ZoomInfo (ZI)
ZoomInfo is a Go-To-Market Intelligence Solution for more than 20,000 companies worldwide. The ZoomInfo platform empowers business-to-business sales, marketing, and recruiting professionals to hit their number by pairing best-in-class technology with unrivaled data coverage, accuracy, and depth of company and contact information. With integrations embedded into workflows and technology stacks, including the leading CRM, Sales Engagement, Marketing Automation, and Talent Management applications, ZoomInfo drives more predictable, accelerated, and sustainable growth for its customers. ZoomInfo emphasizes GDPR and CCPA compliance. In addition to creating the industry's first proactive notice program, the company is a registered data broker with the states of California and Vermont. Read about ZoomInfo's commitment to compliance, privacy, and security.

Company profile
Ticker
ZI
Exchange
Website
CEO
Henry L. Schuck
Employees
Location
Fiscal year end
Sector
Industry (SIC)
Microsoft • Oracle • BlackBerry • NortonLifeLock • Activision Blizzard • Adobe • Vmware • Ceridian HCM Holding • McAfee • Electronic Arts ...
SEC CIK
Corporate docs
Subsidiaries
ZoomInfo Intermediate Inc. • ZoomInfo Holdings LLC • ZoomInfo Midco LLC • ZoomInfo LLC • Clickagy LLC • ZoomInfo Technologies LLC • ZoomInfo Finance Corp. • Neverbounce, LLC • ZoomInfo Ruby LLC • ZoomInfo International, LLC ...
IRS number
843721253
ZI stock data
News

ZoomInfo Technologies's Return on Invested Capital Insights
9 May 22
Piper Sandler Maintains Overweight Rating for ZoomInfo Technologies: Here's What You Need To Know
3 May 22
Stifel Maintains Buy on ZoomInfo Technologies, Lowers Price Target to $75
3 May 22
Analyst Ratings for ZoomInfo Technologies
3 May 22
Morgan Stanley Maintains Overweight on ZoomInfo Technologies, Lowers Price Target to $81
3 May 22
Press releases
ZoomInfo Acquires Comparably to Deliver a Powerful New Talent Solution
2 May 22
ZoomInfo Announces First Quarter 2022 Financial Results
2 May 22
ZoomInfo Expands International Presence With First Physical Office in India
29 Mar 22
ZoomInfo Publishes Inaugural Sustainability Report
24 Feb 22
ZoomInfo Ranked as Top-5 Global Software Seller and Best Marketing Product by G2
17 Feb 22
Analyst ratings and price targets
Current price
Average target
$71.25
Low target
$64.00
High target
$81.00
Stifel
Maintains
$75.00
Morgan Stanley
Maintains
$81.00
Deutsche Bank
Maintains
$75.00
Barclays
Maintains
$64.00
Raymond James
Maintains
$65.00
RBC Capital
Maintains
$75.00
Piper Sandler
Maintains
$65.00
Wells Fargo
Maintains
$70.00
Calendar
2 May 22
17 May 22
31 Dec 22
Financial summary
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Annual (USD) | Dec 21 | Dec 20 | |
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Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
4 May 22 | Mader Mark Patrick | Class A Common Stock | Sell | Dispose S | No | Yes | 51.5944 | 1,100 | 56.75K | 5,000 |
4 May 22 | Mader Mark Patrick | Class A Common Stock | Sell | Dispose S | No | Yes | 51.0583 | 3,979 | 203.16K | 6,100 |
4 May 22 | HSKB Funds II | Class A Common Stock | Other | Dispose J | No | No | 0 | 66,228 | 0 | 1,294,565 |
4 May 22 | HSKB Funds | Class A Common Stock | Other | Dispose J | No | No | 0 | 276,072 | 0 | 2,771,077 |
4 May 22 | Joseph Christopher Hays | Class A Common Stock | Payment of exercise | Dispose F | No | No | 51.99 | 369 | 19.18K | 739,038 |
4 May 22 | Joseph Christopher Hays | Class A Common Stock | Sell | Dispose S | No | No | 53.2289 | 3,319 | 176.67K | 739,407 |
4 May 22 | Joseph Christopher Hays | Class A Common Stock | Option exercise | Acquire M | No | No | 0 | 10,628 | 0 | 742,726 |
4 May 22 | Joseph Christopher Hays | Class A Common Stock | Option exercise | Acquire M | No | No | 0 | 937 | 0 | 732,098 |
4 May 22 | Joseph Christopher Hays | LLC Units of HSKB Funds, LLC Class A Common Stock | Option exercise | Dispose M | No | No | 0 | 10,628 | 0 | 21,264 |
4 May 22 | Joseph Christopher Hays | HSKB Phantom Units Class A Common Stock | Option exercise | Dispose M | No | No | 0 | 937 | 0 | 6,563 |
Institutional ownership, Q4 2021
95.7% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 334 |
Opened positions | 106 |
Closed positions | 55 |
Increased positions | 111 |
Reduced positions | 79 |
13F shares | Current |
---|---|
Total value | 25.27B |
Total shares | 386.16M |
Total puts | 2.87M |
Total calls | 1.94M |
Total put/call ratio | 1.5 |
Largest owners | Shares | Value |
---|---|---|
Ta Associates | 45.8M | $2.94B |
CG Carlyle Group Inc | 44.28M | $2.84B |
Capital World Investors | 26.34M | $1.69B |
Ta Xi Do Aiv | 24.6M | $1.58B |
Vanguard | 21.36M | $1.37B |
MS Morgan Stanley | 18.97M | $1.22B |
Allianz Asset Management GmbH | 14.3M | $918.1M |
FMR | 14.22M | $912.95M |
BLK Blackrock | 14.09M | $904.87M |
Wellington Management | 13.6M | $873.02M |
Financial report summary
?Risks
- Risks Related to Our Business and Industry
- The ongoing COVID-19 pandemic, including the resulting global economic uncertainty and measures taken in response to the pandemic, could materially impact our business and future results of operations and financial condition.
- Larger and more well-funded companies with access to significant resources, large amounts of data or data collection methods, and sophisticated technologies may shift their business model to become competitive with us.
- Changes in laws, regulations, and public perception concerning data privacy, or changes in the patterns of enforcement of existing laws and regulations, could impact our ability to efficiently gather, process, update, and/or provide some or all of the information we currently provide or the ability of our customers and users to use some or all of our products or services.
- We experience competition from companies that offer technologies designed to allow companies to better use and extract insights from existing, internal databases, or free information resources and from technologies that are designed to allow companies to gather and aggregate data from online sources.
- Adverse or weakened general economic and market conditions may cause a reduction in spending on sales and marketing technology and information, which could harm our revenue, results of operations, and cash flows.
- We generate revenue from sales of subscriptions to our platform and data, and any decline in demand for the types of technologies and information we offer would negatively impact our business.
- If we fail to maintain and improve our methods and technologies, or anticipate new methods or technologies, for data collection, organization, and cleansing, competing products and services could surpass ours in depth, breadth, or accuracy of our data or in other respects.
- If we are not able to obtain and maintain accurate, comprehensive, or reliable data, we could experience reduced demand for our products and services.
- Our business depends upon the interoperability of our platform with third-party systems that we do not control.
- If we are unable to attract new customers and expand subscriptions of current customers, our revenue growth and profitability will be harmed.
- A slowdown or decline in participation in our contributory network and/or increase in the volume of opt-out requests from individuals with respect to our collection of their data could lead to a deterioration in the depth, breadth, or accuracy of our data and have an adverse effect on our business, results of operations, and financial condition.
- Our business could be negatively affected by changes in search engine algorithms and dynamics or other traffic-generating arrangements.
- We may not be able to adequately protect or enforce our proprietary and intellectual property rights in our data or technology.
- Our customers or unauthorized parties could use our products and services in a manner that is contrary to our values or applicable law, which could harm our relationships with consumers, customers, or employees or expose us to litigation or harm our reputation.
- As we acquire and invest in companies or technologies, we may not realize expected business or financial benefits and the acquisitions or investments could prove difficult to integrate, disrupt our business, dilute stockholder value and adversely affect our business, results of operation, and financial condition.
- If we fail to maintain adequate operational and financial resources, particularly if we continue to grow rapidly, we may be unable to execute our business plan or maintain high levels of service and customer satisfaction.
- Failure to effectively expand our sales capabilities could harm our ability to bring on new customers at the rate we anticipate.
- If we fail to offer high-quality customer experience, our business and reputation will suffer.
- We may fail to offer the optimal pricing and packaging of our products and services.
- We have experienced rapid growth in recent periods, and our recent growth rates will not be indicative of our future growth.
- We depend on our executive officers and other key employees, and the loss of one or more of these employees or an inability to attract and retain other highly skilled employees could harm our business.
- If we have overestimated the size of our total addressable market, our future growth rate may be limited.
- We may experience quarterly fluctuations in our operating results due to a number of factors which makes our future results difficult to predict and could cause our operating results to fall below expectations or our guidance.
- Our failure to raise additional capital or generate cash flows necessary to expand our operations and invest in new technologies in the future could reduce our ability to compete successfully and harm our results of operations.
- Operations and sales to customers outside the United States expose us to risks inherent in international operations.
- Cyber-attacks and security vulnerabilities could result in serious harm to our reputation, business, and financial condition.
- Technical problems or disruptions that affect either our customers’ ability to access our services, or the software, internal applications, database, and network systems underlying our services, could damage our reputation and brands and lead to reduced demand for our products and services, lower revenues, and increased costs.
- Interruptions or delays in services from third parties, including data center hosting facilities, internet infrastructure, cloud computing platform providers, and other hardware and software vendors, or our inability to adequately plan for and manage service interruptions or infrastructure capacity requirements, could impair the delivery of our services and harm our business.
- Our management team has limited experience managing a public company.
- The variation in the sales cycle of our products may make it difficult to forecast our revenue and evaluate our business and future prospects.
- We may in the future be sued by third parties for various claims including alleged infringement of proprietary intellectual property rights.
- New or changing laws and regulations related to the internet or changes in the internet infrastructure itself may diminish the demand for our platform and could harm our business.
- Action by governments to restrict access to our platforms in their countries or to require us to disclose or provide access to information in our possession could harm our business, results of operations, and financial condition.
- Risks Related to Certain Accounting and Financial Reporting Matters
- Changes in existing financial accounting standards or practices may harm our results of operations.
- Failure to maintain effective internal controls over financial reporting in accordance with Section 404 of SOX could impair our ability to produce timely and accurate financial statements or comply with applicable regulations and have a material adverse effect on our business.
- Because we recognize subscription revenue over the subscription term, downturns or upturns in new sales and renewals are not immediately reflected in full in our results of operations.
- We have a history of net losses, we anticipate increasing operating expenses in the future, and we may not be able to achieve and, if achieved, maintain profitability.
- We have a significant amount of goodwill and intangible assets on our balance sheet, and our results of operations may be adversely affected if we fail to realize the full value of our goodwill and intangible assets.
- Risks Related to Certain Tax Matters
- Unanticipated changes in our effective tax rate and additional tax liabilities may impact our financial results.
- Changes in tax laws or regulations in the various tax jurisdictions we are subject to that are applied adversely to us or our paying customers could increase the costs of our products and services and harm our business.
- Our results of operations may be harmed if we are required to collect sales or other related taxes for subscriptions to our products and services in jurisdictions where we have not historically done so.
- Risks Related to Our Indebtedness
- We have a substantial amount of debt, which could adversely affect our financial position and our ability to raise additional capital and prevent us from fulfilling our obligations under our obligations.
- We may not be able to generate sufficient cash to service all of our indebtedness, and may be forced to take other actions to satisfy our obligations under our indebtedness, which may not be successful.
- Interest rate fluctuations may affect our results of operations and financial condition.
- Risks Related to Our Organizational Structure
- ZoomInfo Technologies Inc. is a holding company, its only material asset is its interest in ZoomInfo Intermediate Inc. and ZoomInfo OpCo, and ZoomInfo Technologies Inc. is accordingly dependent upon distributions from ZoomInfo OpCo and its subsidiaries to pay taxes, make payments under the tax receivable agreements, and pay dividends.
- ZoomInfo Intermediate Inc. is required to pay our Pre-IPO Owners for most of the benefits relating to any additional tax depreciation or amortization deductions that we may claim as a result of the ZoomInfo Tax Group’s allocable share of existing tax basis acquired in the IPO, the ZoomInfo Tax Group’s increase in its allocable share of existing tax basis, and anticipated tax basis adjustments the ZoomInfo Tax Group receives in connection with sales or exchanges of OpCo Units after the IPO, and certain other tax attributes.
- In certain cases, payments under the tax receivable agreements may be accelerated and/or significantly exceed the actual benefits the ZoomInfo Tax Group realizes in respect of the tax attributes subject to the tax receivable agreements.
- The acceleration of payments under the tax receivable agreements in the case of certain changes of control may impair our ability to consummate change of control transactions or negatively impact the value received by owners of our Class A common stock.
- If we were deemed to be an investment company under the Investment Company Act of 1940, as amended (the “1940 Act”), applicable restrictions could make it impractical for us to continue our business as contemplated and could have a material adverse effect on our business.
- Risks Related to Ownership of Our Class A Common Stock
- The parties to our stockholders agreement continue to have influence over us, and their interests may conflict with ours or yours in the future.
- Our amended and restated certificate of incorporation does not limit the ability of our Sponsors to compete with us, and they and certain of our executive officers may have investments in businesses whose interests conflict with ours.
- You may be diluted by the future issuance of additional Class A common stock in connection with our incentive plans, acquisitions, or otherwise.
- We may issue preferred stock whose terms could adversely affect the voting power or value of our Class A common stock.
- If we or our Pre-IPO Owners sell additional shares of our Class A common stock or are perceived by the public markets as intending to sell them, the market price of our Class A common stock could decline.
- Anti-takeover provisions in our organizational documents and Delaware law might discourage or delay acquisition attempts for us that you might consider favorable.
- Our amended and restated certificate of incorporation designates the Court of Chancery of the State of Delaware as the sole and exclusive forum for certain types of actions and proceedings that may be initiated by our stockholders, which could limit our stockholders’ ability to obtain a favorable judicial forum for disputes with us or our directors, officers, employees, or other stockholders.
- If we fail to protect and maintain our brand, our ability to attract and retain customers will be impaired, our reputation may be harmed, and our business, results of operations, and financial condition may suffer.
- We may be subject to litigation for any of a variety of claims, which could harm our reputation and adversely affect our business, results of operations, and financial condition.
- We may be subject to liability if we breach our contracts, and our insurance may be inadequate to cover our losses.
- Change in our credit and other ratings could adversely impact our operations and lower our profitability.
- If securities or industry analysts do not publish research or reports about our business, or if they downgrade their recommendations regarding our Class A common stock, our stock price and trading volume could decline.
- The market price of shares of our Class A common stock may be volatile or may decline regardless of our operating performance, which could cause the value of your investment to decline.
- We are subject to sanctions, anti-corruption, anti-bribery, and similar laws, and non-compliance with such laws can subject us to criminal penalties or significant fines and harm our business and reputation.
Management Discussion
- Revenue. Revenue was $241.7 million for the three months ended March 31, 2022, an increase of $88.4 million, or 58%, as compared to $153.3 million for the three months ended March 31, 2021. This increase was primarily due to the addition of new customers over the past 12 months and net expansion with existing customers. Products acquired within the last 12 months contributed $13.0 million for the three months ended March 31, 2022.
- Cost of Service. Cost of service was $44.0 million for the three months ended March 31, 2022, an increase of $15.9 million, or 57%, as compared to $28.1 million for the three months ended March 31, 2021. The increase was primarily due to additional headcount and related salaries and benefit expenses, increased hosting expense to support new and growing customers, increased amortization of acquired technology related to prior year acquisitions, and increased equity-based compensation expense.
- Operating Expenses. Operating expenses were $165.3 million for the three months ended March 31, 2022, an increase of $68.1 million, or 70%, as compared to $97.2 million for the three months ended March 31, 2021. Excluding equity-based compensation expenses, operating expenses were $127.4 million for the three months ended March 31, 2022, an increase of $44.8 million, or 54%, as compared to $82.6 million for the three months ended March 31, 2021. The increase excluding equity-based compensation was primarily due to:
Content analysis
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H.S. sophomore Avg
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New words:
attainment, Background, blended, call, clarify, coaching, competing, contrary, cyber, Dogpatch, driver, DTA, efficacy, expertise, fail, foreseeable, frontline, insight, intellectual, intraperiod, introduce, issuer, labor, legacy, legislation, metric, MidCo, onsite, optimization, parent, percent, permanent, pool, prevailing, promissory, rapidly, Registrant, rely, scope, significantly, successor, temporary, traffic, transcription, TTM, unable, undistributed, unlawful, unpredictable, unsuccessful, VAT, wholly, Zebra
Removed:
absorb, adapted, adequately, Advanced, affirmatively, afforded, anticipation, awarding, began, beneficiary, borrower, broader, cancel, catering, characterized, combine, complying, concept, conditional, conflicting, country, created, cumulative, Database, declining, delay, demonstrated, disease, disruption, dissipated, diversion, drove, earlier, Elite, emerging, enactment, enforceable, environment, extended, facilitate, forfeiture, heavily, heightened, improved, intense, introduction, irrevocably, Komiko, lieu, light, limiting, liquidation, maturing, modifying, nominal, offer, opt, outcome, preferred, project, relate, remained, repay, requiring, respond, retrospective, returned, revised, scrutiny, shutdown, slowdown, spend, strain, subset, thereon, trajectory, travel, unemployment, unitary, VIE
Current reports
8-K
ZoomInfo Announces First Quarter 2022 Financial Results
2 May 22
8-K
Departure of Directors or Certain Officers
23 Mar 22
8-K
ZoomInfo Announces Fourth Quarter and Full-Year 2021 Financial Results
15 Feb 22
8-K
ZoomInfo Announces Third Quarter 2021 Financial Results
1 Nov 21
8-K
ZoomInfo Board Approves Elimination of Up-C Corporate Structure and Move to Single Class of Common Stock
7 Sep 21
8-K
Regulation FD Disclosure
23 Aug 21
8-K
Entry into a Material Definitive Agreement
11 Aug 21
8-K
Entry into a Material Definitive Agreement
6 Aug 21
8-K
ZoomInfo Announces Second Quarter 2021 Financial Results
2 Aug 21
8-K
Entry into a Material Definitive Agreement
20 Jul 21
Registration and prospectus
15-12B
Securities registration termination
9 Nov 21
S-3ASR
Automatic shelf registration
1 Nov 21
POS AM
Prospectus update (post-effective amendment)
1 Nov 21
POS AM
Prospectus update (post-effective amendment)
1 Nov 21
8-K12B
Notification of registration of securities
1 Nov 21
POS AM
Prospectus update (post-effective amendment)
1 Nov 21
25-NSE
Exchange delisting
29 Oct 21
424B7
Prospectus with selling stockholder info
10 Aug 21
424B7
Prospectus with selling stockholder info
9 Aug 21
S-3ASR
Automatic shelf registration
6 Aug 21
Other
EFFECT
Notice of effectiveness
2 Nov 21
EFFECT
Notice of effectiveness
11 Aug 21
EFFECT
Notice of effectiveness
2 Dec 20
EFFECT
Notice of effectiveness
30 Nov 20
CORRESP
Correspondence with SEC
29 Nov 20
CORRESP
Correspondence with SEC
29 Nov 20
CORRESP
Correspondence with SEC
29 Nov 20
CORRESP
Correspondence with SEC
23 Nov 20
CORRESP
Correspondence with SEC
23 Nov 20
UPLOAD
Letter from SEC
29 Oct 20
Ownership
4
ZoomInfo / MARK PATRICK MADER ownership change
5 May 22
4
ZoomInfo / Joseph Christopher Hays ownership change
4 May 22
4
Change in insider ownership
4 May 22
4
Change in insider ownership
4 May 22
4
ZoomInfo / MARK PATRICK MADER ownership change
29 Apr 22
4
ZoomInfo / Mitesh Dhruv ownership change
29 Apr 22
4
ZoomInfo / Keith Enright ownership change
29 Apr 22
4
ZoomInfo / Subsidiary Holdings L.L.C. CG ownership change
22 Apr 22
4
ZoomInfo / Holdings I GP Sub L.L.C. Carlyle ownership change
22 Apr 22
4
ZoomInfo / Holdings I GP Sub L.L.C. Carlyle ownership change
15 Apr 22
Patents
Utility
Keyword and Business Tag Extraction
12 May 22
An automated predictive analytics system disclosed herein provides a novel technique for industry classification.
Utility
Method and System for Providing Business Intelligence Based on User Behavior
21 Apr 22
Disclosed is a computer implemented method of providing business intelligence based on user behavior.
Utility
Automated company matching
25 Jan 22
An automated predictive analytics system disclosed herein provides a novel technique for industry classification.
Utility
Keyword and Business Tag Extraction
2 Dec 21
A system to extract relevant keywords or business tags that describe a company's business is provided.
Utility
Keyword and business tag extraction
17 Aug 21
A system to extract relevant keywords or business tags that describe a company's business is provided.
Transcripts
2022 Q1
Earnings call transcript
3 May 22
2021 Q4
Earnings call transcript
16 Feb 22
2021 Q3
Earnings call transcript
2 Nov 21
2021 Q2
Earnings call transcript
3 Aug 21
2021 Q1
Earnings call transcript
4 May 21
2020 Q4
Earnings call transcript
23 Feb 21
2020 Q3
Earnings call transcript
10 Nov 20
2020 Q2
Earnings call transcript
10 Aug 20
Reddit threads
Daily Discussion Thread - May 2nd, 2022
2 May 22
Most anticipated earnings releases for the week beginning May 02 2022
30 Apr 22
Daily Discussion Thread - April 29th, 2022
29 Apr 22
Notable Tech/Software Companies with High FCF Yield %
18 Feb 22
Morning Update for Wednesday, 2/16/22
16 Feb 22
Daily Discussion Thread - February 15th, 2022
15 Feb 22
Daily Discussion Thread - February 14th, 2022
14 Feb 22
This Week Earnings Releases By Implied Move - companies with most liquid options
14 Feb 22
Most anticipated earnings releases for the week beginning February 14, 2022
12 Feb 22
Most Anticipated Earnings Releases for the week beginning February 14th, 2022
12 Feb 22