Turning a complex, critical story into a message for investors

The Client

Zeta Global Holdings Corp. (NYSE: ZETA) is a leading AI-powered marketing technology company. Founded by David A. Steinberg and John Sculley, Zeta’s marketing platform leverages artificial intelligence and trillions of consumer signals to help enterprise brands acquire, grow, and retain customers through AI-powered insights and omnichannel activation.

The Challenge

Investor Days are high-stakes moments. The Street is watching. Analysts are dissecting every word. Executive leadership has one shot to translate complex business strategy into a clear, compelling investment thesis.

For Zeta — an AI platform operating at massive scale with a growth story that demanded precise articulation — the stakes were especially high. They needed a production partner who could handle the complexity: multiple executive presenters, a live in-person investor audience, a simultaneous global broadcast, and a Q&A session that had to flow seamlessly across both formats.

Conference presentation on Athena's foundation, showcasing new technology standards including AI infrastructure, SuperGraph, and contextual intelligence. Audience members engaged with laptops, highlighting a professional setting focused on innovation in technology.

An integrated content strategy for a key investor event

Cardboard Spaceship served as the full-service production partner, leading every dimension of the engagement:

Event Production

End-to-end event management from pre-production through execution, ensuring every detail — from presenter run-of-show to technical redundancy — planned and de-risked.

Live Broadcast & Global Q&A

A broadcast-quality stream reaching investors worldwide, with integrated Q&A that allowed remote participants to engage in real-time alongside the in-person audience.

Presentation Development

Strategic collaboration with executive teams to refine narratives, develop visual storytelling, and build presentations that translated Zeta’s AI-powered platform into investor-ready language.

XR/VR Wall Integration

Immersive extended reality elements that transformed the stage environment, creating visual depth and technological sophistication that matched Zeta’s positioning as an AI leader.

From every single analyst, this was the best investor day they had seen. That confidence in the production value, how it came together, and then the story that allowed us to be able to communicate — 12 out of 10.

Chris Greiner
CFO, Zeta Global
Audience engaged in a presentation with a large screen displaying the text "AI is the engine," highlighting the importance of artificial intelligence in technology and innovation.
Zeta Investor Day promotional graphic featuring a vibrant blue and purple gradient background with the text "ZETA INVESTOR DAY" prominently displayed.
Panel discussion on AI in marketing, featuring speakers seated on stage with a colorful backdrop and audience members engaged at tables. The topic highlighted is "AI: The Catalyst in the Convergence Marketing."
Two individuals engaged in a discussion in front of a large screen displaying the phrase "decisions that shape our modern world," highlighting themes of technology and decision-making.

The Result

A seamless Investor Day experience that elevated Zeta’s story and strengthened engagement with the investment community. Complex technology translated clearly. Executive presenters delivered with confidence. And the broadcast performed without compromise — reaching global investors with the same production quality experienced in the room.

Turning a complex, critical story into a message for investors

CF Industries—one of the world’s largest nitrogen producers — needed an Investor Day that could do more than inform. With a multi-billion dollar growth story spanning new facilities, clean energy initiatives, and operational expansion, they needed to bring investors inside that vision. The catch: key stakeholders were spread across the globe, facilities were scattered across six locations, and the story had to land with the precision investors expect from a Fortune 500.

The stakes were high. This wasn’t a quarterly call — it was a strategic moment to reshape how the market understood CF’s trajectory.

Cardboard Spaceship partnered with CF Industries to produce a fully integrated Investor Day experience that brought their growth story to life. Our team delivered end-to-end production across six locations, capturing cinematic b-roll, producing leadership testimonials, and creating 3D animations that visualized new facility developments.

Worker in a hard hat walking through a complex industrial facility with pipes and machinery, highlighting the operational environment of manufacturing or processing industries.
Industrial smokestack with metallic pipes and structures, viewed from below against a cloudy sky. The image showcases modern engineering and design in an industrial setting, highlighting the complex arrangement of pipes and framework.

An integrated content strategy for a key investor event

Full-Service Video Production (Multi-Location)

Cardboard Spaceship was engaged to develop and deliver a complete content package for the event, including executive interviews, visual storytelling, multi-camera coverage, and polished post-production.

We deployed production teams across six CF facilities nationwide, capturing cinematic b-roll that put investors on the ground: ammonia plants in operation, clean energy infrastructure in development, and the scale of CF’s manufacturing footprint. Every shot was designed to build credibility and tell the story visually.

Leadership Testimonials

We produced scripted interviews with CF’s executive leadership — designed not as talking heads, but as direct-to-investor narratives. Each testimonial video reinforced key messages while letting leadership personalities come through.

3D Animation & Visualization

For facilities still in development, we created custom 3D animations that visualized future-state operations. Investors could see what’s coming — not just hear about it.

Live Global Broadcast & Real-Time Q&A

On event day, we executed a live global broadcast with synchronized presentations, seamless transitions between pre-produced content and live remarks, and real-time Q&A. Technical precision met creative storytelling—investors stayed engaged from opening frame to final question.

Presentation Design

We unified CF’s investor deck under a single creative direction, ensuring every slide reinforced the visual language established in video and animation. No disconnect between what leadership said and what investors saw.

The Result

CF Industries’ Investor Day set a new benchmark for their investor communications program:

Conference speaker presenting on stage at a corporate event, with an audience engaged in the foreground. The backdrop features the CF logo and a presentation screen highlighting key statistics related to the organization's history and accomplishments. Elegant chandeliers illuminate the venue, enhancing the professional atmosphere.
Speaker presenting at a conference with CF branding, discussing market trends and pricing, while audience members attentively listen in the foreground.
Construction worker wearing a yellow hard hat and safety glasses, looking up thoughtfully at an industrial site with machinery in the background.
Panel discussion featuring five speakers at a business conference, moderated by Martin Jarosick. The backdrop displays the CF logo, and the speakers are engaged in conversation about industry trends and insights.
Business leaders engaging in a handshake during a corporate event, with a backdrop featuring a presentation screen and greenery, emphasizing collaboration and networking in a professional setting.

Turning a pivotal moment into market advantage

One year after completing its landmark $835 million acquisition of Main Event, Dave & Buster’s faced a pivotal moment. Investors wanted answers: How would the integration create value? What was the long-term growth thesis? Could the “eatertainment” pioneer maintain its edge while absorbing 50+ new locations?

This wasn’t a routine update —i t was a strategic reset. Dave & Buster’s needed to communicate a cohesive vision that unified two brands, outlined organic growth initiatives, and charted a path to 550+ total stores. The stakes: reshape how Wall Street valued the combined company.

The Challenge

Cardboard Spaceship partnered with Dave & Buster’s to design and produce an immersive Investor Day that turned complex integration strategy into a compelling growth narrative.

Group of friends enjoying a racing arcade game, smiling and engaged, with vibrant neon lights and red gaming seats in an entertainment center.
Group of friends enjoying a meal at a restaurant, featuring a hamburger, fries, and pizza. They are laughing and sharing food, highlighting a fun dining experience.
Young adults enjoying a fun moment at an arcade, playing an interactive sports game. The woman is jumping in excitement, while the man smiles and holds a drink. The vibrant arcade environment features colorful screens and game machines.
Three friends enjoying food and drinks while watching a sports game at Dave & Buster's, surrounded by a lively crowd and large screens displaying the event.

An integrated content strategy for a key investor event

Cardboard Spaceship served as the full-service production partner, leading every dimension of the engagement:

Strategic Messaging & Narrative Development

We worked closely with D&B’s leadership and IR team to distill the Main Event integration story into clear, investor-ready messaging. The narrative focused on three pillars: synergy realization, organic growth initiatives, and disciplined expansion — both domestic and international.

Presentation Design

Every slide reinforced the story visually. We designed a cohesive presentation system that made financial projections, operational milestones, and growth roadmaps feel tangible and achievable—not just numbers on a page.

Immersive Event Production

Dave & Buster’s brand is experiential by nature — the Investor Day had to match that energy. We produced an event that engaged shareholders from the first moment, blending polished executive presentations with dynamic content that showcased the combined company’s potential.

Live Execution

On event day, we delivered seamless production — tight transitions, confident pacing, and technical precision that let leadership focus on the message, not the mechanics.

Results that deliver confidence

Dave & Buster’s 2023 Investor Day didn’t just inform — it moved the market:

  • 20%+
    Stock Price Increase
  • 40% ROI
    Store Cohorts
  • 38
    International Locations
  • 550-Store Vision
    Outlined to Analysts & Stakeholders
A man in a sparkling outfit celebrates joyfully in a vibrant arcade filled with colorful neon lights and game machines, embodying a fun and energetic atmosphere.
Male videographer operating a professional camera in a studio setting, focused on capturing footage, with headphones on and additional crew members visible in the background.
Behind-the-scenes view of a live production control room featuring multiple screens displaying video feeds and graphics, with two operators managing the broadcast setup using laptops and control panels.
Neon pink logo of Main Event, a popular entertainment and dining venue, featuring bold lettering on a black background.
Group of professionals discussing a project on set, with a vibrant red background. The scene captures a collaborative atmosphere among team members, showcasing creative brainstorming and leadership in a production environment.
Interior view of a modern Dave & Buster's restaurant featuring a vibrant dining area with stylish seating, large screens displaying sports events, and a lively atmosphere perfect for dining and entertainment.
Panel discussion during Dave & Buster's Investor Day Q&A event, featuring executives seated on stools against a blue backdrop with the Main Event logo, engaging with investors and discussing company strategies.
Dave & Buster's logo displayed with a glowing orange background, representing the entertainment and dining experience offered at the venue.

The event solidified Dave & Buster’s position as the unrivaled leader in eatertainment—and gave investors a reason to believe in the next chapter.

Terex Corporation: Investor Day Video Production Across Three Continents

Terex Corporation is a global manufacturer of materials processing machinery and aerial work platforms. They design, build and support products used in construction, maintenance, manufacturing, energy, recycling, minerals and materials management applications. The company had not had an investor day in years and was implementing new strategic initiatives to grow shareholder value. They needed multiple company sizzle reels to highlight executive segments and worked with Cardboard Spaceship to make that happen.

The Challenge – Rebuilding an Investor Day Content Program From the Ground Up

Terex Corporation hadn’t hosted an investor day in years. For a global manufacturer with new strategic initiatives designed to grow shareholder value, that silence had a cost — and 2022 was the moment to break it.

The company wasn’t just returning to the investor day stage. It was using the moment to reintroduce its leadership team, reframe its growth narrative, and rebuild confidence with an analyst and investor community that hadn’t heard directly from Terex in a meaningful way for some time. The content had to do serious work — quickly, convincingly, and at the standard a public company’s most critical audience demands.

The production challenge matched the strategic one. Five executives. Three locations spanning North America and Europe. Each location requiring multiple shoot days, independent crew buildouts, scouted environments, and consistent visual execution. Capturing five distinct voices and distilling them into a cohesive set of investor day sizzle reels — without losing the individual authority each executive needed to project — required a production architecture that most companies don’t have the infrastructure to attempt on their own.

There was no margin for inconsistency. Investors and analysts scrutinize everything: how a company looks, how its leaders speak, how polished or unpolished the production feels. After years away from the investor day stage, Terex needed to show up with precision.

Our Approach – A Global Production Strategy Built Around One Unified Narrative

Before any camera moved, the work began with Edelman Smithfield and the Terex team to align on what this investor day needed to say — and how each executive’s segment would contribute to the larger strategic story.

Narrative Strategy & Executive Content Planning

    • Aligned early on post-production treatment so animation, GFX, and assembly decisions were built into the production design from day one, not retrofitted after the shoot

    • Mapped five executive narratives against Terex’s core strategic initiatives, ensuring each segment reinforced the company’s shareholder value thesis rather than operating as a standalone presentation

    • Identified the connective tissue between segments — the visual and tonal throughline that would make five separate shoots feel like one cohesive investor day experience

    • Collaborated on script development for each executive, balancing precision of message with natural delivery

    • Established content parameters for the sizzle reel format — defining length, pacing, and the role of b-roll in supporting each executive’s segment

    • Established content parameters for the sizzle reel format — defining length, pacing, and the role of b-roll in supporting each executive’s segment
Global Logistics & Multi-Location Production Design

Coordinating a production across Seattle, New Jersey, and Ireland simultaneously presented a logistics challenge that required a purpose-built infrastructure — not a standard single-location shoot model scaled up.

  • Developed a unified production schedule spanning multiple shoot days across all three locations, sequenced to allow for content review and adjustments between legs
  • Scouted and approved environments at each location that would support a consistent visual identity — different spaces, same standard
  • Built out independent crew teams for each location while maintaining a single creative direction and technical specification across all three
  • Managed international gear procurement and logistics for the Ireland production, coordinating equipment transport and local vendor partnerships
  • Served as primary liaison between Edelman Smithfield, Terex stakeholders, and production teams across all locations — keeping three simultaneous productions aligned on schedule, budget, and creative intent
Creative Direction & Visual Treatment

Five executives, three countries, one visual standard. The creative treatment was the mechanism that made this possible.

  • Developed a single visual treatment applied consistently across all three locations — lighting approach, camera language, set dressing, and art direction defined before the first shoot day
  • Designed production environments at each location to reflect Terex’s industrial character and leadership authority without defaulting to generic corporate aesthetics
  • Directed each executive interview with a consistent approach to framing, eye-line, and on-camera delivery — giving the final edit a unified look regardless of geography
  • Integrated supplemental b-roll captured at all three locations to add visual texture and operational context to each executive segment
  • Ensured that the visual treatment would carry through post-production, with animation and GFX built to complement rather than override the on-camera work
Post-Production, Animation & Delivery

The post-production pipeline was built to handle the volume and complexity of a multi-location, multi-deliverable project — and to deliver content investor-ready on deadline.

  • Assembled all five executive segments against the unified visual treatment, applying consistent color, sound design, and pacing across the full content suite
  • Produced custom animation and GFX to support each executive’s narrative — translating strategic and financial language into visual clarity for an investor audience
  • Integrated supplemental b-roll from Seattle, New Jersey, and Ireland into each segment to reinforce operational scale and geographic reach
  • Managed the virtual event platform setup and integrated replay functionality, ensuring the content performed as well in the live investor day context as it did as standalone video assets
  • Delivered the complete investor day content suite on schedule, cleared for broadcast and distribution

The Execution — Three Locations. Five Executives. One Cohesive Story.

What the plan required on paper was challenging. What it required in execution was something else.

Across multiple shoot days in Seattle, New Jersey, and Ireland, the Cardboard Spaceship team managed the full weight of a distributed global production — independent crews, international logistics, and five executives with schedules, contexts, and communication styles that had to be navigated with the same care as the cameras pointed at them. Ireland alone required coordinating equipment and personnel across an international border, with no room for the kind of delays that international productions routinely encounter.

Each location presented its own environment to shape. The production design team worked to create settings that felt specific to Terex’s world — industrial, purposeful, authoritative — while maintaining the visual consistency that would allow an editor thousands of miles away to cut between Seattle and Dublin without a seam showing.

The b-roll captured at each location wasn’t filler. It was evidence — operational footage that grounded each executive’s strategic claims in the physical reality of a company that manufactures and moves equipment across the world. When Terex’s leadership talked about global scale, the footage proved it.

By the time post-production began, the team was assembling not just five videos, but a coordinated investor day content suite — animation, GFX, and executive segments working together as a single, unified package delivered ready for the virtual event platform and the investor audience waiting on the other side of it.

“Your team showed amazing patience, creativity and resilience. The finished videos are masterful and should be very impactful. Everybody loves the look and feel.”

Jon Patterson
Vice President & Treasurer, Terex Corporation
Utility worker performing maintenance on power lines from a bucket truck, with a focus on safety gear and equipment, in a snowy landscape.
Aerial view of a Terex construction crane with a cabin, showcasing its red and white structure against a mountainous backdrop and industrial landscape.

The Outcome — Investor Day Content That Moved the Room — and the Market

Terex’s 2022 investor day marked the company’s return to one of the highest-stakes stages in investor relations — and the production met the moment.

Investor sentiment following the event was largely positive. The executive sizzle reels did what investor day video production is supposed to do: they gave the analyst and investor community a clear, confident, and cohesive view of Terex’s leadership and strategic direction. Five executives, captured across two continents, arrived on screen as one unified voice.

Internally, the reception was unambiguous. Jon Patterson, Vice President & Treasurer at Terex Corporation, put it directly:

“It was such a pleasure to work with all of you. Your team showed amazing patience, creativity and resilience. The finished videos are masterful and should be very impactful. Everybody loves the look and feel.”

The words “patience, creativity, and resilience” aren’t generic praise. They describe exactly what a multi-location, multi-week global production demands — and what separates a production partner who can handle that complexity from one who can’t.

For a company returning to the investor day stage after years away, the goal wasn’t just to produce content. It was to show up with the authority and precision that rebuilds confidence. The work delivered.

In this episode of Tacit, We spent time with Christophe Laudamiel, master perfumer at Osmo and the mind behind scents you already know by heart including Polo Blue, Abercrombie & Fitch Fierce, and Tom Ford’s Amber Absolute. This episode is part of Tacit, Stripe’s mini-doc series about mastery and the kind of knowledge you can’t Google. In perfumery, the real work lives in instinct – how a scent moves, shifts, settles, and becomes iconic over time. Grateful to help tell a story where craft leads the way. Christophe’s work demonstrates how mastery emerges through sustained engagement with complex systems. Tacit is a series about that kind of mastery, and why it matters.

Learn more about Tacit, a mini-documentary series from Stripe Press about mastery and the value of craft.

Where Investor Relations Meets Cinematic Craft

Pernod Ricard is the world’s No. 2 wines and spirits producer, with a portfolio of over 240 premium brands – including Absolut, Jameson, Chivas Regal, The Glenlivet, Malibu, and Beefeater – distributed across more than 160 markets. When the U.S. division needed to produce its annual Investor Day, the event had to match the caliber of the brands behind it.

But this wasn’t a standard conference room presentation. Pernod Ricard wanted to host the event on location at TX Whiskey Ranch – their state-of-the-art distillery in Fort Worth, Texas – giving investors an immersive, on-the-ground experience of the portfolio’s craft and scale. That meant navigating the complexities of on-location production, multi-camera broadcast to remote stakeholders in New York, and COVID-19 safe-set protocols – all while delivering the polish of a studio environment.

The event needed to feel premium, controlled, and effortless. Behind the scenes, it was anything but simple.

The Solution

Cardboard Spaceship partnered with Pernod Ricard and their agency of record, Ogilvy, to direct and produce the Investor Day – building on a relationship that began in 2021. The approach: treat an investor event like a commercial production.

Delivering A Top-Shelf Brand Experience

Location Scouting & Production Design

The TX Whiskey Ranch provided an authentic, visually rich setting, but translating a working distillery into a broadcast-ready environment required deliberate production design. Cardboard Spaceship worked with Pernod’s team to scout the location and build out the art department, ensuring every frame communicated the craftsmanship and heritage of the brand portfolio.

Multi-Camera Commercial Setup

Rather than a single locked-off shot, the production featured a multi-camera commercial setup designed to capture the event with cinematic quality. The dual live-feed connected presenters on location in Texas to the full remote team in New York in real-time, maintaining engagement across both audiences.

Full-Service Execution

Cardboard Spaceship handled every production dimension:

  • Logistics & location scouting
  • Production design / art department
  • Gear procurement & crew buildout
  • Script collaboration
  • Agency / client liaison
  • Full-service audio / visual
  • COVID-19 and safe-set compliance

The Results: Delivering Impact

The result: an on-budget, on-time production that allowed Pernod Ricard’s leadership to focus entirely on their message. The Investor Day delivered a premium brand experience for Pernod Ricard USA’s investor audience:

By treating an investor event with the same creative rigor as a commercial shoot, Cardboard Spaceship helped Pernod Ricard showcase not just financial performance, but the craft, heritage, and ambition behind one of the world’s most iconic spirits portfolios.

Woman in a red blazer speaking confidently in a distillery setting, with wooden barrels and various bottles in the background. The scene conveys expertise in spirits and hospitality, ideal for content related to beverage industry presentations or interviews.
A hand holding a bottle of TX Whiskey, showcasing its amber color and distinctive label, with glassware in the foreground and other liquor bottles blurred in the background.