Latest / Uphoff on Media Podcast
If Your Moat Was Data, What Happens When AI Can Manufacture It?
In late 2021, ZoomInfo was worth roughly $25 billion. Today it’s worth about $1 billion. The database didn’t get worse. The customer list didn’t disappear. Something else broke, and every B2B data and intelligence business needs to understand what before the market explains it to them the hard way.
The company says the moat still holds
ZoomInfo cut its full-year revenue guidance in May, then raised it modestly in August. Net revenue retention has slipped from 90% to 89%: existing customers are generating 11% less revenue than they were a year ago. The stock has fallen from a 2021 peak of…
The skinny
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