$Zeta Global Holdings Corp.(ZETA)$
Quick facts
*Powerful, AI-driven tech platform* - The company's core technology consists of housing all of the company's critical marketing data into a single pane-of-view platform. In 2023, it launched AI features, including the ability to create AI-powered chatbots and personas to automate and replicate human tasks. Zeta's top-line growth rates have soared since introducing AI features.
*Growth and profitability* balance- Despite its ~40% revenue growth profile, the company is heavily cash flow positive and already generating 20%+ adjusted EBITDA margins.
*Great existing customer penetration with more to go-* The company currently serves 40% of the Fortune 500, which I view as a rather "sweet spot" to sit in: it has blue-chip clients to vouch for its quality, but still a great swath of big names to tackle and add to its client roster. It is a truly horizontal software platform, serving customers in all industries.
*Large market opportunity* - The company believes the U.S. market for what it calls "intelligence-powered media" is $64 billion alone (according to a recent investor presentation), indicating low penetration and plenty of room to expand.
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