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Stock impact report

Zeta Global Conference: Execs Say AI Will Fortify Mission-Critical Platforms, Not Replace Them Overnight [Yahoo! Finance]

Rimini Street, Inc. (RMNI) 
Company Research Source: Yahoo! Finance
systems (especially large ERPs) will be modernized gradually with agentic AI layers on top, while thin apps face greater risk of rapid disintermediation. Zeta's scale and data moat: Zeta said it serves 603 clients (including 51% of the Fortune 100), maintains a 552 million-person data cloud with strict PII controls, claims a Forrester-reported 600% ROI for its platform, and is building agentic features like the voice “Athena” in partnership with OpenAI without exposing raw client data. Operational and financial impact: Zeta expects about $1.755 billion in revenue and nearly $400 million in EBITDA with strong free-cash-flow conversion while reporting large productivity gains, and Rimini Street ($400M ARR) says AI has cut resolution times and will be used to augment human teams despite near-term headcount and pricing complexities. Interested in Zeta Global Holdings Corp.? Here are five stocks we like better. The Next Market Leaders? 5 Growth Stocks to Watch in 2026 A panel dis Show less Read more
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