ZOOMINFO Technologies (GTM) Earnings Date & Reports

Key Takeaways

• ZoomInfo reported Q3 2026 revenue of $308.8 million, beating the consensus estimate of $299.7 million but falling 2.9% year over year.
• Adjusted (non-GAAP) earnings per share came in at $0.29, in line with analysts' consensus of $0.29.
• Adjusted operating income of $119.1 million (a 38.6% margin) exceeded the consensus estimate of $114.3 million.
• Fourth-quarter revenue guidance of $295.5 million at the midpoint landed slightly above the $291.9 million consensus.
• Management raised full-year adjusted EPS guidance to $1.13 at the midpoint.
• The number of enterprise customers paying more than $100,000 annually slipped to 1,851, down 40 from the prior quarter.
• For more on ZoomInfo's Major News, Today's Price Move, Price Targets, and Forecast, visit the dedicated GTM pages on Tickeron.
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Earnings Context and Why It Matters

ZoomInfo's third-quarter results arrive at a pivotal moment for the go-to-market (GTM) software provider. The company has been navigating slowing demand as customers rethink spending and shift from traditional seat-based licensing toward consumption-based pricing and artificial intelligence (AI) tools. Over the past two years, annualized revenue growth has decelerated to roughly 1%, well below its five-year trend. Against that backdrop, this report matters because it tests whether ZoomInfo can stabilize its top line, defend profitability, and demonstrate that its evolving data and AI offerings can offset ongoing pressure in its core software segment. Investors are watching closely for signs that the demand trough is near.

Reported Results

For the third quarter ended September 30, 2026, ZoomInfo reported revenue of $308.8 million, a 2.9% decline from the year-ago period but a 3% beat versus the $299.7 million consensus. Adjusted (non-GAAP) earnings per share were $0.29, matching analysts' expectations. Adjusted operating income reached $119.1 million, representing a 38.6% margin and exceeding the $114.3 million consensus.

On guidance, management set fourth-quarter revenue at $295.5 million at the midpoint, about 1.2% above the $291.9 million consensus, though still implying a year-over-year decline. Full-year adjusted EPS guidance was nudged higher to $1.13 at the midpoint. However, GAAP operating margin fell to 7.6% from 21.2% a year earlier, and free cash flow margin declined to 28.2%. The company also reported 1,851 customers paying more than $100,000 annually, a decrease of 40 quarter over quarter.

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Market Reaction and Investor Sentiment

ZoomInfo shares held relatively steady in the immediate aftermath of the release, trading near $4.27 as investors weighed a revenue beat against ongoing top-line declines. The results offered a mixed read: better-than-expected revenue, an in-line adjusted EPS print, and slightly stronger forward guidance were positive signals, but the continued year-over-year revenue contraction and shrinking high-value customer base tempered enthusiasm. Sentiment heading into the report had been cautious given persistent demand headwinds, and the muted share reaction suggests the market remains focused on whether ZoomInfo can eventually return to growth rather than on a single quarter's upside.

Forward Outlook and Key Factors to Monitor

Looking ahead, investors will be watching whether ZoomInfo can stabilize its customer base and reverse the slide in its largest accounts. The decline in customers paying more than $100,000 annually is a key pressure point, since those relationships drive a meaningful share of revenue. Management's pivot toward consumption-based pricing and non-seat-based offerings, including Data-as-a-Service products, will be central to the growth story in coming quarters.

Another factor to monitor is the transition toward AI. ZoomInfo is positioning its data as a "context layer" that grounds AI agents across customer platforms, and the company has pointed to strength in its largest customer cohort. If enterprise clients increasingly consume data through APIs (application programming interfaces) rather than traditional seats, pricing and retention metrics will evolve in ways investors should track closely.

Finally, watch margin and cash flow trends. While adjusted profitability held up well this quarter, GAAP operating margin and free cash flow margin both compressed year over year. How management balances cost discipline, capital allocation, and reinvestment in AI will shape the trajectory of earnings into 2027.

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