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Alan Verkhovski

Director and Application Software Analyst at BTIG

Allan Verkhovski is a Director and Application Software Analyst at BTIG, specializing in application software research within the technology sector. He covers companies such as Confluent (CFLT), Monday.com (MNDY), Zoom (ZM), and Dayforce (DAY), with a strong performance track record including an 86% success rate on 14 ratings and average returns of 13.50% per rating over one year, highlighted by a +61% return on his Buy call on CFLT. Verkhovski joined BTIG in 2025 from Scotiabank as Associate Director, following roles at Wolfe Research on software infrastructure and applications, Wells Fargo as an Associate focusing on small- and mid-cap software, and starting his career at Piper Jaffray; he holds a BS in Computer Science with a minor in Economics from the University of California, Davis.

Alan Verkhovski's questions to Paycom Software (PAYC) leadership

Question · Q4 2025

Alan Verkhovski asked about the size and scope of Paycom's layoffs in the past month, given the strong margins, and the company's headcount trajectory for the next year in the context of increasing AI efficiencies.

Answer

CEO Chad Richison confirmed a restructuring was announced in 2025, with the company ending the year with approximately 5,800 employees. He stated that Paycom would not discuss internal employment trends or strategies beyond the number that will be reported in the Form 10-K.

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Fintool

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Question · Q4 2025

Alan Verkhovski asked about the size and scope of layoffs conducted in the past month and the company's headcount trajectory for the next year, considering increasing AI efficiencies.

Answer

CEO and President Chad Richison confirmed a restructuring last year, resulting in approximately 5,800 employees at year-end. He stated that the company would not discuss internal employment trends or strategies beyond that figure.

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Fintool

Fintool can write a report on Paycom Software logo PAYC's next earnings in your company's style and formatting