ZETA LIVE '26 OPENING KEYNOTE WITH DAVID A. STEINBERG - ZETA GLOBAL HOLDINGS CORP

Every masterpiece starts with ambition, but the most powerful advancements are rarely achieved alone. One idea unlocks the potential of many. Individual brilliance becomes something greater, and suddenly possibility has no soloist the same is becoming true of intelligence intelligence that takes its cue from you listens deeper sees further and moves with purpose beyond marketing across the enterprise every instrument every signal Every decision. Separate notes. One transformative composition. The advantage belongs to those who bring it all together. Who command performance and orchestrate a symphony of intelligence. The next movement starts now. Please welcome to the stage, co-founder, chairman, and CEO at Zeta Global, David A. Steinberg. It's a celebration. Well, I have to say it for a sixth year in a row, live from New York, it's Zeta Live. To our customers, thank you for trusting us with your growth and consistently challenging us to imagine what else is possible. To our partners, our speakers, our shareholders, and the Zeta team, thank you for making today possible. Today we have brought together people who have built, led, performed, achieved at the highest level. They come from different worlds, but they share something essential. Ambition. Not ambition just blindly, but ambition with the conviction and the discipline to make it a reality. That is the company that we are all keeping today. There's an old saying, supposedly an ancient curse. You may be fortunate enough to live in interesting times. I think we have very much delivered on that. I could use a boring day or two here and there. But the truth is, I've seen it less as a curse and more as an opportunity. The advantage will belong to the leaders that can take what already makes their business great, their customers, their knowledge, their judgment, and turn it into what is newly possible. that's why we're here at the sixth annual zeta live to bring together the people building what's next with the people who actually put it to work the to challenge the assumptions share what's working and explore what is possible so we can all see further and grow more profitably faster. Which brings me to, that was easy, which brings me to a question I'm often asked. What will separate the winners from the losers in the AI era? Will the winners be the companies with deep customer relationships, the companies with proprietary data that's been built over decades, or the companies pushing technology to places it's never been? The answer is both combined. The real advantage comes when you bring it together. And that's how we're building Zeta. And, that's what we want to make possible for all of you. Think about what that could mean to you, your team, your business. A company knows its business. Marketing sees demand rise. Merchandising knows what's in stock. Operations knows where it can ship. Imagine bringing that knowledge together in one plan. Acting on one opportunity as one team. Now imagine every part of the business learning from what the other discovers in real time. Marketing improves the next demand forecast. Customer service insight shapes the next product design. Every outcome makes the next decision smarter. More possibility for every person, more coordination across every team, more learning from every outcome, what you already know and what you can already do with it. That is how intelligence becomes growth. Our ambition is to build the foundation that you can build upon, one that turns your business knowledge into what your business can achieve. That is intelligent infrastructure. None of this happens without our extraordinary R&D team and I'd like to thank them very much for the hard nights of work to get us to this point today. And to our customers, we are here because of you, not just because you're paying for it, but because of your conviction and your commitment to us. You've trusted us with your growth, but you have challenged us to go further and you have been the ones that help us build what we are shaping today. Today we are going to show you what that trust has made possible. Today we have four announcements that are going to bring our ambition to life. Last year I introduced you to Athena. You could ask her a question. She would understand it. She would know what mattered. And she would put the answer to work. I've asked Athena to join us today. Athena, where are you? Right here, David. Where? said to meet customers where they are. Oh, the Athena robot is here. Athena, I love, I love the Toga. This is great. Stay right there with our customers and let's show everybody what we've been working on. Hey, Athena, help me grow full-priced sales with the inventory I already own. Okay, David, I'm combining your inventory and historical sales with Zeta's enterprise intelligence to forecast demand and build a plan. You have excess stock in the Midwest. These six regions have rising demand but too little inventory. I recommend moving stock there to support more full-price sales. Great. Athena, would you make me a workspace to share this with my team? Your workspace is ready. Should I activate the moves? No, not yet. Let's let the team review it and then let them approve it. Of course. And Lincoln Center, catch my next demo with Roman later. Love the commercial, Athena. Thank you very much. Today Athena is becoming something much bigger. Three things in one. Marketing that understands your customers and drives growth. intelligence that helps you decide where to take your business, and an operating system that brings together the applications, agents, and work to get you there. These are not three separate things. They're one system working towards one objective, yours. Athena OS, the operating system for enterprise intelligence. Athena, would you cue up the video for me, please? Every ambition begins with a destination, a growth goal, a customer to win, a business to build. But with more data, more software, and more AI, the distance between ambition and action keeps expanding. Intelligence fragmented, work disconnected, with people needing to adapt to software instead of software adapting to them. But ambition requires more. It demands intelligence that knows what you want to achieve and can build a path to get there. Meet Athena OS, the operating system for enterprise intelligence that turns your ambition into strategy, action, and growth. Set the objective, define the boundaries, and Athena OS will build around you. Connecting your business capabilities with what your customers want and need next. It knows, decides, acts, and learns. What started with marketing can now run your entire business, helping you make better decisions about everything, anywhere. And each outcome, making Athena OS smarter and smarter and smarter. Your ambition sets the destination. Athena OS builds the path. And intelligence turns ambition into growth. Take your business anywhere with Athena OS. That is Athena OS Athena made another point today. She came to you. Your team should have that same freedom in planning systems. A customer service platform, Your own applications and agents. That's our second announcement today. We're making Athena open so you can build your intelligence in your own applications, agents, and workflows. We call this Athena MCP, Zeta's new headless solution. You can work directly with Athena. you can also bring that intelligence into the systems that your team's already used. Day one, it'll integrate into ChatGPT, Claude, Gemini, and of course, Palantir Foundry. Wherever you choose to work, the session stays open and Athena stays with you. Your teams bring their expertise, your systems, your operational picture. Zeta brings the intelligence about the customer, the demand signals beyond your four walls. Our third announcement today is the Athena Inference Model, AIM. A family of specialized models we're developing with NVIDIA and Fireworks, beginning with business intelligence. Zeta Business Intelligence, or ZBI, because we love acronyms, already put our demand intelligence to work for your questions. Who's likely to buy? What do they want? And where is demand heading? AIM takes that so much further. Built on NVIDIA's Nematronen, hopefully I said that right, open models and fine-tuned using fireworks infrastructure. AIM is designed for specific Athena OS use cases to connect your business with what it knows to what the ZBI demand reveals. What then are the inferences that come from that and what do those changes mean for your business so you can respond properly? Questions like where should we invest as demand grows? What inventory should we carry? Where should we open our next location? AIM will work alongside our existing predictive models to extend that intelligence beyond marketing and into how you plan to invest and grow profitably. Tell Athena what you want to achieve. AIM will help her understand what it will take to get you there now the power of all this grows when you can build on it that's what makes it infrastructure our innovation becomes the foundation for your innovations Athena OS brings intelligence and action together around your objectives headless puts that intelligence into your applications and workflows. An aim is being developed to deepen what that intelligence can tell you about your business. You bring your expertise, your ideas, your ambition. Together we expand what you can achieve. Our fourth announcement is the true horizon here. We're extending our intelligence deeper into infrastructure and the infrastructure that powers it. And as enterprise put AI to work, they need faster, more predictable answers, more unpredictable costs, and greater control over their data and intelligence and where it runs. AIM gives us a window into the intelligence workloads businesses needs to run. That creates an opportunity to optimize not just the models but the computing beneath them. We have begun working with the leading semiconductor partner to explore the development of a microchip along with the data infrastructure to put it to work. Aim on a chip, aim in a data center. The ambition is faster intelligence delivered more efficiently with greater control for the enterprise. It's a big vision and our partners make it possible to pursue this in a capital light approach designed to protect our existing cash flow margins as we invest in our business for growth. Zeta brings proprietary intelligence and understanding of the business workloads. Our partners bring expertise in chip development and data center infrastructure. Together, we can keep our investment focused on what makes Zeta distinctive. This is an early stage work. The architecture and development path are still taking shape, but who you build with matters as much as what you build.