Naughty and Nice Chapter 4: ZI

Current Rankings:

A) Nice List

  1. MELI

B) Eye of the Beholder List

  1. NET

C) Naughty List

  1. AMPL

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!


List and Ranking: Nice List #1

MELI drops to #2 on the Nice List.

All The Best,

1 Like