Sign in

You're signed outSign in or to get full access.

Dayforce (DAY)

--

Earnings summaries and quarterly performance for Dayforce.

Research analysts who have asked questions during Dayforce earnings calls.

BR

Brad Reback

Stifel

4 questions for DAY

Also covers: ASUR, CFLT, DDOG +10 more
MM

Mark Marcon

Baird

4 questions for DAY

Also covers: ADP, AMN, ASGN +13 more
MM

Mark Murphy

JPMorgan Chase & Co.

4 questions for DAY

Also covers: ADBE, AKAM, CFLT +23 more
Scott Berg

Scott Berg

Needham & Company, LLC

4 questions for DAY

Also covers: AMPL, BILL, BRZE +23 more
BS

Bhavin Shah

Deutsche Bank

3 questions for DAY

Also covers: ADSK, CLBT, EVCM +4 more
DJ

Daniel Jester

BMO Capital Markets

3 questions for DAY

Also covers: ADP, BL, INTU +11 more
KM

Kevin McVeigh

Credit Suisse Group AG

3 questions for DAY

Also covers: ACN, ADP, ALIT +15 more
Raimo Lenschow

Raimo Lenschow

Barclays

3 questions for DAY

Also covers: APPN, BASE, BIGC +35 more
SS

Samad Samana

Jefferies

3 questions for DAY

Also covers: ADP, ALRM, AUDC +19 more
SP

Sitikantha Panigrahi

Mizuho

3 questions for DAY

Also covers: ADSK, BSY, CDNS +13 more
SE

Steven Enders

Citigroup Inc.

3 questions for DAY

Also covers: APPN, ASAN, BL +14 more
AZ

Aleksandr Zukin

Wolfe Research

2 questions for DAY

Also covers: ADBE, DOCU, FIG +20 more
JL

Jared Levine

TD Cowen

2 questions for DAY

Also covers: ADP, ASUR, G +6 more
Jason Celino

Jason Celino

KeyBanc Capital Markets

2 questions for DAY

Also covers: ADSK, AZPN, BSY +12 more
MT

Michael Turrin

Wells Fargo

2 questions for DAY

Also covers: ADBE, ADSK, CFLT +29 more
AZ

Alex Zukin

Wolfe Research LLC

1 question for DAY

Also covers: ADBE, ASAN, CFLT +25 more
AV

Allan Verkhovski

Scotiabank

1 question for DAY

Also covers: AGYS, ASAN, INTU +6 more
JR

Jake Roberge

William Blair & Company, L.L.C

1 question for DAY

Also covers: ADBE, APPN, ARCT +13 more
Ryan Krieger

Ryan Krieger

Wolfe Research

1 question for DAY

Also covers: BL, OS, WK
Sheldon McMeans

Sheldon McMeans

Barclays

1 question for DAY

Also covers: PATH, PCTY, TDC
SP

Siti Panigrahi

Mizuho Securities

1 question for DAY

Also covers: ADSK, BSY, CDNS +15 more
SE

Steve Enders

Citigroup

1 question for DAY

Also covers: APPN, ASAN, BL +11 more
Zane Meehan

Zane Meehan

KeyBanc Capital Markets Inc.

1 question for DAY

Also covers: PAYC, PRO

Recent press releases and 8-K filings for DAY.

Dayforce Acquisition Completed by Thoma Bravo
DAY
M&A
Delisting/Listing Issues
Takeover Bid
  • Thoma Bravo completed its acquisition of Dayforce, Inc. on February 4, 2026, for approximately US$12.3 billion.
  • Dayforce stockholders received US$70.00 per share in cash for each share of common stock they owned.
  • Following the completion of the transaction, Dayforce's common stock has ceased trading and will be delisted from the New York Stock Exchange and the Toronto Stock Exchange.
1 day ago
Dayforce Announces Receipt of Regulatory Approvals for Merger
DAY
M&A
  • Dayforce, Inc. has received all required regulatory approvals for its merger agreement.
  • The company expects the merger to close in the next five (5) business days, subject to the satisfaction or waiver of closing conditions.
  • The merger agreement was initially entered into on August 20, 2025, with Dayforce Bidco, LLC and Dawn Acquisition Merger Sub, Inc..
3 days ago
Token Security Reports Strong 2025 Growth and Funding
DAY
New Projects/Investments
Revenue Acceleration/Inflection
Product Launch
  • Token Security achieved strong market momentum and triple-digit growth in 2025, driven by enterprise AI adoption and continuous product innovation in identity-first AI security.
  • The company closed a $20M Series A funding round in 2025, validating the market need for dedicated governance of non-human identities and AI agents.
  • In 2025, Token Security delivered market-first innovations for AI agent and machine identity management, published the AI Security Guide, launched Token Research, and was recognized as one of The Information's "50 Most Promising Startups".
Jan 14, 2026, 2:02 PM
Dayforce Stockholders Approve Acquisition by Thoma Bravo
DAY
M&A
Proxy Vote Outcomes
Takeover Bid
  • Dayforce stockholders approved the acquisition of the company by Thoma Bravo at a special meeting held on November 12, 2025.
  • Approximately 88.4% of votes cast, representing 78.8% of the voting power, voted in favor of the acquisition.
  • The transaction is expected to close in late 2025 or early 2026, with stockholders receiving US$70.00 per share in cash for every share of common stock owned.
Nov 12, 2025, 5:06 PM
Dayforce Stockholders Approve Merger Agreement
DAY
M&A
Proxy Vote Outcomes
  • At a Special Meeting of Stockholders held on November 12, 2025, Dayforce's merger agreement proposal to adopt the agreement and plan of merger dated August 20, 2025, by and among Dayforce Inc., Dawn Bidco LLC, and Dawn Acquisition Merger Sub Inc., was approved.
  • The advisory compensation proposal, concerning compensation for named executive officers in connection with the merger, also passed.
  • A quorum was present at the meeting, with approximately 89% of the 159,957,342 votes outstanding on the record date of September 25, 2025, being represented.
Nov 12, 2025, 4:00 PM
Dayforce Stockholders Approve Merger Agreement
DAY
M&A
Proxy Vote Outcomes
Executive Compensation
  • Dayforce Inc. stockholders approved the merger agreement dated August 20, 2025, with Dawn Bidco LLC and Dawn Acquisition Merger Sub Inc. at a special meeting held on November 12, 2025.
  • Approximately 89% of the 159,957,342 outstanding votes were represented at the meeting, establishing a quorum.
  • The advisory compensation proposal for named executive officers related to the merger also passed.
Nov 12, 2025, 4:00 PM
Dayforce Stockholders Approve Merger Agreement
DAY
M&A
Proxy Vote Outcomes
  • Dayforce held a special meeting of stockholders on November 12, 2025, with a quorum of 89% of the 159,957,342 outstanding votes present.
  • Stockholders approved the merger agreement proposal and the advisory compensation proposal.
  • The merger agreement, dated August 20, 2025, is between Dayforce Inc., Dawn Bidco LLC, and Dawn Acquisition Merger Sub Inc..
Nov 12, 2025, 4:00 PM
Dayforce, Inc. Provides Merger Update and Supplemental Disclosures
DAY
M&A
Legal Proceedings
Proxy Vote Outcomes
  • Dayforce, Inc. entered into an Agreement and Plan of Merger with Dawn Bidco, LLC on August 20, 2025, under which Dayforce will become a wholly owned subsidiary.
  • A special meeting of stockholders is scheduled for November 12, 2025, to vote on the adoption and completion of the Merger.
  • The company is facing litigation from purported stockholders alleging disclosure deficiencies regarding the Merger and is voluntarily providing supplemental disclosures to avoid delays.
  • Financial analyses by Evercore indicated implied equity values per share ranging from $46.01 to $75.00, compared to the merger consideration of $70.00 per share.
Nov 5, 2025, 9:31 PM
Dayforce Reports Q3 2025 Financial Results Amidst Acquisition Plans
DAY
Earnings
M&A
  • Dayforce reported a 10% increase in total revenue to $482 million and a 14% rise in recurring revenue to $333 million for Q3 2025.
  • The company posted a net loss of $196.8 million in Q3 2025, a reversal from the prior year, largely due to restructuring costs related to its pending acquisition.
  • Operationally, Dayforce improved its adjusted EBITDA to $147.3 million and achieved an adjusted EBITDA margin of 30.6% in Q3 2025.
  • The pending acquisition by private equity firm Thoma Bravo, expected to close in late 2025 or early 2026, has faced criticism from Dayforce's largest shareholder regarding its valuation.
Oct 30, 2025, 2:56 AM
Dayforce Reports Third Quarter 2025 Results and Provides Update on Thoma Bravo Acquisition
DAY
Earnings
M&A
Guidance Update
  • Dayforce reported total revenue of $481.6 million for the third quarter of 2025, an increase of 9.5% year-over-year, with Dayforce recurring revenue, excluding float, growing 14.0% to $333.0 million.
  • The company posted a net loss of $196.8 million and a diluted net loss per share of $1.23 for Q3 2025, compared to net income of $2.0 million and diluted net income per share of $0.01 in the prior year period. Adjusted diluted net income per share was $0.37.
  • Dayforce announced that affiliates of Thoma Bravo will acquire the company for $70.00 per share in cash, representing a total enterprise value of approximately $12.3 billion. The transaction is expected to close in late 2025 or early 2026.
  • Due to the pending Thoma Bravo Transaction, Dayforce will not be providing forward-looking guidance.
Oct 29, 2025, 8:18 PM