Start here if you're new
what it is
ZoomInfo sells software that helps sales teams find, contact, and track customers with B2B data.
how it gets paid
Last year Zoominfo Tech made $1.2B in revenue. Intelligence Layer was the main engine at $0.52B, or 43% of sales.
why it's growing
Revenue grew 2.9% last year. EDGAR shows annual revenue at $1.2B, up 2.9% vs. prior year.
what just happened
Revenue hit $930M, EPS was $0.27, and gross margin stayed at 84.0%.
At a glance
B balance sheet — gets the job done, barely
25/100 earnings predictability — expect surprises
22.3x trailing p/e — priced about right
1.7% return on capital — nothing to write home about
$0.08 fy2024 eps est
xvary composite: 39/100 — weak
What they do
ZoomInfo sells software that helps sales teams find, contact, and track customers with B2B data.
ZoomInfo sells 3 layers, not 1 app. That is data, workflow, and outreach in one stack. Leaving means rebuilding all 3, and your team feels that friction fast.
How they make money
$1.2B
annual revenue · their business grew +2.9% last year
Intelligence Layer
$0.52B
+2.9%
Orchestration Layer
$0.29B
+2.9%
Engagement Layer
$0.20B
+2.9%
Copilot / AI add-ons
$0.11B
+2.9%
Services / other
$0.08B
0.0%
The products that matter
b2b data and signal platform
GTM Intelligence Platform
$1.1B subscription revenue · 92% of sales
It's the core product and it maps to roughly $1.1B of the company's $1.2B revenue base. If customers question data quality or cut seats, the whole story feels it.
92% of revenue
ai sales assistant
Copilot AI
20% customer penetration
Management says Copilot has reached 20% customer penetration. That's real adoption, but it is not yet proof that AI can pull companywide growth far above the current 1% guide.
adoption watch
implementation and support
Professional Services & Other
$0.1B revenue · 8% of sales
This is only about $0.1B of revenue, but it tells you the model is still overwhelmingly subscription driven. There is no hidden second engine here.
small support layer
Key numbers
$1.2B
annual revenue
That is the size of the whole machine. It is large enough to matter and small enough to wobble.
$1.6B
long-term debt
Debt is 47% of capital. That is a tighter leash than sales teams usually admit.
20.6%
operating margin
For every $100 of sales, $20.60 stays after running the business.
1.7%
return on capital
Each $100 invested earns $1.70. That is thin for a software company.
Financial health
B
strength
- balance sheet grade B — adequate — nothing special
- risk rank 4 — safer than 20% of stocks
- price stability 10 / 100
- long-term debt $1.6B (47% of capital)
B — functional but not a standout on the balance sheet.
Total return vs. market
Return history isn't available for GTM right now.
source: institutional data · return history unavailable
What just happened
beat estimates
Revenue hit $930M, EPS was $0.27, and gross margin stayed at 84.0%.
EDGAR shows annual revenue at $1.2B, up 2.9% vs. prior year. The latest quarter also posted $930M in revenue and 125% EPS growth.
$300M
revenue
$0.27
eps
84.0%
gross margin
gross margin
84.0% is the clean number. It tells you the business keeps most of each sales dollar before overhead.
source: company earnings report, 2026
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What could go wrong
The #1 risk is ZoomInfo settling into a 1% growth business. A data platform with 38% adjusted operating margin can survive that. A software multiple usually cannot.
med
1% growth becomes the new normal
Management's 2026 guide points to roughly 1% GAAP revenue growth on a $1.2B base. If that is not a trough but the new baseline, the market keeps valuing this like a mature database business rather than a growth software asset.
The valuation debate changes fast when the growth rate starts with a one.
med
Debt has become part of the thesis
Long-term debt is $1.6B, or 47% of capital, against a market cap of roughly $2B. That is a lot of leverage for a company the market is no longer treating like a clear growth compounder.
Less room for operational misses. Less patience from investors if growth slips again.
med
AI adoption does not turn into AI revenue
Copilot has reached 20% customer penetration. Good. But adoption metrics and companywide reacceleration are not the same thing. If AI usage rises while total revenue still grows around 1%, the market will treat the AI layer as feature packaging, not a new engine.
The bull case needs AI to change the growth slope, not just the product demo.
med
Legal and insider-sale headlines keep trust under pressure
The snapshot data flags possible false-claims investigation and over $1.2B in insider sales. You can survive a noisy headline cycle when fundamentals are accelerating. It lands differently when the stock is already down 45% from the post-earnings high.
Trust discounts stack on top of valuation discounts.
At $1.2B of revenue, $1.6B of long-term debt, and roughly 1% guided growth, this is a profitable software company where execution risk now matters as much as margin.
source: institutional data · regulatory filings · risk analysis
Pay attention to
trend
Whether the 1% guide starts moving up
This is the number that broke the stock. If management can lift the 2026 growth view, the debate changes immediately.
calendar
Q1 2026 earnings report
Expected May 11, 2026. You want to see whether demand stabilized after the weak full-year guide.
metric
Copilot penetration above 20%
Management already disclosed 20% customer penetration. The next question is whether that number keeps climbing and shows up in the revenue line.
risk
Legal updates and insider-sale narrative
The operating story needs fewer trust issues, not more. Additional disclosures here would matter because sentiment is already thin.
Analyst rankings
earnings predictability
25 / 100
In human-speak: analysts do not trust this company to print smooth, boring quarters.
balance sheet grade
B
Good enough to operate. Not strong enough to make you forget the $1.6B debt load.
price stability
10 / 100
This is a volatile stock. The 45% post-earnings drawdown already told you that in plain English.
source: institutional data
Institutional activity
institutional ownership data for GTM is being compiled.
source: institutional data
Price targets
3-5 year target range
n/a
n/a
$10
current price
n/a
target midpoint · n/a from current
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