Zeta (ZETA): FY26 Q3 earnings call, Nov 9, 2026

Mon, Nov 9Earnings callSpeaker-labelled transcriptZeta

On its Nov 9, 2026 earnings call (FY26 Q3), Zeta said 6 of the 13 words Kalshi listed; Parrot’s count agreed with all 13 settlements. Quotes below are at most 25 words each.

Updated

Markets

13 words · 6 settled yes · our count agreed on 13 of 13
Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability published before the event
WordResultOur countAll speakersAgreesProbabilityMarket
Palantir Yes1113✓75%n=1+tx from settlement history blended with transcripts–
Enterprise Intelligence Yes66✓12%n=1+tx from settlement history blended with transcripts–
OpenAI / ChatGPT Yes44✓84%transcripts from the transcript model–
Foundry Yes22✓55%n=1+tx from settlement history blended with transcripts–
AI Infrastructure Yes12✓61%n=1+tx from settlement history blended with transcripts–
Inference Yes11✓59%n=1+tx from settlement history blended with transcripts–
Loyalty No00✓75%n=1+tx from settlement history blended with transcripts–
Snowflake No00✓67%n=1+tx from settlement history blended with transcripts–
Cannes Lions No00✓44%n=1+tx from settlement history blended with transcripts–
SuperGraph No00✓39%n=1+tx from settlement history blended with transcripts–
Connected TV No00✓36%n=1+tx from settlement history blended with transcripts–
Trade Desk No00✓28%n=1+tx from settlement history blended with transcripts–
Agentic Commerce No00✓12%n=1+tx from settlement history blended with transcripts–

Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Nov 9, 2026 01:46 UTC.

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

Where the listed words were said

David Steinbergcompany“Palantir” · prepared

…a differentiated foundation and a strong right to win. Our partnership with Palantir is a foundational pillar of Zeta's next chapter, accelerating our expansion from…

David Steinbergcompany“Enterprise Intelligence” · prepared

…continue to take share in marketing software and address a much larger enterprise intelligence opportunity. Let me start with what's driving our growth today: return…

David Steinbergcompany“OpenAI / ChatGPT” · prepared

…applications and workflows where our customers already work, including environments such as ChatGPT, Claude, and Gemini. It will give customers more ways to use Zeta…

David Steinbergcompany“Foundry” · prepared

…alpha. Last quarter, we reported our Data Cloud was fully integrated with Foundry and that we had received initial joint customer agreements. One of those…

Agents: this page as TSV at /api/v1/appearances/zeta:2026-11-09:earnings_call · words: /api/v1/brief?appearance=zeta:2026-11-09:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP