Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

ZoomInfo Technologies  / Equity Bottom-Up

<ul><li>ZoomInfo Technologies Inc. reported second-quarter 2026 GAAP revenue of $310 million, reflecting a modest 1.2% year-over-year increase.</li><li>The company’s adjusted operating income rose 5% year-over-year to $110 million, with an operating margin improvement to 35%.</li><li>Unlevered free cash flow increased 7% to $107 million, demonstrating strong cash flow conversion at 98% of adjusted operating income.</li></ul>

ZoomInfo Technologies Inc. reported second-quarter 2026 GAAP revenue of $310 million, reflecting a modest 1.2% year-over-year increase.The company’s adjusted operating income rose 5% year-over-year to $110 million, with an operating margin improvement to 35%.Unlevered free cash flow increased 7% to $107 million, demonstrating strong cash flow conversion at 98% of adjusted operating income.

ZoomInfo Technologies Goes All-In On GTM.AI — Can It Restart Growth?

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Research Reinvented

<ul>
  <li>ZoomInfo is a market leader in the B2B data and sales intelligence space, providing a critical go-to-market platform for sales, marketing, and recruiting teams. Its core strength lies in its vast and continuously updated database of business contacts and company profiles.</li>
  <li>The company is navigating a period of transition, marked by slowing revenue growth due to macroeconomic pressures and market shifts towards AI-native solutions. However, it is actively pivoting its strategy by integrating AI into its core offerings, such as the ZoomInfo Copilot, to enhance value and drive future growth.</li>
  <li>Financial performance shows margin resilience and strong cash flow generation, but a strategic shift towards upmarket customers has led to a decline in its downmarket customer base. Valuation appears moderate relative to high-growth SaaS peers but is contingent on a successful return to stronger growth.</li>
</ul><p><em>This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.</em></p>


  ZoomInfo is a market leader in the B2B data and sales intelligence space, providing a critical go-to-market platform for sales, marketing, and recruiting teams. Its core strength lies in its vast and continuously updated database of business contacts and company profiles.
  The company is navigating a period of transition, marked by slowing revenue growth due to macroeconomic pressures and market shifts towards AI-native solutions. However, it is actively pivoting its strategy by integrating AI into its core offerings, such as the ZoomInfo Copilot, to enhance value and drive future growth.
  Financial performance shows margin resilience and strong cash flow generation, but a strategic shift towards upmarket customers has led to a decline in its downmarket customer base. Valuation appears moderate relative to high-growth SaaS peers but is contingent on a successful return to stronger growth.
This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.

Primer: ZoomInfo Technologies  (ZI US) - Aug 2026

<ul><li>ZoomInfo Technologies Inc. reported first-quarter 2026 revenue of $310 million, marking a 1.5% year-over-year increase and surpassing the high end of guidance.</li><li>The company achieved an adjusted operating income (AOI) margin of 35%, an improvement of over two percentage points from the prior year, driven in part by strong growth in its non-seat-based operations and Data-as-a-Service (DaaS) offerings.</li><li>These higher-margin, upmarket segments grew over 20% year-over-year and now represent nearly 20% of overall business.</li></ul>

ZoomInfo Technologies Inc. reported first-quarter 2026 revenue of $310 million, marking a 1.5% year-over-year increase and surpassing the high end of guidance.The company achieved an adjusted operating income (AOI) margin of 35%, an improvement of over two percentage points from the prior year, driven in part by strong growth in its non-seat-based operations and Data-as-a-Service (DaaS) offerings.These higher-margin, upmarket segments grew over 20% year-over-year and now represent nearly 20% of overall business.

ZoomInfo’s ChatGPT And Copilot Connectors Add A New AI Data Angle!

<ul><li>ZoomInfo, a prominent provider of go-to-market intelligence solutions, recently showcased its financial performance for the third quarter of 2025.</li><li>The company's results illustrate a mixed landscape of promising growth and underlying challenges, presenting a nuanced perspective for potential investors.</li><li>ZoomInfo reported a GAAP revenue of $318 million, marking a 5% increase year-over-year, and exceeded its previous guidance range.</li></ul>

ZoomInfo, a prominent provider of go-to-market intelligence solutions, recently showcased its financial performance for the third quarter of 2025.The company's results illustrate a mixed landscape of promising growth and underlying challenges, presenting a nuanced perspective for potential investors.ZoomInfo reported a GAAP revenue of $318 million, marking a 5% increase year-over-year, and exceeded its previous guidance range.

ZoomInfo Technologies: The Competitive Edge Strategy Built On Reliable Data In An AI-First Era!

<ul><li>ZoomInfo Technologies Inc. recently reported its first-quarter results for 2025, highlighting both its strategic initiatives and financial performance.</li><li>The company posted a GAAP revenue of $306 million, with an adjusted operating income of $101 million, delivering a margin of 33%.</li><li>These results surpassed the high end of its guidance.</li></ul>

ZoomInfo Technologies Inc. recently reported its first-quarter results for 2025, highlighting both its strategic initiatives and financial performance.The company posted a GAAP revenue of $306 million, with an adjusted operating income of $101 million, delivering a margin of 33%.These results surpassed the high end of its guidance.

ZoomInfo Technologies: Leveraging Copilot Platform To Change The Game!

United States

ZoomInfo Technologies Inc. provides marketing solutions. The Company offers sales and marketing, account management, prospecting, demand generation, and data management and custom solutions. ZoomInfo Technologies serves customers worldwide.

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ZoomInfo Technologies (ZI US)

ZoomInfo Technologies Goes All-In On GTM.AI — Can It Restart Growth?

ZoomInfo Technologies Inc. reported second-quarter 2026 GAAP revenue of $310 million, reflecting a modest 1.2% year-over-year increase. The...

Baptista Research

Primer: ZoomInfo Technologies (ZI US) - Aug 2026

ZoomInfo is a market leader in the B2B data and sales intelligence space, providing a critical go-to-market platform for sales, marketing, and...

αSK Primers

ZoomInfo’s ChatGPT And Copilot Connectors Add A New AI Data Angle!

ZoomInfo Technologies Inc. reported first-quarter 2026 revenue of $310 million, marking a 1.5% year-over-year increase and surpassing the high end...

Baptista Research

ZoomInfo Technologies: The Competitive Edge Strategy Built On Reliable Data In An AI-First Era!

ZoomInfo, a prominent provider of go-to-market intelligence solutions, recently showcased its financial performance for the third quarter of...

Baptista Research

ZoomInfo Technologies: Leveraging Copilot Platform To Change The Game!

ZoomInfo Technologies Inc. recently reported its first-quarter results for 2025, highlighting both its strategic initiatives and financial...

Baptista Research

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