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

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As marketers are looking to move from linear TV to connected TV, they want a platform that can help them focus on return on investment. The ability to do what we do with the direct target CTV is game changing and I am quite frankly not aware of anybody else out there that can do that. There are other platforms that can do CTV campaigns, but they are doing it too probabilistic datasets, not deterministic datasets and they are going to have to catch a lot of dolphins in their net to get to that tuna. We are able to really get down and just catch that tuna in our net, which allows the client to spend the same amount of money, but drive substantially more customers. Chris, for the second question?

Chris Greiner: Yeah. Thank you, Jason. It’s interesting, if you look at the number of deals in our pipeline a year ago, this is, as the end of the fourth quarter. It’s a similar number of deals. They are up a little bit year-over-year but the dollar value is what’s so much greater. And I talked about it also through the lens of RFPs, which is obviously a subset of that pipeline, not only is the RFP volume up, David, talked about getting more chances at that as these marketing clouds come up, but the value of those deals is getting bigger. And as you pointed out, yes, it’s more use cases, yes, it’s more channels, but it’s a bigger opportunity to take out parts of their marketing stack than we were getting before. That’s ultimately what’s driving it.

And we are not obviously we are not shy about starting with pilots, but we equally loved starting bigger and we continue to see the deal size is getting bigger, sales productivity stats and our ability to execute on that pipeline is also meeting our expectations and in many areas exceeding it.

David Steinberg: Thanks, Jason.

Chris Greiner: Thank you, Jason.

David Steinberg: Operator, next question please?

Operator: Our next call comes from Zach Cummins of B. Riley Securities. Please go ahead.

Zach Cummins: Hi. Good afternoon. Thanks for taking my questions. David, first question for me is just really around your CDP+ product. I mean it seems like that’s really a great opportunity to really drive momentum within that product rhyme. So I am just curious of the go-to-market function and how you are looking to really drive adoption there?

David Steinberg: Thanks, Zach. And it is — listen CDP+ sits at the core of every single conversation we have with existing and potentially new customers. And the ability to bring together all of an enterprise’s disparate datasets into one data ecosystem and then allow them to append and add hundreds if not thousands of fields of incremental data from the Zeta data cloud really begins to change the game as they think about first and foremost, what is the difference between a marketing signal and what is the difference between just noise. And what we are doing is we are synthesizing through our artificial intelligence what signals are really relevant on their customer base to make sure that they can lower their churn rates and keep their customers as long as possible.

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