Reported Earnings • Oct 30
Third quarter 2025 earnings: EPS misses analyst expectations Third quarter 2025 results: US$1.23 loss per share (down from US$0.013 profit in 3Q 2024). Revenue: US$481.6m (up 9.5% from 3Q 2024). Net loss: US$196.8m (down US$198.8m from profit in 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Professional Services industry in North America. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth. Ankündigung • Oct 17
Dayforce Inc. to Report Q3, 2025 Results on Oct 29, 2025 Dayforce Inc. announced that they will report Q3, 2025 results After-Market on Oct 29, 2025 Ankündigung • Oct 09
T. Rowe Price Group Sends a Letter to Dayforce’s Board of Directors On October 8, 2025, T. Rowe Price Group announced that it has issued an open letter to board of directors of Dayforce Inc, outlining the reasons for its opposition to the proposed acquisition of the Company by Thoma Bravo, and T. Rowe Price Group mentioned that it is previously engaged, and may continue to engage, in discussions with members of the Company's management and board, other stockholders and affiliates of any of the foregoing, and other interested persons regarding, among other things, the Proposed Acquisition, as well as the Issuer's business, prospects, and strategies to enhance stockholder value. In addition, T. Rowe Price Group stated that it intends to vote against the proposal to approve the proposed acquisition being presented at the upcoming special meeting of stockholders of the Company to be held on November 12, 2025. Ankündigung • Sep 09
Dayforce, Inc. Expands Frontline Contingent Workforce Platform Dayforce Inc. announced a major expansion of its Dayforce Flex Work solution. The enhanced solution features a comprehensive contingent management platform for frontline workforces, including vendor management, on-demand staffing, and a robust agency network. Customers can now manage their entire talent ecosystem with Dayforce – quickly, simply, and with the help of a proven compliance leader. Recent research highlights the market need: 86% of surveyed workers say they would change jobs for improved scheduling flexibility, and 65% of surveyed executives seek easier access to skilled temporary staff. Dayforce Flex Work empowers organizations to centralize and automate their flexible labor program to increase fill rates, gain visibility, and optimize labor spend. With Dayforce, customers can manage across their talent ecosystem – including full-time, part-time, alumni, and contingent workers. Dayforce Flex Work key capabilities: Streamline contingent workforce management- from requisition to shift fulfillment and invoicing- through a seamless, mobile-first experience. Automate contingent workforce programs to help enforce contract rates, optimize supplier relationships, and control spend. Access millions of frontline workers on-demand through customer defined talent pools and a broad network of staffing agency partners. Ankündigung • Aug 21
A group of funds managed by Thoma Bravo, L.P. and Abu Dhabi Investment Authority entered into and agreement to acquire Dayforce Inc. (NYSE:DAY) for approximately $11.5 billion in a going private transaction. A group of funds managed by Thoma Bravo, L.P. and Abu Dhabi Investment Authority entered into and agreement to acquire Dayforce Inc. (NYSE:DAY) for approximately $11.5 billion in a going private transaction on August 20, 2025. Under the terms of the agreement, Dayforce stockholders will receive $70 per share in cash. Thoma Bravo has obtained equity and debt financing commitments for the purpose of financing the transactions contemplated by the merger agreement. Financing for the transaction is being provided by Goldman Sachs &Co. LLC. The transaction includes a significant minority investment from Abu Dhabi Investment Authority. The Dayforce is required to pay buyers a termination fee of $351 million in cash on termination of the merger agreement underspecified circumstances. The merger agreement also provides that a reverse termination fee of $702 million will be payable by buyers to the Dayforce underspecified circumstances. Upon completion of the transaction, Dayforce’s common stock will no longer be listed on any public stock exchange. The Company will continue to operate under the Dayforce name and brand.
The transaction is subject to approval of Dayforce stockholders, the expiration or termination of the applicable waiting period under the Hart-Scott-Rodino Antitrust Improvements Act of 1976, clearance of the transaction under the Competition Act (Canada), approval by the Officer of the Comptroller of the Currency, receipt of certain other regulatory approvals and the receipt of required regulatory approvals. The transaction is not subject to a financing condition. The transaction was approved by the Board of Directors of parties. The transaction is expected to close in early 2026. Transaction aims to accelerate Dayforce’s Growth, Customer Value, and AI Leadership in HCM.
Evercore Group L.L.C. acted as financial and fairness opinion provider to Dayforce. Bradley C. Reed, Cole Parker and Brett R. Nelson of Kirkland & Ellis LLP acted as legal advisor to Thoma Bravo. Edward D Herlihy and Brandon C. Price of Wachtell, Lipton, Rosen & Katz LLP acted as legal advisor to Dayforce. Goldman Sachs &Co. LLC and J.P. Morgan Securities LLCare acted as financial advisors to Thoma Bravo. Benjamin Goodchild of Paul, Weiss, Rifkind, Wharton & Garrison LLP represented Evercore Partners as financial advisor to Dayforce. Ankündigung • Aug 20
Dayforce and Thoma Bravo Discuss Possible Acquisition Dayforce Inc. (NYSE:DAY) announced that it is engaged in advanced discussions with Thoma Bravo, L.P. regarding a potential acquisition of Dayforce by Thoma Bravo for USD 70 per share. There can be no assurances as to whether an agreement for a transaction will be reached or as to the price or terms of any such transaction. Dayforce stated that it does not intend to make additional comments or provide an update on this matter unless and until they determine that disclosure is required or otherwise appropriate. Ankündigung • Aug 18
Thoma Bravo Reportedly in Talks to Buy Dayforce Thoma Bravo, L.P. is in talks to acquire human resources management software provider Dayforce Inc. (NYSE:DAY), according to people familiar with the matter. The buyout firm is planning to take the Minneapolis-based company private in a deal that could be announced as soon as the coming weeks, the people said, asking not to be identified as the matter is private. Reported Earnings • Aug 06
Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behind Second quarter 2025 results: EPS: US$0.13 (up from US$0.011 loss in 2Q 2024). Revenue: US$464.7m (up 9.8% from 2Q 2024). Net income: US$21.3m (up US$23.1m from 2Q 2024). Profit margin: 4.6% (up from net loss in 2Q 2024). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) missed analyst estimates by 32%. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Professional Services industry in North America. Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings. Ankündigung • Aug 06
Dayforce Inc. Provides Earnings Guidance for Third Quarter and Full Year 2025 Dayforce Inc. provided Earnings guidance for third quarter and full year 2025. For the quarter, the company expected total revenue of $476 million to $486 million. Total revenue, excluding float, of $434 million to $444 million, an increase of 10.1% to 12.6% on a GAAP basis, or approximately 11% to 13% on a constant currency basis. Dayforce recurring revenue, excluding float, of $329 million to $339 million, an increase of 12.7% to 16.1% on a GAAP basis, or approximately 13% to 17% on a constant currency basis. Float revenue of $42 million.
For the full year 2025, the company expected total revenue of $1,935 million to $1,955 million. Total revenue, excluding float, of $1,749 million to $1,769 million, an increase of 12.1% to 13.4% on a GAAP basis, or approximately 13% to 14% on a constant currency basis, reflecting the ongoing shift in professional services to the systems integrator partners. Dayforce recurring revenue, excluding float, of $1,324 million to $1,344 million, an increase of 14.2% to 15.9% on a GAAP basis, or approximately 15% to 17% on a constant currency basis. Float revenue of $186 million. Ankündigung • Jul 16
Dayforce Inc. to Report Q2, 2025 Results on Aug 06, 2025 Dayforce Inc. announced that they will report Q2, 2025 results Pre-Market on Aug 06, 2025 Reported Earnings • May 07
First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behind First quarter 2025 results: EPS: US$0.093 (up from US$0.045 in 1Q 2024). Revenue: US$481.8m (up 12% from 1Q 2024). Net income: US$14.9m (up 110% from 1Q 2024). Profit margin: 3.1% (up from 1.6% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) missed analyst estimates by 60%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Professional Services industry in North America. Over the last 3 years on average, earnings per share has increased by 105% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth. Ankündigung • Apr 16
Dayforce Inc. to Report Q1, 2025 Results on May 07, 2025 Dayforce Inc. announced that they will report Q1, 2025 results Pre-Market on May 07, 2025 Ankündigung • Mar 06
Dayforce Inc., Annual General Meeting, May 02, 2025 Dayforce Inc., Annual General Meeting, May 02, 2025. Buy Or Sell Opportunity • Mar 03
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 24% to CA$86.32. The fair value is estimated to be CA$109, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 36% per annum over the same time period. Reported Earnings • Feb 05
Full year 2024 earnings: EPS misses analyst expectations Full year 2024 results: EPS: US$0.12 (down from US$0.35 in FY 2023). Revenue: US$1.76b (up 16% from FY 2023). Net income: US$18.1m (down 67% from FY 2023). Profit margin: 1.0% (down from 3.6% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 42%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Professional Services industry in North America. Over the last 3 years on average, earnings per share has increased by 104% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings. Ankündigung • Feb 05
Dayforce Inc. Provides Earnings Guidance for First Quarter and Full Year 2025 Dayforce Inc. provided Earnings guidance for first quarter and full year 2025. For the quarter, the company expects Total revenue, excluding float, of $421 million to $427 million, an increase of approximately 13.5% to 15% on a GAAP basis, or approximately 15.5% to 17% on a constant currency basis and Float revenue of $53 million.
For the full year 2025, the company expects total revenue, excluding float, of $1,745 million to $1,760 million, an increase of approximately 11.9% to 12.8% on a GAAP basis, or approximately 14% to 15% on a constant currency basis. Dayforce recurring revenue, excluding float, of $1,315 million to $1,340 million, an increase of approximately 13.4% to 15.5% on a GAAP basis, or approximately 15% to 17% on a constant currency basis. Float revenue of $180 million. Ankündigung • Jan 15
Dayforce Inc. to Report Q4, 2024 Results on Feb 05, 2025 Dayforce Inc. announced that they will report Q4, 2024 results Pre-Market on Feb 05, 2025 Ankündigung • Dec 10
Dayforce Expands On-Demand Pay with New Direct to Bank Capabilities Dayforce is expanding on-demand pay with new direct to bank capabilities, enabling employees to route their pay directly to any personal bank account – anytime during a pay cycle – simply and securely. With Dayforce’s differentiated direct to bank capabilities, eligible employees can take charge of their finances in a way that’s easy and tailored to their individual needs. In today’s challenging economic climate, providing employees with easy access to available pay in between traditional pay periods is more important than ever, particularly as more than three quarters of American workers report they are living paycheck to paycheck. On-demand pay is a powerful financial tool that enables employees to tap into their available pay instantly, and as needed. In fact, 80% of Dayforce Wallet users surveyed in a recent SSRS Research Study report feeling financially empowered through access to on-demand pay. Dayforce Wallet’s direct to bank capabilities will enable customers to: Expand visibility to available pay: Employees can view their available pay balances from the Dayforce mobile app, which will offer a dynamic snapshot of their earnings every time they log in. Empower employees with choice: Employees can select their preferred method of access by routing funds free to the Dayforce Wallet Mastercard, or instantly to another personal bank account for a flat fee per transaction. Provide simple and convenient access: With on-demand pay enabled in the Dayforce mobile app, employees will be able to route available pay with ease using the trusted Dayforce platform. Dayforce’s direct to bank capabilities will be available to eligible U.S. employees in First Quarter 2025. New Risk • Nov 17
New minor risk - Shareholder dilution The company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company. Ankündigung • Nov 02
Dayforce Inc. Provides Earnings Guidance for the Fourth Quarter of 2024, Full Year 2024 and Full Year 2025 Dayforce Inc. provided earnings guidance for the fourth quarter of 2024, full year 2024 and full year 2025. For the fourth quarter, the company expects total revenue of $452 million to $457 million, an increase of 13% to 14% on a GAAP basis or 13% to 15% on a constant currency basis.
For full year 2024, the company expects total revenue of $1,747 million to $1,752 million, an increase of 15% to 16% on a GAAP basis or 16% on a constant currency basis.
For full year 2025, the company expects Total revenue growth, excluding float, between 14% and 15%, on a constant currency basis. Reported Earnings • Nov 01
Third quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behind Third quarter 2024 results: EPS: US$0.013 (up from US$0.024 loss in 3Q 2023). Revenue: US$440.0m (up 17% from 3Q 2023). Net income: US$2.00m (up US$5.80m from 3Q 2023). Profit margin: 0.5% (up from net loss in 3Q 2023). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) missed analyst estimates by 93%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Professional Services industry in North America. Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings. Ankündigung • Oct 09
Dayforce Inc. to Report Q3, 2024 Results on Oct 30, 2024 Dayforce Inc. announced that they will report Q3, 2024 results Pre-Market on Oct 30, 2024 Ankündigung • Sep 23
Dayforce Inc.(NYSE:DAY) dropped from FTSE All-World Index (USD) Dayforce Inc.(NYSE:DAY) dropped from FTSE All-World Index (USD) Ankündigung • Sep 06
Dayforce Inc. Announces Executive Changes On September 4, 2024, the Board of Directors of Dayforce Inc. appointed Stephen H. Holdridge, who is currently serving as the Company’s President, Customer and Revenue Operations, as President and Chief Operating Officer of the Company, effective as of September 5, 2024. Mr. Holdridge will serve as the Company’s principal operating officer. Mr. Holdridge joined the Company in January 2020, serving as Global Head of Services until February 2022; Executive Vice President, Chief Customer Officer from February 2022 until February 2023; and President, Customer and Revenue Operations from February 2023 until September 2024. Prior to joining the Company, Mr. Holdridge held the position of Senior Executive Vice President, Worldwide Services at MicroStrategy Inc., an analytics and business intelligence company, from November 2017 until July 2019. On September 4, 2024, Christopher R. Armstrong, who has served as Executive Vice President, Chief Operating Officer of the Company since February 23, 2022, was appointed as Executive Vice President, Chief Customer Officer by the Board effective as of September 5, 2024. As Executive Vice President, Chief Customer Officer, Mr. Armstrong will oversee customer experience and satisfaction and will report directly to Mr. Holdridge, President and Chief Operating Officer. Ankündigung • Aug 20
Dayforce, Inc. Announces the Launch of A New Dayforce Learning Experience Dayforce Inc. announced the launch of a new Dayforce Learning experience. Transforming learning and development for the new era of work, Dayforce Learning helps address the growing expectations of the modern workforce who want to stay current, upskill, and achieve their career aspirations. Embedded within the single, mobile-first Dayforce platform, Dayforce Learning will help equip organizations with the learning and development tools necessary to drive effective outcomes and succeed. In a recent survey, nine in ten executives said that their workforce lacks at least one skill type, such as specialized technical skills. In contrast, there's a clear desire from workers to upskill and learn through proper training modules, with 73% of workers surveyed expressing that they are at least partially reliant on their employers for skill development. To meet the ever-evolving needs of both employers and employees, organizations need to offer more advanced people development capabilities to better grow, engage, and enrich their people - all while propelling their business goals forward. Dayforce Learning now provides the robust compliance support of a Learning Management System (LMS) and the learner engagement of a Learning Experience Platform (LXP). Its comprehensive content library delivers the next evolution of learning alongside complementary Dayforce Talent capabilities, including onboardboarding, performance management, and Career Explorer. Additionally, with Dayforce Learning, managers and administrators have a critical resource to: Create talent development programs at scale: Offers an intuitive user experience with features such as user management, enrollment management, reporting, and course creation capabilities. Build transformative learning paths and programs: Transforms learning paths and programs with smart, personalized AI-assisted course design that adapts to unique organizational needs. Automate the employee learning experience: Helps bridge skills gaps and connect development opportunities to key moments in the employee lifecycle - from new hires to seasoned executives. Leveraging AI, Dayforce Learning pairs learners with recommended content to help drive desired upskill or reskill outcomes. Reduce the cost and time to deploy a new LMS: Helps to improve operational efficiency without sacrificing compliance support since the solution is infused within the Dayforce platform. Deliver an extensive library of best-in-class content: Boosts existing in-house learning content with vetted third-party content to help address specific skills gaps and foster employees' learning journeys. Provide career-centric learning: Helps improve employee engagement with learning and skill development and helps employees achieve career aspirations - all embedded directly within the flow of work. Reported Earnings • Aug 01
Second quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behind Second quarter 2024 results: US$0.011 loss per share (down from US$0.02 profit in 2Q 2023). Revenue: US$423.3m (up 16% from 2Q 2023). Net loss: US$1.80m (down 158% from profit in 2Q 2023). Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Professional Services industry in North America. Over the last 3 years on average, earnings per share has increased by 89% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings. Ankündigung • Jul 12
Dayforce Inc. to Report Q2, 2024 Results on Jul 31, 2024 Dayforce Inc. announced that they will report Q2, 2024 results Pre-Market on Jul 31, 2024 Ankündigung • May 31
Dayforce, Inc. Continues Global Momentum with Launch of Dayforce Payroll in Singapore Dayforce Inc. announced the introduction of its payroll capabilities to the Singapore market with the launch of Dayforce Payroll for Singapore. Today's announcement will enable Dayforce to better serve its customers operating in Singapore and across Asia, while representing a significant milestone in the company's growth journey. This is critical as leaders currently face a complexity crisis marked by a new, boundless workforce that's increasingly fluid, borderless, and always on. Globally recognized as a centre for digital innovation, Singapore is home to many regional headquarters for multinational organizations, including Dayforce. With over two decades of payroll experience throughout Asia, Dayforce drives simplicity at scale by helping organizations access their global payroll data through one system, including country-specific details down to the employee level. In Singapore, Dayforce has tailored its offering to help support compliance with local statutory requirements while delivering a seamless experience for customers and their employees. Key features include: A single system for HR, pay, time, talent, and analytics that simplifies complexity and delivers value. A flexible continuous calculation rules engine for pay and time that provides greater accuracy and efficiency for organizations, particularly beneficial for manufacturing, retail, and professional services sectors. Comprehensive payroll and regulatory compliance support for local and multinational organizations in accordance with local legislative requirements. Personalised user experience for regional workforces with support for over 25 languages, including Simplified Chinese, Traditional Chinese, Bahasa Malaysia, Japanese, Korean, Thai, and Vietnamese. Solutions for managed payroll services that help organizations reduce the risks and costs associated with payroll staff turnover. Dayforce is a recognised global leader in payroll allowing customers to streamline and scale with ease in more than 160 countries with a single user experience, configurable, flexible rules engine paired with local expertise to help customers stay compliant. Ankündigung • May 09
Dayforce, Inc Releases Dayforce Partner Exchange Dayforce Inc. announced the availability of Dayforce Partner Exchange, a curated ecosystem of software and services partners that implement and extend Dayforce solutions. Dayforce customers are now able to access fully vetted system integrators and technology providers within the Dayforce platform, helping to accelerate business goals and drive value. A core pillar of the Dayforce Exchange, which also includes Talent Exchange and Solution Exchange, Dayforce Partner Exchange serves as an open and connected marketplace that allows for existing Dayforce customers to quickly and easily find approved partner solutions, including systems integrator, consulting and advisory, and software partners. From streamlining HR practices to posting go-live optimization, Dayforce Partner Exchange helps Dayforce customers identify the right partner, speed through the integration process, and reduce risk. Ankündigung • May 03
Dayforce Inc. Provides Earnings Guidance for the Second Quarter and Fiscal Year 2024 Dayforce Inc. provided earnings guidance for the Second Quarter and Fiscal Year 2024. For the quarter, the company expects $414 million to $419 million, an increase of 13% to 15% on a GAAP and on a constant currency basis.For the year, the company expects $1,730 million to $1,740 million, an increase of 14% to 15% on a GAAP and on a constant currency basis. Reported Earnings • May 01
First quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behind First quarter 2024 results: EPS: US$0.045 (down from US$0.064 in 1Q 2023). Revenue: US$431.5m (up 16% from 1Q 2023). Net income: US$7.10m (down 28% from 1Q 2023). Profit margin: 1.6% (down from 2.7% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) missed analyst estimates by 80%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Professional Services industry in North America. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings. Ankündigung • Apr 30
Dayforce Inc. Announces Appointments of Amy Cappellanti-Wolf as EVP and Chief People Officer Dayforce Inc. announced the appointment of Amy Cappellanti-Wolf as EVP and Chief People Officer, effective immediately. Reporting directly into David Ossip, Chair and CEO, Cappellanti-Wolf will serve as a key member of the Dayforce leadership team and have responsibilities for leading all people operations and strategies across the company's global footprint. With a proven track record in the technology industry, Cappellanti-Wolf brings extensive experience driving global business growth through talent and organizational development, workforce engagement and inclusivity, and operational efficiencies. Cappellanti-Wolf was most recently Chief Human Resources Officer at Cohesity, a leader in AI-powered data security and management. She previously served in senior HR leadership roles at Symantec, Silver Spring Networks, Cisco, Walt Disney Imagineering, and Frito-Lay. She has been recognized by the National Diversity Council as one of the Top 50 Most Powerful Women in Technology and has been named a Distinguished Alumni by the John Chambers School of Business and Economics at West Virginia University, where she received an M.S. in Industrial and Labor Relations and a B.S. in Journalism and Public Relations. Ankündigung • Apr 11
Dayforce Inc. to Report Q1, 2024 Results on May 01, 2024 Dayforce Inc. announced that they will report Q1, 2024 results Pre-Market on May 01, 2024 Ankündigung • Mar 14
Dayforce Inc., Annual General Meeting, Apr 26, 2024 Dayforce Inc., Annual General Meeting, Apr 26, 2024, at 10:00 Eastern Daylight. Agenda: To consider and to elect nine (9) persons named in the accompanying proxy statement to serve as directors for a one-year term; to approve, by an advisory vote, the compensation of named executive officers; and to ratify the appointment of KPMG LLP as independent registered public accounting firm for fiscal year 2024. Reported Earnings • Mar 04
Full year 2023 earnings: EPS exceeds analyst expectations Full year 2023 results: EPS: US$0.35 (up from US$0.48 loss in FY 2022). Revenue: US$1.51b (up 22% from FY 2022). Net income: US$54.8m (up US$128.2m from FY 2022). Profit margin: 3.6% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 94%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Professional Services industry in North America. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings. Reported Earnings • Feb 13
Full year 2023 earnings: EPS exceeds analyst expectations Full year 2023 results: EPS: US$0.35 (up from US$0.48 loss in FY 2022). Revenue: US$1.51b (up 22% from FY 2022). Net income: US$54.8m (up US$128.2m from FY 2022). Profit margin: 3.6% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 94%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Professional Services industry in North America. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings. Board Change • Feb 13
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 4 highly experienced directors. Independent Director Linda Mantia was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Ankündigung • Jan 19
Ceridian HCM Holding Inc. (NYSE:CDAY) entered into a definitive agreement to acquire eloomi A/S. Ceridian HCM Holding Inc. (NYSE:CDAY) entered into a definitive agreement to acquire eloomi A/S on January 18, 2024. The transaction expected to close in first quarter of 2024. Ankündigung • Jan 18
Ceridian HCM Holding Inc. to Report Q4, 2023 Results on Feb 07, 2024 Ceridian HCM Holding Inc. announced that they will report Q4, 2023 results Pre-Market on Feb 07, 2024 Ankündigung • Jan 08
Ceridian Announces Its Upcoming Retail Product Innovations Ceridian announced its upcoming retail product innovations, which highlight the company's growing momentum in the sector. As the only solution that offers workforce management (WFM) and global payroll capabilities on a single platform, Dayforce - Ceridian's cloud software - helps retailers and the hospitality industry empower and retain frontline workers, increase operational agility when making staffing decisions, and enhance the employee experience. Ceridian helps more than 1,280 retailers around the world optimize their workforce and improve employee engagement, attraction, and retention, including American Dream, Buehler's Fresh Foods, Costa Coffee, Sobeys, and SPARC Group LLC, which owns and operates leading retail brands including but not limited to Aeropostale, Brooks Brothers, Forever 21, and Reebok. Dayforce ML forecasting helps managers make better decisions and optimize workforce allocation by forecasting future labor requirements down to 15-minute increments and become more precise over time. Shift Marketplace: Modern workforce management provides organizations and employees with a simple, intuitive way of allowing stores and locations to share their workforce across their organization. With Shift Marketplace, employees can take on unfilled shifts at any location they choose, giving employees the flexibility to meet their financial goals while allowing managers to fill their labor demand needs without incurring additional costs to bring in outside resources. Next-Generation Labor Planning: With Dayforce, customers can bring finance and operations together during the budget and planning processes to ensure forecasting and scheduling align with corporate targets. This process is further enhanced through scalable data models, a unified experience for long- and short-term planning, and yearly, quarterly, monthly, weekly, and daily workforce insights that can drill down to zone and position levels. Reimagined Time Experience: The Dayforce platform is improving the employee time experience with a human-centric user experience that prioritizes simpler workflows, simplified clocking in and out, and accessibility. For managers, the enhanced user experience highlights what is important, including unplanned labor costs, and time-sensitive insights such as no-shows, missed breaks, approaching overtime, and upcoming departures. Ankündigung • Nov 14
Ceridian HCM Holding Inc. announced delayed 10-Q filing On 11/13/2023, Ceridian HCM Holding Inc. announced that they will be unable to file their next 10-Q by the deadline required by the SEC. Breakeven Date Change • Nov 01 The 17 analysts covering Ceridian HCM Holding previously expected the company to break even in 2023. New consensus forecast suggests the company will make a profit of US$36.2m in 2023. Earnings growth of 1.0% is required to achieve expected profit on schedule.
Ankündigung • Oct 28
Swissport Selects Ceridian to Help Transform Global HR Ceridian announced that Swissport, the world’s leading independent provider of airport ground services and air cargo handling, has chosen the Dayforce platform to help build a more engaged workforce, optimise payroll, and streamline workplace operations. Leveraging the Dayforce platform’s single data architecture, Swissport will unlock efficiencies and standardise its people processes on a global scale, including managed payroll and workforce management, to deliver a complete cloud HCM experience. With more than 55,000 employees serving 292 airports across the globe, Swissport was looking for a comprehensive solution to improve efficiency, consolidate HR and payroll systems across regions, and deliver a modern, self-serve mobile experience for its employees. With Dayforce, Swissport will elevate its people operations by modernising HCM processes with a single cost-effective system for workforce management and timely, accurate payroll. Dayforce will also help Swissport manage compliance across multiple geographies at scale and drive value through access to real-time, data-driven insights while streamlining existing manual processes. Ankündigung • Oct 12
Ceridian HCM Holding Inc. to Report Q3, 2023 Results on Nov 01, 2023 Ceridian HCM Holding Inc. announced that they will report Q3, 2023 results on Nov 01, 2023 Ankündigung • Oct 06
Ceridian Hcm Holding Inc. Introduces Dayforce Alumni Network Ceridian HCM Holding Inc. launched Dayforce Alumni Network, a new way for organizations to connect with employees after they depart the organization. In today's dynamic labor market, organizations require a differentiated solution to communicate and connect with diverse talent pools. According to Ceridian's 2023 Executive Survey, 86% of global business leaders say their organization's employee alumni network is successful at filling labor and skills gaps. Dayforce Alumni Network addresses this opportunity by extending Dayforce functionality to departing employees, helping organizations expand their existing talent pools, hire vetted talent instantly, and nurture alumni through a trusted communications channel. The announcement was made at INSIGHTS 2023, the company's annual customer conference being held in Las Vegas and livestreamed online. Thousands of attendees are engaging in sessions and experiences centered on helping them drive success with "A Brand New Dayforce," the conference's theme. At the conference, the company also announced plans to unify its brand to Dayforce, expected to become effective in January 2024. In addition to filling shifts and work assignments, alumni can leverage self-service functionality to easily access tax forms and other paperwork through Dayforce Experience Hub. They can also opt-in to receive communication from their previous employer, including company news, job openings, pension information, charitable giving, and alumni networking. Dayforce Alumni Network is an integral part of the Talent Exchange within Dayforce Exchange, a new open marketplace that extends the Dayforce experience across applications, data, content, and the workforce. With Talent Exchange, organizations can quickly and seamlessly scale up their workforce based on business needs, while fostering flexibility for workers. To further capitalize on the boundless workforce, organizations can leverage shift marketplaces, like Ideal Talent, to activate the Dayforce Alumni Network. Hiring managers can share available shifts and short-term work assignments. In turn, alumni can review open shifts and work on-demand. Dayforce Alumni network is generally available to Dayforce customers. Ankündigung • Oct 05
Ceridian HCM Holding Inc. Announces Next Generation of Dayforce Features, Powered by Artificial Intelligence Ceridian HCM Holding Inc. announced Dayforce Co-Pilot, a new suite of Dayforce features powered by artificial intelligence (AI). Dayforce Co-Pilot transforms work by automating repetitive tasks and serving as a hyper-personalized guide for employees. The announcement was made at INSIGHTS 2023, the company’s annual customer conference being held in Las Vegas and livestreamed online. Thousands of attendees are engaging in sessions and experiences centered on helping them drive success with “A Brand New Dayforce,” the conference’s theme. At the conference, the company also announced plans to unify its brand to Dayforce, expected to become effective in January 2024. Today’s new, boundless workforce has accelerated organizational complexity, challenging businesses to achieve quantifiable value, productivity, and simplicity at scale – all within an ever-changing, borderless, and always-on environment. To navigate this complexity crisis, leaders need to harness AI-driven intelligence to unlock more value with advanced automation, enable faster decision making, and enhance people potential with a human-centered approach to innovation. According to a recent Harris Poll survey commissioned by Ceridian, nearly three quarters of American employees (72%) hope AI will allow them to do more of the work they enjoy by automating the tasks that they do not. Ceridian has been infusing generative AI and natural language processing – ethically, equitably, and transparently – into nearly every aspect of Dayforce, including innovations like Dayforce Skills Engine and Dayforce Career Explorer. Ceridian’s new AI teammate, Dayforce Co-Pilot, further extends Ceridian’s proven and trusted leadership, while taking bold steps into the AI frontier. How Dayforce Co-Pilot enhances the Dayforce experience: Dayforce Talent: To accelerate workplace productivity, employees need to lean into the power of Dayforce Co-Pilot’s natural language processing and generative AI to automate routine tasks, including writing job descriptions, building personalised learning paths, and generating performance reviews. Dayforce HR Service Delivery: When employees need help finding answers to their complex HR-related questions, Dayforce HR Service Delivery taps into Dayforce Co-Pilot to generate suggested answers based on the corporate knowledge base, and auto-create an HR service ticket when additional assistance is needed – all while it self-learns along the way. Dayforce Autonomous Payroll: Dayforce Co-Pilot supercharges Dayforce Autonomous Pay and strengthens Ceridian’s leadership in payroll and workforce management. It helps reduce operational risk and errors by finding and resolving anomalies in the data – before payroll is even run. Dayforce Co-Pilot will begin to be available to Dayforce customers in 2024. Recent Insider Transactions • Aug 25
Insider recently sold CA$1.1m worth of stock On the 22nd of August, Joseph Korngiebel sold around 11k shares on-market at roughly CA$95.19 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of CA$5.7m more than they bought in the last 12 months. Buying Opportunity • Aug 18
Now 23% undervalued Over the last 90 days, the stock is up 11%. The fair value is estimated to be CA$121, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Meanwhile, the company became loss making. 
