Core Insights - RPD Fund Management has significantly increased its stake in ZoomInfo by purchasing an additional 725,616 shares, bringing total holdings to nearly 6.9 million shares valued at approximately $75.3 million as of September 30 [2][3] - The fund's investment in ZoomInfo now represents 29.6% of its assets under management, indicating a strong conviction in the company's growth potential despite recent stock price declines [3][10] Company Overview - ZoomInfo operates as a leading provider of B2B intelligence solutions, leveraging proprietary data and advanced analytics to enhance customer engagement and conversion [6][8] - The company reported a market capitalization of $3.2 billion, with trailing twelve months (TTM) revenue of $1.2 billion and net income of $104.1 million [4] Financial Performance - In the third quarter, ZoomInfo achieved record revenue of $318 million, reflecting a 5% year-over-year increase, while GAAP operating income surged by 55% to $67.5 million [10] - The adjusted operating margin stood at 37%, and the company generated $93.8 million in operating cash flow, indicating significant improvement compared to the previous year [10] Market Position - Despite a 9% decline in share price over the past year, ZoomInfo's fundamentals are improving, which may attract fundamental research-driven investors [3][10] - The company's diverse customer base spans various industries, including software, business services, manufacturing, telecommunications, and financial services, showcasing its broad market appeal [8]