Ceridian HCM Holding Inc
NYSE:DAY

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Ceridian HCM Holding Inc Logo
Ceridian HCM Holding Inc
NYSE:DAY
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Price: 68.99 USD 0.28% Market Closed
Market Cap: 10.9B USD

Ceridian HCM Holding Inc
Investor Relations

As the sun rose over quiet street corners in bustling cities, Ceridian HCM Holding Inc. was already at work, carving a distinct niche within the realm of human capital management (HCM) solutions. Originally founded in the 1930s, Ceridian evolved through decades of technology transformations to become a significant player in the HCM landscape. The company's journey through time saw it embracing software as a service (SaaS) platforms, offering comprehensive workforce management solutions. Central to this transformation was its flagship product, Dayforce—a cloud-powered platform that revolutionizes talent acquisition, payroll, and human resources management. Its capabilities extend to workforce analytics, which offers businesses real-time insights into their human resource strategies, aligning personnel management with wider corporate goals. Conjuring this seamless fusion of technology and human resources is a testament to Ceridian's agility and innovative spirit in a fiercely competitive industry.

Ceridian's business model revolves around subscription fees generated through its SaaS offerings, which are tailored to meet the demands of enterprises seeking streamlined, efficient human resources management solutions. The Dayforce platform, with its integrated HCM suite, acts as a cornerstone for sustained revenue growth, capturing value from both small enterprises and large corporations. By automating and simplifying complex tasks, Ceridian not only enhances productivity but also empowers companies to focus on strategic decision-making rather than administrative drudgery. Furthermore, the company’s international footprint and commitment to continuous innovation fortify its revenue streams while adapting to evolving regulatory environments across different regions. With an eye on ongoing digital transformation trends and the increasing complexity of workforce management needs, Ceridian stands as a formidable entity, poised to harness new opportunities in the dynamic world of human capital technology.

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Last Earnings Call
Fiscal Period
Q2 2025
Call Date
Aug 6, 2025
AI Summary
Q2 2025

Beat Across Metrics: Dayforce exceeded the high end of guidance on all key metrics in Q2.

Strong Recurring Revenue: Dayforce recurring revenue excluding float grew 14%, with Q4 guidance of 16–19% growth.

Bookings Momentum: Bookings rose over 40% year-to-date for the third consecutive quarter, driven by both new clients and upsells.

Free Cash Flow Guidance Raised: Free cash flow margin guidance increased from 12% to 13.5–14% due to operational gains and favorable tax legislation.

AI Adoption: Over half of new business wins included the Dayforce AI Assistant, with strong demand for AI-powered modules.

SI Partners Driving Growth: System integrator-led sales were up 80%, now accounting for 45% of new deals.

Large-Scale Wins: Notable customer wins include a government contract in Canada and a go-live with a customer of over 300,000 employees.

Confident Outlook: Management affirmed confidence in sustained double-digit revenue growth and a path to $1 billion in free cash flow by 2031.

Key Financials
Total Revenue
$465 million
Dayforce Recurring Revenue Excluding Float
$315.5 million
Professional Services Revenue
$71.6 million
Operating Profit
$42.3 million
Adjusted EBITDA
$147.2 million
Adjusted EBITDA Margin
31.7%
Free Cash Flow
$87.1 million (Q2); $106.6 million (YTD)
Free Cash Flow Margin
18.7% (Q2); 11.3% (YTD)
Net Cash Provided by Operating Activities
$162.3 million (YTD)
Stock Repurchases
$20.8 million (Q2); $51.2 million (YTD), nearly 900,000 shares
Earnings Call Recording
Other Earnings Calls

Management

Mr. David D. Ossip
Chairman & CEO
No Bio Available
Mr. Stephen H. Holdridge
President & COO
No Bio Available
Mr. Christopher R. Armstrong
Executive VP & Chief Customer Officer
No Bio Available
Mr. Samer Alkharrat
Executive VP & Chief Revenue Officer
No Bio Available
Mr. Jeremy Johnson
Executive VP & CFO
No Bio Available
Mr. Jeffrey Scott Jacobs
Head of Accounting & Financial Reporting
No Bio Available
Mr. Joseph B. Korngiebel
Executive VP and Chief Strategy, Product & Technology Officer
No Bio Available
Mr. David Niederman
Vice President of Investor Relations
No Bio Available
Mr. William E. McDonald
Executive VP, Chief Legal & Compliance Officer, and Corporate Secretary
No Bio Available
Mr. Eric Glass
Executive VP & Chief Marketing and Communications Officer
No Bio Available

Contacts

Address
MINNESOTA
Minneapolis
3311 E Old Shakopee Rd
Contacts