What I'll Be Listening For on $ZETA's August 4 Earnings Call: 1) Is Athena driving measurable increases in customer spend, retention, or campaign performance? 2) Has Business Intelligence become a true growth engine, or is it still primarily a vision for the future? 3) Has the first joint Palantir customer been signed? When should investors expect meaningful commercial contribution? 4) OpenAI: Beyond the partnershiwhat has ZETA learned from powering advertising for OpenAI? Has it created new revenue opportunities or improved consumer intent models? 5) Are we beginning to see tangible cross-selling, international expansion, and operating leverage from Marigold? 6) With a new $1 billion credit facility, how is management thinking about acquisitions, buybacks, and expanding proprietary data assets? 7) What assumptions underpin the outlook for the second half of 2026? For me, August 4 isn't just about beating consensus. It's about reducing uncertainty. The more management can connect these initiatives into one coherent strategy, with measurable results, the easier it becomes for investors to assign a higher multiple. #ZETA #AI #AdTech #BusinessIntelligence #Investing