Exhibit 99.1 ZoomInfo Announces First Quarter 2025 Financial Results Vancouver, WA, May 12, 2025 - ZoomInfo, (NASDAQ: ZI) the go-to-market platform to find, acquire, and grow customers, today announced its financial results for the first quarter ended March 31, 2025. "We delivered another quarter of better-than-expected financial results and Upmarket momentum," said Henry Schuck, ZoomInfo Founder and CEO. "We continue to prioritize AI-first solutions, along with our best-in-class signals, data, and insights ...

Core Insights - The previous investment stance on ZoomInfo Technologies (ZI) was a hold rating due to concerns about short-term growth prospects, but recent progress has been noted [1] Group 1: Investment Approach - The investment strategy focuses on long-term investments while also considering short-term opportunities to uncover alpha [1] - The analysis is based on a bottom-up approach, examining the fundamental strengths and weaknesses of individual companies [1] - The investment horizon is medium to long-term, aiming to identify companies with solid fundamentals, sustainable competitive advantages, and growth potential [1]

Core Insights - PathFactory has launched a strategic integration with ZoomInfo to enhance B2B marketers' understanding and engagement with website visitors [2][4] - The integration utilizes ZoomInfo's Reverse IP Lookup technology to provide detailed visitor intelligence, allowing for personalized content experiences [3][7] Company Overview - PathFactory is a content intelligence and personalization platform that helps B2B marketers create tailored content experiences for individual buyers and accounts [6] - ZoomInfo is a Go-To-Market Intelligence Platform that provides businesses with AI-ready insights and trusted data, serving over 35,000 companies globally [8] Integration Benefits - Instant Visitor Enrichment: The integration allows for automatic retrieval of detailed business intelligence on website visitors, identifying engagement opportunities without manual effort [7] - Dynamic Content Personalization: Real-time enriched data enables PathFactory to adjust content experiences instantly, ensuring relevance to each visitor's company profile and interests [7] - Advanced Analytics: Marketers gain insights into content engagement segmented by visitor industry, company size, and geography [7] - Seamless Implementation: The integration requires minimal setup, allowing teams to leverage enhanced visitor intelligence immediately [7]

Group 1 - The technology sector is characterized by constant change, with new trends emerging that can elevate certain startups while causing legacy providers to decline [1] - Gary Alexander has extensive experience in the technology industry, having worked on Wall Street and in Silicon Valley, and has been an adviser to seed-round startups [2] Group 2 - Alexander has been a contributor to Seeking Alpha since 2017 and his insights are widely disseminated across various trading platforms [2]

Core Viewpoint - ZoomInfo Technologies' stock surged 24% following the release of its Q4 2024 financial results, despite a year-over-year revenue decline of 2% [1][2]. Financial Performance - Q4 2024 revenue was reported at $309 million, down 2% from the previous year [2]. - The company added 58 new customers in Q4, each spending $100,000 annually, bringing the total customer count to 1,867 [2]. - For 2025, ZoomInfo anticipates revenue to remain flat at approximately $1.2 billion, consistent with 2024 figures [4]. - Management projects unlevered free cash flow between $420 million and $440 million for 2025, slightly down from $447 million in 2024 [4]. Market Reaction - Analysts upgraded their outlook for ZoomInfo stock due to better-than-expected results, despite guidance indicating flat growth for the upcoming year [3]. - The stock is currently trading at just under 10 times its unlevered free cash flow, suggesting a valuation that reflects prior concerns about continued declines [5]. Investment Considerations - While the stock appears reasonably valued, the ongoing revenue decline and flat growth raise concerns about the company's ability to attract new customers [6]. - The current business model relies heavily on customer acquisition, which poses challenges for ZoomInfo at this time [6].

Wall Street analysts rerated ZoomInfo Technologies Inc ZI after the company reported its fourth-quarter results Tuesday.Needham analyst Joshua Reilly reiterated ZoomInfo with a Buy and a $15 price target.Citizens Capital Markets analyst Patrick Walravens maintained ZoomInfo from Market Perform to Market Perform.Piper Sandler analyst Brent Bracelin upgraded ZoomInfo from Underweight to Neutral and raised the price target from $10 to $11.Also Read: Intuit Sees AI-Driven Growth With TurboTax, Credit Karma: Ana ...

Michael Wiggins De Oliveira is an inflection investor. This means buying into cheap companies at the moment when their narrative is changing and the business is on a path toward becoming significantly more profitable over the next year.With a focus on tech and “the Great Energy Transition (including uranium)”, Michael runs a concentrated portfolio with approximately 15 to 20 stocks and an average holding period of 18 months. Through his 10+ years analyzing countless companies, Michael has accumulated outsta ...

Financial Data and Key Metrics Changes - GAAP revenue for Q4 2024 was $309 million, with adjusted operating income of $116 million, representing a margin of 37%, both exceeding guidance expectations [9][36] - Net revenue retention (NRR) increased to 87% in Q4, marking the first sequential increase since Q1 2022 [18][37] - Unlevered free cash flow for Q4 was $94 million, with a margin of 30%, and for the full year 2024, it was $447 million, with a margin of 37% [41][42] Business Line Data and Key Metrics Changes - The operations business grew 27% year-over-year in Q4, driven by increased demand for data solutions [11][38] - Copilot, a key product, now has over $150 million in annual contract value (ACV), with significant growth in both new and existing customer segments [11][38] Market Data and Key Metrics Changes - Upmarket customers, defined as those with more than 100 employees, represent over two-thirds of the business and grew 2% in 2024, with expectations for mid-single-digit growth moving forward [14][16] - Down-market customers, those with fewer than 100 employees, declined 9% in 2024 but are stabilizing as a smaller, healthier portion of the business [15][16] Company Strategy and Development Direction - The company is focusing on upmarket growth, enhancing its product offerings and customer success initiatives to drive profitability [12][35] - Investments in AI and data solutions are expected to solidify the company's position as a leading provider of go-to-market data and AI for enterprise customers [12][35] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the company's momentum heading into 2025, with expectations for improved operating performance and profitability [46][47] - The company is discounting down-market contributions to guidance, focusing resources on upmarket opportunities [55][56] Other Important Information - The company has implemented a new business risk model that has improved customer onboarding and collection trends [37] - Share repurchases totaled 46.8 million shares at an average cost of $12, representing over 12% of total shares outstanding [39][40] Q&A Session Summary Question: Trends in SMB and enterprise segments - Management noted strength in the upmarket, particularly with operations and Copilot products, while the SMB segment is stabilizing but becoming a smaller part of the business [51][52] Question: Copilot ACV migration path - The company is migrating customers to Copilot both at renewal and off-cycle, with strong double-digit growth observed during migrations [66][67] Question: Drivers of NRR improvement - The improvement in NRR is attributed to better upsell opportunities in the upmarket and stabilization in the down-market [70][72] Question: Characteristics of the 100K customer cohort - The increase in the 100K customer cohort is driven by successful upselling and acquiring new customers, with a focus on maintaining quality [78][79] Question: Impact of layoffs on growth trajectory - Management remains optimistic about steady growth in the upmarket, driven by focused execution and product innovation [126][128] Question: Down-market disqualification of new business policies - The company does not anticipate changes to the $2 million a month headwind from down-market disqualifications [120][121]

Financial Performance - The company's Q4 2024 revenue was $309.1 million, a decrease of 2% year-over-year[53] - The company's FY 2024 revenue was $1.2143 billion, a decrease of 2% year-over-year[55] - Q4 2024 adjusted operating income was $115.9 million, a decrease of 8% year-over-year, with an adjusted operating income margin of 37%[53] - FY 2024 adjusted operating income was $428.5 million, a decrease of 14% year-over-year, with an adjusted operating income margin of 35%[55] - FY 2024 unlevered free cash flow was $446.9 million, a decrease of 4% year-over-year[50] Customer Metrics - The company has over 35,000 paying customers[48] - The company has 1,867 customers with greater than $100K in ACV as of December 31, 2024[7] - The company's net revenue retention rate was 87% for the trailing twelve-month period ended December 31, 2024[7] Future Outlook - The company expects 2025 revenue in the range of $1.185 billion to $1.205 billion[49] - The company expects 2025 adjusted operating income in the range of $426 million to $436 million[49] - The company expects 2025 unlevered free cash flow in the range of $420 million to $440 million[49] Capital Allocation - During the twelve months ended December 31, 2024, the company repurchased 46.8 million shares of common stock at an average price of $12.01, for an aggregate of $562.3 million[69]

Group 1: Earnings Performance - ZoomInfo reported quarterly earnings of $0.26 per share, exceeding the Zacks Consensus Estimate of $0.23 per share, with an earnings surprise of 13.04% [1] - The company posted revenues of $309.1 million for the quarter ended December 2024, surpassing the Zacks Consensus Estimate by 3.80%, although this represents a decline from year-ago revenues of $316.4 million [2] - Over the last four quarters, ZoomInfo has surpassed consensus EPS estimates three times and topped consensus revenue estimates three times as well [2] Group 2: Stock Performance and Outlook - ZoomInfo shares have declined approximately 8.3% since the beginning of the year, contrasting with the S&P 500's gain of 1.7% [3] - The company's future stock performance will largely depend on management's commentary during the earnings call and the earnings outlook [4][6] - The current consensus EPS estimate for the upcoming quarter is $0.23 on revenues of $292.82 million, and for the current fiscal year, it is $0.94 on revenues of $1.18 billion [7] Group 3: Industry Context - The Computer - Integrated Systems industry, to which ZoomInfo belongs, is currently ranked in the top 33% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]