ZoomInfo Technologies (GTM)
NASDAQ:GTM
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Earnings Data
Report Date
Aug 03, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.26Last Year’s EPS
0.25Same Quarter Last Year
Based on 17 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
Balanced. The company reported a quarter that beat near-term guidance with strong profitability, cash generation and clear momentum in its higher-margin data/operations business and strategic partnerships. However, management lowered full-year revenue expectations, flagged material weakness in downmarket and software demand, announced a sizable workforce reduction and expects near-term revenue variability as it shifts pricing models. The call emphasized a proactive, long-term strategic pivot toward data-led, consumption-based monetization that supports margin expansion, but the near-term outlook is cautious and includes execution risk.Company Guidance
Q1 Revenue and Profitability Beat Guidance
Q1 revenue of $310M (+1.5% YoY) came in above the high end of guidance; adjusted operating income was $110M with a 35% AOI margin (up >2 percentage points YoY).
Strong Free Cash Flow and Cash Conversion
Unlevered free cash flow of $120M in Q1 (109% conversion from adjusted operating income) representing a 39% margin; GAAP operating cash flow was $115M.
High-Margin, Fast-Growing Data & Operations Business
Non-seat-based operations and Data-as-a-Service grew >20% YoY and now represent just under 20% of the business; operations ACV growth >20% YoY and is the company’s fastest-growing, highest-margin segment.
Upmarket Momentum
Upmarket ACV grew 5% YoY in Q1 (upmarket now 75% of business); customers with >$100k ACV cohort ACV increased 10% YoY and that cohort increased by 32 customers YoY.
Receivable Strength and Contract Visibility
Remaining performance obligations (RPO) of $1.18B with $861M expected in the next 12 months; unearned revenue $479M giving near-term revenue visibility.
Partnerships, Integrations and Market Recognition
Named #1 in 142 G2 Spring 2026 reports; Forrester called ZoomInfo 'entrenched'; Salesforce and HubSpot shipped prospecting agents with ZoomInfo as the primary external data provider; connectors launched for ChatGPT, Claude, Microsoft Copilot and Perplexity with Google Gemini advancing.
Capital Return and Balance Sheet Actions
Repurchased 13.1M shares for $90M in Q1 and retained >$1B repurchase capacity; ended quarter with $175M cash and $1.3B gross debt; net leverage ~2.4x trailing EBITDA; executed $425M interest rate swaps at a blended fixed 3.28%.
Operational Efficiency and Expense Improvement
GAAP stock-based compensation down 14% YoY to $25.5M (8% of revenue); adjusted expenses plus SBC improved ~5 percentage points of revenue YoY; guidance implies AOI margin of 37% at midpoint, +130bps YoY.
Product Adoption and Early Commercial Wins
Expanded GTM Studio trials to >25% of customers; signed enterprise deals with Sierra, Lyft and Wyndham and won strategic AI-native and MSP customers including a multiyear 7-figure TCV deal.
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 |
|---|---|---|---|
May 11, 2026 | $6.04 | $4.06 | -32.78% |
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% |
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 (GTM) report earnings?
ZoomInfo Technologies (GTM) is schdueled to report earning on Aug 03, 2026, After Close (Confirmed).
What is ZoomInfo Technologies (GTM) earnings time?
ZoomInfo Technologies (GTM) earnings time is at Aug 03, 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 (Q2) is 0.26.