ZoomInfo Technologies Inc. — Form 8-K
Filed November 4, 2026 · analyzed by the 8-K Agent
8-K
▼ Likely negative
significance 42/100
What the filing says
ZoomInfo reported Q3 2026 GAAP revenue of $308.8M (down 3% YoY from $318.0M), with GAAP operating income of $23.6M and adjusted operating income of $119.1M (up 1% YoY). The company took a $650.5M goodwill impairment charge for the nine months ended Sept 30, 2026, reducing net income to a loss of $612.2M YTD. Management repurchased 2.5M shares at $2.94/share for $7.5M and retired $34.8M principal of debt for $31.1M cash, generating a $3.4M gain. Net revenue retention remains weak at 88%; customers with $100K+ ACV declined 2% YoY to 1,851. Full-year 2026 guidance: revenue $1.2235–$1.2265B (midpoint $1.224B), adjusted operating income $452–$455M, free cash flow $405–$425M.
Why this rating
Goodwill charge (22% of market cap) is severe but non-cash; revenue decline modest but concerning. Weak NRR and customer count erosion signal underlying demand weakness; restructuring underway. Capital returns show confidence but don't offset operational headwinds.
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