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Posted on 9/10/26 at 9:09 am to cgrand
Sold KRMN, at a loss, and put buy order for shares and options on ZETA. Waiting to see if they fill. I very seldom buy or sell at current price. 1 LEAP filled at $6.40 for 1/28. I now have 3 calls with house money and can get 1 more before I start adding my money. Hoping to have 6 calls and 100 shares by the end of the day.
This post was edited on 9/10/26 at 9:22 am
Posted on 9/10/26 at 10:08 am to jerryc436
pretty good bounce at 30 there’s a large call wall at that strike. Zeta CEO will keynote today at PLTR AIPCon along with a few other key PLTR partners and customers.
I do think that this PLTR partnership is going to be way bigger than the market has priced. Yesterday the CFO said they have targeted 20 PLTR commercial clients that each spend $1B a year on marketing. And this is money PLTR does not have access to yet…they are incentivized to get clients using the Zeta Platform
I do think that this PLTR partnership is going to be way bigger than the market has priced. Yesterday the CFO said they have targeted 20 PLTR commercial clients that each spend $1B a year on marketing. And this is money PLTR does not have access to yet…they are incentivized to get clients using the Zeta Platform
Posted on 9/10/26 at 11:32 am to cgrand
Revenue Share & Margins: Palantir's revenue share is taken "off the top," which Zeta management noted leaves them with a higher-margin operating model without expanding core operating expenses
Target Deal Sizes: The joint go-to-market strategy targets Palantir’s largest U.S. commercial accounts—specifically enterprise brands spending upwards of $1 billion annually on marketing.
Pilot Program Economics: Pilot sizes under this partnership range from $500,000 to $1.5 million, roughly 10 times larger than Zeta's historical standalone pilot range of $50,000 to $150,000.
So…PLTR gets a cut right off the top of zeta billings that they did not have access to before. ZETA gets new recurring revenue without increasing overhead. And the TAM is in the many many many billions of dollars already being spent by companies already happy using PLTR
Target Deal Sizes: The joint go-to-market strategy targets Palantir’s largest U.S. commercial accounts—specifically enterprise brands spending upwards of $1 billion annually on marketing.
Pilot Program Economics: Pilot sizes under this partnership range from $500,000 to $1.5 million, roughly 10 times larger than Zeta's historical standalone pilot range of $50,000 to $150,000.
So…PLTR gets a cut right off the top of zeta billings that they did not have access to before. ZETA gets new recurring revenue without increasing overhead. And the TAM is in the many many many billions of dollars already being spent by companies already happy using PLTR
Posted on 9/10/26 at 11:34 am to cgrand
This is your company. Do you like what you're hearing?
Posted on 9/10/26 at 11:46 am to bayoubengals88
I’m as positive on it as anything else, keeping the risks in mind…if they were to have a data breach for example it would be catastrophic. Same with a sweeping reform of data collection laws.
all their eggs are in the owned data basket. Their primary competition does not own their data, they use third party data. Using the owned data to make decisions on behalf of others carries tremendous risk if the data gets compromised
all their eggs are in the owned data basket. Their primary competition does not own their data, they use third party data. Using the owned data to make decisions on behalf of others carries tremendous risk if the data gets compromised
Posted on 9/10/26 at 1:21 pm to cgrand
Bought shares today and now up to 105 shares at 27.15 cost basis. Still have calls that have not filled but being patient.
Posted on 9/11/26 at 12:50 pm to jerryc436
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If tweet fails to load, click here. quote:
Met with a number of Palantir’s best clients after my Keynote and we had a full Athena demo activation set up that was jam packed
Posted on 9/11/26 at 1:35 pm to cgrand
Added 3 more 1/28 $45 Calls today avg price $625. I think I am about where I want to be in ZETA now.
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