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ZoomInfo Technologies (ZI) investor relations material
ZoomInfo Technologies UBS’s 2025 Global Technology and AI Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.UBS’s 2025 Global Technology and AI Conference summary3 Dec, 2025
Strategic business evolution and growth drivers
Shifted revenue mix upmarket, now 10 points higher over two years, leading to more durable customer base and higher retention rates.
Upmarket business grew 6% last quarter, with operations segment growing 20% year over year and now 15% of ACV.
AI-driven Copilot product released in May 2024, with customers seeing higher retention and engagement compared to legacy products.
Migration from SalesOS to Copilot is in early stages, expected to take three years, with $250M ACV already on Copilot.
Copilot's push mechanism and embedded AI improve user experience, driving better renewal outcomes and mid- to high-single-digit uplift.
Product innovation and customer adoption
GTM Studio and GTM Workspace are positioned as AI-native platforms for orchestrating and executing go-to-market motions.
Early customer feedback highlights ability to build unique audiences and automate personalized outreach, streamlining execution.
All new solutions are AI-first, enabling rapid product release without legacy SaaS constraints.
OperationsOS integrates with customer systems to cleanse and enrich data, with plans to expand reach using GTM Studio.
Verticalized data sets, such as contractor and restaurant databases, are being developed to address specific customer needs and create market differentiation.
Market trends and customer demand
Layoff risk in go-to-market organizations has stabilized, with increased investment in outbound SDRs to offset AI-driven SEO disruptions.
Customers returning due to data quality needs, especially for AI initiatives and sales effectiveness.
Upmarket retention at or above 100% for two quarters; goal is to reach 105-110% retention and 80% revenue mix upmarket within two years.
Downmarket business is shrinking to 20% of mix over time, with improved retention but continued macro sensitivity and pressure from AI/SEO trends.
Usage-based and other non-subscription revenues have doubled year over year but remain a small portion of total revenue.
Describe the path to 105%+ upmarket NRR
Verticalized data sets: market opportunity?
AI's impact on gross margin and OpEx?
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Next ZoomInfo Technologies earnings date
53rd Annual Nasdaq Investor Conference9 Dec, 2025
Next ZoomInfo Technologies earnings date
53rd Annual Nasdaq Investor Conference9 Dec, 2025
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Eferix Drawings Google Play
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Frequently asked questions
ZoomInfo Technologies Inc. provides go-to-market intelligence and engagement platform for sales and marketing teams in the United States and internationally. It offers ZoomInfo Engage, a sales and marketing platform that helps sales and marketing teams identify, find, nurture, engage, qualify, and convert prospects into customers; ZoomInfo Connect that merges third party data with contacts to build a rich marketing database; ZoomInfo Reach, an email campaign management tool; ZoomInfo Match to match company data with existing CRM data; and ZoomInfo Live Stream to deliver verified contacts in real-time. The company also offers ZoomInfo Build to verify company information on a person.
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