GTM

ZoomInfo’s second quarter results were met with a positive market reaction, with management attributing performance to ongoing progress in enterprise solutions and a focus on profitability and free cash flow. CEO Henry Schuck emphasized that “operations business, which is primarily data and not tied to seats, continued to perform well, delivering 20% growth and underscoring the durability of that business.” The leadership team highlighted the company’s ability to secure its largest contract to date, as well as resilience in upmarket segments, despite persistent weakness in downmarket and software verticals. Management also pointed to improvements in gross retention, with CFO Michael O’Brien noting that more selective customer onboarding in lower segments helped limit churn. Is now the time to buy GTM? Find out in our full research report (it’s free). Revenue: $310.4 million vs analyst estimates of $302.1 million (1.2% year-on-year growth, 2.7% beat) Adjusted EPS: $0.28 vs analyst estimates of $0.26 (5.8% beat) Adjusted Operating Income: $110 million vs analyst estimates of $104.6 million (35.4% margin, 5.2% beat) The company lifted its revenue guidance for the full year to $1.21 billion at the midpoint from $1.20 billion, a 1.4% increase Management raised its full-year Adjusted EPS guidance to $1.13 at the midpoint, a 1.4% increase Operating Margin: -200%, down from 17.5% in the same quarter last year Annual Recurring Revenue: $1.23 billion (1.8% year-on-year growth, beat) Billings: $295.9 million at quarter end, in line with the same quarter last year Market Capitalization: $1.19 billion While we enjoy listening to the management’s commentary, our favorite part of earnings calls is the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Jaiden Patel (JPMorgan): Asked how management’s assumptions changed after the Q2 outperformance. CFO Michael O’Brien explained that guidance now reflects Q2 overperformance but maintains a conservative posture on software and downmarket trends. Allan Verkhovski (BTIG): Sought insights on customer feedback for GTM.AI and its contribution to future growth. CEO Henry Schuck highlighted healthy consumption growth but stated that upside from new products is not included in current forecasts. William Fitzsimmons (Piper Sandler): Questioned whether challenges in the tech vertical were spreading elsewhere and how pricing changes might impact growth. O’Brien noted that non-software verticals are performing well, while software remains pressured, and it’s too early to project uplift from pricing changes. Jacob Gideon (Bank of America): Explored emerging use cases for AI and programmatic workflows. Schuck responded that leading customers are building custom applications with ZoomInfo’s data, and future releases are aimed at making these capabilities more accessible. Patrick Walravens (Citizens): Asked about ZoomInfo’s competitive differentiation and plans for upcoming product releases. Schuck emphasized the company’s data ownership, integration capabilities, and upcoming Agentic workflows as key differentiators. In the coming quarters, our analysts will closely monitor (1) the pace of customer adoption and revenue contribution from the hybrid pricing model, (2) the scalability and market impact of new AI-driven products like GTM.AI, and (3) upmarket customer retention and expansion trends amid ongoing software sector headwinds. We will also watch for progress on cost control and restructuring initiatives as further signs of operational discipline. ZoomInfo currently trades at $4.13, up from $3.66 just before the earnings. Is the company at an inflection point that warrants a buy or sell? See for yourself in our full research report (it’s free for active Edge members). ONE MORE THING: Top 6 Stocks for This Week. This market is separating quality stocks from expensive ones fast. AI is taking down whole sectors with no warning. In a rotation this fast, you need more than a list of good companies. Our AI system flagged Palantir before it ran 1,662% between October 2022 and February 2026. AppLovin before it ran 753% between February 2024 and February 2026. Nvidia before it ran 1,178% between January 2023 and February 2026. Each week it produces 6 new names that pass the same tests. Get Our Top 6 Stocks for Free HERE. Stocks that have made our list include now familiar names such as Nvidia (+1,460% between June 2020 and June 2025) as well as under-the-radar businesses like the once-micro-cap company Kadant (+214% between June 2020 and June 2025). Find your next big winner with StockStory today.

Interested in ZoomInfo Technologies Inc.? Here are five stocks we like better. Q2 performance exceeded guidance: Revenue rose 1.2% year over year to $310 million, while adjusted operating income increased 5% to $110 million and unlevered free cash flow climbed 7% to $107 million. AI and enterprise focus are central to ZoomInfo’s strategy: The company launched GTM.AI and plans to introduce consumption-based pricing alongside seat-based subscriptions. Upmarket and data-driven Operations growth offset weakness among software and downmarket customers, with net revenue retention slipping to 89%. Full-year outlook was raised: ZoomInfo now expects 2026 revenue of $1.207 billion to $1.217 billion, adjusted operating income of $446 million to $451 million, and unlevered free cash flow of $403 million to $423 million, despite restructuring-related headcount reductions and ongoing software-sector pressure. 3 High-Yield Banks for Investors to Buy on the Dip ZoomInfo Technologies (NASDAQ:ZI) reported second-quarter revenue of $310 million, up 1.2% from a year earlier, as the company emphasized profitability, free-cash-flow generation and product development aimed at embedding its data in AI-driven go-to-market workflows. Founder and CEO Henry Schuck said the company exceeded the guidance it issued after the first quarter. Adjusted operating income rose 5% year over year to $110 million, producing a 35% margin, while unlevered free cash flow increased 7% to $107 million. → 3 Drone Stocks That Should Soar After the Summer Slump New York Community Bank stock plummets amid real estate risks “We exceeded our guidance coming out of Q1 and are making good progress on our path forward,” Schuck said, citing the company’s enterprise-focused product strategy, profitability efforts and goal of returning to durable growth. During the quarter, ZoomInfo launched GTM.AI, which Schuck described as a “headless GTM context layer” that provides API, MCP and other connectors for embedding ZoomInfo data and insights into agentic workflows. The company has integrated its tools with platforms including Codex, Cursor, Claude, Gemini, Amazon Q, Copilot, Vercel, Perplexity and Zapier, he said. → Meta’s Earnings Drop Shows Wall Street Wants More Than Ad Growth Banking and trucking: Is the economy rolling toward troubles? Schuck said customers increasingly want to use ZoomInfo’s data in both traditional seat-based software environments and in large language models, coding agents and internally developed applications. ZoomInfo plans to begin offering more flexible pricing and packaging later in the third quarter, allowing customers historically served through per-seat subscriptions to access data, applications and agents through pre-purchased consumption. The company is testing migration approaches with selected customer groups and has not finalized the timing, pricing or packaging of the new model. Chief Financial Officer Graham O’Brien said the company’s third-quarter outlook assumes little impact from the rollout, as it expects to begin primarily with new business near the end of the quarter and migrate existing customers later in 2026 and into 2027. → Jersey Mike's Serves Fresh Gains After IPO Stumble In response to analyst questions, Schuck said the intended behavior behind the hybrid pricing model is “consumption.” He also said the company is seeing healthy consumption growth among customers using GTM.AI tools, though ZoomInfo is not incorporating upside from new products or GTM.AI growth into its financial outlook. ZoomInfo said 76% of annual contract value, or ACV, now comes from upmarket customers. Upmarket ACV grew 3% from a year ago, though O’Brien said a substantial software customer base, especially in the lower half of the upmarket segment, remained a headwind. The company’s ZoomInfo Operations business, which is primarily data-driven and not tied to seats, delivered 20% ACV growth year over year. ZoomInfo ended the quarter with 1,891 customers generating at least $100,000 in ACV, nine more than a year earlier but nine fewer than in the prior quarter. ACV from customers spending at least $1 million grew 16% year over year. O’Brien said non-software verticals continued to show healthy growth and improved gross retention, while software remained challenged. Longer sales cycles that began in the first quarter continued to pressure upsells and net revenue retention. Downmarket ACV declined 12% year over year, and ZoomInfo is reducing downmarket sales resources while shifting more toward a product-led growth motion. Net revenue retention was 89%, down from 90% in each of the prior three quarters. Gross retention remained relatively strong, supported by improvement outside the software sector, O’Brien said. Schuck added that retention improved year over year among the company’s largest enterprise customers, while smaller upmarket software customers continued to face pressure. Schuck said ZoomInfo completed its largest ACV deal to date during the quarter, a multiyear renewal with a software customer that expanded both its data and seat deployment. The company also cited upmarket wins with Legora, Cohere, Bank of Montreal and Korn Ferry. The quarter included a $651 million non-cash goodwill impairment charge, primarily tied to a decline in ZoomInfo’s market capitalization after its first-quarter results. O’Brien said the charge did not affect cash, taxes payable, liquidity, debt covenants or non-GAAP results. ZoomInfo also recorded a $35 million charge, primarily related to severance and employee benefits under the restructuring announced in May. Headcount declined by approximately 350 employees sequentially and was down 15% from a year earlier. O’Brien said headcount is expected to fall by several hundred additional employees as transition plans are completed later this year. The company repurchased 6.3 million shares for $28 million during the quarter, at an average price of $4.51 each. It also retired $58.5 million in aggregate principal of senior notes for $48 million, recording an $11 million gain on debt extinguishment and expecting to reduce annual cash interest expense by $2.3 million. ZoomInfo ended the quarter with $151 million of cash equivalents and investments, $1.27 billion of gross debt and a net leverage ratio of 2.3 times trailing-12-month adjusted EBITDA. O’Brien said the company was comfortable with its debt maturity profile and had sufficient liquidity and cash generation to manage its obligations. For the third quarter, ZoomInfo expects revenue of $298 million to $301 million, adjusted operating income of $113 million to $115 million, and non-GAAP net income of $0.28 to $0.29 per share. For full-year 2026, the company raised its outlook following second-quarter outperformance. ZoomInfo now expects: GAAP revenue of $1.207 billion to $1.217 billion, representing a 3% year-over-year decline at the midpoint; Adjusted operating income of $446 million to $451 million, for a 37% margin at the midpoint; Non-GAAP net income of $1.12 to $1.13 per share; and Unlevered free cash flow of $403 million to $423 million. O’Brien said the higher outlook primarily reflects second-quarter outperformance while maintaining the company’s prior assumptions on downmarket pressure, software-sector weakness and uncertainty surrounding the rollout of new pricing and packaging. ZoomInfo Technologies Inc is a cloud-based software company specializing in business-to-business (B2B) intelligence and go-to-market solutions. Its platform aggregates firmographic, demographic, technographic and intent data to help sales, marketing and recruiting professionals identify, engage and close on high-value prospects. Subscribers gain access to a proprietary database of company and contact information, enabling targeted outreach and data enrichment across various workflows. Founded in 2007 and headquartered in Vancouver, Washington, ZoomInfo has expanded its capabilities through both internal development and strategic acquisitions. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. The article "ZoomInfo Technologies Q2 Earnings Call Highlights" was originally published by MarketBeat. View MarketBeat's top stocks for August 2026.

This article first appeared on GuruFocus. Revenue: GAAP revenue for Q2 2026 was $310 million, up 1.2% year over year. Adjusted Operating Income: $110 million, up 5% year over year, with a margin of 35% (up 130 basis points year over year). Unlevered Free Cash Flow: $107 million, an increase of 7% year over year. Operations Business ACV Growth: Delivered 20% year-over-year growth. Upmarket Mix: 76% of ACV is now upmarket, with upmarket ACV growing 3% year over year. Downmarket ACV: Declined 12% year over year in Q2. Net Revenue Retention: 89% in Q2, a step down from 90% in the prior three quarters. Customers with $100k+ ACV: 1,891 customers, a year-over-year increase of 9 customers (but a sequential decrease of 9). Goodwill Impairment Charge: Non-cash charge of $651 million. Restructuring Charge: $35 million charge primarily for severance and employee benefits. GAAP Operating Cash Flow: $87 million in Q2. Levered Free Cash Flow: $100 million, with a 98% conversion from adjusted operating income and a 35% margin. Stock-Based Compensation Expense: $25.7 million, down 13% year over year, representing 8% of revenue. Share Repurchases: Purchased 6.3 million shares at an average price of $4.51 per share, totaling $28 million. Debt Repurchase: Retired $58.5 million in aggregate principal of senior notes for $48 million, resulting in a gain on debt extinguishment of $11 million. Cash and Investments: Ended the quarter with $151 million in cash equivalents and investments. Gross Debt: $1.27 billion, with a net leverage ratio of 2.3 times. Unearned Revenue: $465 million at the end of the quarter. Remaining Performance Obligations (RPO): $1.17 billion, with $849 million expected to be recognized in the next 12 months. Q3 2026 Guidance: GAAP revenue expected in the range of $298 to $301 million; adjusted operating income of $113 to $115 million; non-GAAP net income of $0.28 to $0.29 per share. Full Year 2026 Guidance: GAAP revenue expected in the range of $1.207 to $1.217 billion; adjusted operating income of $446 to $451 million; non-GAAP net income of $1.12 to $1.13 per share; unlevered free cash flow of $403 to $423 million. Warning! GuruFocus has detected 3 Warning Signs with GTM. Is GTM fairly valued? Test your thesis with our free DCF calculator. Release Date: August 05, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. ZoomInfo Technologies Inc (NASDAQ:GTM) exceeded its Q2 guidance with GAAP revenue of $310 million, up 1.2% year over year, and raised its full-year 2026 revenue guidance. Adjusted operating income margin improved to 35%, up 130 basis points year over year, and unlevered free cash flow increased 7% to $107 million. The company launched GTM.AI, a headless go-to-market contact layer, and is expanding integrations with major AI platforms like Codex, Cursor, and Gemini, positioning itself for future growth. Closed its largest ACV deal ever with a multi-year renewal from a preeminent software customer, expanding both data and seats, and saw strong upmarket performance with 76% of business now upmarket. Operations business (primarily data) delivered 20% growth, and the company repurchased equity and retired debt at a discount, demonstrating confidence and improving its capital structure. Gross retention improved outside of software, and the company is testing flexible pricing and packaging to drive long-term customer health and retention. Net revenue retention declined to 89% in Q2, down from 90% in the prior three quarters, reflecting persistent longer sales cycles and softness in the software vertical. The company recorded a non-cash goodwill impairment charge of $651 million, driven by a decline in market capitalization following Q1 results. Downmarket ACV declined 12% year over year, and the company expects to intentionally shrink this segment further, reducing its overall business mix. Software vertical remains challenged, particularly in the lower end of upmarket, with upmarket ACV growth slowing to 3% year over year from 5-6% in prior quarters. The company incurred a $35 million restructuring charge, primarily for severance, and headcount is down 15% year over year, with further reductions expected. Full-year 2026 revenue is still expected to decline 3% year over year at the midpoint, indicating ongoing near-term uncertainty and headwinds. Q: Can you walk us through what's driving the lower-than-expected second-half deceleration and what gave you the confidence to raise both the second-half and full-year guidance? A: Graham O'Brien (CFO) stated that the guidance raise reflects Q2 overperformance. The company maintained its conservative assumptions regarding downmarket growth and software headwinds, while also leaving room for the impact of new pricing and packaging rollouts later this year. The guidance simply rolls the Q2 beat into the back half of the year without changing the underlying cautious outlook. Q: Can you talk about what you're most excited about regarding customer feedback on GTM.AI and how it impacts confidence in revenue growth accelerating in the second half of 2027? A: Henry Schuck (CEO) noted that customers are plugging GTM.AI into key go-to-market workflows, including internal applications and LLMs, which provides a flexible way to access ZoomInfo's data. He highlighted healthy consumption growth within these channels. Importantly, the company is not baking any upside from new products or GTM.AI growth into its current financial guidance. Q: Can you unpack what your Q3 revenue guide assumes regarding customers converting to consumption-based pricing? A: Graham O'Brien (CFO) clarified that the Q3 guidance assumes minimal impact from the pricing model transition. The rollout will begin with new business at the end of Q3, with existing customers migrated opportunistically later this year and into 2027. Therefore, no significant revenue impact is expected in Q3. Q: Can you double-click on what you're seeing broadly across verticals outside of tech, and comment on your confidence in capturing similar pricing as you move to consumption? A: Henry Schuck (CEO) and Graham O'Brien (CFO) indicated that non-software verticals are performing consistently, with year-to-date improvements in gross retention. The company maintains a conservative posture, assuming the software vertical will not improve in the near term. Regarding pricing, it is too early to take credit for any uplift from the new model, which is designed to optimize growth opportunities across all verticals. Q: With all the headless and MCP modes driving conversations around go-to-market data, are you seeing new use cases that could be a leading indicator for demand as go-to-market orgs become AI-first? A: Henry Schuck (CEO) observed that the top 1% of companies are building custom interfaces that combine their data with ZoomInfo's to drive internal dashboards. Downstream, there is an increase in programmatic enrichment use cases where customers enrich specific pockets of their TAM daily. The company plans to release products in the back half of the year that will enable customers to build these custom workflows without needing month-long IT projects. Q: Regarding Workspace, what has been the clearest sign that it's changing how reps work daily, and what needs to happen for it to become a system of engagement? A: Henry Schuck (CEO) explained that customers get the most value from GTM Studio and Workspace when they build unique audiences with specific data attributes and deliver them to sellers. This allows for governance, auditability, and reporting. The key use case is enabling sellers to act on very specific signals and audiences, with GTM Studio showing strong growth and Workspace serving as the action hub. Q: As you roll out the new hybrid pricing model, what specific customer behaviors are you trying to drive? A: Henry Schuck (CEO) succinctly stated that the primary behavior the new pricing model is designed to encourage is consumption. The model is built to drive usage of ZoomInfo's data and insights across all go-to-market workflows. Q: Can you provide an update on win-backs and any changes in the competitive environment as you roll out GTM.AI? A: Henry Schuck (CEO) noted that win-back trends are consistent, with customers returning from lower-quality, lower-price competitors. There is more down-selling upmarket than churn, particularly in software. The competitive environment is noisy, but ZoomInfo differentiates through GTM Studio and agent teams, which offer unique audience building, 300 data integrations, and the ability to build agents on top of a trusted data foundation. Q: Can you walk us through the components of the debt, when they come due, and the plan to meet them, including the impact of the TRA? A: Graham O'Brien (CFO) detailed the debt structure: a $579 million first-lien term loan due February 2030, $592 million in senior notes due February 2029, and a $100 million drawn revolver due February 2028. The company feels good about its cash generation to meet these obligations. Regarding the TRA, payments are based on the utilization of tax assets and are not expected to be significant over the next several years, but they are a financing use of cash to consider in annual capital allocation. Q: When you look out 2-3 years, what is your assumption for what you're building for regarding the sales force and the direction of the strategy? A: Henry Schuck (CEO) emphasized that finding new customers is not going away. The change is in where go-to-market work happens, with AI-forward companies working in LLMs and homegrown applications. ZoomInfo aims to deliver data to any interface, and with agents, customers can focus on the long tail of their TAM, increasing consumption. The company owns its data assets, allowing for more competitive pricing than rivals, and will be flexible with packaging to be at the center of all go-to-market work. For the complete transcript of the earnings call, please refer to the full earnings call transcript.

Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here. Performance exceeded Q1 guidance, driven by a 20% growth in the Operations business and a resilient upmarket customer base that now represents 76% of total ACV. Launched GTM.AI, a headless context layer designed to embed ZoomInfo's proprietary data into Agentic workflows, LLMs, and custom-built applications. Management is shifting the business model from seat-based pricing to a hybrid consumption-based model to capture value from increased programmatic go-to-market work. Upmarket resilience is highlighted by the closing of the company's largest ACV deal ever, a multiyear renewal involving both data integration and seat expansion. Operational efficiency improved significantly, with adjusted operating margins expanding to 35% following a 15% year-over-year reduction in headcount. The competitive strategy centers on owning the underlying data asset, allowing for more aggressive pricing on enrichment and Agentic workflows compared to competitors who license data. Enterprise trust and data governance were cited as key differentiators, enabling the company to retain and expand relationships with major financial and cloud connectivity firms after strategic reviews. Full-year 2026 revenue guidance was raised to $1.207 billion - $1.217 billion, primarily reflecting Q2 overperformance rather than a change in macro assumptions. Management expects to reach a run rate of at least $1.25 adjusted levered free cash flow per share by the start of 2027 through continued cost discipline. Guidance assumes persistent headwinds in the software vertical, particularly at the lower end of the upmarket segment, with no near-term recovery baked into the numbers. The transition to consumption-based pricing will begin with new business in late Q3, with existing customer migrations planned for late 2026 and 2027. Future headcount is expected to decrease by several hundred more as the current restructuring program concludes over the next six months. Recorded a $651 million non-cash goodwill impairment charge, primarily resulting from the decline in market capitalization following Q1 results. Incurred a $35 million restructuring charge for severance and benefits, with additional related cash outflows expected over the next two quarters. Net revenue retention stepped down to 89% from 90%, attributed to longer sales cycles and software vertical softness impacting upsell opportunities. Active capital structure management included retiring $58.5 million of senior notes at a discount, resulting in an $11 million gain and reduced annual interest expense. One stock. Nvidia-level potential. 30M+ investors trust Moby to find it first. Get the pick. Tap here. The raise is a direct flow-through of Q2 overperformance rather than an improved outlook for the back half of the year. Management maintained conservative assumptions regarding downmarket growth and software vertical headwinds to account for pricing model transition uncertainty. The primary objective of the new packaging is to encourage and monetize increased data consumption across various interfaces. Management believes that being closer to the actual go-to-market work—whether performed by humans or AI agents—will lead to better long-term retention outcomes. ZoomInfo differentiates by owning the data foundation, which cannot be easily replicated by LLMs or software-only competitors. The company is positioning itself as the 'context layer' that feeds into other platforms like Claude, Gemini, and Copilot, rather than just a standalone seat-based tool. Management expressed confidence in meeting debt obligations due in 2028, 2029, and 2030 using existing cash generation. TRA payments are not expected to be significant over the next several years but are factored into annual capital allocation planning as a financing use of cash.

ZoomInfo (GTM) came out with quarterly earnings of $0.28 per share, beating the Zacks Consensus Estimate of $0.27 per share. This compares to earnings of $0.25 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +3.70%. A quarter ago, it was expected that this company would post earnings of $0.26 per share when it actually produced earnings of $0.28, delivering a surprise of +7.69%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. ZoomInfo, which belongs to the Zacks Internet - Software industry, posted revenues of $310.4 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 3.04%. This compares to year-ago revenues of $306.7 million. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. ZoomInfo shares have lost about 64.4% since the beginning of the year versus the S&P 500's gain of 13%. While ZoomInfo has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for ZoomInfo was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.29 on $292.67 million in revenues for the coming quarter and $1.12 on $1.19 billion in revenues for the current fiscal year. Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Internet - Software is currently in the top 44% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1. Another stock from the same industry, Five9 (FIVN), has yet to report results for the quarter ended June 2026. The results are expected to be released on August 6. This provider of cloud-based software to call centers is expected to post quarterly earnings of $0.68 per share in its upcoming report, which represents a year-over-year change of -10.5%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. Five9's revenues are expected to be $306.65 million, up 8.3% from the year-ago quarter. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report ZoomInfo Technologies Inc. (GTM) : Free Stock Analysis Report Five9, Inc. (FIVN) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

VANCOUVER, Wash., August 05, 2026--(BUSINESS WIRE)--ZoomInfo (NASDAQ: GTM), the all-in-one AI GTM platform, today announced its financial results for the second quarter ended June 30, 2026. "Our native MCP integrations with Anthropic’s Claude and OpenAI’s Codex ensure that AI agents are grounded in verified, real-time context rather than static, decaying data," said Henry Schuck, ZoomInfo Founder and CEO. "By embedding our high-quality data, insights, and context natively where work happens, we continue to expand from a data provider into a foundational GTM infrastructure platform. "Our second quarter results reflect our discipline and commitment to free cash flow generation and an expanded approach to capital allocation." Second Quarter 2026 Financial Highlights: GAAP Revenue of $310.4 million, an increase of 1.2% year-over-year. GAAP Operating loss of $622.0 million and Adjusted operating income of $110.0 million.1 GAAP Operating loss margin of 200% and Adjusted operating income margin of 35%.1 GAAP Cash flow from operations of $87.3 million and Unlevered free cash flow of $107.3 million. Recent Business and Operating Highlights: Launched GTM.AI, the "headless" GTM context layer designed to enhance and ground every go-to-market motion with AI powered insights. GTM.AI unifies ZoomInfo’s extensive data, insights, and intelligence, enabling businesses to operationalize and improve efficiency across sales and marketing. Completed integrations with OpenAI, Claude Code, Amazon Quick Suite, Zapier, and dozens of other AI-enabled platforms ensuring that ZoomInfo’s verified B2B intelligence and native GTM skills are available wherever go-to-market work is done. Closed the quarter with 1,891 customers with $100,000 or greater in Annual Contract Value ("ACV"), a decrease of 9 from the prior quarter, and an increase of 9 year-over-year.2 76% of the Company’s ACV was Upmarket, and Upmarket ACV grew 3% year-over-year.2 The Company’s net revenue retention rate was 89%.2 The Company repurchased 6.3 million shares of common stock at an average price of $4.51 per share, for an aggregate amount of $28.2 million.2 The Company repurchased $58.5 million in aggregate principal amount of its Senior Notes for $47.9 million in cash, resulting in a gain on debt extinguishment of $11.0 million and a $2.3 million annual reduction to cash interest payments.2 ____________________1 GAAP Operating loss and GAAP Operating loss margin include goodwill impairment loss of $650.5 million for the three months ended June 30, 20262 As of, or for the three months ended, June 30, 2026, as applicable The Company uses a variety of operational and financial metrics, including non-GAAP financial measures, to evaluate its performance and financial condition. The accompanying financial data includes additional information regarding these metrics and a reconciliation of non-GAAP financial information for historical periods to the most directly comparable GAAP financial measure. The presentation of non-GAAP financial information should not be considered in isolation or as a substitute for, or superior to, the financial information prepared and presented in accordance with GAAP. Business Outlook: Based on information available as of August 5, 2026, ZoomInfo is providing guidance for the third quarter and full year 2026 as follows: Conference Call and Webcast Information: ZoomInfo will host a conference call today, August 5, 2026, to review its results at 4:30 p.m. Eastern Time, 1:30 p.m. Pacific Time. To participate in the live conference call via telephone, please register here. Upon registering, a dial-in number and unique PIN will be provided to join the conference call. The call will also be webcast live on the Company’s investor relations website at https://ir.zoominfo.com/, where related presentation materials will be posted prior to the conference call. Following the conference call, an archived webcast of the call will be available for one year on ZoomInfo’s Investor Relations website. Upcoming Events: ZoomInfo executives expect to participate in the following investor events: KeyBanc Technology Leadership Forum, Aug. 10, 2026 Canaccord Growth Conference, Aug. 11, 2026 Stifel Technology Executive Summit, Aug. 25, 2026 Deutsche Bank Technology Conference, Aug. 27, 2026 Piper Sandler Growth Frontiers Conference, Sep. 15, 2026 For more information on specific events, presentation times, and webcast details (if available), visit the "News & Events" section of the Company’s investor relations website at https://ir.zoominfo.com. Conferences with presentations that are webcast, will be webcast live, and the replay will be available for a limited time. Non-GAAP Financial Measures and Other Metrics: To supplement our consolidated financial statements presented in accordance with GAAP, this press release contains non-GAAP financial measures, including Adjusted Operating Income, Adjusted Operating Income Margin, Adjusted Net Income, Adjusted Net Income Per Share, and Unlevered Free Cash Flow. We believe these non-GAAP measures are useful to investors in evaluating our operating performance because they eliminate certain items that affect period-over-period comparability and provide consistency with past financial performance and additional information about our underlying results and trends by excluding certain items that may not be indicative of our business, results of operations, or outlook.​ Non-GAAP financial measures are not meant to be considered in isolation or as a substitute for the comparable GAAP measures, but rather as supplemental information to our business results. This information should be read only in conjunction with our consolidated financial statements prepared in accordance with GAAP. There are limitations to these non-GAAP financial measures because they are not prepared in accordance with GAAP and may not be comparable to similarly titled measures of other companies due to potential differences in methods of calculation and items or events being adjusted. In addition, other companies may use different measures to evaluate their performance, all of which could reduce the usefulness of our non-GAAP financial measures as tools for comparison. A reconciliation is provided at the end of this press release for each historical non-GAAP financial measure to the most directly comparable financial measure stated in accordance with GAAP. We do not provide a quantitative reconciliation of the forward-looking non-GAAP financial measures included in this press release to the most directly comparable GAAP measures due to the high variability and difficulty to predict certain items excluded from these non-GAAP financial measures; in particular, the effects of stock-based compensation expense, taxes and amounts under the tax receivable agreements, deferred tax assets and deferred tax liabilities, and restructuring and transaction expenses. We expect the variability of these excluded items may have a significant, and potentially unpredictable, impact on our future GAAP financial results. We define Adjusted Operating Income as income (loss) from operations adjusted for, as applicable, (i) amortization of acquired technology and other acquired intangibles, (ii) goodwill impairment, (iii) equity-based compensation expense, (iv) restructuring and transaction-related expenses, (v) integration costs and acquisition-related expenses, and (vi) litigation settlement. We define Adjusted Operating Income Margin as Adjusted Operating Income divided by revenue. We define Adjusted Net Income as net income (loss) adjusted for, as applicable, (i) gain on debt extinguishment, (ii) amortization of acquired technology and other acquired intangibles, (iii) goodwill impairment, (iv) equity-based compensation expense, (v) restructuring and transaction-related expenses, (vi) integration costs and acquisition-related expenses, (vii) litigation settlement, (viii) TRA liability remeasurement (benefit) expense, (ix) other (income) loss, net and (x) tax impacts of adjustments to net income (loss). We define Adjusted Net Income Per Share as Adjusted Net Income divided by diluted weighted average shares outstanding used for Adjusted Net Income Per Share. We define Unlevered Free Cash Flow as net cash provided by operating activities less, as applicable, (i) purchases of property and equipment and other assets, plus (ii) cash interest expense, (iii) cash payments related to restructuring and transaction-related expenses, (iv) cash payments related to integration costs and acquisition-related compensation, and (v) litigation settlement payments. Unlevered Free Cash Flow does not represent residual cash flow available for discretionary expenditures since, among other things, we have mandatory debt service requirements. Net revenue retention is a metric that we calculate based on customers of ZoomInfo at the beginning of the twelve-month period, and is calculated as: (a) the total annual contract value ("ACV") for those customers at the end of the twelve-month period, divided by (b) the total ACV for those customers at the beginning of the twelve-month period. Cautionary Statement Regarding Forward-Looking Information This press release contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Actual results may differ materially from those expressed or implied by these statements. You can generally identify our forward-looking statements by the words "anticipate," "believe," "can," "continue," "could," "estimate," "expect," "forecast," "goal," "intend," "may," "might," "objective," "outlook," "plan," "potential," "predict," "projection," "seek," "should," "target," "trend," "will," "would" or the negative version of these words or other comparable words. Any statements in this press release regarding future revenue, earnings, margins, financial performance, expenses, estimates, cash flow, growth in free cash flow, results of changes in operational procedures, liquidity, or results of operations (including, but not limited to, the guidance provided under "Business Outlook"), and any other statements that are not historical facts are forward-looking statements. We have based our forward-looking statements on beliefs and assumptions based on information available to us at the time the statements are made. We caution you that assumptions, beliefs, expectations, intentions and projections about future events may, and often do, vary materially from actual results. Therefore, we cannot assure you that actual results will not differ materially from those expressed or implied by our forward-looking statements. Factors that could cause actual results to differ from those expressed or implied by our forward-looking statements include, among other things: future economic, competitive, and regulatory conditions, potential future uses of cash, our revenue model, including our transition upmarket and our pricing structures, our ability to attract new customers, renew existing subscriptions, or expand existing subscriptions, the successful integration of acquired businesses, and future decisions made by us and our competitors. All of these factors are difficult or impossible to predict accurately and many of them are beyond our control. For a further list and description of these and other important risks and uncertainties that may affect our future operations, see Part I, Item 1A - Risk Factors in our most recent Annual Report on Form 10-K filed with the Securities and Exchange Commission, which we may update in Part II, Item 1A - Risk Factors in Quarterly Reports on Form 10-Q that we have filed or will file hereafter. Our forward-looking statements do not reflect the potential impact of any future acquisitions, mergers, dispositions, joint ventures, investments, or other strategic transactions we may make. Each forward-looking statement contained in this presentation speaks only as of the date of this press release, and we undertake no obligation to update or revise any forward-looking statements whether as a result of new information, future developments or otherwise, except as required by law. About ZoomInfo ZoomInfo (NASDAQ: GTM), the all-in-one AI GTM platform, enables sales, marketing, and customer success teams to execute their go-to-market strategy with confidence. Powered by the industry’s most comprehensive B2B data, including more than 100 million companies, 500 million contacts, and billions of signals, ZoomInfo delivers the intelligence, automation, and integrations that modern revenue teams need to identify, engage, and convert their best buyers. GTM.AI is ZoomInfo’s headless GTM context layer. It is the API and Model Context Protocol home for AI agents, powering integrations across Salesforce Agentforce, HubSpot Breeze, Microsoft Copilot, Claude, ChatGPT, and dozens more. Learn more at zoominfo.com and gtm.ai. Website Disclosure ZoomInfo intends to use its website as a distribution channel of material company information. Financial and other important information regarding the Company is routinely posted on and accessible through the Company’s website. Accordingly, you should monitor the investor relations portion of our website at https://ir.zoominfo.com/ in addition to following our press releases, SEC filings, and public conference calls and webcasts. In addition, you may automatically receive email alerts and other information about ZoomInfo when you enroll your email address by visiting the "Email Alerts" section of our investor relations page at https://ir.zoominfo.com/. View source version on businesswire.com: https://www.businesswire.com/news/home/20260805496533/en/ Contacts Investor Contact: Jeremiah [email protected] Media Contact: Dennis [email protected]

BlackLine (BL) came out with quarterly earnings of $0.61 per share, beating the Zacks Consensus Estimate of $0.57 per share. This compares to earnings of $0.51 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +7.02%. A quarter ago, it was expected that this company would post earnings of $0.45 per share when it actually produced earnings of $0.56, delivering a surprise of +24.44%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. BlackLine, which belongs to the Zacks Internet - Software industry, posted revenues of $187.82 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 0.52%. This compares to year-ago revenues of $172.02 million. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. BlackLine shares have lost about 40.7% since the beginning of the year versus the S&P 500's gain of 11%. While BlackLine has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for BlackLine was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.65 on $194.9 million in revenues for the coming quarter and $2.47 on $766.45 million in revenues for the current fiscal year. Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Internet - Software is currently in the bottom 40% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1. One other stock from the same industry, ZoomInfo (GTM), is yet to report results for the quarter ended June 2026. The results are expected to be released on August 5. This company is expected to post quarterly earnings of $0.27 per share in its upcoming report, which represents a year-over-year change of +8%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. ZoomInfo's revenues are expected to be $301.25 million, down 1.8% from the year-ago quarter. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report BlackLine (BL) : Free Stock Analysis Report ZoomInfo Technologies Inc. (GTM) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

The channel-management software company rebuilt a fragmented, single-channel marketing motion into a consistent account-based program built on ZoomInfo data. VANCOUVER, Wash., July 28, 2026--(BUSINESS WIRE)--ZoomInfo (NASDAQ: GTM), the all-in-one AI GTM platform, has reported that Impartner, one of the fastest-growing providers in the channel-management space, grew its quarterly pipeline generation after rebuilding its account-based marketing program, according to the company. Impartner builds the software other companies use to run their partner channels. Millions of active partners rely on its platform daily, and its solutions have facilitated over 1 billion deals worldwide. Its own marketing had fallen a step behind. The team worked from fragmented data and ran campaigns that were single-channel, inconsistent, and siloed. The real issue was consistency. The message changed shape from one channel to the next, so a buyer met a different Impartner depending on where they looked. The company had never fully built out its account-based marketing, and it was using ZoomInfo for one narrow task, contact research. Market potential went untapped. For a company that sells go-to-market infrastructure, a disjointed demand engine of its own was a problem worth fixing. The turning point was treating ZoomInfo as more than a contact database. Impartner moved its data, audience targeting, and campaign orchestration onto one platform and built every channel off a single, controlled target audience. That one audience is the mechanism. Because every channel draws from the same source, the company controls the tone and the message and keeps them consistent everywhere. Buying signals sharpen the timing. Research on target accounts, including news, activities, and personnel changes, tells the team which accounts are in the market and worth reaching now. The rebuilt program produced gains across the funnel, according to the company. The first campaign built the new way drove an immediate increase of over 45% in website engagement and saved the team 15 hours through automation. Pipeline generation rose quarter over quarter. Three target accounts alone generated over six digits of influenced pipeline, and the company says lead quality improved, making follow-up calls more productive. Impartner now treats ZoomInfo as a marketing and sales intelligence platform rather than a tool for one team. Its own framing is blunt: for marketing to be actionable, it has to be consistent. That principle, one audience across every channel, is the template the company applies as it scales. About ZoomInfo ZoomInfo (NASDAQ: GTM), the all-in-one AI GTM platform, enables sales, marketing, and customer success teams to execute their go-to-market strategy with confidence. Powered by the industry's most comprehensive B2B data, including more than 100 million companies, 500 million contacts, and billions of signals, ZoomInfo delivers the intelligence, automation, and integrations that modern revenue teams need to identify, engage, and convert their best buyers. Learn more at zoominfo.com. View source version on businesswire.com: https://www.businesswire.com/news/home/20260728883955/en/ Contacts Media contact:Public Relations [email protected]

If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider ZoomInfo (GTM). This company, which is in the Zacks Internet - Software industry, shows potential for another earnings beat. When looking at the last two reports, this company has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 10.99%, on average, in the last two quarters. For the most recent quarter, ZoomInfo was expected to post earnings of $0.26 per share, but it reported $0.28 per share instead, representing a surprise of 7.69%. For the previous quarter, the consensus estimate was $0.28 per share, while it actually produced $0.32 per share, a surprise of 14.29%. For ZoomInfo, estimates have been trending higher, thanks in part to this earnings surprise history. And when you look at the stock's positive Zacks Earnings ESP (Expected Surprise Prediction), it's a great indicator of a future earnings beat, especially when combined with its solid Zacks Rank. Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven. The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. ZoomInfo currently has an Earnings ESP of +1.41%, which suggests that analysts have recently become bullish on the company's earnings prospects. This positive Earnings ESP when combined with the stock's Zacks Rank #3 (Hold) indicates that another beat is possibly around the corner. We expect the company's next earnings report to be released on August 5, 2026. When the Earnings ESP comes up negative, investors should note that this will reduce the predictive power of the metric. But, a negative value is not indicative of a stock's earnings miss. Many companies end up beating the consensus EPS estimate, though this is not the only reason why their shares gain. Additionally, some stocks may remain stable even if they end up missing the consensus estimate. Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report ZoomInfo Technologies Inc. (GTM) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research