Zeta Global Holdings Corp. (NYSE:ZETA) Q4 2022 Earnings Call Transcript

DJ Hynes: Hey, guys. Congrats on all the momentum. It still sounds great. Chris, one for you, just given the growth you are talking about in CTV, is there anything we should be aware of from a margin profile standpoint as that revenue layer is in?

Chris Greiner: It — no. Nothing in particular. In fact, we have seen over the last several years, the margin profile of that channel improve steadily.

David Steinberg: And by the way, we have moved it, so the vast majority of that is on platform, DJ. So we feel good about that, because it’s plugging into our device graph, which is now the largest device graph in the United States and gives us a lot of flexibility as it relates to targeting, which leads to higher margin. Did you have a follow-up, DJ?

Operator: This concludes the question-answer session. I would like to turn the conference back

DJ Hynes: Thank you.

Operator: over to David Steinberg for any closing remarks.

David Steinberg: Well, spectacular quarter. I mean, it’s hard to say anything other than that. We really delivered on every metric we expected too. We were able and feel like in an incredibly conservative way. We raised our guidance from where I think most people expected us to be. And we feel like we have got the right people, the right technology with our artificial intelligence and marketing platform and the right data set to continue to win in the marketplace and more than exceed on our 2025 plan. More than anything, I want to thank all of our Zeta people. They have just worked tirelessly to deliver on the metrics that we have put out and it is a team that really has come together and congealed in a way that makes me as the Co-Founder and CEO incredibly proud.

Steve Gerber, Chris Greiner, Steve Vine and their respective teams are I could go on and on with Chris Monberg and Neej Gore and Will Margiloff and just everybody who’s really helping us to grow, build and deliver on this business have just done an exceptional job. I hope everybody has a wonderful day and I look forward to seeing everybody in person sometime soon. Bye.

Operator: This concludes today’s conference call. You may disconnect your lines. Thank you for participating and have a pleasant day.