What to expect from ZoomInfo's (GTM) Q3 earnings

What happened

ZoomInfo will report third-quarter results on Wednesday after market close. Last quarter, revenue was $310.4 million, up 1.2% from a year earlier, beating analysts' expectations. This quarter, the market expects revenue to fall 5.8% year on year, reversing last year's 4.7% increase.

Confirmed

Global impact / market context

The expected revenue decline points to slower demand for ZoomInfo's sales data tools, which could pressure revenue and profit. If the company beats expectations again, that may ease investor fears about growth, while a miss could reinforce worries about customer spending.

Analyst inference

Peer DoubleVerify reported 9% revenue growth and GoDaddy 6%, both slightly above estimates, suggesting sales and marketing software demand varies by company. ZoomInfo's own expected 5.8% decline stands out against those gains, so its results will show whether its products face company-specific problems.

Analyst inference

What to watch

1. ZoomInfo reports results on Wednesday after market close, so investors will compare actual revenue with the expected 5.8% year-on-year decline. Confirmed
2. Analysts are expected to focus on whether ZoomInfo again beats revenue and annual recurring revenue estimates, which means recurring subscription sales, as it did last quarter. Proposed
3. Watch whether ZoomInfo's revenue decline is smaller or larger than the expected 5.8%, since a smaller drop could calm fears while a larger one may raise concerns about customer demand. Analyst inference

Evidence

• stockstory.org