ZoomInfo Technologies Inc. (GTM) Earnings History

ZoomInfo Technologies Inc. - Q4 2025 Earnings

Filed at: Feb 9, 2026, 4:07 PM EST|Read from source

EXECUTIVE SUMMARY

ZoomInfo reported record revenue and expanded profitability in 2025, driven by growth in its Go-To-Market Intelligence Platform. The company also increased free cash flow and strengthened its AI capabilities, with a focus on scaling its platform for customers in 2026.

POSITIVE HIGHLIGHTS

  • •

    GAAP Revenue of $319.1 million, an increase of 3% year-over-year for Q4 2025.

    positive
  • •

    GAAP Revenue of $1,249.5 million, an increase of 3% year-over-year for Full-Year 2025.

    positive
  • •

    GAAP Operating Income increased 75% year-over-year to $54.2 million in Q4 2025.

    positive
  • •

    GAAP Operating Income increased 132% year-over-year to $225.7 million for Full-Year 2025.

    positive
  • •

    GAAP Cash Flow from Operations of $143.5 million in Q4 2025, up 32% year-over-year.

    positive
  • •

    Unlevered Free Cash Flow of $135.2 million in Q4 2025, up 44% year-over-year.

    positive
  • •

    Closed the quarter with 1,921 customers with $100,000 or greater in Annual Contract Value (“ACV”), an increase of 54 year-over-year.

    positive
  • •

    The Company repurchased 40.5 million shares of Common Stock accounting for 12% of total shares outstanding during FY 2025.

    positive

CONCERNS & RISKS

  • •

    Revenue growth remained modest at 3% year-over-year for both Q4 and Full-Year 2025, indicating a slowdown from prior periods (Q3 2025 revenue grew 5% YoY).

    attention
  • •

    Net revenue retention rate was 90% as of December 31, 2025, indicating some customer churn or reduced spending from existing customers.

    attention
  • •

    Upmarket ACV represented 74% of total Company ACV, an increase of 6% year-over-year, suggesting a continued reliance on larger customers for growth.

    attention
  • •

    Guidance for Q1 2026 revenue is $306 - $309 million, implying a slight sequential decrease from Q4 2025 revenue of $319.1 million.

    attention
  • •

    Guidance for FY 2026 revenue is $1.247 - $1.267 billion, representing a growth rate of approximately 0-1.4% over FY 2025 revenue of $1,249.5 million, indicating a significant deceleration in expected growth.

    negative

FINANCIAL METRICS

Revenue
Quarterly
$319.10M
+3.0%
Prior year: $309.10M
Annual (YTD)
$1.25B
N/A
Prior year: $1.21B
Net Income
Quarterly
$34.70M
+137.7%
Prior year: $14.60M
Annual (YTD)
$124.20M
N/A
Prior year: $29.10M
EPS (Diluted)
Quarterly
$0.11
+175.0%
Prior year: $0.04
Operating Income
Quarterly
$54.20M
+75.4%
Prior year: $30.90M
Annual (YTD)
$225.70M
N/A
Prior year: $97.40M
EPS (Basic)
Quarterly
N/A
N/A

MARGIN ANALYSIS

Gross Margin
Current Quarter
84.0%
Prior Year
82.8%
YoY Change
+120 bps
Operating Margin
Current Quarter
17.0%
Prior Year
10.0%
YoY Change
+700 bps
Net Margin
Current Quarter
10.9%
Prior Year
4.7%
YoY Change
+615 bps

Margin expansion indicates improving profitability and operational efficiency. Measured in basis points (bps): 100 bps = 1.0%.

MANAGEMENT GUIDANCE

FY 2026

revenue
$1247000.0B—$1267000.0B
Mid-point: $1257000.0B
Non-GAAP Adjusted Operating Income
456,000,000—466,000,000
Mid-point: 461,000,000
Non-GAAP Adjusted Net Income Per Share
$1.10—$1.12
Mid-point: $1.11
Non-GAAP Unlevered Free Cash Flow
435,000,000—465,000,000
Mid-point: 450,000,000

Q1 2026

revenue
$306000.0B—$309000.0B
Mid-point: $307500.0B
Non-GAAP Adjusted Operating Income
105,000,000—108,000,000
Mid-point: 106,500,000
Non-GAAP Adjusted Net Income Per Share
$0.25—$0.27
Mid-point: $0.26

Forward-looking guidance is subject to change and does not constitute a guarantee. Actual results may differ materially from these estimates.

MANAGEMENT COMMENTARY

In 2025 we delivered record revenue, expanded profitability, and increased free cash flow, while building the all-in-one AI platform for go-to-market teams.

— ZoomInfo Technologies Inc., Q4 2025 2025 Earnings Call

In 2026, our focus is on bringing that platform to our customers at scale – putting our differentiated data, intelligence, workflow automations, and AI-powered insights directly into the hands of go-to-market teams and AI agents so they can more efficiently find, win, and grow customers.

— ZoomInfo Technologies Inc., Q4 2025 2025 Earnings Call

ZoomInfo has been named a Leader in the 2025 Gartner® Magic Quadrant™ for Account-Based Marketing (ABM) Platforms for the second year-in-a-row.

— ZoomInfo Technologies Inc., Q4 2025 2025 Earnings Call

Commentary excerpts from earnings call transcripts provide management's perspective on performance, strategy, and outlook. Always review full transcripts for complete context.

OPERATIONAL METRICS

Customers 100k Acv
1.9K
+2.9% YoY
Prior year: 1.9K
customers
Net Revenue Retention Rate
90
percent
Upmarket Acv Pct
74
+8.8% YoY
Prior year: 68
percent

Operational metrics provide insight into business drivers and customer engagement beyond traditional financial measures.