5 Revealing Analyst Questions From ZoomInfo’s Q3 Earnings Call

2 weeks ago 9

Kayode Omotosho

Sun, November 9, 2025 astatine 11:33 PM CST 4 min read

ZoomInfo’s 3rd 4th results saw the institution outperform Wall Street’s gross and nett expectations, with absorption attributing occurrence to its ongoing modulation toward larger endeavor customers and the accelerated scaling of caller AI-powered products. CEO Henry Schuck emphasized that the company’s proprietary information assets and expanded merchandise suite, specified arsenic Copilot and GTM Workspace, person driven stronger lawsuit engagement and improved nett gross retention. Management highlighted sustained borderline betterment and stronger upmarket traction arsenic cardinal operational achievements.

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Revenue: $318 cardinal vs expert estimates of $303.8 cardinal (4.7% year-on-year growth, 4.7% beat)
Adjusted EPS: $0.28 vs expert estimates of $0.26 (9.5% beat)
Adjusted Operating Income: $117.7 cardinal vs expert estimates of $111.7 cardinal (37% margin, 5.4% beat)
Revenue Guidance for Q4 CY2025 is $308.5 cardinal astatine the midpoint, supra expert estimates of $304.8 million
Management raised its full-year Adjusted EPS guidance to $1.05 astatine the midpoint, a 5% increase
Operating Margin: 21.2%, up from 14.3% successful the aforesaid 4th past year
Customers: 1,887 customers paying much than $100,000 annually
Annual Recurring Revenue: $1.25 cardinal vs expert estimates of $1.20 cardinal (4% year-on-year growth, 4.4% beat)
Billings: $277.6 cardinal astatine 4th end, down 1.7% twelvemonth connected year
Market Capitalization: $3.30 billion

While we bask listening to the management's commentary, our favourite portion of net calls are the expert questions. Those are unscripted and tin often item topics that absorption teams would alternatively debar oregon topics wherever the reply is complicated. Here is what has caught our attention.

Mark Murphy (JPMorgan) asked what fueled the quarter’s gross strength. CFO Graham O’Brien cited Copilot renewal uplift, ample woody wins, and the upmarket shift, besides noting usage-based gross growth.
Elizabeth Porter (Morgan Stanley) inquired astir aboriginal feedback connected GTM Studio. CEO Henry Schuck described affirmative lawsuit responses, particularly astir unified information absorption and run execution capabilities.
Sitikantha Panigrahi (Mizuho) questioned upmarket retention and sources of NRR improvement. O’Brien credited targeted merchandise development, upsell opportunities, and sequential gains successful some upmarket and downmarket segments.
Brad Zelnick (Deutsche Bank) sought details connected the Salesforce Agentforce integration. Schuck explained that the concern embeds ZoomInfo’s information successful Salesforce workflows, facilitating accidental recognition and aboriginal collaborative products.
Taylor McGinnis (UBS) asked astir Q4 guidance and seasonality. O’Brien emphasized accordant guidance doctrine and shifting value toward year-over-year trends, arsenic the concern becomes much upmarket-driven.