Core Insights - SS&C Technologies reported quarterly earnings of $1.57 per share, exceeding the Zacks Consensus Estimate of $1.48 per share, and showing an increase from $1.29 per share a year ago, resulting in an earnings surprise of +6.08% [1] - The company achieved revenues of $1.57 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 0.84% and up from $1.47 billion year-over-year [2] - SS&C Technologies has consistently surpassed consensus EPS estimates over the last four quarters [2] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $1.59 on revenues of $1.62 billion, and for the current fiscal year, it is $5.96 on revenues of $6.23 billion [7] - The estimate revisions trend for SS&C Technologies was favorable ahead of the earnings release, leading to a Zacks Rank 2 (Buy) for the stock, indicating expected outperformance in the near future [6] Industry Context - The Computer - Software industry, to which SS&C Technologies belongs, is currently in the top 40% of over 250 Zacks industries, suggesting a positive outlook for stocks within this sector [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

SS&C (NasdaqGS:SSNC) Q3 2025 Earnings Call October 23, 2025 05:00 PM ET Company ParticipantsRahul Kanwar - President and COOJustine Stone - Head of Investor RelationsBrian Schell - CFOBill Stone - Chairman and CEOJames Faucette - Managing DirectorAlexei Gogolev - Executive DirectorDan Perlin - Managing DirectorKevin McVeigh - Managing DirectorConference Call ParticipantsPeter Heckmann - Managing Director and Senior Equity Research AnalystJeff Schmitt - Financial Services and Technology Research AnalystPatri ...

Financial Data and Key Metrics Changes - The company reported record adjusted revenue of $1.569 billion, an increase of 7% year-over-year, and adjusted diluted earnings per share of $1.57, reflecting a 17.2% increase [5][12] - Adjusted consolidated EBITDA reached $619 million, up 9.3%, resulting in a quarterly adjusted consolidated EBITDA margin of 39.5% [5][13] - Cash from operating activities for the nine months ended September 30, 2025, was $1.101 billion, a 22% increase over the prior year [6][15] - The company returned $305 million to shareholders in Q3, including $240 million for share repurchases and $65.8 million in dividends [6][7] Business Line Data and Key Metrics Changes - The GIDS business experienced a 9% revenue growth, while GlobeOp reported a 9.6% revenue growth, contributing to the overall performance [5][12] - Financial services recurring revenue growth was 6.7% in Q3 [5] Market Data and Key Metrics Changes - The company noted strength across all alternative markets and capitalized on international opportunities, particularly in Australia and the U.S. [5][10] - The acquisition of Curo Fund Services is expected to enhance the company's presence in the African market, which is still developing compared to Europe and the U.S. [7][26] Company Strategy and Development Direction - The company aims to enhance user interfaces and client experiences as competitive differentiators, particularly through emerging technologies [10] - Intelligent automation and AI are viewed as both revenue opportunities and means to improve operational efficiency [9][10] - The company is focused on high-quality acquisitions and has recently completed the acquisition of Calastone, which adds capabilities in money markets, ETFs, and digital assets [8][7] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the fourth quarter and the remainder of the year, expecting continued strong performance [15][18] - The company anticipates revenue growth of approximately 4.5% in Q4 and has raised its full-year revenue guidance [17][18] - Management acknowledged the competitive landscape but remains confident in the company's growth trajectory despite some lost business [31][32] Other Important Information - The company is hosting its annual Deliver Conference, which will showcase its latest offerings and advancements in AI [18] - The effective non-GAAP tax rate was reported at 21.1% for the quarter [13] Q&A Session Summary Question: Contribution of Pathea to Q4 organic growth - Management expects Pathea to contribute approximately $25 million in Q4, up from $16 million in the previous year [20][21] Question: Details on organic growth mechanics - A significant portion of organic growth was attributed to a large liftout in Sydney, Australia, completed on July 1 [22][23] Question: Curo Fund Services deal attraction and revenue - The African market's potential and existing relationships with large insurers were key attractions, with Curo generating approximately $15 million in revenue [26][27] Question: Update on agentic AI implementation - The company is integrating AI across its business, enhancing existing technologies with smarter agents [28] Question: Impact of lost business from State Street - Management indicated a small impact from lost business but remains confident in overall growth [31] Question: Margin outlook with GIDS and GlobeOp growth - The company expects continued margin improvement due to strong performance from GlobeOp and efforts to enhance GIDS margins [32] Question: Seasonality of Calastone's revenue - Management stated that Calastone does not have significant seasonality that would impact overall growth rates [39] Question: M&A pipeline and Intralinks growth - Early indicators show improvement in the M&A pipeline, although revenue growth may lag behind [42] Question: Confidence in healthcare business growth - Management expressed cautious optimism about the healthcare business, highlighting its potential for large deals [43]

Financial Data and Key Metrics Changes - The company reported record adjusted revenue of $1,569 million, a 7% increase year-over-year, and adjusted diluted earnings per share of $1.57, reflecting a 17.2% increase [5][14] - Adjusted consolidated EBITDA reached $619 million, up 9.3%, with a quarterly adjusted consolidated EBITDA margin of 39.5% [5][14] - Cash from operating activities for the nine months ended September 30, 2025, was $1,101 million, a 22% increase over the prior year [6][16] Business Line Data and Key Metrics Changes - The Global Investor and Distribution Services (GIDS) business experienced a 9% revenue growth, while GlobeOp reported a 9.6% revenue growth [5][14] - Financial services recurring revenue growth was 6.7% in Q3 [6] Market Data and Key Metrics Changes - The company noted strength across all alternative markets and capitalized on international opportunities, particularly in Australia and the U.S. [5][6] Company Strategy and Development Direction - The company is focused on intelligent automation and AI as both a revenue opportunity and a means to enhance operational efficiency [11] - Recent acquisitions, including Kural Fund Services and Callistone, are aimed at expanding the company's market presence and capabilities, particularly in the African market and digital assets [8][9] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the fourth quarter, expecting continued growth and improved margins, while also acknowledging the competitive landscape [17][19] - The company anticipates revenue for 2025 to be in the range of $6,210 million to $6,250 million, with an organic revenue growth of 4.6% at the midpoint [17][18] Other Important Information - The company returned $305 million to shareholders in Q3, including share repurchases and dividends, and raised its common stock dividend by 8% to $1.8 [7][14] - The company ended Q3 with $388 million in cash and cash equivalents and $6.6 billion in gross debt, resulting in a net leverage ratio of 2.59 times [16] Q&A Session Summary Question: Contribution of Batea to Q4 organic growth - Management expects Batea to contribute approximately $25 million in Q4, up from $16 million in the previous year [22][23] Question: Mechanics behind GIDS organic growth - The organic growth was significantly driven by a large lift out completed in Sydney, Australia, and other successful lift outs [25][27] Question: Attractiveness of CuraFund services deal - The African market is still developing in fund administration, and the acquisition is expected to enhance relationships with large insurers [30][32] Question: Impact of lost business from State Street - Management indicated a small impact on revenue but emphasized that the WIP business will continue to grow [37] Question: Margin outlook with GIDS and GlobeOp growth - The strength of GlobeOp's margins contributed positively, and overall margin improvement is expected to continue [38] Question: Seasonality of Callistone's revenue - Management stated that there is no significant seasonality in Callistone's revenue that would impact growth rates [46] Question: Pipeline for Intralinks and competitive landscape - Early indicators of pipeline improvement were noted, although growth has not yet translated into improved results [48] Question: Confidence in healthcare business growth - Management expressed confidence in the healthcare business, citing strong client relationships and ongoing development efforts [50]

SS&C (NasdaqGS:SSNC) Q3 2025 Earnings Call October 23, 2025 05:00 PM ET Speaker9Thank you for standing by. My name is Greg, and I will be your conference operator today. At this time, I would like to welcome everyone to today's SS&C Technologies Q3 2025 earnings call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question and answer session. If you'd like to ask a question during this time, simply press star followed by the number one on you ...

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SS&C Technologies (NASDAQ:SSNC) Q3 2025 Earnings Results Q3 2025 HIGHLIGHTS © SS&C Technologies, Inc. 3 • Q3 2025 GAAP Revenue growth and Adjusted Revenue growth were 7.0 percent. • Q3 Adjusted Organic Revenue Growth was 5.2 percent, Financial Services Recurring Revenue Growth was 6.7 percent. • Net cash generated from operating activities of $1,101.3 million for the nine months ended September 30, 2025, up 22.1 percent compared to the same period in 2024. • Returned $305.9 million to shareholders in Q3 202 ...

Exhibit 99.1 SS&C Technologies Releases Q3 2025 Earnings Results Q3 2025 GAAP revenue $1,568 million, up 7.0%, Fully Diluted GAAP Earnings Per Share $0.83, up 27.7% Record adjusted revenue $1,569 million, up 7.0%, Adjusted Diluted Earnings Per Share $1.57, up 17.2% WINDSOR, CT, October 23, 2025 (BUSINESS WIRE) -- SS&C Technologies Holdings, Inc. (NASDAQ: SSNC), a global provider of investment, financial and healthcare software and software-enabled services, today announced its financial results for the thir ...

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Core Insights - The discussion emphasizes the need for a more holistic approach to retirement planning, allowing for adjustments in enrollments and asset allocations as life events occur [1][3] - There is recognition of advancements in the retirement industry over the past 40 years, including auto-enrollment and auto-increase features [2] - The integration of group insurance benefits with retirement planning is highlighted, particularly the importance of individual life insurance in the overall retirement strategy [3] Group Benefits and Retirement Planning - The conversation explores the connection between group benefits and retirement benefits, suggesting that streamlining the enrollment process can enhance overall retirement planning [4][5] - The need for employee engagement during their employment is crucial for understanding the benefits they are purchasing and how these can aid in retirement [3] Technology and User Experience - SS&C Technologies advocates for a unified dashboard that consolidates various benefits, including retirement accounts and medical coverage, to improve user experience [6][7] - The potential for integrating external 401(k) accounts and IRAs into a single view is discussed, addressing the reality that employees often change jobs multiple times throughout their careers [8][9] - The technology exists to link external accounts to provide a comprehensive view of an employee's financial situation, facilitating better decision-making [10] Industry Engagement and Partnerships - There is growing interest from retirement providers in leveraging new technologies to enhance consumer experience, although some providers are cautious about relinquishing control to third parties [12][13][14] - The deployment of these technologies is not expected to be a significant challenge, as existing systems can be adapted to integrate with new solutions [16][17]