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ZoomInfo
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Latest analysis
Updated Nov 4, 2026
ZoomInfo Q3 2026: Revenue decline, flat upmarket ACV, but GTM1 launch and consumption doubling drive confidence toward trough.
ZoomInfo reported Q3 2026 GAAP revenue of $309 million, down 3% year-over-year, missing the growth narrative but beating guidance on profitability with 39% adjusted operating margins. Upmarket ACV flatlined year-over-year after 3% growth in Q2, and net revenue retention slipped to 88%, both driven by software vertical pressure (30% of revenue) and lower upmarket customer cohorts outside the million-dollar tier. Management raised full-year guidance to a 2% revenue decline (midpoint $1.224B) and emphasized two structural inflection points: GTM1 platform launch this quarter repositioning the company from seat-based to consumption-and-agent-first architecture, and consumption across new surface areas (MCP, CLI, API) doubling sequentially with 10,000+ customers already active. Largest customers (Fortune 500 conglomerates, SurveyMonkey, Tishman Speyer) are expanding spend, and management states it is approaching the trough of growth headwinds.
Tone: cautiousRevenue
$1.2B
GTM 10-K · FY 2025
Employees
3,180
Revenue FY2024
$1.2B
Headquarters
Vancouver, WA
Profile
GTM 10-K Item 1 · Feb 12, 2026ZoomInfo is a cloud-based go-to-market intelligence platform that provides sales, marketing, operations, and recruiting professionals with AI-powered data, insights, and automation to identify, engage, and convert prospects. The platform operates across three layers — Intelligence, Orchestration, and Engagement — and serves over 35,000 business customers globally. Revenue is generated almost entirely from subscription contracts, which typically run one to three years.
Read filing description ↓ Collapse description ↑
ZoomInfo is a global leader in modern go-to-market software, data, and intelligence for sales, marketing, operations, and recruiting teams. Our go-to-market intelligence platform empowers businesses with AI-ready insights, trusted data, agent-assisted selling and advanced automation providing sales, marketing, operations, and recruiting professionals accurate information and insights on the organizations and professionals they target. This enables our customers to shorten sales cycles and increase win rates by empowering sellers, marketers, and recruiters to efficiently deliver the right message to the right person at the right time in the right way. ZoomInfo is the modern go-to-market intelligence platform, consisting of three distinct layers that build upon each other: Our Intelligence Layer is the foundation of our data-driven strategy. Our best-in-class data, curated through first- and third-party sources, includes billions of data points about companies and contacts, such as intent, hierarchy, location, and financial information. Our Orchestration Layer integrates and enriches our data sources. At this stage, our products assign and route data, leads, and insights to the appropriate people. This creates a dataset that is continuously updated and can be used to power automated business workflows. Our Engagement Layer allows sales, marketing, operations, and recruiting professionals to put data-driven insights into action to identify and communicate with prospects and customers. We deliver high-quality intelligence at scale by leveraging an AI and ML-powered engine that gathers data from millions of sources and standardizes, matches to entities, verifies, cleans, and applies the processed data to companies and people.
Primary products
- ZoomInfo Copilot
- ZoomInfo Sales
- ZoomInfo Marketing
- ZoomInfo Operations
- ZoomInfo Talent
- ZoomInfo Lite
End markets
Geographies
Named customers
For the year ended December 31, 2025, no single customer contributed more than 10% of revenue.
Named competitors
“We believe there are currently no competitors who offer a sales, marketing, operations, and recruiting intelligence platform as comprehensive as ours.” Competitive position, as stated in the filing
Revenue commentary · FY 2025
Revenue grew from $1,214.3 million in 2024 to $1,249.5 million in 2025, a modest increase driven by expansion of the enterprise customer base despite ongoing pressure on net revenue retention.
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