Zeta Global $ZETA has officially entered the FedRAMP Marketplace with its government-focused marketing platform, potentially opening a new revenue opportunity across U.S. federal agencies. While still in the initial implementation phase without certification, this is an important step toward expanding beyond commercial enterprise customers. Established companies like Palantir $PLTR, Salesforce $CRM, Microsoft $MSFT, Adobe $ADBE, and ServiceNow $NOW already have FedRAMP-certified offerings. Zeta’s entry is particularly interesting given its existing partnership with Palantir and its broader ambitions in AI infrastructure. I’ve been long Zeta since 2025 and remain bullish on its long-term potential. This news surfaced yesterday, but the opportunity is bigger than a single announcement and adds to my conviction as Zeta continues expanding into new markets.

ZETA GLOBAL $ZETA CEO DAVID STEINBERG SAYS ONLY PALANTIR $PLTR BEATS ZETA ON GROWTH AND NET RETENTION How he says Zeta stacks up against the AI infrastructure leaders About six months ago, Zeta started moving from marketing to what @dsteinberg10000 calls intelligent AI infrastructure. He told @StockMKTNewz he measures Zeta against the 7 or 8 companies in that group, including Palantir, Snowflake $SNOW and MongoDB $MDB. Here's where he says Zeta ranks: - Net retention rate of 120% last year, 2nd of 7, behind only Palantir - Rule of 67 last quarter (44% growth plus a 23% operating margin), 2nd only to Palantir - Free cash flow equal to 5% of market cap, 1st of 7 For context, software investors usually look for a Rule of 40 score or higher.

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Zeta Global Announces Palantir's Dr. Alex Karp and Zeta’s David A. Steinberg Will Discuss Data Sovereignty and Enterprise AI at Zeta Live 2026 - $ZETA $PLTR