Title
Earning Preview: ZoomInfo Technologies Inc. this quarter’s revenue is expected to increase by 3.95%, and institutional views are cautiousAbstract
ZoomInfo Technologies Inc. will report its quarterly results on February 09, 2026, Post Market; this preview compiles the latest actuals and near-term forecasts on revenue, margins, profitability, and adjusted EPS, and frames expectations against recent execution trends and consensus estimates.Market Forecast
Based on the company’s latest outlook, ZoomInfo Technologies Inc. is expected to deliver revenue of $309.40 million this quarter, implying year-over-year growth of 3.95% and a projected adjusted EPS of $0.28, reflecting an expected year-over-year increase of 26.39%; EBIT is forecast at $118.55 million, up 13.40% year-over-year. While explicit guidance for gross profit margin and net profit margin was not provided, the model-implied trajectory suggests margin resilience given the high gross margin base reported last quarter and operating discipline supporting EPS expansion.The main business remains centered on its core software and data solutions, with last quarter’s revenue base characterized by high gross profitability that supports incremental operating leverage as customer monetization improves. Within the portfolio, the Business Intelligence Tools line is positioned as the primary revenue engine with last quarter sales of $311.70 million; segment-level year-over-year growth was not disclosed, though consolidated revenue grew 4.74% year-over-year.
Last Quarter Review
In the previous quarter, ZoomInfo Technologies Inc. reported revenue of $318.00 million, a gross profit margin of 86.86%, GAAP net profit attributable to shareholders of $38.70 million with a net profit margin of 12.17%, and adjusted EPS of $0.28, with consolidated revenue up 4.74% year-over-year. The quarter featured a strong rebound in profitability quarter-on-quarter, with net profit growth of 61.25% versus the prior period, highlighting cost discipline and efficient execution through the expense base. The main business highlighted a concentrated revenue contribution from Business Intelligence Tools at $311.70 million on a consolidated growth backdrop of 4.74% year-over-year, while ancillary services such as email verification and other smaller lines contributed $4.40 million and $1.90 million, respectively.Current Quarter Outlook (with major analytical insights)
Main Business: Core Software and Data Solutions
The core software and data solutions franchise remains the center of revenue and margin formation this quarter, with the model indicating $309.40 million in revenue expectations and adjusted EPS of $0.28. The slight sequential downtick versus last quarter’s $318.00 million is consistent with typical quarterly linearity, while the year-over-year growth of 3.95% points to stabilization in top-line trends. Gross margin resilience is a fundamental support for near-term earnings given last quarter’s 86.86% level; that backdrop, combined with measured operating expense growth, sets conditions for the forecast adjusted EPS growth of 26.39% year-over-year even on modest revenue expansion. The key to translating revenue into profit remains mix quality and retention-driven monetization within the installed base, which, if stable, should allow flow-through consistent with the forecast EBIT of $118.55 million, up 13.40% year-over-year.From a commercial execution standpoint, the company’s go-to-market productivity is the primary lever for sustaining top-line momentum through the quarter. The previous quarter’s beat on both revenue and adjusted EPS relative to model estimates underscores improvements in sales cycle consistency and deal conversion, and maintaining that momentum will be important for this quarter’s path to the $309.40 million target. Price realization and packaging around the core platform, alongside cross-sell into attached modules, are natural enhancers of average contract value and can serve as offsets to any pockets of budget defensiveness. In parallel, the shape of bookings and billings through the quarter will inform confidence in the revenue bridge to subsequent quarters; even if the current quarter is modest in growth terms, stable billings can help de-risk forward revenue and maintain confidence in the EPS trajectory.
Operating leverage is likely to be the differentiator if revenue lands close to the estimate. With last quarter’s GAAP net profit margin at 12.17% and a high-80s gross margin profile, incremental margin uplift can come from controlled headcount growth, disciplined variable spending, and operating efficiency in data operations and infrastructure. If management sustains the current pace of cost optimization while keeping product investment targeted, the implied EBIT margin embedded in the $118.55 million forecast should be defendable. Any deviation will likely be tied to revenue mix shifts toward lower-margin services or a temporary uptick in customer acquisition costs, both of which would be monitored closely against the EPS bridge.
Most Promising Business: Business Intelligence Tools
Business Intelligence Tools remains the most promising and material revenue contributor with last quarter sales of $311.70 million, forming the anchor of this quarter’s performance expectations. Although segment-specific year-over-year growth was not disclosed, the consolidated revenue growth of 4.74% year-over-year provides a reasonable benchmark for the demand environment that the flagship offering is operating within. Given the scale of this line, even modest improvements in upsell velocity, seat expansion, or adoption of higher-value bundles can create measurable incremental revenue and contribute to the EPS expansion forecast.Product enhancements and packaging that increase customer stickiness tend to manifest in higher net revenue retention and improved renewal pricing, both of which would support the mid-single-digit revenue growth profile expected this quarter. The gross margin profile associated with the Business Intelligence Tools line is a critical part of the investment case: high contribution margins from the core platform naturally amplify the impact of incremental top-line gains on EBIT and EPS. Thus, maintaining momentum in this line is essential for delivering the 13.40% year-over-year increase in EBIT and 26.39% year-over-year growth in adjusted EPS that are implied by the current quarter forecasts.
The near-term watch items for this line include the balance between new logo acquisition and expansion within the base, the cadence of enterprise deal closures across the quarter, and any measurable changes in average selling prices or discounting. Stability in renewal cohorts, even if tempered by cautious budgets, should underpin the base revenue assumption. If new logo wins or cross-sell motions exceed expectations, revenue can skew above the $309.40 million baseline, further improving operating leverage. Conversely, if conversion cycles lengthen, the revenue shortfall risk could emerge, making the quality of the pipeline and the linearity of bookings key indicators for investors this quarter.
Key Stock Price Drivers This Quarter
The most immediate stock price driver is the interplay between revenue delivery versus the $309.40 million expectation and the implied operating leverage to achieve the $0.28 adjusted EPS. A print at or above revenue expectations combined with EBIT at or above $118.55 million would validate the margin discipline and reinforce confidence in the cost structure, likely supporting positive share price reaction. Conversely, if revenue softness emerges without offsetting expense control, the EPS forecast could tighten, pressuring sentiment. Given last quarter’s net profit growth of 61.25% quarter-on-quarter, investors will look for continued evidence that profitability is on a firmer trajectory and not solely the result of short-term cost measures.Guidance quality and tone are another central catalyst. Investors will parse any commentary on demand conditions, renewal rates, and pipeline health to assess the sustainability of the current quarter’s year-over-year growth. Because forecasts currently embed a modest revenue growth rate, any incremental color that suggests accelerating bookings or improvements in retention would offer upside optionality beyond the quarter. Alternatively, cautious remarks on deal timing or budget sensitivity could cause investors to recalibrate the revenue base and, by extension, the EPS outlook. Transparency on capital allocation and reinvestment priorities will also matter; if the company indicates further efficiency gains without undercutting growth initiatives, the path to EPS expansion will appear more robust.
Lastly, the trajectory of gross margin and operating expense cadence will shape the earnings reaction even if revenue is in line. With last quarter’s gross margin at 86.86%, sustaining high-80s is integral to converting modest top-line growth into double-digit year-over-year EBIT expansion. The market reaction will be sensitive to any indication of margin compression tied to data acquisition costs, support costs from new customer cohorts, or elevated sales and marketing investment. If the company can demonstrate that operating expenses are pacing below revenue growth while maintaining product velocity, the positive EPS delta implied by the 26.39% year-over-year growth forecast becomes more defensible, reducing downside risk to the stock on the print.