ZoomInfo Investigated for Customer Defaults, Lowers Annual Revenue Guidance by $65 Million
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 15 2025
0mins
Should l Buy GTM?
Source: Businesswire
- Financial Loss Disclosure: ZoomInfo reported a $33 million charge in its Q2 2024 results due to customer non-payments, forcing the company to implement a new business risk model to reduce write-offs, which significantly impacts its financial stability.
- Revenue Guidance Reduction: The company lowered its annual revenue guidance from a range of $1.255 billion to $1.27 billion down to $1.19 billion to $1.205 billion, reflecting a pessimistic outlook on future revenues that may erode investor confidence.
- Legal Action Progress: ZoomInfo and its executives are facing a securities class action lawsuit for failing to disclose material information, with the court partially denying the company's motion to dismiss, allowing the case to proceed, which could further damage the company's reputation and stock price.
- Investigation Initiated: Kahn Swick & Foti law firm has launched an investigation into whether ZoomInfo's officers and directors breached their fiduciary duties to shareholders, potentially exposing the company to additional legal risks and liabilities.
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Analyst Views on GTM
Wall Street analysts forecast GTM stock price to rise
14 Analyst Rating
3 Buy
7 Hold
4 Sell
Hold
Current: 6.150
Low
8.00
Averages
12.13
High
15.00
Current: 6.150
Low
8.00
Averages
12.13
High
15.00
About GTM
ZoomInfo Technologies Inc. provides a go-to-market intelligence and engagement platform for sales, marketing, operations, and recruiting professionals. Its cloud-based platform provides workflow tools with integrated and comprehensive information on organizations and professionals to help users identify target customers and decision makers. Its cloud-based operating system for revenue professionals delivers comprehensive intelligence and analytics to provide sales, marketing, operations, and recruiting professionals accurate information and insights on the organizations and professionals they target. It delivers intelligence at scale by leveraging an AI and ML-powered engine that gathers data from millions of sources and standardizes, matches to entities, verifies, cleans, and applies the processed data to companies and people at scale. The Company aggregates and extracts distinct types of data, such as revenue, locations, technologies, keywords, contact information, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
ZoomInfo Achieves #1 Ranking in 142 G2 Reports
- Market Leadership: ZoomInfo has achieved the #1 ranking in 142 G2 Spring 2026 reports across key categories such as Sales Intelligence Software and Buyer Intent Data Platforms, further solidifying its position as a leader in the modern go-to-market technology stack.
- Customer Satisfaction: In the Sales Intelligence Software category, ZoomInfo leads with a G2 score of 95 and a perfect satisfaction score of 100, surpassing competitors like Apollo.io and LinkedIn Sales Navigator, demonstrating widespread recognition and trust among its users.
- Data-Driven Advantage: The company's success is attributed to its comprehensive B2B dataset, GTM Context Graph, and universal access for sales, marketing, and customer success teams, which collectively enable more effective AI-driven go-to-market execution.
- Industry Impact: ZoomInfo ranks #1 in Buyer Intent Data Providers and Market Intelligence with G2 scores of 96 and 97 respectively, highlighting its critical role and influence within modern revenue teams.
See More
RPD Fund Management Increases Stake in ZoomInfo Technologies
- Stake Increase: According to an SEC filing dated February 17, 2026, RPD Fund Management increased its holdings in ZoomInfo Technologies by 1,564,102 shares during Q4 2025, with an estimated transaction value of $16.10 million, indicating confidence in the company's potential.
- Ownership Proportion: Following the increase, ZoomInfo now constitutes 42.45% of RPD's 13F reportable assets, highlighting its significance in the fund's portfolio and potentially influencing future investment strategies.
- Market Performance: As of March 19, 2026, ZoomInfo shares were priced at $5.94, down 43.3% over the past year, reflecting the challenges the company faces in the market and a cautious sentiment among investors.
- Customer Growth: Despite a slowdown in overall revenue growth, ZoomInfo reported a 53% increase in its customer count among large clients (with over $100,000 in annual contract value) in Q4 2025, demonstrating ongoing appeal in specific market segments.
See More
RPD Increases ZoomInfo Stake to 42.45% of AUM
- Increased Holdings: RPD Fund Management increased its stake in ZoomInfo Technologies (NASDAQ:GTM) by 1,564,102 shares during Q4 2025, with an estimated transaction value of $16.10 million, reflecting the company's contrarian deep-value investment strategy.
- Position Value Growth: This transaction brought RPD's total GTM holdings to 9,628,318 shares, valued at $97.92 million, marking a $9.94 million increase from the previous quarter, indicating market recognition of the stock's volatility and potential value.
- Asset Allocation Shift: GTM now accounts for 42.45% of RPD's reported assets under management, making it the fund's third-largest position, highlighting its significance in the investment portfolio and expectations for future growth.
- Poor Market Performance: Despite a 53% increase in customer count among large clients, ZoomInfo's stock price has dropped 43.3% over the past year, illustrating the macroeconomic challenges and negative market sentiment the company faces.
See More
SpendHound Reaches 1,000 Customers, Signaling Strong Market Adoption
- Customer Growth Milestone: SpendHound has successfully attracted 1,000 customers in just two years, marking rapid growth in the enterprise spend management sector, particularly with ZoomInfo joining as the 1,000th customer, which further validates the platform's market value.
- Software Spend Management: Since its inception, finance and procurement teams using SpendHound have managed over $3.2 billion in software spend and achieved total savings of $35.8 million, demonstrating significant effectiveness in helping enterprises optimize spending and enhance procurement decisions.
- Industry Leadership: SpendHound has established the industry's most comprehensive database of actual SaaS pricing patterns, powered by benchmarking intelligence across over 10,000 AI and SaaS vendors, which strengthens its competitive advantage in the market.
- Future Development Plans: The company plans to continue investing in product innovation and market expansion in 2026, including the launch of a significant AI-powered product designed to support enterprise customer acquisition and scaling, further solidifying its market leadership position.
See More
Calydon Capital Reduces Stake in ZoomInfo Technologies
- Share Reduction Details: Calydon Capital sold 892,298 shares of ZoomInfo Technologies in Q4 2025, with an estimated value of $9.19 million, indicating concerns over the company's future growth potential.
- Remaining Stake Analysis: By the end of 2025, Calydon Capital held 84,210 shares valued at approximately $856,416, which represents only 0.14% of its assets under management, reflecting a significant decline in confidence towards ZoomInfo.
- Market Performance Overview: As of March 19, 2026, ZoomInfo's stock price stood at $5.93, down 43.47% year-over-year, with sales growth nearly flatlining over the past two years, highlighting the pressure from fierce competition.
- Customer Growth and Cash Flow: Despite challenges, ZoomInfo's large customer count, those with over $100,000 in annual contract value, grew by 54% year-over-year, and its free cash flow reached $455 million, demonstrating its leadership position and ongoing financial health in the market.
See More
Calydon Capital Reduces Stake in ZoomInfo Technologies
- Significant Reduction: Calydon Capital sold 892,298 shares of ZoomInfo Technologies in Q4 2025, with an estimated trade value of $9.19 million, indicating a waning confidence in the stock that may affect future investment strategies.
- Declining Asset Value: The fund's quarter-end position value decreased by $9.80 million, reflecting the dual impact of trading activity and stock price fluctuations, resulting in its stake in ZoomInfo dropping from 1.7% to 0.14%, which could affect liquidity and portfolio stability.
- Increased Competitive Pressure: While ZoomInfo remains a leader in its market niche, its sales growth has nearly flatlined, and the stock has plummeted 92% since 2021, indicating significant challenges the company faces in a highly competitive environment that may impact future market performance.
- Strong Cash Flow Performance: ZoomInfo generated $455 million in free cash flow this year and is guiding for a similar amount next year, suggesting that despite market skepticism regarding its growth prospects, robust cash flow could provide some financial flexibility.
See More
ZoomInfo Achieves #1 Ranking in 142 G2 Reports
- Market Leadership: ZoomInfo has achieved the #1 ranking in 142 G2 Spring 2026 reports across key categories such as Sales Intelligence Software and Buyer Intent Data Platforms, further solidifying its position as a leader in the modern go-to-market technology stack.
- Customer Satisfaction: In the Sales Intelligence Software category, ZoomInfo leads with a G2 score of 95 and a perfect satisfaction score of 100, surpassing competitors like Apollo.io and LinkedIn Sales Navigator, demonstrating widespread recognition and trust among its users.
- Data-Driven Advantage: The company's success is attributed to its comprehensive B2B dataset, GTM Context Graph, and universal access for sales, marketing, and customer success teams, which collectively enable more effective AI-driven go-to-market execution.
- Industry Impact: ZoomInfo ranks #1 in Buyer Intent Data Providers and Market Intelligence with G2 scores of 96 and 97 respectively, highlighting its critical role and influence within modern revenue teams.
See More
RPD Fund Management Increases Stake in ZoomInfo Technologies
- Stake Increase: According to an SEC filing dated February 17, 2026, RPD Fund Management increased its holdings in ZoomInfo Technologies by 1,564,102 shares during Q4 2025, with an estimated transaction value of $16.10 million, indicating confidence in the company's potential.
- Ownership Proportion: Following the increase, ZoomInfo now constitutes 42.45% of RPD's 13F reportable assets, highlighting its significance in the fund's portfolio and potentially influencing future investment strategies.
- Market Performance: As of March 19, 2026, ZoomInfo shares were priced at $5.94, down 43.3% over the past year, reflecting the challenges the company faces in the market and a cautious sentiment among investors.
- Customer Growth: Despite a slowdown in overall revenue growth, ZoomInfo reported a 53% increase in its customer count among large clients (with over $100,000 in annual contract value) in Q4 2025, demonstrating ongoing appeal in specific market segments.
See More
RPD Increases ZoomInfo Stake to 42.45% of AUM
- Increased Holdings: RPD Fund Management increased its stake in ZoomInfo Technologies (NASDAQ:GTM) by 1,564,102 shares during Q4 2025, with an estimated transaction value of $16.10 million, reflecting the company's contrarian deep-value investment strategy.
- Position Value Growth: This transaction brought RPD's total GTM holdings to 9,628,318 shares, valued at $97.92 million, marking a $9.94 million increase from the previous quarter, indicating market recognition of the stock's volatility and potential value.
- Asset Allocation Shift: GTM now accounts for 42.45% of RPD's reported assets under management, making it the fund's third-largest position, highlighting its significance in the investment portfolio and expectations for future growth.
- Poor Market Performance: Despite a 53% increase in customer count among large clients, ZoomInfo's stock price has dropped 43.3% over the past year, illustrating the macroeconomic challenges and negative market sentiment the company faces.
See More
SpendHound Reaches 1,000 Customers, Signaling Strong Market Adoption
- Customer Growth Milestone: SpendHound has successfully attracted 1,000 customers in just two years, marking rapid growth in the enterprise spend management sector, particularly with ZoomInfo joining as the 1,000th customer, which further validates the platform's market value.
- Software Spend Management: Since its inception, finance and procurement teams using SpendHound have managed over $3.2 billion in software spend and achieved total savings of $35.8 million, demonstrating significant effectiveness in helping enterprises optimize spending and enhance procurement decisions.
- Industry Leadership: SpendHound has established the industry's most comprehensive database of actual SaaS pricing patterns, powered by benchmarking intelligence across over 10,000 AI and SaaS vendors, which strengthens its competitive advantage in the market.
- Future Development Plans: The company plans to continue investing in product innovation and market expansion in 2026, including the launch of a significant AI-powered product designed to support enterprise customer acquisition and scaling, further solidifying its market leadership position.
See More
Calydon Capital Reduces Stake in ZoomInfo Technologies
- Share Reduction Details: Calydon Capital sold 892,298 shares of ZoomInfo Technologies in Q4 2025, with an estimated value of $9.19 million, indicating concerns over the company's future growth potential.
- Remaining Stake Analysis: By the end of 2025, Calydon Capital held 84,210 shares valued at approximately $856,416, which represents only 0.14% of its assets under management, reflecting a significant decline in confidence towards ZoomInfo.
- Market Performance Overview: As of March 19, 2026, ZoomInfo's stock price stood at $5.93, down 43.47% year-over-year, with sales growth nearly flatlining over the past two years, highlighting the pressure from fierce competition.
- Customer Growth and Cash Flow: Despite challenges, ZoomInfo's large customer count, those with over $100,000 in annual contract value, grew by 54% year-over-year, and its free cash flow reached $455 million, demonstrating its leadership position and ongoing financial health in the market.
See More
Calydon Capital Reduces Stake in ZoomInfo Technologies
- Significant Reduction: Calydon Capital sold 892,298 shares of ZoomInfo Technologies in Q4 2025, with an estimated trade value of $9.19 million, indicating a waning confidence in the stock that may affect future investment strategies.
- Declining Asset Value: The fund's quarter-end position value decreased by $9.80 million, reflecting the dual impact of trading activity and stock price fluctuations, resulting in its stake in ZoomInfo dropping from 1.7% to 0.14%, which could affect liquidity and portfolio stability.
- Increased Competitive Pressure: While ZoomInfo remains a leader in its market niche, its sales growth has nearly flatlined, and the stock has plummeted 92% since 2021, indicating significant challenges the company faces in a highly competitive environment that may impact future market performance.
- Strong Cash Flow Performance: ZoomInfo generated $455 million in free cash flow this year and is guiding for a similar amount next year, suggesting that despite market skepticism regarding its growth prospects, robust cash flow could provide some financial flexibility.
See More
