
Zeta Global reported a 50% year-over-year revenue increase in Q1, with organic growth at 29%. The company raised its free cash flow guidance to $235 million and aims for its first GAAP profitability by 2026. Strategic partnerships with Palantir and OpenAI are expected to unlock at least $100 million in annual upside, positioning Zeta for significant growth. Upcoming catalysts include Q2 earnings, Foundry integration, and the launch of Zeta Live, which could drive further gains despite the stock's current low valuation.