Company coverage
Research snapshot 2026-08-31
Research activity
ZETA 0 trade records · option records · →Moat
ModerateProprietary first-party data across 2 billion consumer profiles and 235 million U.S. consumers — defensible in a market hostile to third-party cookies. Real-time intelligence detects consumer intent and activates campaigns instantly. Platform integr…
Physical assets
MinimalCloud-native infrastructure built on AWS. No physical infrastructure ownership. The moat is entirely software and data-driven.
Software / hardware
Software100%
Hardware0%
Growth. 2B consumer profile database becomes indispensable as cookie deprecation forces Fortune 100 marketers to first-party data platforms with 114% net revenue retention. Primary assets. 2B global consumer profiles database, 235M U.S. consumer dat…
- manual · sw-hw
Growth. 2B consumer profile database becomes indispensable as cookie deprecation forces Fortune 100 marketers to first-party data platforms with 114% net revenue retention. Primary assets. 2B global consumer profiles database, 23…
- manual · physical-assets
Cloud-native infrastructure built on AWS. No physical infrastructure ownership. The moat is entirely software and data-driven.
- manual · moat
Proprietary first-party data across 2 billion consumer profiles and 235 million U.S. consumers — defensible in a market hostile to third-party cookies. Real-time intelligence detects consumer intent and activates campaigns instan…
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Notes
Full portfolio moat / asset analysis
Proprietary first-party data across 2 billion consumer profiles and 235 million U.S. consumers — defensible in a market hostile to third-party cookies. Real-time intelligence detects consumer intent and activates campaigns instantly. Platform integration creates switching costs (114% net revenue retention in 2025). 40% of Fortune 100 clients. $308M revenue…
Full portfolio moat / asset analysis
Cloud-native infrastructure built on AWS. No physical infrastructure ownership. The moat is entirely software and data-driven.
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