A) Nice List
B) Eye of the Beholder List
C) Naughty List
ZoomInfo Tech - Go-to-market intelligence and engagement platform for Sales and marketing teams.
ZI reported Q1 2022 on May 2.
Revenue of $241.7M (+57.7% Y/Y) beats by $13.75M: ATTA BOY!
“Organic growth slipped beneath 50% y/y for the first time in Q1. Management’s latest guidance for FY22 now calls for 41-42% y/y growth, of which organic growth is likely far below that”: Oh POOP!
Non- GAAP EPS Beat by 3 Cents: ATTA BOY!
We closed the quarter with 1,623 customers with greater than $100,000 in ACV, up more than 65% year-over-year while the average revenue across these customers continues to grow: ATTA BOY!
Retention Rate of 116%: ATTA BOY!
Cash flow from operations rose 13% to $105 million, while unlevered free cash flow jumped 29% to $125.9 million: ATTA BOY!
Gross Margin of 82%: ATTA BOY!
Market Reaction to Report: Modestly Negative = Oh POOP!
Despite Trending Down Valuation in an Anti-Growth Market Remains High: Oh POOP!
ZI ER Score: ATTA BOYS 6/OH POOPs 3
List and Ranking: Nice List #1
MELI drops to #2 on the Nice List.
All The Best,