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].

Core Insights - The report highlights a significant gap in AI training and adoption between executives and employees, with 87% of executives using AI compared to only 27% of workers [1][7] - A majority of employees (71%) have not received AI training in the past year, despite 63% acknowledging the importance of developing AI skills [7] - There is a pressing need for organizations to implement clear strategies for AI training and career mobility to avoid creating a two-tier workforce [2][5] AI Adoption and Impact - AI is reshaping HR functions, with leaders reporting measurable impacts in areas such as HR automation (71%), internal mobility (71%), and learning and reskilling (69%) [4] - The research indicates that while executives feel prepared for AI, there is a confidence gap as only 24% of frontline employees feel the same [5][7] Training and Reskilling - A significant disparity exists in perceptions of reskilling, with 82% of executives believing in the necessity of reskilling workers affected by AI, yet only 17% of employees report that their organizations are currently doing so [7] - The report emphasizes the importance of aligning human potential with technological advancements to fully realize the value of AI [2] Trust and Governance - Ethical concerns regarding AI are prevalent, with 58% of employees recognizing challenges, yet only 26% of organizations have dedicated oversight for responsible AI use [7] - Executives are more likely to trust their employers to use AI responsibly compared to workers and managers, indicating a potential trust gap within organizations [7]

Core Insights - Dayforce, Inc. is hosting its flagship Dayforce Discover conference from October 6-9, 2025, at Wynn Las Vegas, with options for both in-person and virtual attendance [1][8] - The conference aims to foster transformative innovation in the HR sector, providing attendees with insights and solutions to enhance workforce management [2][7] Company Overview - Dayforce is a global leader in human capital management (HCM) technology, focusing on improving work life for customers and employees through its AI-powered platform [6] - The platform integrates various HR functions, including HR, Pay, Time, Talent, and Analytics, enabling organizations to maximize workforce potential [6] Conference Highlights - The conference will feature keynotes from industry leaders, including an Innovation Keynote by Dayforce's CEO David Ossip and a guest AI Keynote by Salman Khan, founder of Khan Academy [7] - Attendees will gain insights into the latest innovations in AI and their applications in the workplace, as well as discussions on creating joyful workplace cultures led by Tracee Ellis Ross [7] Partner Network - The Dayforce Partner Network connects customers with expertise and solutions to enhance the value of the Dayforce platform, featuring over 70 partner organizations [4]

Core Insights - Dayforce, Inc. has been recognized as a Leader in the 2025 Gartner Magic Quadrant for HCM Suites for 1,000+ Employees Enterprises for the sixth consecutive year, highlighting its strong Ability to Execute and Completeness of Vision [1][3] Company Overview - Dayforce operates globally across North America, Europe, the Middle East, Africa, and Asia-Pacific, providing a single AI-powered people platform for HR, Pay, Time, Talent, and Analytics [2] - The company serves over 6,980 customers, including notable organizations such as OTG Management, Swissport, Orica, and the Kansas City Chiefs [2] Strategic Focus - Dayforce aims to simplify operational complexities for its customers, emphasizing the importance of operational efficiency and the effective use of AI to enhance productivity [3] - The platform offers organizations a single source of truth for people data, enabling real-time insights and data-driven decision-making [3] Value Proposition - The AI-powered platform is designed to help businesses maximize workforce productivity, operate confidently, and achieve quantifiable value [3][7] - Dayforce's commitment to improving work life for its customers and their employees is reinforced by its consistent recognition in the Gartner Magic Quadrant [3]

Core Insights - Dayforce has been recognized as a Leader in the 2025 Gartner Magic Quadrant for HCM Suites for enterprises with over 1,000 employees, marking the sixth consecutive year of this recognition due to its Ability to Execute and Completeness of Vision [1][3] Company Overview - Dayforce operates globally across North America, Europe, the Middle East, Africa, and Asia-Pacific, providing a single AI-powered platform for HR, Pay, Time, Talent, and Analytics [2] - The company serves over 6,980 customers, including notable organizations such as OTG Management, Swissport, Orica, and the Kansas City Chiefs [2] Strategic Focus - Dayforce aims to simplify operations for its customers in a complex global landscape, emphasizing the importance of operational efficiency and the effective use of AI to enhance productivity [3] - The platform offers organizations a single source of truth for people data, enabling real-time insights and data-driven decision-making [3] Value Proposition - The AI-powered platform is designed to maximize workforce productivity, instill confidence in operations, and deliver quantifiable value to businesses [3][7]

Core Insights - Apple has achieved remarkable success through continuous innovation and a strong product lineup, including the iPhone, MacBook, AirPods, and Watch, alongside popular services like Music, Pay, and TV+ [1] - The company's long-term share-price gains have been complemented by regular dividend payments to investors, with a current quarterly dividend of $0.26 per share [2][4] - Apple has a history of increasing dividends, having doubled its quarterly per-share payout over the past decade, and is expected to continue this trend [5] Financial Performance - In Q3 2025, Apple reported a net profit margin of 24.9%, showcasing its strong earnings power [6] - The company generated significant free cash flow, amounting to tens of billions of dollars each quarter, allowing for substantial capital returns to investors [6] - Apple spent $3.9 billion on dividends and $21 billion on share repurchases in the latest fiscal quarter, indicating a strong commitment to returning capital to shareholders [5] Investment Considerations - To achieve $10,000 in annual passive income from dividends, an investor would need approximately 9,615 shares, equating to nearly $2.2 million based on a stock price of $226.01 [4] - The stock's dividend yield stands at 0.46%, which may not be particularly attractive, but there is minimal risk of discontinuation of the dividend payout [7]

Core Viewpoint - Dayforce, a leader in human capital management technology, has agreed to be acquired by Thoma Bravo in an all-cash transaction valued at US$12.3 billion, providing stockholders with US$70 per share, a 32% premium over the unaffected share price prior to the announcement [1][2]. Company Overview - Dayforce is recognized for its commitment to improving work life and aims to enhance customer value and AI leadership in the HCM sector through this acquisition [3][4]. - The company operates a single AI-powered platform that supports various HR functions, benefiting thousands of customers and millions of employees globally [7]. Transaction Details - The acquisition is expected to close in early 2026, pending stockholder approval and regulatory clearances. Post-transaction, Dayforce will no longer be publicly traded [5]. - The transaction includes a significant minority investment from the Abu Dhabi Investment Authority [2]. Strategic Intent - Thoma Bravo aims to leverage Dayforce's differentiated platform and global scale to accelerate growth and innovation in the HCM market, particularly in the context of AI advancements [4][8]. - Dayforce's leadership believes the transaction will deliver immediate and substantial value to its stockholders while enhancing its operational capabilities [3]. Advisory and Financing - Evercore is the exclusive financial advisor for Dayforce, while Goldman Sachs & Co. LLC is providing financing for the transaction. Thoma Bravo is advised by J.P. Morgan Securities LLC [6].

Core Viewpoint - Dayforce, Inc. is set to release its second quarter 2025 earnings on August 6, 2025, and will participate in several upcoming investor conferences [1][2][4]. Earnings Release - The financial results for the second quarter of 2025 will be announced before the market opens on August 6, 2025 [2]. - A live webcast and conference call will be held at 8:00 a.m. Eastern Time on the same day to discuss the financial results [3]. Investor Conferences - Dayforce management will participate in multiple investor conferences, including: - KeyBanc Capital Markets Technology Leadership Forum on August 11, 2025 [7]. - Deutsche Bank Technology Conference on August 28, 2025 [7]. - Citi Global TMT Conference on September 3, 2025 [7]. - Wolfe Research TMT Conference on September 10, 2025 [7]. - Webcasts and replays of the presentations will be available on the Dayforce Investor Relations website [4]. Company Overview - Dayforce is a global leader in human capital management (HCM) technology, focusing on improving work life for customers and employees [5]. - The company offers a single AI-powered platform for HR, Pay, Time, Talent, and Analytics, enabling organizations to unlock workforce potential and realize quantifiable value [5].

Core Insights - The report by Dayforce highlights that 88% of respondents experience friction in their work environment, which includes ineffective communication, complicated processes, and lack of resources [1][2] - A significant majority (84%) of respondents have faced organizational change in the past year, indicating a need for leaders to simplify processes to enhance productivity [2][3] Friction Types - **Staffing Friction**: 65% of workers report that when someone is absent, there is often no coverage for their work. Middle managers identify workforce scheduling (36%) and labor forecasting (31%) as major challenges [6] - **Agility Friction**: Over half (51%) of respondents believe they could add more value in different roles, yet only 43% say their organization has a structured upskilling process [6] - **Change Friction**: 52% of respondents feel that organizational changes negatively impact efficiency, and only 44% rate their organization as effective in communicating changes [6] - **Technology Friction**: 69% of respondents feel their organization uses too many technology platforms, and 66% believe that new technologies often reduce efficiency [6] Survey Methodology - The survey was conducted by Hanover Research from April 14 to May 1, 2025, involving 6,178 respondents from companies with at least 100 employees across multiple countries [4][5]

Financial Performance - Q1 2025 - Total revenue increased by 21% year-over-year to $80.7 million[40] - Total platform revenue increased by 20% year-over-year to $79.2 million[40] - Non-GAAP operating income was $11.5 million, representing 14% of total revenue, compared to $5.6 million, or 8% of total revenue in the previous year[40] - Average Revenue Per Unit (ARPU) increased by 12% year-over-year to approximately $911[40] - Active locations increased by 8% year-over-year to approximately 88,000, an increase of approximately 2,000 from the previous quarter[40] Key Metrics and Growth - The company has a highly retentive customer base of over 750 brands and 88,000 locations[12] - Dollar-based Net Revenue Retention (NRR) was 111%[34, 40] - Gross Merchandise Volume (GMV) for 2024 reached $29 billion[14] - Gross Payment Volume (GPV) for 2024 was $2.8 billion[14] Market and Strategy - The US food-away-from-home market is a $1.5 trillion+ industry with increasing digital transactions[12, 16] - Olo's three product suites create a guest data "flywheel" to help drive profitable traffic through personalization[12] - The company is positioned to accelerate gross profit growth through scaling Olo Pay and ramping newer SaaS solutions[12]