ZoomInfo and Zoom Report Mixed Results with Diverging Market Reactions

ZoomInfo shares surge on strong Q4 performance and guidance, while Zoom faces stock decline due to weaker revenue outlook despite earnings beat.

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.