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“Palantir has 800+ clients… ALL of them will be able to push a button through Foundry, and turn on the Zeta Marketing Platform.” – David Steinberg, CEO $ZETA
91,978 просмотров • 2 месяцев назад •via X (Twitter)
Комментарии: 19

That's some promising growth potential considering what $PLTR just did with the rule of 40.

Cross-sell engine + Athena is the cross-channel engine. Great scenario.

It really is. Specially when you're partner is Palantir.

General Mills, Lowe, Stellantis, Hertz, Heineken... $PLTR + $zeta bulls, what names would be the most obvious for cross selling?

I’ll provide a list later

Sure its gonna be a great list, did you see the interview with David from 2 weeks ago where it sounds like he confirms Amazon as a channel?

I gotta listen

Huge

Heck yeah.

This is only the beginning of a run 🤷♂️

👉😵💫👈

@DeepValue47 Zeta better paying up big time to PLTR

Fkn beautiful

This could mean a massive beat and raise in H2. 2 Billion in revenue in play? Also 2027 and beyond numbers need to be way higher.

This is not even baked into their guidance which is crazy. They do at least 1.9 billion revenue this year.

@JosephFGI Outperformance incoming.

Fully agree I see no scenario they do under 2.3 billion rev next year. 1.825 b guidance right now. Beat by 5% is 1.92 billion. X next year low end 20% rev growth is 2.3 billion. Or beat by 25 million+ 15 billion raise+ another 25 billion beat +25 b from PLTR which may be low is 1.915 billion this year. And personally I think they do 25% next year and that would be closer to 2.4 billion revenue.

@JOleg00

Man that cross selling funnel is no joke
