External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

Equity Bottom-Up

ZoomInfo Technologies  / Equity Bottom-Up

<ul><li>Zoominfo's stock rose by 24% after hours following positive earnings, attributed to its unique database and high ROI for salespeople</li><li>Challenges such as decelerating sales, shrinkage in the software sector, and competition from copycat companies have impacted Zoominfo's growth</li><li>The company is looking to bounce back and derisk its story for investors with a strong data offering</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

Zoominfo's stock rose by 24% after hours following positive earnings, attributed to its unique database and high ROI for salespeopleChallenges such as decelerating sales, shrinkage in the software sector, and competition from copycat companies have impacted Zoominfo's growthThe company is looking to bounce back and derisk its story for investors with a strong data offeringThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Zoominfo Techno Inc (ZI) - Tuesday, Feb 13, 2024

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.

<ul><li>ZoomInfo has proven its ability to deliver strong results in its fourth quarter and full year 2023 financial performance.</li><li>The company reported revenue for the fourth quarter, totalling $316 million, with an adjusted operating income of $126 million.</li><li>This showcased a margin of 40%, exceeding the prior guidance provided by the company.</li></ul>

ZoomInfo has proven its ability to deliver strong results in its fourth quarter and full year 2023 financial performance.The company reported revenue for the fourth quarter, totalling $316 million, with an adjusted operating income of $126 million.This showcased a margin of 40%, exceeding the prior guidance provided by the company.

<ul><li>ZoomInfo Technologies delivered an all-around beat in the previous quarter, achieving a revenue of $314 million and an impressive adjusted operating income of $126 million, reflecting a robust 40% margin.</li><li>Emphasizing product excellence and customer success, the company has increased product engagement by 20% since the beginning of the year.</li><li>In this report, we have carried out a fundamental analysis of the historical financial statements of the company.</li></ul>

ZoomInfo Technologies delivered an all-around beat in the previous quarter, achieving a revenue of $314 million and an impressive adjusted operating income of $126 million, reflecting a robust 40% margin.Emphasizing product excellence and customer success, the company has increased product engagement by 20% since the beginning of the year.In this report, we have carried out a fundamental analysis of the historical financial statements of the company.

ZoomInfo Technologies Inc: Expanding Digital Media Buying Capabilities A Major Growth Catalyst? - Key Drivers

<ul><li>ZoomInfo Technologies delivered a mixed set of results in its most recent result, with revenues falling short of Wall Street expectations but above-par earnings.</li><li>In the second quarter, ZoomInfo reported $309 million in revenue and an adjusted operating income of $126 million, boasting a margin of 41%.</li><li>While examining customer health, the company anticipates that budgetary constraints and downward renewal pressures will persist in the near future, resulting in adjusted full-year expectations of 12% revenue growth.</li></ul>

ZoomInfo Technologies delivered a mixed set of results in its most recent result, with revenues falling short of Wall Street expectations but above-par earnings.In the second quarter, ZoomInfo reported $309 million in revenue and an adjusted operating income of $126 million, boasting a margin of 41%.While examining customer health, the company anticipates that budgetary constraints and downward renewal pressures will persist in the near future, resulting in adjusted full-year expectations of 12% revenue growth.

ZoomInfo Technologies Inc.: The Brand Makeover to Establish Dominance in Go-To-Market! - Major Drivers

Covering IPOs, Healthcare and Technology Stocks

Andrei Zakharov

<ul>
<li>Freshworks, a cloud-based customer services software unicorn, held its first Investor Day on September 7, 2023. Management highlighted the long-term target to deliver the Rule of 40 by 2025. </li>
<li>The 2023 Investor Day agenda included company vision and strategy, solutions in action, strategy for durable growth, customer spotlight, and financial overview, among others. </li>
<li>Management plans to deliver a long-term balance of growth and profitability, with the 2026 model leading to an FCF margin of 20%+ and $1B+ revenue. </li>
</ul>


Freshworks, a cloud-based customer services software unicorn, held its first Investor Day on September 7, 2023. Management highlighted the long-term target to deliver the Rule of 40 by 2025. 
The 2023 Investor Day agenda included company vision and strategy, solutions in action, strategy for durable growth, customer spotlight, and financial overview, among others. 
Management plans to deliver a long-term balance of growth and profitability, with the 2026 model leading to an FCF margin of 20%+ and $1B+ revenue. 


Freshworks: 2023 Investor Day and Valuation Update

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 Techno Inc (ZI) - Tuesday, Feb 13, 2024

Zoominfo's stock rose by 24% after hours following positive earnings, attributed to its unique database and high ROI for salespeople

Value Investors Club

ZoomInfo Technologies: AI Innovation

ZoomInfo has proven its ability to deliver strong results in its fourth quarter and full year 2023 financial performance. The company reported...

Baptista Research

ZoomInfo Technologies Inc: Expanding Digital Media Buying Capabilities A Major Growth Catalyst? - Key Drivers

ZoomInfo Technologies delivered an all-around beat in the previous quarter, achieving a revenue of $314 million and an impressive adjusted...

Baptista Research

ZoomInfo Technologies Inc.: The Brand Makeover to Establish Dominance in Go-To-Market! - Major Drivers

ZoomInfo Technologies delivered a mixed set of results in its most recent result, with revenues falling short of Wall Street expectations but...

Baptista Research

Freshworks: 2023 Investor Day and Valuation Update

2023 Investor Day highlights massive TAM, ongoing business momentum, adoption of multi-product strategy, and AI monetization opportunities: PT...

Andrei Zakharov

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