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疯了 : I didn't quite understand what's positive about this ZETA news
Tianyu Jiang 疯了 : Competitor LiveRamp has been acquired
疯了 Tianyu Jiang : Let me know when you sell this ZETA, I've been buying it consistently from you.
SB Research OP 疯了 : word, not anytime soon, but maybe trimmimg a bit around 24-28.
SB Research OP Tianyu Jiang : LiveRamp and Zeta Global are partial competitors, but they also have a formal partnership — making their relationship nuanced rather than purely adversarial.
Zeta operates more like an all-in-one marketing cloud (competing with Adobe, Salesforce, Epsilon), while $LiveRamp (RAMP.US)$ is more of an underlying data infrastructure layer. One industry professional noted that Zeta is preferred by some Fortune 100 companies as an “integrated marketing cloud”. So ZETA has it own moat, which is still unrecognized to wallstreet.
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