ZoomInfo Technologies (ZOM) AI Stock Analysis

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ZoomInfo Technologies

(Frankfurt:ZOM)

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Positive Factors

Recurring subscription modelRecurring contracts provide a more durable revenue base than one-time sales, while integrations into CRM and marketing systems can make the platform harder to replace. Renewal, seat expansion, and module upsells give ZoomInfo multiple paths to sustain customer value and monetize existing accounts.

Negative Factors

Revenue and retention pressureSlowing revenue and sub-100% net revenue retention indicate that customer expansion is not currently offsetting contraction and churn. If this persists, it can weaken recurring growth, reduce the payoff from sales investments, and make a durable recovery more dependent on new customer acquisition.

ZoomInfo Technologies (ZOM) vs. iShares MSCI Germany ETF (EWG)

Market Cap: EUR 1.25B
Dividend Yield: ―
Average Volume (3M): 150
Price to Earnings (P/E): -2.3
Beta (1Y): 1.41
Revenue Growth: -4.33%
EPS Growth: -763.41%
Country: Germany
Employees: 3,180
Sector: Technology
Sector Strength: 61
Industry: Software - Application

ZoomInfo Technologies Business Overview & Revenue Model

Company Description

ZoomInfo Technologies Inc., operating alongside its subsidiaries, delivers a sophisticated, cloud-based go-to-market intelligence and engagement platform. This robust solution is tailored for sales, marketing, operations, and talent acquisition profe...

ZoomInfo Technologies Earnings Call Summary

Earnings Call Date:Aug 04, 2026(Q2-2026)|% Change Since:23.36%|Next Earnings Date:Nov 03, 2026

Earnings Call SentimentNeutral

The call balanced clear operational and financial progress—improved margins (+130 bps), stronger free cash flow (+7% YoY), improved expense efficiency, proactive capital allocation (share and debt repurchases), and momentum in product strategy (GTM.AI, Studio, Workspace)—against notable near-term demand challenges (modest Q2 revenue growth of +1.2%, guidance implying ~3% FY revenue decline at midpoint), softness in the software vertical, lower net revenue retention (89%), a large non-cash goodwill impairment ($651M) and restructuring costs/headcount reductions. Management is focused on profitability, cash generation and executing product-led and consumption-oriented pricing, but top-line recovery remains uncertain in the near term.

Positive Updates

Revenue and Margin Improvement in Q2

GAAP revenue of $310 million, up 1.2% year-over-year; adjusted operating income of $110 million, up 5% year-over-year; adjusted operating income margin of 35%, up 130 basis points year-over-year.

Negative Updates

Modest Top-Line Growth and Full-Year Revenue Decline at Midpoint

Q2 GAAP revenue grew only 1.2% year-over-year; full-year 2026 GAAP revenue guidance implies a 3% year-over-year decline at the midpoint ($1.207–$1.217 billion).

Company Guidance

ZoomInfo raised its outlook after Q2 overperformance: for Q3 the company expects GAAP revenue of $298–301 million, adjusted operating income of $113–115 million and non‑GAAP net income of $0.28–0.29 per share; for full‑year 2026 it now expects GAAP revenue of $1.207–1.217 billion (≈ a 3% year‑over‑year decline at the midpoint), adjusted operating income of $446–451 million (a 37% margin at the midpoint, up 130 basis points year‑over‑year), non‑GAAP net income of $1.12–1.13 per share based on 318 million weighted average diluted shares, and unlevered free cash flow of $403–423 million; management noted Q3 guidance does not assume material near‑term impact from the new consumption pricing and cited Q2 results (GAAP revenue $310M, adj. operating income $110M/35% margin, unlevered FCF $107M with 98% conversion) as the basis for the raise.

ZoomInfo Technologies Risk Analysis

ZoomInfo Technologies disclosed 41 risk factors in its most recent earnings report. ZoomInfo Technologies reported the most risks in the "Finance & Corporate" category.

Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy

Latest Risks Added

0 New Risks

ZoomInfo Technologies Peers Comparison

Overall Rating

UnderperformOutperform

Sector (61)

Financial Indicators

DE:ZOM against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
SMWB	73Outperform	$762.12M	-34.85	-94.75%	―	10.16%	28.29%
SPT	68Neutral	$733.04M	-23.86	-14.05%	―	11.85%	47.54%
CXM	64Neutral	$1.60B	70.11	4.29%	―	6.35%	-79.74%
Sector *	61Neutral	$37.18B	12.37	-10.20%	1.83%	8.50%	-7.62%
AMPL	61Neutral	$2.10B	-22.45	-46.24%	―	18.26%	-0.63%
THRY	53Neutral	$55.10M	-3.38	-7.36%	―	-6.16%	84.49%

* Technology Sector Average

Performance Comparison

DE:ZOM and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
DE:ZOM	Zoominfo Technologies, Inc.	3.81	-6.19	-61.87%
SPT	Sprout Social Inc Class A	11.93	1.68	16.39%
THRY	Thryv Holdings, Inc.	1.25	-5.97	-82.69%
SMWB	Similarweb Ltd.	8.75	0.11	1.27%
CXM	Sprinklr, Inc.	6.71	-0.84	-11.13%
AMPL	Amplitude Inc Class A	16.84	7.20	74.69%

Glossary

BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.

ZoomInfo Technologies AI Stock Analysis