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Can ZoomInfo (GTM) Run Higher on Rising Earnings Estimates?
ZACKS· 2025-05-22 17:21
Investors might want to bet on ZoomInfo (GTM) , as earnings estimates for this company have been showing solid improvement lately. The stock has already gained solid short-term price momentum, and this trend might continue with its still improving earnings outlook.The rising trend in estimate revisions, which is a result of growing analyst optimism on the earnings prospects of this company, should get reflected in its stock price. After all, empirical research shows a strong correlation between trends in ea ...
All You Need to Know About ZoomInfo (GTM) Rating Upgrade to Buy
ZACKS· 2025-05-22 17:01
ZoomInfo (GTM) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.The power of a changing ...
ZoomInfo Technologies: Growth Acceleration Outlook Intact
Seeking Alpha· 2025-05-15 09:02
Group 1 - The core viewpoint is that ZoomInfo Technologies (NASDAQ: GTM), previously known as 'ZI', has shown significant improvement in fundamentals, leading to an upgrade to a buy rating [1] - The investment strategy focuses on long-term investments while also considering short-term opportunities to uncover alpha [1] - The analysis emphasizes a bottom-up approach, assessing the fundamental strengths and weaknesses of individual companies [1] Group 2 - The investment duration is medium to long-term, aiming to identify companies with solid fundamentals and sustainable competitive advantages [1]
ZoomInfo Technologies Q1: There's Potential, But I'm Not Impressed
Seeking Alpha· 2025-05-13 19:42
ZoomInfo Technologies Inc. (NASDAQ: ZI ) recently reported its Q1 ’25 results , which were rather lackluster in my opinion. I wanted to go through the numbers in more detail and give some comments on the outlookMSc in Finance. Long-term horizon investor mostly with 5-10 year horizon. I like to keep investing simple. I believe a portfolio should consist of a mix of growth, value, and dividend-paying stocks but usually end up looking for value more than anything. I also sell options from time to time.Analyst’ ...
ZoomInfo (ZI) Tops Q1 Earnings and Revenue Estimates
ZACKS· 2025-05-12 22:30
ZoomInfo (ZI) came out with quarterly earnings of $0.23 per share, beating the Zacks Consensus Estimate of $0.22 per share. This compares to earnings of $0.26 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 4.55%. A quarter ago, it was expected that this company would post earnings of $0.23 per share when it actually produced earnings of $0.26, delivering a surprise of 13.04%.Over the last four quarters, the company has surpas ...
ZoomInfo Technologies (ZI) - 2025 Q1 - Earnings Call Transcript
2025-05-12 22:02
ZoomInfo (ZI) Q1 2025 Earnings Call May 12, 2025 05:00 PM ET Company Participants Jerry Sisitsky - VP, IRHenry Schuck - Founder, Chairman of the Board & CEOGraham O’Brien - Interim CFOMark Murphy - MD - Software ResearchElizabeth Porter - Executive DirectorRaimo Lenschow - Managing DirectorKash Rangan - Managing DirectorBrad Zelnick - Managing DirectorJackson Ader - Managing DirectorBrian Peterson - Managing DirectorAustin Cole - Software Equity Research AssociateRishi Jaluria - Managing DirectorAllan Verkh ...
ZoomInfo Technologies (ZI) - 2025 Q1 - Earnings Call Transcript
2025-05-12 22:00
Financial Data and Key Metrics Changes - In Q1 2025, GAAP revenue was $306 million and adjusted operating income was $101 million, representing a margin of 33%, both exceeding the high end of guidance [7][17] - Annualized sequential revenue growth for the quarter was 1.1% and net revenue retention improved to 87% for the second consecutive quarter [17][18] - The company ended the quarter with $143 million in cash and cash equivalents, and carried $1.24 billion in gross debt, with a net leverage ratio of 2.5 times trailing twelve months adjusted EBITDA [24] Business Line Data and Key Metrics Changes - The upmarket segment grew 3% year over year, now representing 71% of the business, while the downmarket segment declined 10% year over year [18][19] - The million-dollar cohort saw sequential and year-over-year growth in total ACV and average ACV per customer [8] - The operations business grew double digits year over year, with data as a service solutions showing strong traction, with new logos up 24% year over year [20] Market Data and Key Metrics Changes - The company reported that 80% of its marketing revenue now comes from upmarket clients, indicating a strategic shift towards larger enterprises [14] - The downmarket business is expected to contract further, with guidance indicating a decline in the high negative teens for 2025 [81] Company Strategy and Development Direction - The company is focused on building a go-to-market intelligence platform, changing its trading symbol from ZI to GTM to reflect this commitment [6][14] - The launch of Go-To-Market Studio aims to unify go-to-market data and enhance operational efficiency across sales and marketing teams [12][29] - The strategy includes reallocating resources from downmarket to upmarket, which is expected to yield better growth and profitability outcomes [15][19] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the trajectory of the business, noting no significant impact from the current economic environment on customer behavior [17][41] - There is a cautious approach in guidance due to broader economic uncertainties, but confidence remains in the upmarket growth potential [24][94] - The company is seeing improved retention rates in the upmarket segment, which is expected to drive future growth [89][110] Other Important Information - The company repurchased 8.6 million shares at an average price of $11.05, with an additional $500 million share repurchase authorization approved [21][22] - Operating cash flow for Q1 was $119 million, with unlevered free cash flow at $125 million, a margin of 41% [22] Q&A Session Summary Question: Why now on the change around the name and ticker? - Management indicated that the platform has expanded to serve a broader range of roles beyond just sales, necessitating a change in branding to reflect this evolution [27][28] Question: Can you bifurcate net revenue retention by upmarket versus downmarket? - Upmarket retention continues to improve, while downmarket remains impaired but stable [31][32] Question: What is the current status of CoPilot's ACV? - CoPilot is growing at an expected rate, with significant upsell opportunities [35] Question: How is the company managing the downmarket business? - The downmarket business is expected to contract further, but management is comfortable with the current trajectory [81][82] Question: What is the appetite for M&A versus share buybacks? - The company will be opportunistic with M&A but is currently focused on share buybacks due to undervaluation [84] Question: How is the company addressing the evolving go-to-market landscape? - The company is leveraging AI and third-party data to enhance its offerings and improve customer engagement [50][105]
ZoomInfo Technologies (ZI) - 2025 Q1 - Quarterly Report
2025-05-12 21:05
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-39310 ZoomInfo Technologies Inc. (Exact name of registrant as specified in its charter) Delaware 87-3037521 (I.R.S. Employer Identification ...
ZoomInfo Technologies (ZI) - 2025 Q1 - Earnings Call Presentation
2025-05-12 20:15
Investor Overview Q1 2025 Financial Results May 12, 2025 DATE Q1 2025 EARNINGS CALL > SAFE HARBOR STATEMENT Forward-Looking Statements This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934, as amended, and the Private Securities Litigation Reform Act of 1995. Forward-looking statements include all statements that are not historical facts. In some cases, you can identify these forward-lookin ...
ZoomInfo Technologies (ZI) - 2025 Q1 - Quarterly Results
2025-05-12 20:08
Exhibit 99.1 ZoomInfo Announces First Quarter 2025 Financial Results Vancouver, WA, May 12, 2025 - ZoomInfo, (NASDAQ: ZI) the go-to-market platform to find, acquire, and grow customers, today announced its financial results for the first quarter ended March 31, 2025. "We delivered another quarter of better-than-expected financial results and Upmarket momentum," said Henry Schuck, ZoomInfo Founder and CEO. "We continue to prioritize AI-first solutions, along with our best-in-class signals, data, and insights ...