David A. SteinbergCo-Founder, Chairman & Chief Executive Officer, Zeta Global Holdings Corp. (ZETA)
Co-founded Zeta in 2007 with former Apple CEO John Sculley and has run it ever since, through a $10 IPO in June 2021 and the pivot from a marketing-database business into what the company now calls an intelligent AI infrastructure platform. He holds all 23,638,426 shares of Class B stock, which carry ten votes each and give him roughly 51% of the voting power, so Zeta is a controlled company. Previously founded InPhonic and was chairman and CEO of Sterling Cellular; he also chairs CAIVIS Investment Company, Kica Investments and On Demand Pharmaceuticals.
7 recorded appearances
Three days after the Q2 print, Steinberg argues the Palantir relationship is worth more than the market has priced, and puts advertising inside ChatGPT and a new business-intelligence product alongside it. The framing is that marketing is the first application of Zeta's data, not the whole business.
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The morning-after read on the June quarter: 44% revenue growth, the first GAAP-profitable second quarter, and the raise to $1.82bn for the full year. He does not separate how much of the growth is organic, which is the number the guidance itself splits out at 24-25%.
Watch or read →Says the Palantir partnership will re-architect Zeta's data onto Foundry and take the company beyond marketing into business intelligence, describing marketing as 'just the first application' of 535 million consented profiles. Cites 50% Q1 revenue growth and 120% net retention.
Watch or read →Makes the case that Athena replaces the marketing dashboard rather than sitting on top of it - the buyer asks a question instead of reading a chart. It is the clearest statement of why Zeta thinks an agent layer changes what enterprises will pay for.
Watch or read →The launch interview for Athena, Zeta's agent model, on the day it shipped.
Watch or read →The longest recent sit-down: why Zeta moved to AI in 2017, how the consumer data cloud was assembled, and a direct answer on the 'software apocalypse' narrative weighing on SaaS multiples. Also lays out the connected-TV push and the path past $2bn of revenue.
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A retail-investor conversation on how brands scale with identity and personalisation, recorded two days before the Marigold Enterprise deal closed.
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