpenAIcoreTechnology or Integration · 6 January 2026Strategic collaboration announced at CES 2026. Zeta's Athena uses OpenAI foundational models for conversational intelligence and agentic applications. Expanded partnership includes Zeta assisting OpenAI with its advertising operations. Zeta participates in Open Semantic Interchange initiative for data interoperability standards.
• Marigold (Enterprise Business)coreOthers · 14 October 2025Zeta plans to acquire Marigold's enterprise business. Transaction details not specified in available sources. Marigold contributed significant revenue ($55.6M in Q1 2026) following October 2025 acquisition close.
• LiveIntentcoreOthers · 1 October 2024Acquired for $250 million in October 2024 to enhance identity resolution and expand publisher ecosystem. Integration contributed $55.6M to Q1 2026 revenue.
• ArcaMax PublishingminorOthers · 31 March 2022Completed acquisition for $25.5 million in March 2022. Company provides email publishing and content solutions.
• ApptnessminorOthers · 5 October 2021Acquired technology platform and data to enhance identity solution. Integration enriched Zeta's data with 45 million high-fidelity consumer signals for publishers and marketers.

Scale indicators18 records

Recent moves7 records

Expansion highlights6 records

Broad incumbents

• Salesforce: Salesforce Marketing Cloud (including Account Engagement/Pardot and Marketing Cloud Engagement) is the largest enterprise martech platform. Directly comparable to Zeta's ZMP for CDP, journey orchestration, and AI-powered marketing automation, but operates at much larger scale and serves broader enterprise CRM needs.
• Adobe: Adobe Experience Cloud (including Real-Time CDP, Marketo, and Adobe Campaign) competes head-to-head with Zeta's unified CDP, analytics, and messaging capabilities. Comparable in serving large enterprise brands with integrated marketing technology stacks, though Adobe bundles broader creative/content tools.
• Oracle: Oracle Marketing (formerly Eloqua/Responsys) competes with Zeta in email marketing, CDP, and cross-channel campaign orchestration for enterprise customers. Both target similar B2C verticals including financial services and retail with integrated martech stacks.
• The Trade Desk: The Trade Desk is a leading demand-side platform for programmatic advertising with identity solutions (UID 2.0) that overlap with Zeta's SuperGraph and Zeta CTV offerings. Both compete in identity-driven omnichannel activation, though The Trade Desk is more focused on media buying while Zeta is a full marketing cloud.
• HubSpot: HubSpot offers marketing automation, CRM, email, and AI-powered content tools that overlap with Zeta's ESP, CDP, and AI agent capabilities. Both serve B2C brands with integrated marketing stacks, though HubSpot is more SMB/mid-market oriented while Zeta focuses on enterprise.

Direct peers

• LiveRamp: LiveRamp provides data collaboration, identity resolution (RampID), and clean room technology comparable to Zeta's SuperGraph. Both companies serve the same cookieless identity, data connectivity, and omnichannel activation use cases for enterprise brands and publishers.
• Amperity: Amperity is a customer data platform focused on identity resolution and AI-powered customer profiles for enterprise brands. Directly comparable to Zeta's CDP and SuperGraph identity offerings, serving similar retail, financial services, and consumer brand customers.
• Klaviyo: Klaviyo is an AI-powered marketing automation platform focused on email, SMS, and customer data for ecommerce brands. Comparable to Zeta's ESP, CDP, and Zeta Direct offerings, though Klaviyo is more SMB/ecommerce-centric while Zeta targets Fortune 1000 enterprises.
• Twilio Segment: Twilio's Segment offering provides customer data platform and identity resolution capabilities directly comparable to Zeta's CDP and SuperGraph. Both enable real-time customer profile unification and activation across channels for enterprise marketing teams.
• Treasure Data: Treasure Data is an enterprise customer data platform with identity resolution and AI-driven customer intelligence capabilities. Directly comparable to Zeta's CDP and AI modules, serving similar enterprise B2C brands with unified customer data infrastructure.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/ZetaGlobal
• Facebookfacebook.com/ZetaGlobal
• LinkedInlinkedin.com/company/zetaglobal

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Subsidiaries4 records

Funding overview

Funding rounds11 records

Investors21 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A13 records

Investments2 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Zeta Global