5 Revealing Analyst Questions From ZoomInfo’s Q3 Earnings Call

Core Insights - ZoomInfo's third quarter results exceeded Wall Street's revenue and profit expectations, driven by a transition to larger enterprise customers and the scaling of AI-powered products [1][3] - The company reported a revenue of $318 million, surpassing analyst estimates of $303.8 million, reflecting a 4.7% year-on-year growth [6] - Adjusted EPS was $0.28, beating analyst estimates of $0.26 by 9.5% [6] Financial Performance - Adjusted Operating Income reached $117.7 million, with a margin of 37%, exceeding analyst expectations of $111.7 million [6] - Annual Recurring Revenue (ARR) was reported at $1.25 billion, above estimates of $1.20 billion, marking a 4% year-on-year growth [6] - Operating Margin improved to 21.2%, up from 14.3% in the same quarter last year [6] Customer Metrics - The company has 1,887 customers paying more than $100,000 annually [6] - Billings at the quarter end were $277.6 million, reflecting a 1.7% year-on-year decline [6] Management Commentary - CEO Henry Schuck highlighted the success of proprietary data assets and products like Copilot and GTM Workspace in driving customer engagement and net revenue retention [1] - CFO Graham O'Brien attributed revenue strength to Copilot renewal uplift, large deal wins, and an upmarket shift [6] - Positive early feedback on GTM Studio was noted, particularly regarding unified data management and campaign execution capabilities [6] Guidance and Market Outlook - Revenue guidance for Q4 CY2025 is set at $308.5 million at the midpoint, above analyst estimates of $304.8 million [6] - Full-year Adjusted EPS guidance was raised to $1.05 at the midpoint, indicating a 5% increase [6] - Market Capitalization stands at $3.30 billion [6]