Earnings summaries and quarterly performance for SS&C Technologies Holdings.
Executive leadership at SS&C Technologies Holdings.
Board of directors at SS&C Technologies Holdings.
Research analysts who have asked questions during SS&C Technologies Holdings earnings calls.
Daniel Perlin
RBC Capital Markets
6 questions for SSNC
Also covers: AFRM, BR, FLYW +9 more
KM
Kevin McVeigh
Credit Suisse Group AG
6 questions for SSNC
Also covers: ACN, ADP, ALIT +15 more
PH
Peter Heckmann
D.A. Davidson
6 questions for SSNC
Also covers: ACIW, ALIT, BR +11 more
AG
Alexei Gogolev
JPMorgan Chase & Co.
4 questions for SSNC
Also covers: ALKT, BABA, BSY +14 more
AS
Andrew Schmidt
Citigroup Inc.
3 questions for SSNC
Also covers: ALKT, BILL, CWAN +15 more
JS
Jeffrey Schmitt
William Blair
3 questions for SSNC
Also covers: AIZ, AMP, CBOE +8 more
JS
Jeff Schmitt
William Blair & Company, L.L.C.
3 questions for SSNC
Also covers: AIZ, AMP, FRGE +8 more
Michael Infante
Morgan Stanley
3 questions for SSNC
Also covers: ADP, BR, CWAN +7 more
PO
Patrick O'Shaughnessy
Raymond James
3 questions for SSNC
Also covers: AMTD, BR, CBRE +7 more
ST
Surinder Thind
Jefferies Financial Group
3 questions for SSNC
Also covers: ASGN, CLVT, CSGP +25 more
ES
Eleanor Smith
JPMorgan Chase & Co.
2 questions for SSNC
Also covers: CWAN, GDDY, IOT +1 more
JF
James Faucette
Morgan Stanley
2 questions for SSNC
Also covers: ACN, ADP, AFRM +24 more
Recent press releases and 8-K filings for SSNC.
SS&C GlobeOp Reports December 2025 Forward Redemption Indicator
SSNC
Demand Weakening
Guidance Update
- The SS&C GlobeOp Forward Redemption Indicator for December 2025 measured 2.35%, marking a decrease from 2.43% in November 2025 and 3.54% reported for the same period a year ago.
- Bill Stone, Chairman and CEO of SS&C Technologies, noted that despite emerging market headwinds like slowing growth and historically high valuations, the company anticipates robust asset retention heading into 2026.
- The indicator, which reflects investor confidence in hedge fund allocations, has trended significantly lower since its all-time high of 19.27% in November 2008.
Dec 19, 2025, 12:00 PM
SS&C Discusses Organic Growth Drivers and Capital Allocation Strategy
SSNC
Revenue Acceleration/Inflection
M&A
Share Buyback
- SS&C achieved organic growth of 5.1% in Q1, 3.5% in Q2, and 5.2% in Q3 2025, with a Q4 forecast of 4.5%, aligning with its medium-term target of 4%-8%.
- Growth is primarily driven by client success and expanded services in its GlobeOp and GIDS businesses, including international expansion into Australia's superannuation funds.
- The company's capital allocation strategy prioritizes value-adding M&A, followed by share buybacks (with authorization increased to $1.5 billion), and debt reduction, while also increasing its dividend by 8%.
- SS&C maintains adjusted EBITDA margins between 39%-40% and aims for an annual improvement of 50 basis points through revenue growth, productivity, and strategic investments in areas like AI.
- Intralinks' performance has been affected by an 8% decline in M&A transactions through Q3, but SS&C is investing in R&D and AI to enhance the product and expects an upward trajectory in 2026-2027.
Dec 9, 2025, 3:30 PM
SS&C Provides Update on Organic Growth, Capital Allocation, and Technology Strategy
SSNC
Revenue Acceleration/Inflection
New Projects/Investments
Share Buyback
- SS&C reported organic growth of 5.1% in Q1 2025, 3.5% in Q2, and 5.2% in Q3, with a target of 4.5% for Q4, aligning with their medium-term goal of 4%-8%.
- The company's growth is primarily driven by its GlobeOp and GIDS businesses, with expectations for Intralinks to see an upward trajectory in 2026 and 2027 following a period of deceleration due to lower M&A transaction volumes.
- SS&C maintains adjusted EBITDA margins of 39%-40% and aims for an annual 50 basis point improvement through scale growth, productivity, and strategic reinvestment.
- Capital allocation priorities include M&A for value-adding opportunities, followed by share buybacks (with a $1.5 billion authorization), and debt paydown, while dividend growth is not the top priority but will continue.
- The company is actively investing in AI, packaging its capabilities as an annual license, and views tokenization as an opportunity for new revenue streams, anticipating a meaningful impact in 3-4 years.
Dec 9, 2025, 3:30 PM
SS&C Discusses 2025 Organic Growth, Medium-Term Targets, and Capital Allocation
SSNC
Guidance Update
Revenue Acceleration/Inflection
Share Buyback
- SS&C reported organic growth of 5.1% in Q1 2025, 3.5% in Q2 2025, and 5.2% in Q3 2025, with a 4.5% year-over-year outlook for Q4 2025, and targets a 4%-8% medium-term organic growth rate.
- Growth is driven by client success and expanded services in GlobeOp and GIDS, with Intralinks expected to recover in 2026-2027.
- The company maintains adjusted EBITDA margins of 39%-40% and aims for a 50 basis point EBITDA improvement annually through scale growth and productivity.
- Capital allocation prioritizes value-adding M&A and share buybacks, with debt paydown and dividend growth also considered.
Dec 9, 2025, 3:30 PM
AI UltraProd Announces U.S. Market Entry
SSNC
Product Launch
New Projects/Investments
- AI UltraProd, a wholly owned subsidiary of SecureTech Innovations, Inc., has officially entered the United States market with a strategic focus on the rapidly expanding Accessory Dwelling Unit (ADU) sector.
- The U.S. ADU market is projected to be valued at between $20–30 billion by 2034, with annual growth projections ranging from 9% to 19%.
- The company leverages AI-driven industrial solutions, robotic 3D printing, and proprietary materials like Geo Mix and Geo Add, which can reduce labor needs by up to 70% and material waste by up to 80%.
- AI UltraProd is already generating revenue, reporting just over $3.7 million for the three months ended September 30, and anticipates reaching roughly eight figures by the close of 2025.
- This market entry is the first in a series of milestones, with plans to develop a U.S.-based "Lighthouse Project" to showcase its AI-integrated robotic construction system.
Dec 8, 2025, 11:00 PM
SS&C CEO Discusses 2025 Financial Projections, Capital Allocation, and AI Efficiencies
SSNC
Guidance Update
New Projects/Investments
Share Buyback
- SS&C projects $6.2-$6.3 billion in revenue and $2 billion to $2.5 billion in consolidated EBITDA for 2025.
- The company anticipates generating approximately $1.5 billion in free cash flow for the full year 2025, with operating cash flow for the first nine months of 2025 at $1.01 billion, marking a 22% increase from 2024.
- SS&C has shifted its capital allocation strategy, now dedicating approximately 75% to buybacks and dividends and 25% to deleveraging, with share buybacks providing an estimated 8.5%-9% return.
- Through the acquisition of Blue Prism, SS&C has deployed over 3,000 digital workers, resulting in an estimated $200 million in run rate savings and contributing to continued margin expansion.
- The company maintains a high client retention rate of 97% and has seen a structural shift in organic growth to a 4-8% range, consistently achieving 5-6% in recent quarters.
Dec 3, 2025, 4:35 PM
SS&C Discusses Growth, AI, and Capital Allocation at UBS Conference
SSNC
Revenue Acceleration/Inflection
Share Buyback
M&A
- SS&C projects $6.2-$6.3 billion in revenue for 2025, a substantial increase from $86,000 in its first year (1986) and $1 billion in 2015.
- The company has deployed over 3,000 digital workers since acquiring Blue Prism, leading to an estimated $200 million in run rate savings and contributing to increased efficiency and margin expansion.
- SS&C anticipates generating approximately $1.5 billion in free cash flow for the full year 2025, with operating cash flow for the first nine months of 2025 reaching $1.01 billion, a 22% increase from 2024.
- The company maintains a 97% retention rate and allocates capital towards share buybacks, dividends, debt repayment, and strategic acquisitions such as Calastone.
Dec 3, 2025, 4:35 PM
SS&C Technologies Discusses Q3 Performance, Growth Drivers, and Strategic Initiatives
SSNC
Revenue Acceleration/Inflection
New Projects/Investments
M&A
- SS&C Technologies reported a strong Q3 performance with over 9% revenue growth in its Global Business and Global Investor and Distribution Solutions (GIDS) segments, which together comprise over 50% of total revenue, and achieved margin expansion through cost management and an AI/automation push. GlobeOp grew 9.6% in Q3, driven by double-digit growth in private markets and over 20% in retail alternatives.
- The Wealth and Investment Technologies (WIT) business is projected as a mid-single-digit grower, having successfully migrated over 400 clients from Morningstar to its Black Diamond platform in the past year. Additionally, early indicators for the Intralinks business, which is correlated to M&A markets, have been trending positive over the last 6-8 weeks.
- SS&C is heavily investing in AI and automation, using an internal "Customer Zero" approach to develop solutions, such as one that saves 15,000 radiologist hours annually for a client. The Calastone acquisition, a network with 4,500 participants, is expected to drive further growth through cross-selling to SS&C's 23,000-24,000 customers and expanding international presence.
- The company maintains strong cash flow and reasonable leverage, actively pursuing strategic acquisitions that meet criteria like revenue growth and margin potential, while also executing a share buyback authorization and consistently paying down debt.
Nov 18, 2025, 2:45 PM
SSNC Discusses Q3 Performance, AI Strategy, Acquisitions, and Capital Allocation at FinTech Conference
SSNC
Revenue Acceleration/Inflection
New Projects/Investments
M&A
- SSNC reported a strong Q3 driven by 9.6% growth in GlobalOps and robust performance in private markets and retail alternatives, with Global Business and Global Investor and Distribution Solutions (GIG) accounting for over 50% of revenue. The company achieved margin expansion through cost efficiency and an AI/automation push.
- SSNC is actively deploying AI and automation, using a "Customer Zero" approach to test internally, with examples including saving 15,000 radiologist hours annually for a healthcare client and improving customer support workflows. They are also generating revenue by selling these AI-powered services.
- Strategic acquisitions like Calastone, a network with approximately 4,500 participants and tokenization technology, enhance capabilities and offer cross-sell opportunities to SSNC's 23,000-24,000 customers. International growth is strong, particularly in Australia, Europe, the U.K., and the Middle East.
- The company maintains strong cash flow and is actively pursuing acquisitions that align with growth and margin targets, while also executing a share buyback authorization due to perceived stock undervaluation and paying down debt quarterly. The Wealth and Investment Technologies business is projected for mid-single digit growth.
Nov 18, 2025, 2:45 PM
SS&C Technologies Discusses Strong Q3, AI Strategy, and Growth Initiatives
SSNC
Revenue Acceleration/Inflection
New Projects/Investments
M&A
- SS&C Technologies reported a strong Q3 performance, driven by over 9% revenue growth in its Global Business and Global Investor and Distribution Solutions (GIGS) segments, which collectively account for over 50% of total revenue.
- The company is leveraging AI and automation internally ("Customer Zero" approach) to achieve efficiencies and is actively selling these AI-powered services to clients, with a building pipeline and notable successes like saving 15,000 radiologist hours annually for one client.
- Key growth areas include mid-single digit growth in Wealth and Investment Technologies, strong performance in Intralinks with positive M&A market indicators, and significant international expansion, particularly in Australia, Europe, and the Middle East.
- Recent acquisitions like Calastone (a network with ~4,500 participants) are expected to drive cross-sell opportunities and enhance capabilities in areas like tokenization, while the company actively seeks accretive M&A opportunities.
- SS&C maintains a flexible capital allocation strategy, including pursuing acquisitions, executing a share buyback authorization, and consistently paying down debt.
Nov 18, 2025, 2:45 PM
Quarterly earnings call transcripts for SS&C Technologies Holdings.
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