Description

ZoomInfo’s ChatGPT And Copilot Connectors Add A New AI Data Angle!

ZoomInfo Technologies Inc. reported first-quarter 2026 revenue of $310 million, marking a 1.5% year-over-year increase and surpassing the high end of guidance. The company achieved an adjusted operating income (AOI) margin of 35%, an improvement of over two percentage points from the prior year, driven in part by strong growth in its non-seat-based operations and Data-as-a-Service (DaaS) offerings. These higher-margin, upmarket segments grew over 20% year-over-year and now represent nearly 20% of overall business. Upmarket annual contract value (ACV) grew 5% year-over-year, with customers above $100,000 in ACV increasing by 32% compared to the prior year, albeit decreasing sequentially. Conversely, downmarket ACV declined 11% year-over-year, continuing a multi-quarter trend. Net revenue retention remained steady at 90%. Despite exceeding quarterly guidance, ZoomInfo observed a deterioration in growth momentum late in the quarter and into April, primarily driven by buyer uncertainty surrounding AI capabilities and related vendor offerings.