5 Revealing Analyst Questions From Zeta's Q2 Earnings Call

Zeta’s second quarter saw a significant positive market reaction, reflecting the company’s robust growth and operational execution. Management credited the strong results to rapid adoption of its AI-powered marketing platform, with CEO David Steinberg highlighting the launch of Zeta Answers, a prescriptive AI solution that automates and optimizes marketing actions. Expansion among both large holding company agencies and independent agencies also played a central role, as did successful multiuse case deployments through the OneZeta initiative. Management emphasized that its focus on AI and data integration into the marketing workflow differentiated Zeta from competitors and delivered superior customer return on investment.

Is now the time to buy ZETA? Find out in our full research report (it’s free).

While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention.

Our Top 5 Analyst Questions From Zeta’s Q2 Earnings Call

• Scott Randolph Berg (Needham & Company) asked about customer awareness and uptake of the new AI module. CEO David Steinberg said awareness is strong but acknowledged room for growth, with planned product showcases at Zeta Live.
• Luke Hannan (Canaccord Genuity) probed which operational levers were most impactful this quarter. CFO Chris Greiner cited cost of revenue discipline and sales productivity, especially from experienced hires and multiuse case adoption.
• Carolyn Valenti (Goldman Sachs) inquired about changes in customer behavior related to AI campaign adoption. Steinberg reported substantial growth in AI-driven campaigns and higher ROI for clients using Zeta’s AI Agent Studio.
• Koji Ikeda (Bank of America) asked about gross margin trends and targets. Greiner confirmed that increasing direct mix and agency channel migration are driving margin expansion, aligning with long-term model expectations.
• Elizabeth Mary Elliott Porter (Morgan Stanley) questioned the level of customer support required for AI solutions. Steinberg explained that early investments in learning and development have reduced implementation friction, supported by self-service training and integrated voice-enabled tools.

Catalysts in Upcoming Quarters

Looking forward, the StockStory team will be monitoring (1) the pace of adoption and measurable impact of new AI modules, especially Zeta Answers, (2) the ability to expand brand penetration within large agency holding companies and independent agencies, and (3) the ongoing success of the OneZeta initiative in driving multiuse case deployments and customer satisfaction. Execution on sales productivity improvements and the upcoming product releases at Zeta Live will also be important markers of progress.

Zeta currently trades at $18.64, up from $15.89 just before the earnings. At this price, is it a buy or sell? Find out in our full research report (it’s free).

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