You know, as I say, you know, we are the disruptor, not the disruptee in this space. And I think, you know, that first 40 million against what I think will be over 100 million Now, of course, I've got to make sure I get Chris comfortable with that as we look at what we're going to spend on this year's Zeta Live, which might be a bit more than last year's. We have some really cool stuff planned. But the company is really re-architecting to make the vast majority of our annual time, energy, and capital investment as it relates to events. Not all, but the vast majority around the Consumer Electronics Show, the Possible Conference, CanLion and Zeta Live.

Feb 24, 2026 / receipt, needs a key / David, CEO | earnings call 2026-02-24 | transcript 3df2b297-45a3-4884-b73f-f132c3cd209d | chars 27484-28142 | segment 27

We're striking a balance of expanding adjusted EBITDA margins while managing for agency customer mix and gross margin dynamics with disciplined expense management and investment prioritization.

Nov 1, 2023 / receipt, needs a key / Chris Greiner, CFO | earnings call 2023-11-01 | transcript 24d378c7-ca86-4add-8286-a50e95114f2c | chars 19164-19357 | segment 19

The addition of scaled customers came from industries ranging from travel and hospitality to education to several across advertising and marketing.

Nov 1, 2023 / receipt, needs a key / Chris Greiner, CFO | earnings call 2023-11-01 | transcript 24d378c7-ca86-4add-8286-a50e95114f2c | chars 10658-10805 | segment 11

One of the largest hotel companies in the world is using our Agile Intelligence product to figure out what their wallet share is in different geographies and has completely changed their strategy and intends on opening 600 new hotels over the next two years based on where their competitors or where their existing customers are spending the most money where they are not.

Aug 3, 2022 / receipt, needs a key / David Steinberg, CEO | earnings call 2022-08-03 | transcript 62917cf7-9c96-45d0-99c6-ef17142bf054 | chars 24177-24549 | segment 24

I think what we're also seeing, and you saw it in the rebound of sort of growth hitting 39%, is customers are starting to spend more. We really saw a lag you know, coming into this year, specific travel, hospitality, entertainment, and financial services, and we're starting to see those categories begin to come back.

Aug 10, 2021 / receipt, needs a key / David, CEO | earnings call 2021-08-10 | transcript 5656dc65-b610-4cce-b122-6200439d6b93 | chars 27282-27600 | segment 27

I would tell you we spent everything we possibly could in a COVID environment. So, you know, if we could have invested more into T&E, getting in front of people and more events, I think we would have done that.

Aug 10, 2021 / receipt, needs a key / Chris, CFO | earnings call 2021-08-10 | transcript 5656dc65-b610-4cce-b122-6200439d6b93 | chars 54121-54331 | segment 54

Guiding to Free Cash Flow of $255M in 2026, with a target of $371M+ by 2028

ir_statement / Sep 16, 2026 / receipt

20 Straight beat-and-raise quarters, as of 2Q’26

ir_statement / Sep 16, 2026 / receipt

Increasing FY’26 GAAP EPS range to $0.09 to $0.11, up $0.07 at the midpoint from guidance of $0.02 to $0.04 previously

ir_statement / Sep 16, 2026 / receipt

Increasing Zeta 2026 guidance for revenue, adj. EBITDA2, FCF2 and GAAP EPS

ir_statement / Sep 16, 2026 / receipt

Strong customer adoption across the platform with double-digit growth across all 3 use cases, customers using more than 1 use case up 90% Y/Y, customers using 5+ channels up 50% Y/Y, and cross-sell &

ir_statement / Sep 16, 2026 / receipt

Super-scaled customer5 growth of 17%, and ARPU6 growth of 17% Y/Y, both ahead of 2028 model

ir_statement / Sep 16, 2026 / receipt

8 of the Top 10 Verticals Grew Greater Than 20%

ir_statement / Sep 16, 2026 / receipt

Significant Y/Y super-scaled customer count expansion

ir_statement / Sep 16, 2026 / receipt

Continued super-scaled customer ARPU expansion

ir_statement / Sep 16, 2026 / receipt