WOLF(@WOLF_Financial):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.

2026.10.19 19:25

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.