ZoomInfo Q4 EPS Beats Estimates with $319M Revenue, Guides $307.5M
ZoomInfo delivered Q4 adjusted EPS of $0.32 (4¢ above estimates) and revenue of $319.1 M (up 3.2%, beating by $9.7 M). The firm added 34 large‐ACV clients sequentially, lifting total to 1,921, achieved 90% net revenue retention, and guided Q1 revenue at $307.5 M.
1. Financial highlights
ZoomInfo posted adjusted EPS of $0.32, topping estimates by $0.04, and generated $319.1 M in revenue, a 3.2% year-over-year increase. These results reflect steady demand for its RevOS subscription services and exceeded consensus forecasts by nearly $10 M.
2. Customer metrics and retention
The company closed Q4 with 1,921 customers holding annual contract values above $100,000, adding 34 sequentially and 54 year-over-year. These enterprise clients now represent over 50% of total ACV, while net revenue retention remained robust at 90%.
3. Profitability and margins
Operating margin expanded to 17% from 10% a year earlier, and free cash flow margin climbed to 42.4%, underscoring improved efficiency. However, the customer acquisition cost payback period lengthened to roughly 154 months, highlighting significant sales and marketing investment.
4. Guidance and market reaction
Management forecasted Q1 revenue of $307.5 M, aligning with analyst expectations, and projected full-year non-GAAP EPS of $1.11. Despite the beats, shares declined over 5% as investors weighed the flat near-term growth outlook for 2026.