Zeta Global vs Zscaler

Zeta Global to Acquire Senso, Adding AI Engineering and Frontier-Model Connectivity to Its Intelligent AI Infrastructure

Zeta Global (NYSE: ZETA) announced it has entered into an agreement to acquire Senso, a Y Combinator-backed AI engineering company whose technology helps power Zeta's Generative Engine Optimization (GEO) offering. The acquisition will bring additional technology in-house, add AI engineering talent and deepen Zeta's connectivity to frontier models.

Palantir’s Quiet Takeover of Media’s Data Stack

Palantir is expanding from government work into media and marketing, striking deals with Fox News Digital, Zeta Global, Stagwell, and USA Today Co. These partnerships involve building internal platforms, analyzing audience data, and integrating AI. Despite employee concerns at USA Today, executives praise Palantir's speed and ontology-based approach. The company embeds forward-deployed engineers and offers interoperability with various AI models. For Zeta and Stagwell, Palantir also serves as a sales channel, taking a revenue share. The push reflects a broader industry shift toward leveraging data for monetization and efficiency.

• Fox News Digital struck a deal with Palantir in December 2025 to build its article production platform, which now handles 95% of its articles.
• Zeta Global signed a seven-year partnership with Palantir in June, rebuilding its data cloud on Foundry after skipping a competitive review.
• Stagwell built two marketing products on Palantir's platform, including an agentic marketing system developed within 16 weeks.

10-Q Financial Filing Analysis for Zeta Global (2026-08-05)

Zeta Global reported strong financial performance for Q2 2026, with revenue expanding 43.5% year-over-year to $442.8 million, driven by existing customer expansion, new enterprise client acquisitions, and contribution from the Marigold Enterprise Business acquisition ($48.1 million in Q2). The company achieved positive GAAP operating income of $16.9 million and net income of $8.2 million for the quarter, compared to a net loss of $12.8 million in Q2 2025. Adjusted EBITDA rose 56.0% to $91.7 million, expanding adjusted EBITDA margin to 20.7%. Operating cash flow generation remained robust at $118.9 million for the first six months of 2026. Subsequent to quarter-end on July 24, 2026, Zeta expanded its credit facilities to $1.0 billion, significantly strengthening liquidity.

• Q2 2026 revenue increased 43.5% YoY to $442.8 million ($839.1 million for H1 2026, up 46.5%), while super-scaled customers reached 197 with an ARPU of $1.8 million.
• GAAP net income for Q2 2026 turned positive at $8.17 million ($0.03 diluted EPS), while Adjusted EBITDA grew 56.0% YoY to $91.70 million (20.7% margin).
• Subsequent to quarter-end on July 24, 2026, Zeta entered into a new 5-year $1.0 billion Senior Secured Credit Facility ($250 million term loan and $750 million undrawn revolver).

Cybersecurity stock Zscaler's charts turn bullish: Jay Woods

In a CNBC Pro segment, technician Jay Woods discusses Zscaler (ZS), a cybersecurity company that has underperformed its sector peers. While CrowdStrike, Fortinet, Okta, and Palo Alto Networks have gained over 100% year-to-date, Zscaler shares fell as much as 65% from 52-week highs and remain down 13% this year. However, Woods observes a bottoming formation on both daily and weekly charts, with a bullish crossover in MACD and a breakout above $195 resistance. He suggests upside targets of $250-$265, representing 25-30% potential upside, with support at $165. The analysis highlights relative rotation within the cybersecurity sector, indicating that laggards like Zscaler may see renewed strength.

• Zscaler (ZS) shares fell as much as 65% from 52-week highs and remain down 13% year-to-date.
• CrowdStrike, Fortinet, Okta, and Palo Alto Networks have each gained over 100% year-to-date.
• Jay Woods identifies a bullish double bottom formation on Zscaler's weekly chart.

Investor Steve Grasso buys Cloudflare stock on AI growth

CNBC Pro contributor Steve Grasso has purchased shares of Cloudflare, a cybersecurity and network services company, citing its superior growth rate and new opportunities from AI. Grasso notes Cloudflare's revenue grew 36% year-over-year to $696 million in the last quarter, outpacing competitors CrowdStrike and Zscaler. He highlights that existing customers are increasing spending by about 20%, and AI is creating new revenue streams, such as helping companies manage AI bot traffic and using OpenAI models for security. Despite the stock trading at a premium of 40 times sales and being up 68% year-to-date, Grasso believes momentum can continue, though he advises using stop orders to manage risk. The next catalyst is Cloudflare's third-quarter earnings report.

• Cloudflare's revenue grew 36% year-over-year to $696 million in the last quarter.
• Cloudflare's stock is up about 68% this year and recently hit an all-time high.
• Cloudflare trades at roughly 40 times sales, higher than cybersecurity peers.

Zscaler stock rises on earnings beat and upbeat guidance

Zscaler reported fiscal fourth-quarter 2026 earnings that beat Wall Street expectations, sending its stock higher. The cloud security company posted adjusted EPS of $1.19, exceeding the $1.09 estimate, and revenue of $898 million, above the $877 million forecast. Revenue jumped 25% year-over-year from $719 million. Annual recurring revenue rose 25% to $3.77 billion, surpassing StreetAccount's $3.75 billion projection. CEO Jay Chaudhry highlighted early momentum for the company's Zero Trust security solution for AI agents, which he expects to accelerate into fiscal 2028 and 2029. The company also issued better-than-expected guidance for the fiscal first quarter and full year. Despite a 20% stock decline this year, management remains confident in its differentiation strategy.

• Zscaler's adjusted EPS was $1.19 vs. $1.09 expected, revenue $898M vs. $877M expected.
• Revenue increased 25% year-over-year to $898M.
• Annual recurring revenue rose 25% to $3.77B.