Core Insights - Dayforce (DAY) is set to release its third-quarter 2025 results on October 29, with expected revenues between $476 million and $486 million, reflecting a growth of 10.1% to 12.6% on a GAAP basis [1][9] Revenue Expectations - The Zacks Consensus Estimate for third-quarter revenues is $481.60 million, indicating a year-over-year increase of 9.45% [2] - The company anticipates recurring revenues excluding float to be between $329 million and $339 million, representing growth of 12.7% to 16.1% on a GAAP basis [4] Customer Growth and Recurring Revenue - As of June 30, 2025, Dayforce had 6,984 customers, a 4.9% increase year over year, with recurring revenue per customer reaching $171,075, up 10.4% from the previous year [3][9] AI and Product Developments - Dayforce's growth is supported by advancements in AI capabilities, including the Dayforce AI Assistant and enhancements in mobile and learning platforms, which are expected to drive platform adoption and revenue growth [5][9] Global Presence - The company is experiencing success in various regions, including the US, Canada, Australia, New Zealand, the UK, and Germany, which provides opportunities for further growth in international markets [6] Earnings Expectations - Dayforce currently has an Earnings ESP of 0.00% and a Zacks Rank of 3 (Hold), indicating a neutral outlook for earnings performance [7]

Core Viewpoint - Dayforce, Inc. is set to release its third quarter 2025 financial results on October 29, 2025, following its acquisition agreement with Thoma Bravo [1][2]. Group 1: Financial Results Announcement - Dayforce will announce its third quarter 2025 financial results after market trading on October 29, 2025 [1]. - The company will not host an earnings conference call or provide forward-looking guidance due to the acquisition agreement [2]. Group 2: Company Overview - Dayforce is a global leader in human capital management (HCM) technology, focused on improving work life for customers and employees [3]. - The company offers a single AI-powered platform for HR, Pay, Time, Talent, and Analytics, benefiting organizations of all sizes [3].

Dayforce Inc. (DAY), headquartered in Minneapolis, Minnesota, is a human capital management (HCM) software company that offers cloud-based solutions that integrate HR functions. With a market cap of $10.9 billion, the company offers a platform for talent and workforce management, human resources, benefits, and payroll services that help manage the entire employee lifecycle —from recruiting and onboarding to payroll. The workplace software giant is expected to announce its fiscal third-quarter earnings for ...

Summary of Dayforce Conference Call Company Overview - **Company**: Dayforce (NYSE: DAY) - **Event**: Discover 2025 Conference - **Date**: October 09, 2025 Key Points Industry Insights - The conference emphasized the importance of community engagement and collaboration within the Dayforce ecosystem, highlighting the role of customer advocates and advisory board members in shaping the company's direction and offerings [4][8][9]. Core Themes - **Optimism and Technology**: The discussions underscored a positive outlook on technology's role in enhancing work experiences, with a focus on AI and its potential benefits for future generations [4]. - **Community Building**: The event celebrated the growth of the Basecamp community, which has expanded to over 2,800 members, fostering connections among customers and enhancing the overall Dayforce experience [13][15]. - **Recognition of Contributions**: The "Make Work-Life Better Award" was presented to Evan Strom, recognizing his significant contributions to the Dayforce community and his role in connecting customers [10][15]. Customer Engagement - The conference featured various sessions aimed at inspiring attendees, with a focus on sharing stories and experiences that highlight the value of collaboration and support within the Dayforce community [7][9][21]. - The importance of customer feedback and advocacy was emphasized, with calls for increased participation in user groups and community initiatives [19]. Leadership and Personal Development - Tracee Ellis Ross, a guest speaker, discussed the significance of authenticity and joy in work, encouraging attendees to embrace their true selves and find fulfillment in their careers [24][54]. - The conversation highlighted the journey of self-discovery and the importance of resilience in overcoming challenges, with Ross sharing personal anecdotes about her career and the lessons learned along the way [106][110]. Business Growth and Strategy - The discussions included insights into the challenges of scaling a business, with a focus on the need for effective leadership and the importance of empowering team members [157][164]. - Ross shared her experiences in building Pattern Beauty, emphasizing the joy of creating products that resonate with customers and support their self-care journeys [175]. Conclusion - The conference concluded with a strong emphasis on community, collaboration, and the pursuit of joy in work, reinforcing Dayforce's commitment to making work-life better for its customers and employees alike [21][175].

Summary of Dayforce Conference Call Company Overview - **Company**: Dayforce (NYSE: DAY) - **Event**: 2025 Conference held on October 08, 2025 Key Industry Insights - **AI Integration**: Dayforce emphasizes the intrinsic integration of AI within its platform, stating that AI is not an afterthought but a core component of its architecture [3][4][5] - **Customer-Centric Approach**: The company focuses on customer success, aiming to simplify operations and enhance employee experiences through technology [2][4] - **Transformation Challenges**: Acknowledges that transformations bring disruption and uncertainty, but reassures customers that Dayforce is a partner in navigating these changes [2] Core Points Discussed - **AI as a Tool for Transformation**: AI is positioned as a means to achieve measurable business results rather than just a technological novelty. Dayforce aims to use AI to enhance creativity and problem-solving among employees [3][4][5] - **Real-World Applications**: Examples of successful AI implementations include: - On The Good and BCU Credit Union utilizing Dayforce AI Assistant for improved employee interactions and efficiency [5][6] - AI helping HR teams streamline processes such as employee pulse surveys and compensation checks, significantly reducing time spent on manual tasks [24][25][26] - **Employee Experience**: The focus is on creating a seamless employee experience, allowing HR teams to concentrate on strategic initiatives rather than administrative tasks [6][24] Important Statistics - **Generative AI Pilots**: A study indicates that 95% of generative AI pilots fail to deliver measurable business value, primarily due to issues related to change management and organizational readiness [17] - **Training Gaps**: 71% of surveyed employees have not received training on AI, while 63% believe AI is critical for their career growth [17][18] Additional Insights - **Cultural Change**: The integration of AI is seen as a cultural shift within organizations, necessitating collaboration between HR and IT departments [7][20] - **Democratization of AI**: Dayforce is implementing a three-tier approach to AI, focusing on making AI tools accessible to all employees, enhancing productivity, and ultimately transforming work processes [22][23] - **Human Element in AI**: Emphasizes the importance of maintaining a humanistic approach in the use of AI, ensuring that technology complements rather than replaces human interaction [36] Conclusion - Dayforce is committed to leveraging AI to enhance operational efficiency and employee satisfaction while navigating the complexities of technological transformation. The focus remains on customer success and the integration of AI as a fundamental aspect of its platform.

Mergers and Acquisitions Overview - 89bio, Inc. will be acquired by Roche for $14.50 per share in cash, plus a contingent value right of up to $6.00 per share, with investigations into the Board's fiduciary duties regarding fair process and value [2] - Barinthus Biotherapeutics plc will merge with Clywedog Therapeutics, with Barinthus shareholders receiving one share of the new company for each ADS or ordinary share owned, and Clywedog shareholders receiving 4.358932 shares, raising questions about the Board's fiduciary duties [4] - Dayforce, Inc. is set to be acquired by Thoma Bravo for $70.00 per share in cash, with an enterprise value of $12.3 billion, while investigations focus on whether the deal consideration is fair compared to the 52-week high of $82.69 [6] - Verint Systems Inc. will also be acquired by Thoma Bravo for $20.50 per share, with investigations into the Board's fiduciary duties and the deal's fairness compared to the 52-week high of $34.80 [8]

Dayforce's largest shareholder said it plans to vote against Thoma Bravo's proposed $12.3 billion buyout of the HR software firm, calling the offer "underwhelming" and an attempt to take advantage of ... ...

Summary of Dayforce Discover 2025 Conference Company Overview - **Company**: Dayforce (NYSE: DAY) - **Event**: Dayforce Discover 2025 Conference - **Date**: October 07, 2025 - **Attendees**: Over 3,000 including customers, partners, prospects, media, and analysts [3][12] Core Industry Insights - **Current Focus**: Emphasis on designing the "right now of work" rather than just the future of work [2] - **Community Engagement**: The event is centered around community, with a focus on customer experiences and challenges [3][9] Key Innovations and Developments - **Product Innovation**: Introduction of AI-powered solutions aimed at enhancing work-life and operational efficiency [6][34] - **Customer Success Stories**: Examples of quantifiable value delivered to customers, such as: - Sherwin: 37% reduction in payroll processes - Chosen Foods: 60% reduction in payroll processing time - Goodwill: 5% increase in revenue while reducing labor costs [17][18] Financial Performance - **Customer Growth**: Dayforce has grown to over 7,000 live customers across various industries and segments [15] - **Revenue Growth**: The company has achieved a compounded annual growth rate of 26% since 2018, nearing $2 billion in total revenue for the current year [18] AI and Technology Integration - **AI People Platform**: Dayforce is positioned as an AI People Platform, leveraging a single data model for human capital management [19][21] - **AI Innovations**: Introduction of AI agents and assistants to streamline HR processes, enhance employee engagement, and provide real-time insights [36][39] - **Interoperability**: The platform supports integration with external systems and tools, enhancing user experience and data accessibility [42] Customer-Centric Approach - **Customer Support**: Dedicated zones for customer support and transformation, aimed at solving challenges and improving organizational efficiency [9][10] - **Community Building**: Initiatives to foster community engagement and collaboration among users, including the introduction of Dayforce Communications for real-time interactions [52] Future Outlook - **Strategic Focus**: Emphasis on creativity, critical thinking, caring, and collaboration as essential skills for employees in the evolving workplace [28][29] - **Continuous Improvement**: Commitment to enhancing user experience and technology integration, ensuring that Dayforce remains a leader in the HR technology space [32][33] Additional Noteworthy Points - **Ethical AI Use**: Dayforce emphasizes the importance of ethical AI practices, particularly in talent acquisition and data privacy [20] - **Community Initiatives**: Partnerships with organizations like Opportunity Village to support individuals with developmental disabilities [10] This summary encapsulates the key points discussed during the Dayforce Discover 2025 Conference, highlighting the company's commitment to innovation, customer success, and the evolving landscape of work.

Core Insights - Dayforce, Inc. has launched Dayforce AI Workspace, a digital collaboration environment that integrates AI to enhance workforce management and business outcomes [1][3][5] Group 1: Product Features - Dayforce AI Workspace is built on a single data model, allowing AI-powered intelligence to operate with full context and consistency across the platform [2] - The workspace is designed for real-time collaboration between people and AI agents, resulting in faster decision-making and a more agile work environment [2][4] - It includes features such as compliance monitoring, employee action plans, performance coaching, HR analysis, and dynamic workspaces for employee milestones [7] Group 2: Strategic Importance - The workspace is purpose-built for modern enterprises, ensuring data security and compliance while supporting scalability [4] - Dayforce AI Workspace aims to create a holistic AI experience, making interactions more intelligent and outcome-focused [5][6] - The introduction of this workspace is seen as a significant step in how organizations can leverage AI to enhance collaboration and operational efficiency [3][6] Group 3: Availability - Dayforce AI Workspace will be available to new customers starting in 2026 [8]

Core Insights - Dayforce, Inc. is expanding its collaboration with Microsoft to integrate AI agents into its platform, enhancing HR, payroll, and business operations through a unified application built on Microsoft technologies [1][4][5] Group 1: Collaboration and Integration - The integration with Microsoft Copilot Studio allows for the creation of custom AI agents that enhance the Dayforce platform, providing a seamless experience for employees and managers [3][7] - This collaboration aims to solve workforce challenges by leveraging the global scale and security of Microsoft Azure alongside Dayforce's AI innovations [5] Group 2: Benefits and Features - The unified Dayforce platform enables organizations to achieve greater interoperability, faster innovation, and increased value from their Microsoft investments [1][4] - AI agents can securely access workforce information, streamlining workflows and simplifying decision-making processes [3][7] Group 3: Strategic Goals - The partnership is designed to empower organizations to maximize their technology investments, allowing leaders to automate processes confidently and connect people and data effectively [4][5] - Dayforce aims to improve employee experiences and drive efficiency by addressing the fragmentation often seen in HR, payroll, and business systems [2]