2025 Q1 Investor Overview — playbook

2025 Q1 Investor Overview

ZoomInfo

arc beats above · slides in the middle · loops below · scroll → 6 LOOPS

Deck intelligence map

5

coverage by narrative range · generated from this deck JSON

Narrative range 21 total

Metadata

Components

Metrics

Tools

Frameworks

Beats

Loops

Situation & Context 2 slides 100% 2/2 slides 100% 2/2 slides · 14 hits

— 0/2 slides

100% 2/2 slides · 8 hits

— 0/2 slides

100% 2/2 slides 50% 1/2 slides Problem & Complication 1 slides 100% 1/1 slides 100% 1/1 slides · 12 hits

— 0/1 slides

100% 1/1 slides · 5 hits

— 0/1 slides

100% 1/1 slides 100% 1/1 slides Solution & Approach 6 slides 100% 6/6 slides 100% 6/6 slides · 37 hits

— 0/6 slides

100% 6/6 slides · 19 hits 16.7% 1/6 slides · 3 hits 100% 6/6 slides 100% 6/6 slides Evidence & Proof 3 slides 100% 3/3 slides 100% 3/3 slides · 24 hits

— 0/3 slides

100% 3/3 slides · 12 hits

— 0/3 slides

100% 3/3 slides 100% 3/3 slides Impact & Next Steps 9 slides 100% 9/9 slides 100% 9/9 slides · 57 hits

— 0/9 slides

77.8% 7/9 slides · 16 hits

— 0/9 slides

100% 9/9 slides · 17 hits 100% 9/9 slides

Slide inventory

33

every slide · same image gating as the playbook

01

front_matter

Open slide detail

02

Slide 2 of the deck, standard corporate legal boilerplate.other

Open slide detail

03

The slide uses a visual transition graphic to show the change from the old symbol to the new one.summarize

Open slide detailBeat · Situation & Context

04

The slide presents a high-level dashboard of company performance metrics including scale, revenue growth, retention, cash flow, profitability, and customer basesummarize

Open slide detailBeat · Situation & ContextLoop · Aha Moment

05

The slide uses a three-column layout to show specific metrics and benefits for each department.quantify_impact

Open slide detailBeat · Problem & ComplicationLoop · Aha Moment

06

The slide uses a grid layout to categorize data offerings into Company, Contact, Signals, Custom, and Services.summarize

Open slide detailBeat · Solution & ApproachLoop · Zoom In

07

The slide uses a layered architecture diagram to show how data flows from foundation to activation and CRM.present_solution

Open slide detailBeat · Solution & ApproachLoop · Zoom In

08

The slide uses a numbered list format to describe a workflow or product capability set.present_solution

Open slide detailBeat · Solution & ApproachLoop · Zoom In

09

The slide uses three distinct industry analyst frameworks to validate market leadership.compare_peers

Open slide detailBeat · Solution & ApproachLoop · Pattern Hunter

10

present_solution

Open slide detailBeat · Solution & ApproachLoop · Pattern Hunter

11

The slide acts as a media gallery for product feature videos.illustrate_case

Open slide detailBeat · Solution & ApproachLoop · Pattern Hunter

12

The slide serves as social proof of the company's market reach and customer base growth.illustrate_case

Open slide detailBeat · Evidence & ProofLoop · Voice Of Customer

13

illustrate_case

Open slide detailBeat · Evidence & ProofLoop · Voice Of Customer

14

illustrate_case

Open slide detailBeat · Evidence & ProofLoop · Voice Of Customer

15

front_matter

Open slide detail

16

Includes CEO quote and CFO headshot/name, plus key financial metrics on the right sidebar.summarize

Open slide detailBeat · Impact & Next StepsLoop · So What Cascade

17

Includes a footnote regarding GAAP to non-GAAP reconciliations.summarize

Open slide detailBeat · Impact & Next StepsLoop · So What Cascade

18

The slide uses a dark sidebar for key metrics and a light background for the chart.summarize

Open slide detailBeat · Impact & Next StepsLoop · So What Cascade

19

The slide uses a dual-axis combination chart (bar for income, line for margin) to show financial performance trends.summarize

Open slide detailBeat · Impact & Next StepsLoop · So What Cascade

20

The chart combines bar and line elements to track financial performance over time.quantify_impact

Open slide detailBeat · Impact & Next StepsLoop · So What Cascade

21

The table compares financial position as of March 31, 2025, and December 31, 2024.summarize

Open slide detailBeat · Impact & Next StepsLoop · Build Up

22

summarize

Open slide detailBeat · Impact & Next StepsLoop · Build Up

23

Provides context on the 85/15 split of tax savings and the accounting treatment of TRA liabilities.summarize

Open slide detailBeat · Impact & Next StepsLoop · Build Up

24

The table includes GAAP Revenue, Adjusted Operating Income, Adjusted Net Income Per Share, Unlevered Free Cash Flow, and Weighted Average Shares Outstanding.summarize

Open slide detailBeat · Impact & Next StepsLoop · Build Up

25

transition

Open slide detail

26

Standard legal/financial disclosure slide for earnings presentations.other

Open slide detail

27

This is a standard financial disclosure slide defining metrics like Unlevered Free Cash Flow, Adjusted EBITDA, and Net Revenue Retention.other

Open slide detail

28

Standard financial disclosure slide for earnings calls.analyze_data

Open slide detail

29

The slide provides a detailed breakdown of non-GAAP financial measures as required for earnings disclosures.summarize

Open slide detail

30

The slide provides a breakdown of debt, cash, and EBITDA to arrive at leverage ratios.analyze_data

Open slide detail

31

The slide provides a standard financial reconciliation for non-GAAP measures.analyze_data

Open slide detail

32

The table details adjustments for equity-based compensation, amortization, restructuring, litigation, and tax impacts.analyze_data

Open slide detail

33

The table details adjustments for equity-based compensation, amortization, restructuring, litigation, and tax impacts.summarize

Open slide detail