
Zeta Global reported its fourth consecutive quarter of accelerating core business growth, driven by higher average revenue per user (ARPU) and a net revenue retention (NRR) rate above 115%. The recent launch of its Athena platform has significantly increased agentic interactions, potentially sustaining revenue growth in upcoming quarters. Athena's adoption may also improve gross margins long-term, as most queries occur on Zeta's platform leveraging its extensive first-party data. The company's unified platform also addresses agency concerns about hidden fees, which could increase its market share among top agencies. Overall, Zeta's strong growth and innovative platform support a positive outlook for continued expansion.