Earnings Releases·Nov 4, 2026, 4:09 PM ET

ZoomInfo — Third Quarter 2026 Earnings Summary

GAAP revenue declined 3% year-over-year to $308.8 million, while adjusted operating income rose 1% to $119.1 million; GAAP operating income fell 65% to $23.6 million, and net revenue retention stood at 88%.
Full year 2026 GAAP revenue guidance is set at $1.2235–$1.2265 billion, with non-GAAP adjusted operating income guided to $452–$455 million and unlevered free cash flow to $405–$425 million.
Strategic initiatives include the launch of "Agent Teams" for AI orchestration, ISO/IEC 42001:2023 certification for its AI Management System, and recognition as a Leader in the Gartner Magic Quadrant for ABM Platforms for the third consecutive year.
Capital allocation activities involved the repurchase of 2.5 million shares for $7.5 million and $34.8 million in aggregate principal amount of Senior Notes, resulting in a $3.4 million gain on debt extinguishment.
The company recorded a $650.5 million goodwill impairment for the nine months ended September 30, 2026, while noting that the million-dollar customer cohort remains the strongest ever from an ACV and logo perspective.