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.

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.

The SEC's New Climate Rules Are Here, and DFIN Can Help

Donnelley Financial Solutions, Inc. (DFIN) Q4 2023 Earnings Call Transcript

Donnelley Financial Solutions (DFIN) came out with quarterly earnings of $0.61 per share, missing the Zacks Consensus Estimate of $0.62 per share. This compares to earnings of $0.59 per share a year ago.

Donnelley Financial Solutions (DFIN) Q4 Earnings Miss Estimates

CHICAGO , Feb. 20, 2024 /PRNewswire/ -- Donnelley Financial Solutions, Inc. (NYSE: DFIN) (the "Company" or "DFIN") today reported financial results for the fourth quarter and full year of 2023. Highlights: Fourth-quarter total net sales of $176.5 million, an increase of 5.2%, or 5.4% on an organic basis(a), from the fourth quarter of 2022; Full-year total net sales of $797.2 million.

DFIN Reports Fourth-Quarter and Full-Year 2023 Results

CHICAGO, Feb. 6, 2024 /PRNewswire/ -- Donnelley Financial Solutions (NYSE: DFIN) will hold a conference call and webcast on Tuesday, February 20, 2024, at 9:00 a.m. Eastern time to discuss its fourth-quarter fiscal year 2023 financial results, provide a general business update and respond to analyst questions.

DFIN to Announce Fourth-Quarter Results and Host Investor Conference Call on February 20, 2024

CHICAGO , Jan. 4, 2024 /PRNewswire/ -- Donnelley Financial Solutions (NYSE: DFIN), a leading global risk and compliance solutions company, announced today that company management will participate in the 26th Annual Needham Growth Conference in New York on January 17, 2024. Dan Leib, CEO, and Dave Gardella, CFO will participate in a fireside chat at 8:45 AM EST.

DFIN to Participate in the 26th Annual Needham Growth Conference

CHICAGO , Dec. 20, 2023 /PRNewswire/ -- Donnelley Financial Solutions (NYSE: DFIN), a leading global risk and compliance solutions company, announced today that company management will speak at the CJS Securities 24th Annual New Ideas for the New Year Conference on January 10, 2024 at 2:20 PM EST. The event will be held virtually and a link to the live webcast of the presentation will be available on the Company's Investor Relations home page at investor.dfinsolutions.com.

DFIN to Participate in the CJS Securities 24th Annual New Ideas for the New Year Conference

Here is how Donnelley Financial Solutions (DFIN) and Screen Holdings Co., Ltd (DINRF) have performed compared to their sector so far this year.

Is Donnelley Financial Solutions (DFIN) Stock Outpacing Its Computer and Technology Peers This Year?

Venue® Virtual Data Room Plays Integral Role in Secure Award Nominee  Selection Process   CHICAGO , Nov. 13, 2023 /PRNewswire/ --  DFIN  (NYSE: DFIN), a leading risk and compliance company, congratulates the winners of EY's Entrepreneur Of The Year® 2023 National awards. This is the fifth year DFIN has sponsored the preeminent competitive business awards, which recognize leaders of high-growth companies who have created long-term value through entrepreneurial spirit, purpose, and growth and have made a positive impact on the world.

DFIN Congratulates Entrepreneur Of The Year® 2023 National Award Winners

Donnelley Financial Solutions, Inc. (DFIN) Q3 2023 Earnings Call Transcript

CHICAGO , Nov. 1, 2023 /PRNewswire/ -- Donnelley Financial Solutions, Inc. (NYSE: DFIN) (the "Company" or "DFIN") today reported financial results for the third quarter of 2023. Highlights: Record third-quarter software solutions net sales of $73.2 million, an increase of 5.3%, or 6.8% on an organic basis(a), from the third quarter of 2022; Software solutions net sales accounted for 40.7% of total net sales, up from 36.8% in the third quarter of 2022.

DFIN Reports Third-Quarter 2023 Results

CHICAGO , Oct. 18, 2023 /PRNewswire/ -- Donnelley Financial Solutions (NYSE: DFIN) will hold a conference call and webcast on Wednesday, November 1, 2023, at 9:00 a.m. Eastern time to discuss its third-quarter fiscal year 2023 financial results, provide a general business update and respond to analyst questions.

DFIN to Announce Third-Quarter Results and Host Investor Conference Call on November 1, 2023

DFIN Ranked as #63 Among 100 U.S. Companies Recognized for Outstanding Employee Sentiment and Satisfaction CHICAGO , Sept. 20, 2023 /PRNewswire/ -- DFIN (NYSE: DFIN), a leading risk and compliance company, today announced that it has been ranked #63 by Newsweek  in the Top 100 Most Loved Workplaces® list.

DFIN NAMED TO NEWSWEEK'S LIST OF THE TOP 100 MOST LOVED WORKPLACES FOR 2023

Donnelley Financial Solutions, Inc. (NYSE:DFIN ) Q2 2023 Results Conference Call August 2, 2023 9:00 AM ET Company Participants Michael Zhao - Head, IR Dan Leib - President, CEO and Director Dave Gardella - EVP and CFO Craig Clay - President, Global Investment Companies Conference Call Participants Charles Strauzer - CJS Securities Kyle Peterson - Needham Peter Heckmann - D.A. Davidson Raj Sharma - B.

Donnelley Financial Solutions, Inc. (DFIN) Q2 2023 Earnings Call Transcript

Donnelley Financial Solutions (DFIN) came out with quarterly earnings of $1.24 per share, beating the Zacks Consensus Estimate of $0.92 per share. This compares to earnings of $1.54 per share a year ago.

Donnelley Financial Solutions (DFIN) Q2 Earnings and Revenues Beat Estimates

CHICAGO , Aug. 2, 2023 /PRNewswire/ -- Donnelley Financial Solutions, Inc. (NYSE: DFIN) (the "Company" or "DFIN") today reported financial results for the second quarter of 2023. Highlights: Total net sales of $242.1 million and net earnings of $37.7 million, or $1.24 per diluted share.

DFIN Reports Second-Quarter 2023 Results

CHICAGO , July 19, 2023 /PRNewswire/ -- Donnelley Financial Solutions (NYSE: DFIN) will hold a conference call and webcast on Wednesday, August 2, 2023, at 9:00 a.m. Eastern time to discuss its second-quarter fiscal year 2023 financial results, provide a general business update and respond to analyst questions.

DFIN to Announce Second-Quarter Results and Host Investor Conference Call on August 2, 2023

CHICAGO , May 8, 2023 /PRNewswire/ -- Donnelley Financial Solutions (NYSE: DFIN), a leading global risk and compliance solutions company, announced today that company management will participate in the 18th Annual Needham Technology & Media Conference in New York on May 16, 2023. Dan Leib, CEO, and Dave Gardella, CFO will participate in a fireside chat at 8:45 AM EST.

DFIN to Participate in the 18th Annual Needham Technology & Media Conference

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Donnelley Financial Solutions, Inc. (NYSE:DFIN ) Q1 2023 Earnings Conference Call May 3, 2023 9:00 AM ET Company Participants Michael Zhao - Head, IR Daniel Leib - President, CEO & Director David Gardella - EVP & CFO Craig Clay - President, Global Capital Markets Eric Johnson - President, Global Investment Companies Conference Call Participants Charles Strauzer - CJS Securities Brett Thompson - D.A. Davidson & Co. Rajiv Sharma - B.

Donnelley Financial Solutions, Inc. (DFIN) Q1 2023 Earnings Call Transcript

CHICAGO , May 3, 2023 /PRNewswire/ -- Donnelley Financial Solutions, Inc. (NYSE: DFIN) (the "Company" or "DFIN") today reported financial results for the first quarter of 2023. Highlights: Record first-quarter software solutions net sales of $70.1 million, an increase of 0.4%, or 3.7% on an organic basis(a), from the first quarter of 2022; software solutions net sales accounted for 35.3% of total net sales, up from 33.1% in the first quarter of 2022.

DFIN Reports First-Quarter 2023 Results

New industry solutions and services help businesses comply with SEC's anticipated ESG reporting requirements NEW YORK , May 2, 2023 /PRNewswire/ -- Donnelley Financial Solutions (NYSE: DFIN), a leading risk and compliance company, today announced that it is working with Salesforce to deliver best-of-breed environmental, social, and governance (ESG) data management and reporting technology to accelerate customers' transition to Net Zero and meet the expected requirements of the U.S. Securities and Exchange Commission (SEC). By automating the end-to-end process ,.

DFIN Provides End-to-End ESG Data Management and Reporting Solution with Salesforce

Okta

Squarespace

The Internet-Software & Services industry is in recovery mode even as an economic slowdown looms large. However, DFIN, OKTA and SQSP are likely to see relatively steady growth.

3 Software & Services Stocks Looking Relatively Stable In 2023

Donnelley Financial (DFIN) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Earnings Preview: Donnelley Financial Solutions (DFIN) Q1 Earnings Expected to Decline

Company Software Wins Two Cyber Defense Magazine 2023 Global InfoSec Awards SAN FRANCISCO , April 25, 2023 /PRNewswire/ -- Donnelley Financial Solutions (NYSE: DFIN), a leading risk and compliance company, today announced that its ActiveDisclosure financial reporting software and Venue virtual data room received prestigious 2023 Global InfoSec Awards at the RSA Conference 2023, with ActiveDisclosure winning for Cutting Edge Security Solutions and Venue for Publisher's Choice Virtual Directory Services. "We are honored to be recognized as a security leader by Cyber Defense Magazine with these two awards.

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