JHVEPhoto Introduction & Investment Thesis ZoomInfo (NASDAQ:ZI) is a cloud-based sales and marketing platform that has underperformed the S&P 500 and the Nasdaq 100 YTD. The company released its Q4 FY23 earnings report last month, and while revenue and earnings met expectations, the company has guided revenue to grow just 2.4% in FY24 and non-GAAP…
JHVEPhoto In today’s very expensive stock market, investors are demanding terrific results to justify valuation premiums; and in the tech sector where headcount reductions and sales slowdowns have become the norm rather than the exception, stocks have seen wild swings in in the Q4 earnings season. ZoomInfo (NASDAQ:ZI), a sales software platform that helps companies…
bymuratdeniz 2023 was the year of artificial intelligence (AI). And this is continuing into 2024. But I’m looking for companies set to benefit from the proliferation of AI that haven’t taken off yet. One such company is ZoomInfo (NASDAQ:ZI). ZI’s business-to-business (B2B) contact database is the biggest and most up-to-date in the world. And this…
nopparit In the summer of 2021, I was turning neutral on ZoomInfo Technologies Inc. (NASDAQ:ZI) after it saw solid top line sales growth in combination with profitability, with the latter being somewhat of a positive surprise. While I liked the investment story since the public offering, the risk-reward has rapidly deteriorated as shares marched higher,…