➡️ "ZoomInfo delivered another record quarter, including the highest levels ever for both retention activity and customer engagement, and accelerating revenue growth, as customers in all industries continue to choose ZoomInfo to transform their go-to-market motion.”
➡️ “ZoomInfo is the only company delivering a modern go-to-market platform that brings together best-in-class intelligence with comprehensive data management, workflow, and engagement software.”
Final Thoughts on ZoomInfo $ZI:
➡️ Early stage in large & growing opportunity, with strong business model solving a still inefficient problem of sales & marketing, delivering growth & profitability at scale.
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“On a YOY basis, Roku significantly outperformed the industry, with Roku’s streaming hours increasing nearly +19% globally, compared to a nearly -19% decline in traditional TV consumption and a nearly 2% decline in TV streaming... according to Nielsen.”
Rapid Growth in the top 3 Countries that matter for $MELI (~93%)
- 🇧🇷 Brazil Rev +104% (~56%)
- 🇦🇷 Argentina Rev +53% (~22%)
- 🇲🇽 Mexico Rev +105% (~15%)
✅ Brazil + Argentina Duo
~ 77% of Revenues
~91% of Contribution
➡️ Faster growth & more profitable E-Commerce 🛒📦 (~87% of Rev, ~109% of Adj EBITDA Rev +35%YoY) continues to fund Cloud ☁️, Media 🎬, other initiatives.
➡️ All Segments grew revenue, Total +34%YoY:
1) E-Commerce (+35%YoY) ⬆️ 2) Cloud (Rev +29%YoY) ⬆️ 3) Media (Rev +15%YoY) ↗️ - slower, not new 4) Other Initiatives (Rev +37%YoY) ⬆️ - off small base