Zoominfo Investor Day Presentation Deck
2022 ANALYST DAY> MODEL AT SCALE
Leading Profitability Model at Scale
Consensus CY22E Adj Operating Margin (per Bloomberg)(1¹)
Z zoominfo 40%
45%
Adobe
40% 38 %
----
ZoomInfo
I
е
34% 33% 32%
Veeva
Qualys
Paycom
Zoom Video
Z zoominfo
29% 20% 25% 25% 25% 23%
Dropbox
Clearwater
ServiceNow
Dynatrace
SPS Commerce
Mimecast
Paylocity
xog
19%
Blackbaud
Salesforce.com
Workday
DocuSign
14% 14% 12%
Datadog
CrowdStrike
DigitalOcean
Fivey
11%
RingCentral
Vertex
8% 6%
4% 4%
Q2
Ceridian
Zscaler
Jamf
HubSpot
KnowBe4
Benefitfocus
Zendesk
Alarm.com
Duck Creek
3% 2%
2%
1% 1%
Everbridge
Coupa
Shopify
Qualtrics
Cloudflare
BlackLine
Source: Consensus estimates from Bloomberg as of 5/9/2022. No adjustments made to the figures.
1. CY22E adj operating margin calculated as CY22E ((Adjusted EBIT / Operating Income) / (Revenue)) *100
1% 1%
0%
-1% -1%
-3%
-4%
III
||
-6% -6%
Upper Quartile CY22E Adj Operating Margin
Lower 75% CY22E Adj Operating Margin
Negative CY22E Adj Operating Margin
-8%
-10% -11% -13%
-14%
-18%
-36% -36%
-38%
-45%
-56%View entire presentation