Customer RelationshipsLarge customers are, on average, only spending more with the firm, indicating they’re seeing results.
Earnings PerformanceZETA is expected to have a very solid quarter, continuing a trend of 15 straight beats.
Growth OpportunitiesManagement had a bullish tone on the fundamentals, highlighting consistent demand and plenty of growth opportunities as brands look to modernize their legacy marketing tech stacks.
ValuationZETA shares, at 2.5x EV/R and 11x EV/EBITDA, are considered cheap relative to operating metrics, making it an attractive value idea.