ZoomInfo Technologies Inc. (GTM) Earnings Call Transcripts
ZoomInfo Technologies Inc.'s Latest Earnings Call - May 18, 2026
In the first quarter of fiscal year 2026, ZoomInfo Technologies Inc. reported revenues of $1.185 billion to $1.205 billion, a revision downwards from previous guidance, primarily due to restructuring efforts and a cautious outlook on software sales. The company is transitioning from a seat-based model to a consumption-based pricing structure, which management believes will lead to better retention and growth in the long term. Management indicated that they expect significant shifts in customer behavior regarding AI integration and data utilization, with a potential return to growth by mid-2027.
Reported metrics
| Metric | Value |
|---|---|
| Revenue | $1.185B - $1.205B (miss) |
| Workforce Reduction | 20% (neutral) |
| Non-Seats Revenue Growth | 20%+ YoY (positive) |
| Expected Margin Improvement | 40% (positive) |
| Net Revenue Retention (NRR) | 100%+ (targeting 105%) (positive) |
| Downmarket Revenue Decline | -11% (negative) |
Guidance from management
Management has revised its revenue guidance downwards for fiscal 2026, now expecting $1.185 billion to $1.205 billion. They anticipate a return to growth by mid-2027 as they shift towards a consumption-based model.
What management said
I think that the thing that has to happen is people get deeper and deeper into these AI initiatives for Go-To-Market and realize that the actual missing piece is the data. And we're seeing that happen across our customer base. They're starting to talk about this now. I don't have the context. They don't have the data necessary to really automate processes end to end and Go-To-Market. And I think as that continues to ...
Varies a lot across customers and industries. If I was to guess, I would say somewhere towards the end of Q4, you probably see a large majority of the customers making that realization.
What analysts pressed on
Analysts expressed concerns regarding the impact of AI confusion on customer decision-making and the potential for prolonged revenue decline in the downmarket segment. There is also apprehension about the visibility of future growth amid the transition to a consumption model.
Main topics on the call
- AI Integration Challenges — Management highlighted that customers are facing complexities in integrating AI into their Go-To-Market strategies, stating, "the actual missing piece is the data." This indicates a potential delay in AI adoption as firm...
- Workforce Restructuring — ZoomInfo undertook a significant restructuring, reducing approximately 20% of its workforce to streamline operations and enhance R&D efficiency. CEO Henry Schuck noted that this move aims to create a "leaner, faster, mor...
- Shift to Consumption Model — Management is pivoting towards a consumption-based pricing model, with expectations that this will improve customer retention and growth. CFO Michael O'Brien stated, "we're excited about trying to get that closer to 50-5...
- Guidance Revision — The company revised its revenue guidance down by $62 million, attributing this to downmarket restructuring and softness in software sales. O'Brien explained that this was a cautious approach to the ongoing market conditi...
Read the full ZoomInfo Technologies Inc. transcript (May 18, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About ZoomInfo Technologies Inc.
ZoomInfo Technologies Inc. (GTM) is a publicly listed company in the Interactive Media and Services industry, within the Communication Services sector. It trades on NasdaqGS and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 87 calls on record spanning August 10, 2020 to August 5, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 87 ZoomInfo Technologies Inc. earnings call transcripts on record, spanning August 10, 2020 to August 5, 2026. Based on this history, ZoomInfo Technologies Inc. reports quarterly. The most recent call on file is dated August 5, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- GTM
- Exchange
- NasdaqGS
- Country
- US
- Sector
- Communication Services
- Industry
- Interactive Media and Services
- Calls on record
- 87
- First call
- August 10, 2020
- Most recent
- August 5, 2026
- Reporting cadence
- quarterly