Overview

• ZoomInfo Technologies exceeded Q4 expectations with $309.1 million in revenue and adjusted EPS of $0.26, surpassing analyst estimates.
• ZoomInfo announced robust 2025 guidance, forecasting revenue between $1.185 billion and $1.205 billion, driving an 18% after-hours stock surge.
• Zoom Communications reported Q4 revenue of $1.18 billion and adjusted EPS of $1.41, both above estimates, but full-year 2026 revenue guidance fell slightly below expectations.
• Zoom's enterprise segment showed growth with a 5.9% year-over-year increase, while online revenue declined marginally by 0.4%.
• Investor sentiment diverged as ZoomInfo's operational improvements and AI-driven innovation fueled optimism, while Zoom's weaker growth outlook led to a 9% stock drop.