Latest news with #AIAgentStudio
The Star
an hour ago
- Business
- The Star
Oracle beats quarterly results estimates on cloud services demand, shares rise
FILE PHOTO: A logo of cloud service provider Oracle is seen at the company's offices at Eastpoint Business Park, Dublin, Ireland October 18, 2021. REUTERS/Tom Bergin/File Photo (Reuters) -Oracle beat Wall Street estimates for fourth-quarter results on Wednesday, boosted by growing demand for its cloud offerings from companies deploying artificial intelligence, sending its shares up 7% after the bell. The company's growth is largely nurtured by its Oracle Cloud Infrastructure (OCI) solution and support for AI workloads. Analysts see the company becoming more of a cloud service provider that relies less on software growth. "We expect our total cloud growth rate — applications plus infrastructure — will increase from 24% in fiscal year 2025 to over 40% in fiscal year 2026," said CEO Safra Catz. Revenue for the quarter ended May 31 stood at $15.90 billion, compared with the analysts' average estimate of $15.59 billion, according to data compiled by LSEG. Quarterly revenue at Oracle's largest unit, cloud services and license support, grew 14% to $11.70 billion from last year. Oracle has also been introducing AI assistants, advisers and agents. Its AI Agent Studio, announced in March, is designed to help customers and partners build their own customized AI agents. Excluding items, the company earned $1.70 per share in the fourth quarter, compared with estimates of $1.64 apiece. (Reporting by Juby Babu in Mexico City; Editing by Alan Barona)
Yahoo
3 hours ago
- Business
- Yahoo
Oracle beats quarterly results estimates on cloud services demand, shares rise
(Reuters) -Oracle beat Wall Street estimates for fourth-quarter results on Wednesday, boosted by growing demand for its cloud offerings from companies deploying artificial intelligence, sending its shares up 7% after the bell. The company's growth is largely nurtured by its Oracle Cloud Infrastructure (OCI) solution and support for AI workloads. Analysts see the company becoming more of a cloud service provider that relies less on software growth. "We expect our total cloud growth rate — applications plus infrastructure — will increase from 24% in fiscal year 2025 to over 40% in fiscal year 2026," said CEO Safra Catz. Revenue for the quarter ended May 31 stood at $15.90 billion, compared with the analysts' average estimate of $15.59 billion, according to data compiled by LSEG. Quarterly revenue at Oracle's largest unit, cloud services and license support, grew 14% to $11.70 billion from last year. Oracle has also been introducing AI assistants, advisers and agents. Its AI Agent Studio, announced in March, is designed to help customers and partners build their own customized AI agents. Excluding items, the company earned $1.70 per share in the fourth quarter, compared with estimates of $1.64 apiece.
CNA
4 hours ago
- Business
- CNA
Oracle beats quarterly results estimates on cloud services demand, shares rise
Oracle beat Wall Street estimates for fourth-quarter results on Wednesday, boosted by growing demand for its cloud offerings from companies deploying artificial intelligence, sending its shares up 7 per cent after the bell. The company's growth is largely nurtured by its Oracle Cloud Infrastructure (OCI) solution and support for AI workloads. Analysts see the company becoming more of a cloud service provider that relies less on software growth. "We expect our total cloud growth rate — applications plus infrastructure — will increase from 24 per cent in fiscal year 2025 to over 40 per cent in fiscal year 2026," said CEO Safra Catz. Revenue for the quarter ended May 31 stood at $15.90 billion, compared with the analysts' average estimate of $15.59 billion, according to data compiled by LSEG. Quarterly revenue at Oracle's largest unit, cloud services and license support, grew 14 per cent to $11.70 billion from last year. Oracle has also been introducing AI assistants, advisers and agents. Its AI Agent Studio, announced in March, is designed to help customers and partners build their own customized AI agents.
Yahoo
16-05-2025
- Business
- Yahoo
ZETA Q1 Earnings Call: AI, Agency Expansion, and Conservative Guidance Define Results
Advertising and marketing company Zeta Global (NYSE:ZETA) reported Q1 CY2025 results topping the market's revenue expectations , with sales up 35.6% year on year to $264.4 million. The company expects next quarter's revenue to be around $296.5 million, close to analysts' estimates. Its non-GAAP profit of $0.09 per share was 22.6% below analysts' consensus estimates. Is now the time to buy ZETA? Find out in our full research report (it's free). Revenue: $264.4 million vs analyst estimates of $254.1 million (35.6% year-on-year growth, 4.1% beat) Adjusted EPS: $0.09 vs analyst expectations of $0.11 (22.6% miss) Adjusted Operating Income: $29.03 million vs analyst estimates of $25.73 million (11% margin, 12.8% beat) The company slightly lifted its revenue guidance for the full year to $1.24 billion at the midpoint from $1.24 billion EBITDA guidance for the full year is $258.5 million at the midpoint, above analyst estimates of $256 million Operating Margin: -6.1%, up from -18.4% in the same quarter last year Free Cash Flow Margin: 10.7%, similar to the previous quarter Net Revenue Retention Rate: 96.6%, in line with the previous quarter Billings: $260.1 million at quarter end, up 32.6% year on year Market Capitalization: $3.28 billion Zeta Global's first quarter performance reflected ongoing customer adoption of its artificial intelligence-driven marketing platform and growing relationships with both large enterprises and independent agencies. Management attributed the revenue gains to deeper use case expansion among existing customers and highlighted success stories in telecommunications, insurance, and finance, where Zeta helped clients lower customer acquisition costs and secure multi-year agreements. CEO David Steinberg also pointed to the company's new AI Agent Studio and agentic workflows as key contributors, describing how these tools streamline marketing tasks and deliver measurable return on investment. Looking ahead, Zeta adopted a cautious approach to full-year guidance despite a robust sales pipeline and strong results through April. CFO Chris Greiner explained that, while underlying demand remains solid, guidance factors in 'prudent conservatism' for the second half of the year due to macroeconomic uncertainty. Management emphasized its focus on performance-based marketing and highlighted steps taken to increase free cash flow conversion and reduce stock-based compensation, aiming to balance ongoing investment in innovation with shareholder returns. Management emphasized that Zeta's revenue growth was driven by deeper integration with existing clients, expansion of AI-powered solutions, and increased adoption by agencies. The following points summarize the main factors shaping Q1 performance and Zeta's operational trajectory: AI Platform Expansion: The launch of AI Agent Studio and agentic workflows enabled marketers to automate complex tasks across multiple channels. Management highlighted strong early adoption, with customers utilizing these tools experiencing faster revenue growth and improved marketing efficiency. Agency Channel Growth: Zeta doubled its independent agency business quarter-over-quarter and secured multi-year contracts with both independent agencies and large holding companies. This led to more stable, long-term revenue streams and increased visibility for future quarters. Customer Upsell Momentum: Existing Super Scaled customers, particularly in telecommunications, insurance, and financial services, expanded their commitments with Zeta after achieving lower customer acquisition costs and measurable ROI. Multiple clients signed agreements that more than doubled their annual spend. Business Model Resilience: The company's focus on lower funnel, performance-based marketing spend insulated it from discretionary budget cuts. Management noted that more than 90% of annual revenue is tied to customers with at least a year of tenure, and Zeta's net revenue retention rate has consistently exceeded 111% since 2021. Capital Allocation Shift: Zeta increased free cash flow generation, repurchased shares, and introduced new measures to reduce dilution from stock-based compensation. Leadership stated that these steps were taken in response to investor feedback, aiming for a more shareholder-friendly capital strategy. Management's outlook for the coming quarters centers on continued adoption of Zeta's AI solutions, deeper agency partnerships, and operational discipline to protect margins if macroeconomic conditions worsen. AI Tools Driving Adoption: Ongoing investment in generative AI and agentic workflows is expected to support upsell opportunities and increase revenue per user as clients automate more of their marketing operations. Agency Channel Expansion: Growth among independent agencies and multi-year commitments with large holding companies are anticipated to provide more predictable revenue and reduce exposure to short-term budget cycles. Operational Flexibility: Management highlighted its ability to pull back on sales, marketing, and R&D expenses if revenue growth slows, supporting margin preservation. Risks include potential macroeconomic headwinds and slower than anticipated customer expansion among key verticals. Terry Tillman (Truist Securities): Asked about the pace and success of the One Zeta cross-sell strategy; management stated the approach is ahead of schedule, with increasing numbers of customers expanding to multiple use cases and channels, contributing significantly to growth. Jason Kreyer (Craig-Hallum): Inquired about the impact of macro uncertainty on demand; Zeta responded that no clients had paused or reduced spend, but the company remains cautious in guidance to account for broader market volatility. DJ Hynes (Canaccord Genuity): Questioned which customer verticals Zeta monitors most closely for risk; management cited automotive and retail but noted these segments showed continued growth rather than weakness through April. Elizabeth Porter (Morgan Stanley): Sought clarity on the mix shift from integrated to direct agency business; executives explained that agencies are migrating to direct, on-platform relationships for better ROI, accelerating the trend. Brian Schwartz (Oppenheimer & Co.): Asked about customer adoption of agentic AI and whether early adopters are scaling usage; management reported that customers using agentic AI tools are growing revenue from Zeta faster than others, with multi-agent workflows in beta driving significant interest. In the coming quarters, the StockStory team will watch for (1) broader adoption of AI Agent Studio and measurable customer productivity gains, (2) continued expansion of independent agency partnerships and the conversion of integrated agency business to direct engagements, and (3) Zeta's ability to maintain margin improvements amid any macroeconomic headwinds. Progress on multi-agent workflow adoption and the pace of upsells within key verticals will also be important markers for evaluating execution. Zeta currently trades at a forward price-to-sales ratio of 2.3×. In the wake of earnings, is it a buy or sell? See for yourself in our free research report. Donald Trump's victory in the 2024 U.S. Presidential Election sent major indices to all-time highs, but stocks have retraced as investors debate the health of the economy and the potential impact of tariffs. While this leaves much uncertainty around 2025, a few companies are poised for long-term gains regardless of the political or macroeconomic climate, like our Top 5 Growth Stocks for this month. This is a curated list of our High Quality stocks that have generated a market-beating return of 176% over the last five years. Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-micro-cap company Tecnoglass (+1,754% five-year return). Find your next big winner with StockStory today.
Yahoo
27-03-2025
- Business
- Yahoo
Zeta Global Launches AI Agent Studio with Agentic Workflows, Pioneering the Next Frontier of AI-Powered Marketing
Now part of AI Agent Studio, Agentic Workflows Enable Marketers to chain AI agents together to create fully customizable workflows NEW YORK, March 27, 2025--(BUSINESS WIRE)--Zeta Global (NYSE: ZETA), the AI marketing cloud, is redefining the future of marketing with the launch of AI Agent Studio. Now generally available to Zeta customers, AI Agent Studio is a suite of generative AI tools that enables users to select and activate prebuilt agents, create custom agents, and link them together to execute complex marketing tasks, rather than just isolated, linear tasks. Now available in beta, Agentic Workflows is a breakthrough innovation that allows marketers to orchestrate Zeta's interconnected generative AI agents, automating complex tasks with precision and efficiency. This evolution in AI-powered marketing empowers businesses to increase productivity, sharpen personalization, improve performance and scale campaigns faster. Zeta's Agentic Workflows provide a library of prebuilt and customizable AI workflows, enabling marketers to define, connect, and optimize AI agents to drive intelligent automation. "Zeta has long been at the forefront of AI-powered marketing, relentlessly focused on making AI truly actionable." said David A. Steinberg, Co-Founder, Chairman, and CEO of Zeta Global. "The momentum is clear—126 brands adopted Zeta's Data Cloud AI within its first year of launch. While AI adoption is still in its early stages, we're already seeing a meaningful impact, with Zeta's consumption revenue increasing over 40% in 2024—a significant acceleration from 2023. With this launch, which combines strategic intelligence with autonomous execution, Zeta is giving businesses the ability to move faster, make smarter decisions, and scale growth like never before." "We are still in the early innings of generative AI, but today's launch of Agentic Workflows marks a turning point for the industry," said Christian Monberg, Chief Technology Officer and Head of Product of Zeta Global. "Zeta has spent years pioneering AI in marketing and refining our architecture to enable true transformation. Agentic Workflows allows marketers to move beyond siloed AI tools to interconnected systems that work autonomously, unlocking a new era of efficiency and effectiveness." Agentic Workflows: AI-Powered Automation for Marketers Zeta's fully customizable Agentic Workflows enable marketers to chain Zeta's generative AI agents together to perform complex tasks and drive impactful results throughout the customer journey. Unlike one-size-fits-all AI tools, Zeta's generative AI agents can be tailored to meet specific business needs and then combined, allowing marketers to create workflows that can do nearly any task. Zeta's Agentic Workflows empower marketers by freeing up time to focus on higher-value strategic initiatives. Some of the key tasks they can automate include: Programmatic Media Optimization: Automates audience segmentation, media planning, real-time bidding strategies, and ongoing campaign performance adjustments. Customer Journey Optimization: Identifies behavioral drop-off points, recommends engagement strategies, and executes A/B testing for continuous improvement. Campaign Creation: Defines target audiences, forecasts CTV campaign performance, generates creative briefs, and automates billing processes. Data Onboarding: Analyzes, maps, and transforms unstructured data for seamless integration into the Zeta Marketing Platform. To further enhance usability, the Zeta Marketing Platform provides an intuitive, guided framework for marketers to build custom AI agents tailored to their unique business needs, along with a growing library of out-of-the-box AI agents. For more information on the latest AI innovations from Zeta, visit: About Zeta Global Zeta Global (NYSE: ZETA) is the AI Marketing Cloud that leverages advanced artificial intelligence (AI) and trillions of consumer signals to make it easier for marketers to acquire, grow, and retain customers more efficiently. Through the Zeta Marketing Platform (ZMP), our vision is to make sophisticated marketing simple by unifying identity, intelligence, and omnichannel activation into a single platform – powered by one of the industry's largest proprietary databases and AI. Our enterprise customers across multiple verticals are empowered to personalize experiences with consumers at an individual level across every channel, delivering better results for marketing programs. Zeta was founded in 2007 by David A. Steinberg and John Sculley and is headquartered in New York City with offices around the world. To learn more, go to View source version on Contacts Investor Relations Matt Pfauir@ Press Candace Deanpress@ Sign in to access your portfolio
