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Zoominfo Technologies, Inc. (GTM)
NASDAQ:GTM
Earnings Data
Report Date
May 04, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.26Last Year’s EPS
0.23Same Quarter Last Year
Based on 18 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call balanced clear operational and financial strengths with meaningful near-term challenges. Positives include strong profitability and cash generation, aggressive buybacks, measurable upmarket traction, rapid growth in data/operations and early adoption of AI platforms (Copilot, GTM Studio/Workspace), and product/customer proof points. Offsetting these are modest top-line growth (3% in 2025), conservative FY2026 revenue guidance (~+1% at midpoint), a 90% net revenue retention rate, persistent downmarket declines (~-10%), volatile billings/bookings signals, interest-rate exposure, and SEO/top-of-funnel headwinds. Management emphasized conservative guidance, ongoing product-driven investments, and a prioritized capital return program.Company Guidance
Record Q4 Revenue and Strong Profitability
Q4 revenue of $319M, up 3% year-over-year; adjusted operating income (AOI) $123M with a 38% AOI margin. Management noted a return to 'rule of 40' performance in the quarter.
Full-Year 2025 Financial Performance
FY2025 revenue of $1.25B, up 3% YoY; full-year AOI $446M (36% margin) and adjusted unlevered free cash flow of $455M. Adjusted levered free cash flow per share grew from $1.07 to $1.20 (+12%) in 2025.
Strong Free Cash Flow and Capital Returns
Returned >$400M to shareholders in 2025 (40.5M shares repurchased for $407M, ~12% of shares outstanding). Announced an additional $1B share repurchase authorization (~50% of market cap). Q4 GAAP operating cash flow was $143M (+30% YoY); Q4 unlevered free cash flow was $135M (110% conversion, 42% margin).
Upmarket Momentum and Customer Mix Shift
Upmarket grew 6% YoY in Q4 (tripling the prior year's upmarket growth rate for the seasonally largest quarter). Upmarket now represents 74% of business (up 4 points in 2025); company expects to reach 80% upmarket mix exiting 2027. 1,921 customers with >$100k ACV; $100k+ cohort now >50% of total company ACV and record number of $1M+ customers.
AI Platform Adoption — Copilot Traction
Copilot more than doubled in 2025 and now accounts for over 20% of total ACV. Early renewals on Copilot show higher renewal rates and uplift versus legacy products; migration progress ahead of original schedule (overall Copilot penetration ~20% of total ACV; higher within SalesOS base).
Operations / Data-as-a-Service Growth
Operations (data-as-a-service) grew >20% YoY in the quarter; ACV from operations is nearly one-fifth of total ACV. Company added >10M contacts and expanded coverage across six European markets.
Product Innovation and Go-to-Market Orchestration
Launched GTM Studio, GTM Workspace (AI-native seller workspace), MCP server integrations, and deeper integrations with Salesforce, HubSpot, and Microsoft Dynamics; early customer case studies (monday.com, Hilton, Edward Jones, Kaseya, Fortune 500 wins) cited as positive proof points.
Improving Expense Quality Metrics
Stock-based compensation declined below 10% of revenue for the year and the company is shifting equity compensation to performance-based plans, improving earnings quality and aligning with shareholder value creation.
Conservative but Positive 2026 Financial Guide
Q1 2026 revenue guide $306M–$309M. FY2026 revenue guidance $1.247B–$1.267B (approx. +1% YoY at midpoint) with adjusted operating income guidance $456M–$466M (37% margin at midpoint) and unlevered free cash flow guidance $435M–$465M.
GTM Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
GTM Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 09, 2026 | $7.32 | $6.63 | -9.43% |
Nov 03, 2025 | $11.80 | $11.69 | -0.93% |
Aug 04, 2025 | $10.65 | $9.80 | -7.98% |
May 12, 2025 | $10.31 | $10.03 | -2.72% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Zoominfo Technologies, Inc. (GTM) report earnings?
Zoominfo Technologies, Inc. (GTM) is schdueled to report earning on May 04, 2026, After Close (Confirmed).
What is Zoominfo Technologies, Inc. (GTM) earnings time?
Zoominfo Technologies, Inc. (GTM) earnings time is at May 04, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is GTM EPS forecast?
GTM EPS forecast for the fiscal quarter 2026 (Q1) is 0.26.