Robert Half International Inc. (NYSE:RHI) Q4 2020 Earnings Conference Call January 28, 2021 5:00 PM ET Company Participants Keith Waddell - President and CEO Mike Buckley - CFO Conference Call Participants Mark Marcon - Baird Andrew Steinerman - JPMorgan Jeff Silber - BMO Capital Markets Mario Cortellacci - Jefferies Kevin McVeigh - Credit Suisse Gary Bisbee - Bank of America Tobey Sommer - Truist Securities George Tong - Goldman Sachs Operator Hello, and welcome to the Robert Half Fourth Quarter 2020 Confe ...

SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ______________________ FORM 10-Q ______________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED September 30, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM to . Commission File Number 1-10427 ROBERT HALF INTERNATIONAL INC. (Exact name of registrant as specified in its charter) ...

Robert Half International Inc. (NYSE:RHI) Q3 2020 Earnings Conference Call October 22, 2020 5:00 PM ET Company Participants Keith Waddell - Vice Chairman, President and Chief Executive Officer Mike Buckley - Executive Vice President and Chief Financial Officer Conference Call Participants Andrew Steinerman - JPMorgan Mark Marcon - Robert W. Baird and Company Jeff Silber - BMO Capital Markets Manav Patnaik - Barclays Mario Cortellucci - Jefferies Kevin McVeigh - Crédit Suisse Gary Bisbee - Bank of America Ja ...

SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ______________________ FORM 10-Q ______________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED June 30, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM to . Commission File Number 1-10427 ROBERT HALF INTERNATIONAL INC. (Exact name of registrant as specified in its charter) | Del ...

Financial Data and Key Metrics Changes - Companywide revenues for Q2 2020 were $1.1 billion, down 27% from the same quarter last year on a reported basis, and down 26% on an as-adjusted basis [8][12] - Net income per share in Q2 was $0.41, compared to $0.98 in the same quarter one year ago [9] - Cash flow from operations during the quarter was $301 million, with capital expenditures of $8 million [10] - Companywide operating income was $58 million in Q2, with an operating margin of 5.3% [22] Business Line Data and Key Metrics Changes - Staffing revenues were down 33% year-over-year on an as-adjusted basis, with U.S. staffing revenues at $640 million, down 34% from the prior year [12][13] - Protiviti's global revenues in Q2 were $284 million, with U.S. revenues up 6% year-over-year on an as-adjusted basis [15] - Overall staffing gross margin decreased to 42.5%, down 260 basis points compared to the year-ago second quarter [18] Market Data and Key Metrics Changes - Non-U.S. staffing revenues were $184 million, down 31% year-over-year on an as-adjusted basis [13] - Currency exchange rate movements decreased reported year-over-year staffing revenues by $8 million [14] - The current third quarter has 64.3 billing days, compared to 64.1 billing days in the same quarter last year [14] Company Strategy and Development Direction - The company has shifted its strategic focus to embrace the new operating environment created by the COVID-19 pandemic, emphasizing remote work and virtual client interactions [29][30] - There is an increased demand for talent as companies upgrade their talent pools without regard to physical location [30] - The company aims to fully participate in any economic recovery, supported by cost reductions and a technology-driven team [32] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about recent signs of week-on-week sequential growth in staffing operations, despite significant uncertainty [7] - The company anticipates a continuation of low-single-digit sequential growth in staffing revenues for the third quarter [27][46] - Management noted that the labor market is experiencing unprecedented unemployment levels, which has shifted the focus towards remote work and new skill requirements [29][66] Other Important Information - The company implemented actions to reduce its overall cost structure by approximately 30% compared to Q1 2020, achieving a reported savings of 24% in Q2 [9][19] - The company distributed a $0.34 per share cash dividend to shareholders, totaling $38 million [10] Q&A Session Summary Question: Trends in revenue from different verticals and geographic impacts - Management indicated that they are over-indexed in professional services and financial services, while under-indexed in hospitality and retail [37] - Revenue performance in different states showed consistent growth despite varying COVID impacts [38] Question: Long-term impact of virtual talent sourcing on recovery - Management believes that sourcing talent virtually will enhance recovery by allowing access to a larger labor pool and lower-cost areas [40] Question: Assumptions around Protiviti in the third quarter - The guidance assumes low to mid-single-digit growth for Protiviti, driven by technology consulting and regulatory solutions [46] Question: Trends in permanent placement assignments and deal closures - Management reported that video interviewing has become widely accepted, facilitating the closing of permanent deals [53] Question: Demand impact from furloughed workers - Management noted that furloughs are more prevalent in mid-cap and large-cap companies, and many furloughed employees may not return due to health concerns and childcare needs [66] Question: Cash flow trends and payroll tax deferrals - The company reported strong cash flow performance, with $301 million in operating cash flow, and noted the impact of FICA deferrals [71] Question: Sequential trends in temp staffing revenue - Management acknowledged that while there are slight improvements, the overall revenue trends remain cautious due to ongoing uncertainties [106]

SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ______________________ FORM 10-Q ______________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED March 31, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM to . Commission File Number 1-10427 Indicate by check mark whether the registrant has submitted electronically every Interacti ...

Robert Half International, Inc. (NYSE:RHI) Q1 2020 Earnings Conference Call April 23, 2020 5:00 PM ET Company Participants Keith Waddell – President and Chief Executive Officer Michael Buckley – Chief Financial Officer Conference Call Participants Mark Marcon – Baird Andrew Steinerman – JPMorgan Jeff Silber – BMO Capital Markets Kevin McVeigh – Credit Suisse Jasper Bibb – SunTrust Gary Bisbee – Bank of America Mario Cortellacci – Jefferies Seth Weber – RBC Capital Markets Ryan Leonard – Barclays David Silve ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 __________________________________________ Commission file number 1-10427 ROBERT HALF INTERNATIONAL INC. (Exact name of registrant as specified in its charter) Delaware 94-1648752 (State or other jurisdiction of incorporation or organization) (I.R.S. Employer FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE A ...

Financial Data and Key Metrics Changes - Company-wide revenues for Q4 2019 were $1.537 billion, a 4% increase from Q4 2018 on both reported and adjusted basis [7][11] - Net income per share for Q4 2019 was $0.98, up from $0.95 in Q4 2018, representing a 4% year-over-year increase [7] - Cash flow from operations was $81 million, with capital expenditures of $14 million in Q4 2019 [7] - Return on invested capital for the company was 40% in Q4 2019 [9] Business Line Data and Key Metrics Changes - Staffing revenues were $1.233 billion in Q4 2019, with US staffing revenues at $962 million (up 3% year-over-year) and non-US staffing revenues at $271 million (down 1% year-over-year) [11] - Protiviti's global revenues in Q4 2019 were $304 million, with US revenues up 17% year-over-year and non-US revenues up 3% [13] - Overall staffing gross margin decreased by 10 basis points to 44.3% compared to Q4 2018 [14] Market Data and Key Metrics Changes - The US unemployment rate held at 3.5% in December 2019, the lowest in 50 years [24] - The Vistage CEO Confidence Index improved from 85 in the prior quarter to 91.5 in Q4 2019, with 63% of CEOs planning to expand their workforce [24] Company Strategy and Development Direction - The company is focused on professional-level engagements in small and middle-market companies, leveraging its brand recognition and technology investments [27] - Protiviti's collaboration with staffing operations is seen as a key differentiator, providing a full spectrum of staffing and consulting solutions [25] - The company is investing in technology to enhance client and candidate experiences, including improvements to its website and mobile app [26][87] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's positioning, citing strong demand in the US job market and ongoing talent shortages [24][27] - The company anticipates continued strong growth in Protiviti, with expectations of maintaining double-digit growth rates [32] - Management noted that the competitive environment remains challenging, particularly in international markets, but they are optimistic about stabilization in Germany [34][90] Other Important Information - The company repurchased approximately 1 million shares for $59 million during the quarter, with 2.5 million shares remaining under the repurchase plan [8] - The company expects Q1 2020 revenues to be between $1.515 billion and $1.580 billion, with EPS guidance of $0.90 to $0.96 [21] Q&A Session Summary Question: Can you discuss the strong growth in Protiviti and its sustainability? - Management highlighted Protiviti's seven straight quarters of double-digit growth, with a strong pipeline and broad-based strength across various practice areas [32] Question: What is the outlook for international markets? - Management noted positive growth in Germany and Australia, but negative growth in France, the UK, and Canada, with expectations of continued moderation in growth rates [34] Question: How did US temp revenue perform in January? - Management indicated that US temp revenue growth picked up in January due to easier comparisons and a strong reentry point post-holidays [39][40] Question: What is the impact of AB5 on the business? - Management stated that many clients prefer to use employees over independent contractors due to uncertainty surrounding AB5, which could benefit staffing firms [110] Question: What are the expectations for CapEx in 2020? - The company expects CapEx to be in the range of $100 million to $110 million, primarily for technology investments [83]

SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ______________________ FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED September 30, 2019 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM to . Commission File Number 1-10427 ROBERT HALF INTERNATIONAL INC. (Exact name of registrant as specified in its charter) | Delaware | 94-1648752 ...