ZoomInfo Technologies Inc. Earnings Recaps
Q2 2026
Aug 8, 2026
Shares jumped 14.4% as ZoomInfo delivered modest revenue growth combined with margin expansion and solid free cash flow, bolstered by strong upmarket customer traction and strategic product initiatives that resonated with investors.
Key takeaways
- GAAP revenue rose 1.2% year-over-year to $310 million, reflecting ongoing top-line moderation.
- Adjusted operating income increased 5% year-over-year, with margins expanding 130 basis points to 35%.
- Unlevered free cash flow grew 7% to $107 million, underpinning a disciplined focus on profitability and cash generation.
- Upmarket ACV now constitutes 76% of total ACV, with upmarket growth at 3% year-over-year and key expansions with large enterprise customers.
- The company launched GTM.AI and began testing a consumption-based pricing model, signaling a shift toward flexible packaging aimed at long-term customer value.
Q1 2026
May 12, 2026
Shares fell 5.3% as investors reacted negatively to the lowered full-year guidance amid signs of decelerating growth in key segments and margin pressures. The disappointing outlook and ongoing challenges in seat-based software sales amid AI-induced market confusion weighed on sentiment.
Key takeaways
- Q1 revenue grew just 1.5% year-over-year to $310 million, indicating clear deceleration.
- Adjusted operating income margin improved by over 2 points YoY to 35%, but margin expansion faces pressure from near-term headwinds.
- Non-seat-based Data-as-a-Service offerings grew over 20% YoY and now represent nearly 20% of the business, highlighting a strong but insufficient growth driver.
- Management lowered full-year guidance due to macro worsening and AI-related market confusion causing purchasing pauses, especially in core software seats.
- Significant cost reductions and restructuring efforts are underway to improve operating margins and shift focus toward data-led, consumption-based revenue models.
Q3 2025
Nov 4, 2025
ZoomInfo reported robust third-quarter 2025 results, achieving record revenue of $318 million, a 5% year-over-year increase, while successfully expanding its innovative AI-driven product portfolio.
Key takeaways
- Adjusted operating income reached $118 million, marking a 37% margin and exceeding the high end of guidance.
- Improved net revenue retention for the fifth consecutive quarter highlights ongoing customer loyalty and successful upmarket growth.
- The operations suite grew over 20% year-over-year, underscoring the critical role of proprietary data in driving AI initiatives across go-to-market strategies.
- ZoomInfo secured significant upmarket deals with major clients like Ryder System and Circle K, reinforcing its competitive positioning in multiple industries.
- Launched new integrations with Salesforce that enhance B2B sales data accessibility, driving improved outcomes across client sales teams.