就业市场表现 - 6月非农就业报告超预期 新增就业岗位147,000个 远超经济学家预期的110,000个 且为连续第11个月超出预期 [1] - 失业率从4.2%降至4.1% 低于预期的4.3% 平均时薪环比增长0.2% 同比增长3.7% [1] - 联邦政府裁员7,000个岗位 但州政府新增47,000个岗位 社会援助岗位增加19,000个 [6] 薪酬软件公司表现 - Paylocity Holding Corporation(PCTY)股价上涨超2% Dayforce(DAY)上涨1% 两家公司均获Zacks Rank 3评级 提供云端薪酬管理等HCM解决方案 [2] - Paychex(PAYX)股价微涨 获Zacks Rank 2评级 预计未来将保持稳定增长 最近30天2025和2026财年EPS预期小幅上调 [3] Maximus投资价值 - Maximus(MMS)股价较52周高点下跌21% 周四下跌0.5% 但获Zacks Rank 1评级 远期市盈率仅11倍 显示被低估 [5] - 最近60天2025财年EPS预期上调7% 2026财年EPS预期上调4% 政府健康服务业务受短期裁员影响但可能反应过度 [5][6] 财务数据 - Paychex最新季度EPS为1.39美元 下一季度1.48美元 当前财年6.49美元 下一财年6.27美元 过去60天2025财年EPS从6.08上调至6.49 [8]

品牌重塑与战略调整 - 公司将旗下针对中小企业的薪酬和人力资源解决方案重新命名为Powerpay by Dayforce，强调新的战略方向[1] - 品牌重塑旨在持续满足加拿大超过46,000家客户的独特需求[1] - 公司CEO表示Powerpay专为简化合规流程设计，帮助中小企业主节省时间并聚焦核心业务[3] 中小企业市场定位 - 中小企业是加拿大经济核心，每年贡献数十亿加元GDP并构成商业主体[2] - 当前中小企业面临数百项年度法规变更，需应对持续变化的合规环境[2] - Powerpay提供简单可靠工具确保薪酬准确合规，支持企业专注增长[2][3] 产品功能升级 - 新版Powerpay优化用户体验，增强工时追踪和薪酬计算功能[4] - 新增"新员工助手"和"批量自助注册"功能，简化入职流程和日常管理任务[4] - 客户案例显示平台能高效处理多批次薪酬，确保准确性和时效性[5] 管理层变动 - Behrad Bayanpour被任命为Powerpay总经理，原任公司战略与增长高级副总裁[6] - 新管理层将推动销售、产品、工程和服务协同，强化解决方案可靠性[6] - 管理层强调平台不仅是工具，更是助力中小企业增长的合作伙伴[7] 公司背景 - Dayforce是全球领先人力资本管理技术提供商，服务数千客户和数百万员工[8] - 其AI驱动平台整合HR、薪酬、考勤、人才和数据分析功能[8] - 解决方案帮助各类规模企业释放员工潜力并创造可量化价值[8]

TORONTO, July 02, 2025 (GLOBE NEWSWIRE) -- Dayforce, Inc. (NYSE: DAY; TSX: DAY), a global human capital management (HCM) leader that makes work life better, today announced the rebranding of its payroll and HR solution for Canadian small and mid-sized businesses (SMBs) as Powerpay by Dayforce, signaling a renewed strategic focus and ongoing commitment to meeting the unique and evolving needs of its more than 46,000 customers across Canada. SMBs drive Canada's economy, contributing billions to its GDP each y ...

Dayforce (DAY) 2025 Conference June 10, 2025 09:05 AM ET Speaker0 And I'm Siti Panigrai, software analyst here at Visio. Welcome you all to Visio Technology Conference twenty twenty five, and it's my great pleasure to welcome Jeremy Johnson, CFO of Dayforce. Jeremy, welcome to the conference. Speaker1 Thank you, Siddi. Thanks for having me. Speaker0 And it's been like you joined, Dayforce, I remember, 2012. You played a key role during IPO in 2018 and back in CFO role last eighteen months. Hope you're enjoy ...

Dayforce (DAY) 2025 Conference June 09, 2025 12:15 PM ET Speaker0 All right. Well, good afternoon, everyone. Thanks for joining BMO Software event today. Really appreciate all of your time. Next up, we have human capital management and payroll software provider, Dayforce. And I'm very excited to have Jeremy Johnson, who's the CFO with us today. Jeremy, thanks for joining. Speaker1 Thanks for having me, Dan. It's good to see you. Speaker0 Great. Thank you so much. So in terms of logistics, this will be the s ...

LONDON, May 14, 2025 (GLOBE NEWSWIRE) -- Dayforce, Inc. (NYSE: DAY; TSX: DAY), a global human capital management (HCM) leader that makes work life better, today announced that Hubexo, a global leader in construction data and technology, has selected Dayforce to consolidate its disparate HR systems, provide a single source of truth for its people operations, and deliver a best-in-class offering to colleagues around the world. Hubexo will leverage the Dayforce™ platform, including Time and Attendance, Reporti ...

纪要涉及的公司 Dayforce，一家人力资本管理软件公司，年收入约19.5亿美元，拥有约7000个客户和700万用户 [4][5] 纪要提到的核心观点和论据 产品优势与愿景 - **愿景**：以合规为核心，在单一应用程序中提供完整的人才套件，覆盖整个人力资本管理套件 [7] - **差异化优势** - **连续实时计算引擎**：工资和时间在同一系统，可在活跃工资期进行检查，无需等待时间系统关闭，与其他公司不同 [8] - **全HCM套件**：引入Joe Corneabel提升人才能力，成为Gartner魔力象限人才企业解决方案领导者，Q1主要市场和企业级市场的全套件交易占比高 [10][11] - **Managed服务**：充当公司的薪资部门，每员工每月可额外获得10 - 12美元收入，Q1管理服务收入增长70%，毛利率接近80% [12][13] - **数据优势**：单一应用程序具有数据优势，可进行分析、仪表盘展示和使用AI助手，结合代理方法，未来每员工每月可额外获得10 - 12美元收入 [14] 销售增长原因 - **销售策略转变**：从强调技术解决复杂性危机转变为“12合1简化”，展示投资回报率，得到客户认可 [21][22] - **销售峰会效果好**：将客户和潜在客户聚集在一起，客户分享经验，CEO进行产品演示，促进销售 [23][25] - **销售团队提升**：引入Sam Alcarat提升销售团队水平，加强交易审查和纪律，提高胜率 [26][27] 预订与收入增长关系 - **预订增长情况**：Q4和今年上半年预订量增长约40%，预计未来仍有较好增长 [19] - **收入增长滞后原因**：目前实施的是过去销售的项目，之前的销售信息不被认可，且推动了大量复杂的全球交易，实施时间长。但当前主要市场和基于客户的销售转化为收入更可预测、更快 [31][32] - **未来收入增长预期**：预订增长不会使收入同比增长40%，但会带来一定的增长，预计今年下半年和明年开始显现，对2026 - 2027年的收入增长有信心 [35] 宏观环境影响 - **就业增长**：预计今年就业增长相对温和，实际增长约1%或略低，对整体收入增长构成逆风 [38] - **关税影响**：未看到关税对就业水平的直接影响 [38] HCM扩张情况 - **业务拓展**：从合规核心业务扩展到人才管理，包括招聘、学习管理、绩效管理、薪酬管理等，附加销售同比增长30% [42][44] - **全套件交易**：Q1企业级市场所有交易均为全套件交易，主要市场交易几乎100%为全套件交易 [11][48] - **人才管理作用**：产品可帮助客户以更高的比率入职和留住员工，Dayforce钱包可提高员工参与度和留存率 [50][51] 财务目标与策略 - **财务目标**：实现持久的收入增长、提高盈利能力和现金流，目标是达到10亿美元的自由现金流和50亿美元的收入 [59][61] - **财务简化措施**：终止定义福利养老金计划，简化损益表和收入分类，提高财务报表的可比性和简单性 [58][59][60] - **自由现金流扩张**：今年将自由现金流利润率从9.7%扩大到12%，尽管面临浮动收入减少、重组费用和养老金终止费用等逆风，但对实现自由现金流扩张有信心 [61][62][64] 其他重要但是可能被忽略的内容 - **Dayforce钱包**：允许员工在活跃工资期计算和访问已赚工资，最初采用塑料卡方式，今年推出直接到银行的方式，收费3.5美元，采用情况良好 [52][53][54] - **行业裁员原因**：AI自动化使各岗位人员工作效率提高，可减少人员需求，如入门级开发人员和客户支持团队人员 [66][67]

Dayforce (DAY) Q1 2025 Earnings Call May 07, 2025 08:00 AM ET Company Participants David Niederman - VP - Investor RelationsDavid Ossip - Chairman, CEOJeremy Johnson - Executive VP & CFOSiti Panigrahi - Managing DirectorScott Berg - Managing DirectorMark Murphy - MD - Software ResearchKevin McVeigh - Managing DirectorSamad Samana - Managing DirectorRaimo Lenschow - Managing DirectorRyan Krieger - VP - Software Equity ResearchBrad Reback - Managing DirectorBhavin Shah - Director - Software Equity ResearchAll ...

Dayforce (DAY) Q1 2025 Earnings Call May 07, 2025 08:00 AM ET Speaker0 Greetings, and welcome to the Dayforce First Quarter twenty twenty five Earnings Conference Call and Webcast. At this time, participants are in a listen only mode. As a reminder, this conference is being recorded. It's now my pleasure to turn the call over to David Nederman, Vice President, Investor Relations. David, please go ahead. Speaker1 Thank you for joining, and welcome to the Dayforce First Quarter twenty twenty five Earnings Cal ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly reporting period ended March 31, 2025 ☐ 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 001-38467 Dayforce, Inc. (Exact name of registrant as specified in its charter) Delaware 46-3231686 (State or Other Ju ...