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Dec 31, 2023

ZoomInfo Q4 2023 Earnings Report

ZoomInfo's fourth quarter results for 2023 showed revenue growth and profitability.

Key Takeaways

ZoomInfo reported GAAP revenue of $316.4 million, a 5% increase year-over-year, and a GAAP operating income of $70.5 million for Q4 2023. The company's GAAP cash flow from operations was $128.8 million, and unlevered free cash flow was $126.0 million. ZoomInfo introduced ZoomInfo Copilot, a GenAI-powered solution.

GAAP Revenue increased to $316.4 million, a 5% increase year-over-year.

GAAP Operating Income reached $70.5 million, and Adjusted Operating Income was $126.5 million.

GAAP Operating Income Margin was 22%, and Adjusted Operating Income Margin was 40%.

GAAP Cash Flow from Operations amounted to $128.8 million, with Unlevered Free Cash Flow at $126.0 million.

Total Revenue
$316M
Previous year: $302M
+4.9%
EPS
$0.26
Previous year: $0.26
+0.0%
Customers with ACV > $100k
1.82K
Previous year: 1.93K
-5.5%
Net Revenue Retention Rate
87%
Previous year: 104%
-16.3%
Gross Profit
$281M
Previous year: $253M
+11.4%
Cash and Equivalents
$447M
Previous year: $418M
+7.0%
Free Cash Flow
$126M
Previous year: $122M
+2.9%
Total Assets
$6.87B
Previous year: $7.14B
-3.8%

ZoomInfo

ZoomInfo

Forward Guidance

ZoomInfo is providing guidance for the first quarter and full-year 2024.

Positive Outlook

  • Q1 2024 GAAP Revenue: $307 - $310 million
  • FY 2024 GAAP Revenue: $1.26 - $1.28 billion
  • Q1 2024 Non-GAAP Adjusted Operating Income: $115 - $117 million
  • FY 2024 Non-GAAP Adjusted Operating Income: $492 - $502 million
  • Q1 2024 Non-GAAP Adjusted Net Income per share: $0.23 - $0.24

Challenges Ahead

  • FY 2024 Non-GAAP Adjusted Net Income per share: $0.99 - $1.01
  • FY 2024 Non-GAAP Unlevered Free Cash Flow: $445 - $465 million
  • Q1 2024 Weighted Average Shares Outstanding: 396 million
  • FY 2024 Weighted Average Shares Outstanding: 399 million
  • Not guiding Q1 2024 Non-GAAP Unlevered Free Cash Flow