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.

7 matches for “Senso”; 5 quoted, at least 25 words apart.

David Steinbergcompanyprepared

…to deliver more relevant intelligence and faster decisions. Our recent acquisitions of Senso and Digital Audience strengthen that foundation. Senso adds deeper connectivity to frontier…

David Steinbergcompanyprepared

…innovation, enterprise AI, and commercial opportunities. With AthenaOS and our acquisition of Senso, we are strengthening how enterprises connect their intelligence to frontier AI models…

David Steinbergcompanyqa

…on there, which is why we're building out GEO, why we bought Senso AI, and why we're doing all of those things. What I would…

Arjun Bhatiaanalystqa

…that you have made? Particularly, I was more interested to learn about Senso, and I am curious what sort of additional functionality it adds on…

David Steinbergcompanyqa

…GEO as a new channel. It is part of the existing platform. Senso will fully integrate into the Zeta platform. I see that as a…

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