Donnelley Financial Solutions

Donnelley Financial Solutions, Inc. engages in the provision of compliance and technology solutions. It operates through the following segments: Capital Markets-Software Solutions, Capital Markets-Compliance and Communications Management, Investment Companies-Software Solutions and Investment Companies-Compliance and Communications Management. The Capital Markets-Software Solutions segment provides software solutions to public and private companies to help manage public and private transaction processes. The Capital Markets-Compliance and Communications Management segment offers tech-enabled services and print and distribution solutions to public and private companies. The Investment Companies-Software Solutions segment includes software solutions that enable clients to store and manage compliance and regulatory information in a self-service, central repository for documents to be easily accessed, assembled, edited, translated, rendered, and submitted to regulators. The Investment Companies-Compliance and Communications Management segment provides its clients tech-enabled services to prepare and file registration forms. The company was founded on February 22, 2016 and is headquartered in Chicago, IL.

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Donnelley Financial Solutions posts strong Q4 results, eyes software growth

DFIN's Q4 performance and full-year results demonstrate resilience and progress towards a software-centric model. While facing challenges in transactional sales and print revenue decline, the company's strategic investments in software development position it for future growth. Opportunities lie in the long-term potential of software-driven revenue and the disposal of non-core assets.

Donnelley Financial Solutions reports resilient Q1 performance amidst market challenges

DFIN's Q1 performance showed resilience with increased profitability despite market challenges.
Opportunities lie in tailored shareholder reports, regulatory changes, and strategic partnerships.
Challenges include declining transactional revenue, negative free cash flow, and uncertainty in guidance.
Strategic investments in software solutions and cost management are key strengths for DFIN.

Donnelley Financial Solutions reports robust Q2 performance and targets software sales growth

DFIN's Q2 2023 performance showcased strength in Software Solutions growth and cost management strategies, despite challenges in capital markets sales.
The company's focus on recurring revenue and efficiency enhancements positions it well for future growth, with opportunities in tailored shareholder reports and software sales.
Navigating regulatory changes and sustaining software sales growth while addressing pricing strategies are key areas for DFIN's strategic focus moving forward.

Donnelley Financial Solutions reports strong Q3 earnings, eyes software growth

DFIN's Q3 performance reflects solid net sales and EBITDA, driven by software solutions and recurring compliance offerings.
The company's strategic focus on ESG reporting requirements and efficient cost management positions it for future growth.
Despite challenges in revenue diversification and market dynamics, DFIN sees opportunities in software revenue growth and regulatory impacts.

DFIN reports strong Q4 results, eyes revenue growth opportunities

DFIN's Q4 performance and full-year results reflect resilience and strategic focus on recurring revenue and software solutions amidst market challenges.
The company's emphasis on sustained revenue growth, margin expansion, and disciplined capital allocation positions it for long-term success and growth.
Opportunities lie in new SEC regulations, software revenue growth, and transitioning to a hybrid model, while challenges include market volatility and operational transitions.

Donnelley Financial Solutions reports strong Q1 performance and software growth

DFIN's Q1 2024 performance showcased strong financials, record software solutions sales, and strategic management strategies.
The company's strengths include software solutions growth, support for IPO filings, and focus on higher-margin services.
Challenges include managing print revenue declines, tougher comps, and rich valuations in M&A opportunities.
Opportunities lie in continued software solutions growth, client service excellence, and margin expansion from the software business.

Donnelley Financial Solutions reports record Q2 earnings amidst software growth

DFIN's Q2 2024 earnings call highlighted robust financial performance, driven by software solutions growth and efficient cost management.
While facing challenges in print and distribution revenue decline, the company remains focused on leveraging opportunities in software solutions and subscription revenue growth.
Overall, DFIN's strategic transformation efforts and strong financial metrics position it well for sustained growth and profitability in the evolving financial services landscape.

DFIN reports solid Q3 results, eyes growth amid operational challenges

DFIN delivered solid Q3 performance with notable growth in Software Solutions and improved free cash flow.
While facing challenges such as higher tax rates and charges, the company remains focused on innovation and efficiency.
Opportunities lie in leveraging the Software Solutions segment's growth and enhancing profitability.
Overall, DFIN's performance reflects resilience and potential for strategic growth initiatives.

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Donnelley Financial Solutions, Inc. engages in the provision of software and technology-enabled financial regulatory and compliance solutions. It operates through the following segments: Capital Markets-Software Solutions (CM-SS), Capital Markets-Compliance and Communications Management (CM-CCM), Investment Companies-Software Solutions (IC-SS), Investment Companies-Compliance and Communications Management (IC-CCM), and Corporate. The CM-SS segment provides Venue and ActiveDisclosure to public and private companies to help manage public and private transactional and compliance processes, collaborate, tag, validate, and file Securities and Exchange Commission (SEC) documents. The CM-CCM segment offers tech-enabled services and print and distribution solutions to public and private companies for deal solutions and SEC compliance requirements. The IC-SS segment focuses on clients with the Arc Suite platform that contains a suite of cloud-based solutions including ArcDigital, ArcReporting, ArcPro, and ArcRegulatory, as well as services that enable storage and management of compliance and regulatory information. The IC-CCM segment is involved in turnkey proxy services including discovery, planning and implementation, print and mail management, solicitation, tabulation services, stockholder meeting review, and expert support. The Corporate segment includes unallocated selling, general, and administrative activities and associated expenses including executive, legal, finance, and certain facility costs. The company was founded on February 22, 2016 and is headquartered in Chicago, IL.

Donnelley Financial Solutions, Inc. (NYSE:DFIN ) Q3 2024 Earnings Conference Call October 31, 2024 9:00 AM ET Company Participants Mike Zhao - Head-IR Dan Leib - CEO Dave Gardella - CFO Craig Clay - President-Global Capital Markets Conference Call Participants Charles Strauzer - CJS Securities, Inc. Peter Heckmann - D.A. Davidson Sam Salvas - Needham & Co. Raj Sharma - B.

Donnelley Financial Solutions, Inc. (DFIN) Q3 2024 Earnings Call Transcript

Donnelley Financial Solutions (DFIN) came out with quarterly earnings of $0.48 per share, missing the Zacks Consensus Estimate of $0.78 per share. This compares to earnings of $0.72 per share a year ago.

Donnelley Financial Solutions (DFIN) Misses Q3 Earnings and Revenue Estimates

CHICAGO , Oct. 31, 2024 /PRNewswire/ -- Donnelley Financial Solutions, Inc. (NYSE: DFIN) (the "Company" or "DFIN") today reported financial results for the third quarter of 2024. Highlights for the third quarter of 2024: Record third-quarter software solutions net sales of $82.2 million, an increase of 12.3%, or 13.6% on an organic basis(a), from the third quarter of 2023; Software solutions net sales accounted for 45.8% of total net sales, up from 40.7% in the third quarter of 2023.

DFIN Reports Third-Quarter 2024 Results

DFIN Recognized for Outstanding Software Development and Innovative Market Response to the Tailored Shareholder Reports Rule CHICAGO , Oct. 30, 2024 /PRNewswire/ -- DFIN (NYSE: DFIN), a leading risk and compliance company, today announced it has won the 2024 NOVA Award for Industry Innovation in Product Development, presented by Nicsa, a global asset management trade association. The award honors DFIN for the outstanding leadership, product development, and innovative marketing approach it demonstrated in response to the U.S. Securities and Exchange Commission's (SEC) Tailored Shareholder Reports (TSR) ruling.

DFIN Wins Nicsa's 2024 NOVA Award for Industry Innovation in Product Development

CHICAGO , Oct. 17, 2024 /PRNewswire/ -- Donnelley Financial Solutions (NYSE: DFIN) will hold a conference call and webcast on Thursday, October 31, 2024, at 9:00 a.m. Eastern time to discuss its third-quarter fiscal year 2024 financial results, provide a general business update and respond to analyst questions.

DFIN to Announce Third-Quarter Results and Host Investor Conference Call on October 31, 2024

DFIN Ranked as #60 Among 200 American Companies Recognized for Employee Sentiment and Satisfaction CHICAGO , Oct. 2, 2024 /PRNewswire/ -- DFIN (NYSE: DFIN), a leading risk and compliance company, today announced that it was ranked #60 by Newsweek Magazine in the annual America's Top Most Loved Workplaces® list, developed by Most Loved Workplace®, a division of Best Practice Institute (BPI). This year, the list has expanded to the Top 200, reflecting companies' growing commitment to prioritizing employee sentiment and creating workplaces that employees love.

DFIN NAMED TO NEWSWEEK'S LIST OF AMERICA'S MOST LOVED WORKPLACES FOR 2024

Top IPO law firm praises DFIN's sophisticated tech and 24/7/365 service CHICAGO , Sept. 24, 2024 /PRNewswire/ -- DFIN (NYSE: DFIN), a leading global risk and compliance solutions company, announced today that Wilson Sonsini, a leading IPO law firm that has represented technology pioneers associated with thousands of milestone innovations, is the first law firm to leverage DFIN's ActiveDisclosure concierge platform to streamline the IPO process for its client, OneStream, Inc. The news brings together two leaders in the business of preparing companies for initial public offerings.

Wilson Sonsini is First Law Firm to Use DFIN's ActiveDisclosure Concierge Platform to Streamline IPO Process

They will Leverage AI and Other Advanced Technologies for Strategic Growth as well as Continue Investing in Global ESG Compliance Inflation and Cybersecurity will Remain Top Concerns, with Companies Cautiously Balancing Risks CHICAGO , Sept. 5, 2024 /PRNewswire/ -- DFIN (NYSE: DFIN), a leading global risk and compliance solutions company, today announced that a new survey of finance decision-makers reveals that 94 percent rate their company's business performance as strong, and more than 76 percent plan for increased M&A activity in 2025.

New DFIN Survey Reveals Cautiously Optimistic CFOs Planning Increased M&A Activity for 2025 Amid Economic Uncertainty

DFIN's ArcReporting® Streamlines Preparation, iXBRL Tagging, and Filing Process for Large Asset Management Company CHICAGO , Aug. 1, 2024 /PRNewswire/ -- DFIN (NYSE: DFIN), a leading risk and compliance company, today announced that a large Los Angeles-based asset manager used its proprietary SaaS solution, ArcReporting ®, to successfully create, iXBRL-tag, and live-file a Tailored Shareholder Report (TSR) on Form N-CSR in compliance with the SEC's new TSR rule. We've adapted to the TSR rule, simplifying a complex process and instilling confidence in our clients and their filings.

DFIN Client Successfully Live-Files New Tailored Shareholder Reports with SEC through ArcReporting

Donnelley Financial Solutions (DFIN) came out with quarterly earnings of $1.66 per share, beating the Zacks Consensus Estimate of $1.59 per share. This compares to earnings of $1.24 per share a year ago.

Donnelley Financial Solutions (DFIN) Q2 Earnings Surpass Estimates

CHICAGO , July 31, 2024 /PRNewswire/ -- Donnelley Financial Solutions, Inc. (NYSE: DFIN) (the "Company" or "DFIN") today reported financial results for the second quarter of 2024. Second-quarter 2024 Second-quarter 2023 $ Change % Change Net Sales $242.7 million $242.1 million $0.6 million 0.2 % Net Earnings $44.1 million $37.7 million $6.4 million 17.0 % Adjusted EBITDA(a) $87.2 million $74.3 million $12.9 million 17.4 % Operating Cash Flow(b) $56.2 million $20.2 million $36.0 million 178.2 % Free Cash Flow(a) $36.8 million $7.0 million $29.8 million 425.7 % Highlights for the second quarter of 2024: Record quarterly software solutions net sales of $85.6 million, an increase of 13.1%, or 14.4% on an organic basis(a), from the second quarter of 2023; Software solutions net sales accounted for 35.3% of total net sales, up from 31.3% in the second quarter of 2023.

DFIN Reports Second-Quarter 2024 Results

CHICAGO , July 17, 2024 /PRNewswire/ -- Donnelley Financial Solutions (NYSE: DFIN) will hold a conference call and webcast on Wednesday, July 31, 2024, at 9:00 a.m. Eastern time to discuss its second-quarter fiscal year 2024 financial results, provide a general business update and respond to analyst questions.

DFIN to Announce Second-Quarter Results and Host Investor Conference Call on July 31, 2024

Donnelley Financial (DFIN) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Donnelley Financial Solutions (DFIN) is Attracting Investor Attention: Here is What You Should Know

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?

Wall Street Analysts Think Donnelley Financial (DFIN) Is a Good Investment: Is It?

CHICAGO , May 6, 2024 /PRNewswire/ -- Donnelley Financial Solutions (NYSE: DFIN), a leading global risk and compliance solutions company, announced today that company management will participate in the following upcoming conferences: 19th Annual Needham Technology, Media, & Consumer Conference – Tuesday, May 14, 2024 in New York City. Dan Leib, CEO, and Dave Gardella, CFO will participate in a fireside chat at 11:45 AM EST and host investor meetings.

DFIN to Participate in Upcoming Investor Conferences

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Donnelley Financial Solutions (DFIN) came out with quarterly earnings of $0.91 per share, beating the Zacks Consensus Estimate of $0.82 per share. This compares to earnings of $0.62 per share a year ago.

Donnelley Financial Solutions (DFIN) Beats Q1 Earnings Estimates

CHICAGO , May 1, 2024 /PRNewswire/ -- Donnelley Financial Solutions, Inc. (NYSE: DFIN) (the "Company" or "DFIN") today reported financial results for the first quarter of 2024. First-quarter 2024 First-quarter 2023 $ Change % Change Net Sales $203.4 million $198.6 million $4.8 million 2.4 % Net Earnings $33.3 million $15.8 million $17.5 million 110.8 % Adjusted EBITDA(a) $55.2 million $42.4 million $12.8 million 30.2 % Operating Cash Flow (b) ($27.9 million) ($51.5 million) $23.6 million 45.8 % Free Cash Flow (a) ($40.2 million) ($62.1 million) $21.9 million 35.3 % Highlights for the first quarter of 2024: Total net sales of $203.4 million, an increase of 2.4%, or 2.8% on an organic basis(a), from the first quarter of 2023, driven by growth in software solutions and tech-enabled services, partially offset by lower print and distribution net sales.

DFIN Reports First-Quarter 2024 Results

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CHICAGO , April 23, 2024 /PRNewswire/ -- Donnelley Financial Solutions (NYSE: DFIN), a leading provider of risk and compliance solutions, today announced it has met another major milestone in advance of the July 24 compliance deadline for the Tailored Shareholder Reports (TSR) rule. DFIN, the provider of industry-leading financial software, successfully test filed a full Form N-CSR based on the new regulatory requirements, including an iXBRL-tagged TSR, via its proprietary SaaS solution ArcReporting® to the U.S. Securities and Exchange Commission (SEC) on behalf of an asset manager.

DFIN Completes Its First Tailored Shareholder Reports Test Filing Through ArcReporting

CHICAGO , April 17, 2024 /PRNewswire/ -- Donnelley Financial Solutions (NYSE: DFIN) will hold a conference call and webcast on Wednesday, May 1, 2024, at 9:00 a.m. Eastern time to discuss its first-quarter fiscal year 2024 financial results, provide a general business update and respond to analyst questions.

DFIN to Announce First-Quarter Results and Host Investor Conference Call on May 1, 2024

CHICAGO , April 9, 2024 /PRNewswire/ -- Donnelley Financial Solutions (NYSE: DFIN), a leading provider of risk and compliance solutions, today announced it has met a critical milestone in advance of the July 24 compliance deadline for the Tailored Shareholder Reports (TSR) rule.  DFIN, the provider of industry-leading financial software, successfully test filed a full N-CSR based on the new regulatory requirements, including an iXBRL tagged TSR, to the U.S. Securities and Exchange Commission (SEC) on behalf of a large, Chicago-based asset manager.

DFIN Completes Its First Test Filing Ahead of Tailored Shareholder Reports Deadline

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Are Investors Undervaluing Donnelley Financial Solutions (DFIN) Right Now?

ActiveDisclosure Enables Collaboration; Delivers Audit-Ready Reports CHICAGO , March 7, 2024 /PRNewswire/ -- Donnelley Financial Solutions (NYSE: DFIN), a leading risk and compliance company, makes complying with the U.S. Securities and Exchange Commission's (SEC) new climate-related disclosure mandate easy and cost-effective. The company partners with ESG industry leaders to deliver a true end-to-end ESG data management and reporting solution.

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