Earnings summaries and quarterly performance for Dayforce.
Executive leadership at Dayforce.
David Ossip
Chief Executive Officer
Jeffrey Jacobs
Head of Accounting and Financial Reporting and Principal Accounting Officer
Jeremy Johnson
Executive Vice President, Chief Financial Officer
Joseph Korngiebel
Executive Vice President, Chief Strategy, Product, and Technology Officer
Samer Alkharrat
Executive Vice President, Chief Revenue Officer
Stephen Holdridge
President and Chief Operating Officer
William McDonald
Executive Vice President, Chief Legal and Compliance Officer, and Corporate Secretary
Board of directors at Dayforce.
Research analysts who have asked questions during Dayforce earnings calls.
Brad Reback
Stifel
4 questions for DAY
Mark Marcon
Baird
4 questions for DAY
Mark Murphy
JPMorgan Chase & Co.
4 questions for DAY
Scott Berg
Needham & Company, LLC
4 questions for DAY
Bhavin Shah
Deutsche Bank
3 questions for DAY
Daniel Jester
BMO Capital Markets
3 questions for DAY
Kevin McVeigh
Credit Suisse Group AG
3 questions for DAY
Raimo Lenschow
Barclays
3 questions for DAY
Samad Samana
Jefferies
3 questions for DAY
Sitikantha Panigrahi
Mizuho
3 questions for DAY
Steven Enders
Citigroup Inc.
3 questions for DAY
Aleksandr Zukin
Wolfe Research
2 questions for DAY
Jared Levine
TD Cowen
2 questions for DAY
Jason Celino
KeyBanc Capital Markets
2 questions for DAY
Michael Turrin
Wells Fargo
2 questions for DAY
Alex Zukin
Wolfe Research LLC
1 question for DAY
Allan Verkhovski
Scotiabank
1 question for DAY
Jake Roberge
William Blair & Company, L.L.C
1 question for DAY
Ryan Krieger
Wolfe Research
1 question for DAY
Sheldon McMeans
Barclays
1 question for DAY
Siti Panigrahi
Mizuho Securities
1 question for DAY
Steve Enders
Citigroup
1 question for DAY
Zane Meehan
KeyBanc Capital Markets Inc.
1 question for DAY
Recent press releases and 8-K filings for DAY.
- 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.
- 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.
- 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.
- 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..
- 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.
- 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.
- 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.
- Dayforce, Inc. (NYSE:DAY) (TSX:DAY) is scheduled to release its third quarter 2025 financial results on Wednesday, October 29, 2025, after the close of regular market trading.
- Due to a definitive agreement to be acquired by affiliates of Thoma Bravo on August 20, 2025, Dayforce will not host an earnings conference call or webcast for its third quarter fiscal 2025 results.
- The company also confirmed it will not provide forward-looking guidance.
- Earnings materials will be publicly available on the Investor Relations page of Dayforce’s website.
- Dayforce is embedding AI intrinsically into its core platform architecture, focusing on quantifiable business outcomes and a single unified data architecture to support these advancements.
- The company employs a three-tier AI strategy: democratizing AI with tools like ChatGPT Enterprise for all employees, integrating AI agents into role-specific software, and driving organizational transformation.
- Customers, including On The Good, Allan Verkhovski, and BCU Credit Union, are already using the Dayforce AI Assistant, reporting a more seamless employee experience and hundreds and thousands of hours saved.
- Internally, Dayforce's HR department utilizes AI within the Dayforce platform to enhance employee pulse surveys, compensation analysis, recruiting processes, and training content creation, aiming to improve efficiency and employee development.
- Market data highlights challenges in AI adoption, with an MIT study showing 95% of generative AI pilots fail to deliver measurable business value due to non-technical factors, and Dayforce's survey revealing 71% of people lack AI training despite 63% viewing AI as critical for career growth.
- Dayforce unveiled significant advancements in its AI People Platform at Discover 2025, including an enhanced AI Assistant with broader integrations and the new AI Agent Connector.
- Key new product launches include Dayforce AI Workspace for collaborative AI-driven tasks like compliance monitoring and manager training, and Dayforce Strategic Workforce Planning, an AI-powered organizational design and forecasting tool available now.
- The company reported robust financial performance, achieving a 26% compounded annual growth rate since 2018 and projecting nearly $2 billion in total revenue this year, while maintaining the highest customer retention rate and being recognized as an HCM leader by Gartner for the sixth consecutive year.
- Dayforce also emphasized its commitment to compliance, supporting over 200 countries and making over 750 regulatory updates this year, alongside introducing faster payroll processing (up to 40% quicker) and the Pay Clarity Agent for employee pay transparency.
Quarterly earnings call transcripts for Dayforce.
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