Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at ZoomInfo (NASDAQ:GTM) and the best and worst performers in the sales software industry.
Companies need to be able to interact with and sell to their customers as efficiently as possible. This reality coupled with the ongoing migration of enterprises to the cloud drives demand for cloud-based customer relationship management (CRM) software that integrates data analytics with sales and marketing functions.
The 4 sales software stocks we track reported a satisfactory Q2. As a group, revenues beat analysts’ consensus estimates by 1.5% while next quarter’s revenue guidance was in line.
In light of this news, share prices of the companies have held steady as they are up 3.1% on average since the latest earnings results.
Best Q2: ZoomInfo (NASDAQ:GTM)
Operating a platform it calls "RevOS" - short for Revenue Operating System - ZoomInfo (NASDAQ:GTM) provides sales, marketing, and recruiting teams with business intelligence and analytics to identify prospects and deliver targeted outreach.
ZoomInfo reported revenues of $310.4 million, up 1.2% year on year. This print exceeded analysts’ expectations by 2.7%. Overall, it was a very strong quarter for the company with a solid beat of analysts’ adjusted operating income estimates and a solid beat of analysts’ annual recurring revenue estimates.
ZoomInfo achieved the biggest analyst estimate beat, highest guidance raise, and highest full-year guidance raise of the whole group. Unsurprisingly, the stock is up 1.6% since reporting and currently trades at $3.72.
Is now the time to buy ZoomInfo? Access our full analysis of the earnings results here, it’s free.
Freshworks (NASDAQ:FRSH)
Starting as a customer service solution before expanding into a comprehensive software suite, Freshworks (NASDAQ:FRSH) provides AI-powered software-as-a-service solutions that help companies manage customer service, IT support, sales, and marketing functions.
Freshworks reported revenues of $237.4 million, up 16% year on year, outperforming analysts’ expectations by 1.6%. The business had a strong quarter with an impressive beat of analysts’ adjusted operating income estimates and full-year EPS guidance exceeding analysts’ expectations.
However, the results were likely priced into the stock as it’s traded sideways since reporting. Shares currently sit at $12.03.
Is now the time to buy Freshworks? Access our full analysis of the earnings results here, it’s free.
Weakest Q2: HubSpot (NYSE:HUBS)
Born from the idea that traditional interruptive marketing was becoming less effective, HubSpot (NYSE:HUBS) provides an integrated platform that helps businesses attract, engage, and manage customer relationships through marketing, sales, service, and content management tools.
HubSpot reported revenues of $911.7 million, up 19.8% year on year, exceeding analysts’ expectations by 1.5%. Still, it was a slower quarter as it posted EPS guidance for next quarter missing analysts’ expectations significantly and full-year revenue guidance slightly missing analysts’ expectations.
HubSpot delivered the fastest revenue growth but had the weakest guidance update and weakest full-year guidance update in the group. The company added 6,988 customers to reach a total of 306,446. As expected, the stock is down 7.9% since the results and currently trades at $230.40.
Read our full analysis of HubSpot’s results here.
Salesforce (NYSE:CRM)
With its cloud-based platform named after its stock ticker symbol CRM (Customer Relationship Management), Salesforce (NYSE:CRM) provides customer relationship management software that helps businesses connect with their customers across sales, service, marketing, and commerce.
Salesforce reported revenues of $11.35 billion, up 10.8% year on year. This print was in line with analysts’ expectations. It was a strong quarter as it also logged full-year EPS guidance exceeding analysts’ expectations and EPS guidance for next quarter topping analysts’ expectations.
Salesforce had the weakest performance against analyst estimates among its peers. The stock is up 18.8% since reporting and currently trades at $244.36.
Read our full, actionable report on Salesforce here, it’s free.
Market Update
Over the past year, investors have been forced to repeatedly answer the same question: what is the market’s biggest risk? The answer has changed several times, and each shift has reshaped market leadership.
Late in 2025 and early 2026, artificial intelligence became the market’s primary uncertainty. Investors questioned whether AI would erode software pricing power and weaken competitive moats as AI made it easier to replicate once-differentiated products.
By the spring, technology took a back seat to geopolitics. The U.S. conflict with Iran briefly became the market’s dominant narrative, raising concerns about oil prices, inflation, and global growth. But as energy markets remained orderly and fears of a prolonged supply disruption faded, investors quickly turned their focus back to fundamentals.
Want to invest in winners with rock-solid fundamentals? Check out our Top 5 Growth Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.