ZoomInfo Technologies, Inc., a prominent provider of go-to-market intelligence solutions, unveiled its financial results for the fourth quarter, revealing earnings of 32 cents per share. This figure notably exceeded analysts' forecasts, which had anticipated earnings of 28 cents per share. Revenue for the quarter reached $319.1 million, representing a solid outperformance against the consensus estimate of $309.4 million.
Despite this upside on the top and bottom lines, ZoomInfo's stock experienced a decline in Monday's after-hours trading session, falling 5.05% to close at $6.95.
Customer Metrics and Contract Values
The company's report highlighted key strides in customer acquisition and contract expansion. ZoomInfo concluded the quarter with a tally of 1,921 customers whose annual contract value (ACV) stood at $100,000 or higher. This figure reflects an increase of 34 customers sequentially and 54 customers compared to the same quarter in the previous year. These high-value customers now constitute over half of the company's total ACV, underscoring the firm's growing foothold among larger clients.
Further, 74% of the total ACV originated from the upmarket segment, marking a 6% increase on a year-over-year basis. This shift suggests an ongoing strategic emphasis on securing and expanding revenues from more substantial enterprise customers.
Retention and Revenue Quality
ZoomInfo reported a net revenue retention rate of 90% as of December 31, 2025. While the rate indicates that existing customers continued to provide a stable revenue base, it also suggests that there is room for improvement in client expansion or upsell efforts. Retaining and expanding revenue within the existing customer base is a critical component for sustained growth in subscription-based business models such as ZoomInfo’s.
Management Commentary and Strategic Outlook
CEO Henry Schuck remarked on the company's achievements, noting that in 2025 ZoomInfo delivered record revenues, expanded profitability, and increased free cash flow while advancing its all-in-one artificial intelligence platform tailored for go-to-market teams. The focus for 2026, according to Schuck, is scaling this platform to customers by integrating differentiated data, enhanced intelligence, workflow automations, and AI-powered insights. The objective is to equip go-to-market teams and AI agents with improved tools to efficiently acquire, retain, and grow customer relationships.
Market Response
Following the earnings announcement, market reaction was subdued. Although the company outpaced analyst expectations, the nearly 5% drop in extended-hours trading suggests that investors may have reservations or expectations not fully met by the reported figures or perhaps are cautious amid broader market conditions.
Conclusion
ZoomInfo's fourth-quarter results reveal solid operational execution and ongoing customer base expansion, especially within higher-value enterprise segments. The firm's leadership underscores its technology investments and AI integration as pillars for future growth. Nevertheless, the stock's negative price movement post-earnings highlights the necessity of monitoring how the market digests these developments in context with competitive dynamics and economic conditions.