One hedge fund is doubling down on a stock many investors abandoned — here’s why the bet could pay off.On November 14, New York City-based RPD Fund Management disclosed a significant buy of ZoomInfo (GTM +0.10%), increasing its position by 725,616 shares in the third quarter, which contributed to an estimated $13.7 million position change.What HappenedAccording to a filing with the Securities and Exchange Commission dated November 14, RPD Fund Management purchased an additional 725,616 shares of ZoomInfo du ...

Core Insights - Dayforce, Inc. released a report titled "The Retirement Divide," highlighting significant disparities in retirement savings among American workers [1][3] Retirement Savings Trends - The research covers retirement savings rates, contributions from employees and employers, participation in retirement plans, and loan usage from 2021 to 2024 [2] - The report reveals that high earners are advancing while lower-income workers are falling behind, with participation rates for those earning less than $50,000 dropping from 58% to 52.9% and savings rates decreasing from 4.9% to 4.6% [6] Gender Disparities - The gap in retirement plan participation between men and women has widened to 3.9 percentage points, with participation rates at 79.9% for men and 76% for women [6] Racial Disparities - In 2024, 84.6% of white workers participated in retirement plans, compared to 61.1% of Latino workers and 68.2% of Black workers [6] - Additionally, 26.4% of Black and Latino plan participants had active loans from their accounts, versus 14.9% of white participants [6] Generational Insights - Gen Z workers have shown significant progress in retirement savings, with participation rates increasing from 64% to 68.7%, savings rates improving from 6.6% to 7.2%, and total contributions rising by 24% since 2022 [6]

Core Points - Dayforce's stockholders approved the acquisition by Thoma Bravo, marking a significant milestone in the transaction [2][3] - Approximately 88.4% of votes cast, representing 78.8% of the voting power, were in favor of the acquisition [2] - The acquisition will provide Dayforce with the opportunity to accelerate its business and drive innovation [2] Company Overview - Dayforce is a global leader in human capital management (HCM) technology, focused on improving work life for customers and employees [4] - The company offers a single AI-powered platform for HR, Pay, Time, Talent, and Analytics, benefiting organizations of all sizes [4] Acquisition Details - Under the merger agreement, Dayforce stockholders will receive US$70.00 per share in cash for each share owned [3] - The transaction is expected to close in late 2025 or early 2026, pending customary closing conditions [3] Thoma Bravo Overview - Thoma Bravo is a leading software-focused investor with approximately $181 billion in assets under management as of June 30, 2025 [5] - The firm has invested in around 535 companies over the past 20+ years, representing approximately $275 billion in enterprise value [5]

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 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].