$ZETA WKN: A3CR1U ISIN: US98956A1051 Forum: Aktien User: Kasi77

Ok

Alles gut Kasi, ich lese das immer was du schreibst. Du machst das Super . Ohne dich und andere würde ich hier im Dunkeln tappen. 👌👍

Liest sich das überhaupt wer durch. Sonst lass ich das . Ich lese es eh

Da kriege ich direkt einen Seitenständer 🤑

Es gibt einen Grund, warum David mit einem zusätzlichen Jahresumsatz von 100 Millionen US-Dollar rechnet. Die Zahl der „Super Scaled“-Kunden von $ZETA ist seit dem ersten Quartal 2023 von 110 auf 189 gestiegen. Da Athena nun auf der Plattform $PLTR Foundry läuft, erhält $ZETA Zugang zu neuen Großkunden – und zwar zu zahlungskräftigen Großkunden: Behörden, globalen Industrieunternehmen und institutionellen Finanzinstituten. Es ist mit einem Anstieg der Zahl dieser „Super Scaled“-Kunden zu rechnen.

ZETA – Goldman Sachs gibt Kursziel von 28$ für ZETA aus

$PLTR $ZETA EILMELDUNG: Palantir und Zeta haben eine strategische Partnerschaft zum Aufbau einer KI-Infrastruktur für das Unternehmensmarketing angekündigt. - Die Data Cloud von Zeta wird auf Basis von Palantir Foundry neu konzipiert; dabei werden kontrollierte Unternehmensdaten mit der KI-basierten Entscheidungsplattform von Zeta zusammengeführt. - Ziel ist die Verknüpfung von Operational Intelligence, Customer Intelligence und der Umsetzung von Marketingmaßnahmen in Echtzeit. - Laut Zeta könnte die Partnerschaft in den kommenden Jahren einen Jahresumsatz von mehr als 100 Millionen US-Dollar generieren. Die Unternehmen erklären, dass dadurch eine vertrauenswürdige Plattform für „Agentic Marketing“ (autonom agierendes Marketing) entsteht, auf der KI Unternehmensdaten in schnellere, messbare Ergebnisse umwandeln kann. Es ist erfreulich zu sehen, wie sich zwei Unternehmen, die gezielt auf die Wertschöpfung für Unternehmen ausgerichtet sind, zusammenschließen, um weiteres Wertpotenzial zu erschließen.

Roth MKM bekräftigt die Kaufempfehlung für $ZETA Kursziel: 44 $

2/2 By re-architecting the $ZETA Data Cloud on-top of Foundry, this enables the intelligence that $ZETA produces to be informed by operational data (think of inventory levels, supply chain issues, real-time bottlenecks). With more data, $ZETA will be able to produce even more precise, and richly informed intelligence specifically for their enterprise client. In essence, truly selling business outcomes in real-time. With one partnership alone, $ZETA goes from a superior marketer, and evolves into an elite business intelligence machine. On the flip-side, $PLTR stands to gain tremendously. Operational insights are fantastic, and helps a business function day to day. With this partnership $PLTR will gain access to the Proprietary SuperGraph that is produced by $ZETA Global, thus unlocking a real-time consumer intelligence touch-point for the $PLTR ontology. Again, with more data, $PLTR is able to produce better outcomes uniquely for that specific enterprise client. This is where this partnership becomes quite brilliant – pay attention to this part… The equation is simple: For $ZETA, more operational data = better intelligence = better outcomes = more client spend. For $PLTR, more consumer data = better intelligence = better outcomes = more client spend. This creates a powerful dynamic. With their ecosystems now unified, both $ZETA and $PLTR are naturally incentivized to introduce existing customers to the other's services. Every $PLTR client that adopts $ZETA gains access to a unique layer of consumer intelligence that can enhance the outcomes delivered by $PLTR’s software, while every $ZETA customer that adopts $PLTR gains a platform capable of turning that intelligence into operational results. In effect, the success of one platform increases the value of the other, creating a mutually reinforcing flywheel that encourages both companies to expand each other's footprint. In my opinion, it is through this framework that $ZETA and $PLTR have the potential to build one of the most compelling enterprise partnerships of this era – truly defining the new age of software. Long $PLTR = Long $ZETA.

The $ZETA x $PLTR partnership is more significant than I first thought... Snowflake does not play a hand in this conversation. In reality, the ZDC (Zeta's data cloud) will be re-built on-top of Foundry, thus merging their Ontology with Zeta’s SuperGraph. This is enterprise intelligence on steroids, I'm not kidding. Let’s start at the top. To understand the direction of the enterprise stack you must look to the foundational layer of data ingestion, specifically down to the classification of the data. The enterprise stack can be broken into two core layers of intelligence: - Operational intelligence (supply-side data) - Consumer intelligence (demand-side data) Operational data can be defined as the objects, employees and sequences that inform the enterprise of what their business is doing. On the other hand, you have consumer systems collecting signals, interactions and sales data establishing how business is performing. These are distinctly two different sides of the same enterprise brain. Remember this for later in this post. Originally I suspected due to the timely announcement of the Snowflake OSI partnership, $ZETA and $PLTR would utilize the joint development bridge designed by $SNOW to facilitate this relationship. No, I was wrong. It’s 100X better. $ZETA will indeed be re-architecting its core cloud database on top of $PLTR’s Foundry. This means, all of Zeta’s current clients will likely routed through this ecosystem unless they opt to utilize other cloud platforms. This may seem confusing, but it’s actually expected, as $ZETA is an agnostic provider after all. The move to Foundry has several benefits, both for $ZETA and $PLTR. But ultimately, the real winner here is the enterprise client. Put a pin in that, we will come back to it at the end of this post. Walking through how this will work… View this partnership as the unification of two sides of the same brain. Except, this is the brain which produces enterprise grade intelligence. From operational intelligence, to consumer and business intelligence – through this agreement, the enterprise will create outcomes it has never obtained before. $ZETA still owns their proprietary data-rails. Think Disqus, LiveIntent, Marigold, etc. On the flip side of the coin, $PLTR still owns the operational relationship with the enterprise – ingesting millions of raw data-points in real-time. What becomes shared, is the Intelligence layer. You see, $ZETA has produced a “Consumer-like Ontology” called the SuperGraph. In Essence, a massive profile database enriched by real-time signals of intent and ID touch-points for 552M global people – these are proprietary, nobody else can produce this data. In this, $ZETA has created best-in-class business intelligence for marketing purposes when paired with an enterprise client datasets. This is where $PLTR comes in… $PLTR has produced the world class “Digital Twin” ontology for government/enterprise operational applications. Ingesting millions of raw, unstructured and real-time data points funnelling them into Foundry. It is in this practice, $PLTR is able to produce operational intelligence, actioning insights, directives, or optimizations for an enterprise – thus becoming their native real-time operating system. However, something has been missing for both $ZETA and $PLTR. $ZETA produces demand-side intelligence. $PLTR produces supply-side intelligence. The ultimate enterprise stack would consist of an intelligence generation mechanism that would be informed not only from the demand-side, but also the supply-side. Therefore creating a holistic approach to intelligence generation.