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ZoomInfo Technologies Inc. (GTM) Presents at J.P. Morgan ...
2026-05-19 · via All Articles on Seeking Alpha

Q1: 2026-05-11 Earnings Summary

EPS of $0.28 beats by $0.02

 | 

Revenue of

$310.20M

(1.47% Y/Y)

beats by $2.25M

ZoomInfo Technologies Inc. (GTM) J.P. Morgan 54th Annual Global Technology, Media and Communications Conference May 18, 2026 9:45 AM EDT

Company Participants

Henry Schuck - Co-Founder, Chairman of the Board & CEO
Michael O'Brien - CFO & Interim PFO

Conference Call Participants

Mark Murphy - JPMorgan Chase & Co, Research Division

Presentation

Mark Murphy
JPMorgan Chase & Co, Research Division

Welcome, everybody. It's great to be here with Henry Schuck, Founder and CEO of ZoomInfo; and Graham O'Brien, Chief Financial Officer. Thank you for joining us here. For anybody who might not have the pleasure of knowing you guys, you guys want to do a 30-second introduction?

Henry Schuck
Co-Founder, Chairman of the Board & CEO

Sure. I'm Henry Schuck, I'm the Founder and CEO of ZoomInfo, founded the company in 2007.

Michael O'Brien
CFO & Interim PFO

Okay. Graham O'Brien, CFO of ZoomInfo. I've been with the company for almost 10 years.

Question-and-Answer Session

Mark Murphy
JPMorgan Chase & Co, Research Division

Great. Thank you. I think we can kind of hit the nail on the head. One of the dominant themes on the road right now is what we publicly called AI confusion. I think everybody has kind of gotten that phrase now. Customers know that AI is the future Between now and then they feel like overwhelmed. You called that out directly on the Q1 call. Note that even through the early part of Q2, customers are still in that pause phase.

So can you walk us through what the conversations actually sound like when you're sitting across the [ C-suite ] leadership team from a Fortune 500 company and they talk about this pause?

Henry Schuck
Co-Founder, Chairman of the Board & CEO

Sure. Yes. I think it's 2 things. One, Obviously, I'm having conversations around Go-To-Market and revenue as it relates to