UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from________to________ Commission File Number: 001-39310 ZoomInfo Technologies Inc. (Exact name of registrant as specified in its charter) Delaware 87-3037521 (State or ...

Core Insights - ZoomInfo Technologies reported Q4 results that exceeded Wall Street's expectations in terms of sales and earnings, but the stock experienced significant sell-offs due to disappointing forward guidance [1][3]. Financial Performance - ZoomInfo posted non-GAAP adjusted earnings per share of $0.32 on sales of $319.1 million for Q4, surpassing analyst estimates of $0.28 EPS on sales of approximately $309.3 million [3]. - Revenue for Q4 increased by 3.2% year over year, while adjusted operating income rose roughly 6% year over year to $122.6 million [3]. Stock Market Reaction - Following the Q4 results, ZoomInfo's stock fell by 9.4% in a single day, with a peak decline of 20.2% during trading [1]. - The current stock price is $6.63, with a market capitalization of $2.3 billion [4]. Future Guidance - For the current quarter, ZoomInfo expects sales between $306 million and $309 million, indicating a significant sequential decline [6]. - For the full year, management targets sales between $1.247 billion and $1.267 billion, suggesting modest improvement over last year's sales of approximately $1.25 billion [7]. - Adjusted operating profit guidance for the year is set between $456 million and $466 million, indicating an annual growth of about 3.6% at the midpoint [7].

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Management repeatedly emphasized progress in shifting the business upmarket. Schuck said upmarket revenue grew 6% year-over-year in what he described as the company’s seasonally largest upmarket quarter. O’Brien said ZoomInfo has shifted four points of business upmarket over the past year and exited 2025 with 74% of the business “now upmarket,” adding that the company now expects to reach an 80% upmarket mix exiting 2027, “several years ahead” of its initial timeline.Chief Financial Officer Graham O’Brien s ...

分组1 - ZoomInfo reported quarterly earnings of $0.32 per share, exceeding the Zacks Consensus Estimate of $0.28 per share, and showing an increase from $0.26 per share a year ago, resulting in an earnings surprise of +13.76% [1] - The company achieved revenues of $319.1 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 3.38%, and an increase from $309.1 million year-over-year [2] - ZoomInfo has consistently surpassed consensus EPS estimates over the last four quarters, indicating strong performance [2] 分组2 - Despite the positive earnings report, ZoomInfo shares have declined approximately 28.1% since the beginning of the year, contrasting with the S&P 500's gain of 1.3% [3] - The future performance of ZoomInfo's stock will largely depend on management's commentary during the earnings call and the outlook for earnings estimates [4][6] - The current consensus EPS estimate for the upcoming quarter is $0.26 on revenues of $307.06 million, and for the current fiscal year, it is $1.12 on revenues of $1.25 billion [7] 分组3 - The Internet - Software industry, to which ZoomInfo belongs, is currently ranked in the top 38% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - VNET Group, another company in the same industry, is expected to report a significant year-over-year earnings increase of +500% for its upcoming quarter [9]

Exhibit 99.1 ZoomInfo Announces Fourth Quarter and Full-Year 2025 Financial Results Recent Business and Operating Highlights: As of, or for the three months ended, December 31, 2025, as applicable 1 1 • GAAP Revenue of $319.1 million, an increase of 3% year-over-year. • GAAP Operating Income of $54.2 million and Adjusted Operating Income of $122.6 million. • GAAP Operating Income Margin of 17% and Adjusted Operating Income Margin of 38%. • GAAP Cash Flow from Operations of $143.5 million and Unlevered Free ...

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgent need for energy to support its growth [1][2][3] - A specific company is highlighted as a key player in the AI energy sector, owning critical energy infrastructure assets that are essential for meeting the increasing energy demands of AI technologies [3][7] Investment Opportunity - Wall Street is investing heavily in AI, with hundreds of billions directed towards developing smarter technologies, but there is a looming question regarding the energy supply needed to sustain this growth [2] - The company in focus is positioned to benefit from the surge in demand for electricity driven by AI data centers, making it a potentially lucrative investment opportunity [3][8] Energy Infrastructure - The company owns significant nuclear energy infrastructure assets, which are crucial for America's future power strategy [7] - It is one of the few global firms capable of executing large-scale engineering, procurement, and construction projects across various energy sectors, including oil, gas, and renewables [7] Financial Position - The company is noted for being completely debt-free and holding a substantial cash reserve, amounting to nearly one-third of its market capitalization [8] - It also has a significant equity stake in another AI-related company, providing investors with indirect exposure to multiple growth avenues without the associated premium costs [9] Market Perception - The company is described as undervalued, trading at less than seven times earnings, which is attractive given its ties to the rapidly growing AI and energy sectors [10] - There is a growing interest from hedge funds, indicating that this stock is gaining attention among savvy investors [9] Future Trends - The article emphasizes the importance of AI as a disruptive force in traditional industries, suggesting that companies that adapt to AI will thrive [11][12] - The influx of talent into the AI sector is expected to drive continuous innovation and advancements, reinforcing the argument for investing in AI-related companies [12] Conclusion - The time to invest in AI and the associated energy infrastructure is presented as critical, with potential for significant returns within the next 12 to 24 months [13][15]

Core Insights - ZoomInfo is positioned to continue its earnings-beat streak, having a history of surpassing earnings estimates, particularly in the last two quarters with an average surprise of 10.35% [1][5] Earnings Performance - In the most recent quarter, ZoomInfo reported earnings of $0.28 per share, exceeding the expected $0.25 per share, resulting in a surprise of 12.00% [2] - For the previous quarter, the company reported $0.25 per share against an expectation of $0.23 per share, achieving a surprise of 8.70% [2] Earnings Estimates and Predictions - Estimates for ZoomInfo have been trending higher, influenced by its history of earnings surprises, and the stock has a positive Zacks Earnings ESP of +3.11%, indicating bullish sentiment among analysts [5][8] - The combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) suggests a high likelihood of another earnings beat, with historical data showing that nearly 70% of stocks with this combination produce a positive surprise [6][8] Earnings ESP Explanation - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate reflecting the latest analyst revisions, which may be more accurate than earlier predictions [7] - A negative Earnings ESP can reduce predictive power but does not necessarily indicate an earnings miss [9] Investment Strategy - Investors are encouraged to check a company's Earnings ESP prior to quarterly releases to enhance the chances of successful investment decisions, utilizing tools like the Earnings ESP Filter to identify promising stocks [10]

Core Viewpoint - Kahn Swick & Foti, LLC has initiated an investigation into ZoomInfo Technologies, Inc. following significant financial challenges and a securities class action lawsuit against the company and its executives [1][3]. Financial Performance - In Q2 2024, ZoomInfo reported a $33 million charge due to non-payments from customers, prompting the implementation of a new business risk model to mitigate write-offs [2]. - The company revised its annual revenue guidance downward by $65 million, adjusting the range from $1.255 billion to $1.27 billion to a new range of $1.19 billion to $1.205 billion [2]. Legal Issues - ZoomInfo and certain executives are facing a securities class action lawsuit for allegedly failing to disclose material information, violating federal securities laws [3]. - A court has denied the company's motion to dismiss part of the lawsuit, allowing the case to proceed [3]. Investigation Details - Kahn Swick & Foti's investigation is focused on potential breaches of fiduciary duties by ZoomInfo's officers and/or directors, as well as possible violations of state or federal laws [3].

Market Outlook - Markets are anticipated to experience a Santa rally, with a focus on technology, consumer discretionary, bitcoin, and gold [1] - The chip sector is highlighted as a primary driver of the AI trade, while the infrastructure sector faces challenges due to debt financing issues [1] - Predictions indicate that the long end of the bond market will see significant volatility, influenced by potential aggressive rate cuts by the Fed [1] Company Insights - DLocal Limited (NASDAQ:DLO) has a market capitalization of $4.13 billion and a share price of $14.01, with an average upside potential of 28.48% [8][9] - Analysts have initiated coverage on DLocal with positive ratings, citing a buying opportunity in fintech and payments for 2026 [10] - DLocal's partnership with Yuno aims to simplify global enterprise scaling in emerging markets, enhancing operational efficiency [11] - The successful launch of Smart Fit into the Moroccan market exemplifies the effectiveness of DLocal's payment model [12] Financial Performance - ZoomInfo Technologies Inc. (NASDAQ:GTM) has a market capitalization of $3.12 billion and a share price of $10.00, with an average upside potential of 30.20% [14] - The company reported Q3 2025 revenue of $318 million, reflecting a 5% year-over-year increase, with a net revenue retention rate of 90% [16] - ZoomInfo's shift towards the upmarket segment has been a key growth driver, with this segment now accounting for 73% of total Annual Contract Value (ACV) [16]