Revenue segments as reported by the company.

Recurring Revenue

Implementation & Other

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Paycom Software

Paycom Software, Inc. engages in the provision of cloud-based human capital management (HCM) software solutions delivered as Software-as-a-Service. It offers functionality and data analytics that businesses need to manage the complete employment life cycle from recruitment to retirement. Its solutions include talent acquisition, time and labor management, payroll, talent management, and human resource management. The company was founded by Chad R. Richison in 1998 and is headquartered in Oklahoma City, OK.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

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Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Paycom excels in Q4 2022, eyes growth through innovation

Paycom Software (PAYC) delivered robust financial performance in Q4 2022, driven by revenue growth and operational efficiency.
The company's focus on innovation, client-centric solutions, and strategic investments positions it well for future growth and market leadership.
While facing challenges such as uncontrolled losses and margin uncertainties, Paycom's strong financial foundation and growth initiatives offer promising opportunities.
By capitalizing on Beti adoption, client base transition, and market expansion, Paycom is poised to capitalize on its strengths and navigate challenges effectively.

Paycom Software (PAYC) posts stellar Q1 results and eyes global expansion

Paycom Software (PAYC) delivered robust Q1 results, showcasing strong revenue growth and profitability metrics.
The company's strategic focus on global expansion, product innovation, and client retention positions it well for future growth.
Despite challenges in revenue mix optimization and capital allocation, Paycom's strengths in financial stability and product value proposition bode well for sustained success.

Paycom reports robust Q2 results, eyes Canadian market expansion

Paycom Software's Q2 2023 earnings call showcased strong financial performance, new product launches driving efficiency gains, and an expanded revenue outlook for fiscal 2023.
The company's emphasis on employee satisfaction, strategic sales approach, and effective client retention highlight its competitive strengths and growth potential.
While facing margin challenges and the need for continued innovation, Paycom's expansion into new markets and focus on value creation present opportunities for sustained growth and market differentiation.

Paycom Software reports robust Q3 earnings, eyes growth opportunities

Paycom Software's Q3 2023 performance reflects strong financials, strategic initiatives, and a focus on client value and efficiency.
While challenges exist in service revenue impact and operational efficiency, opportunities in Beti adoption and market visibility are key for future growth.
Guidance for Q4 2023 and fiscal 2023 underscores the company's positive outlook and commitment to sustained growth and innovation.

Paycom Software reports solid 2023 results, eyes global expansion

Paycom Software's strong financial performance, focus on client service, and international expansion efforts position them for continued success in 2024.
While challenges like revenue diversification and competitive pressures exist, opportunities in product adoption, global expansion, and market growth offer avenues for growth.
Guidance for 2024 reflects optimism but acknowledges external factors that may impact performance, requiring strategic navigation.
Overall, Paycom's strategic leadership changes, product innovations, and emphasis on client retention set the stage for a dynamic year ahead.

Paycom Software excels in Q1 2024, eyes global growth

Paycom Software's Q1 2024 earnings call showcased strong financial performance, international expansion, and a commitment to innovation and client value. Challenges include managing revenue fluctuations and shifting revenue percentages. Opportunities for growth exist in global markets and leveraging automation for market differentiation.

Paycom Software reports robust Q2 performance and eyes global expansion

Paycom Software's Q2 2024 performance reflects strong revenue growth, solid financial metrics, and a focus on automation and innovation to drive development productivity.
While facing leadership transition and EBITDA target challenges, the company's sales momentum, financial strength, and international expansion present promising opportunities for future growth.
Overall, Paycom Software's strategic initiatives position it well for continued success in the HR technology market, supported by a strong financial foundation and global expansion efforts.

Paycom excels in Q3 2024, boosts guidance amid automation success

Paycom Software delivered a robust performance in Q3 2024, surpassing revenue expectations and demonstrating strong financial health with no debt and substantial cash reserves.
The company's focus on automation and innovative solutions has driven customer satisfaction, cost savings, and revenue growth, positioning Paycom for continued success.
While facing challenges in maintaining competitive edge and customer retention, Paycom's increased guidance for fiscal 2024 signals confidence in sustained growth and market leadership.

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Change in stock

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Free cash flow

Paycom Software, Inc. engages in the provision of cloud-based human capital management software solutions delivered as software-as-a-service. It offers functionality and data analytics that businesses need to manage the complete employment life cycle from recruitment to retirement. The company was founded by Chad R. Richison in 1998 and is headquartered in Oklahoma City, OK.

Paycom Software (PAYC) shares cratered after the payroll and human resources services provider posted worse-than-expected results and slashed its outlook, blaming a shift to an automated system that ate into other sources of revenue.

Paycom Shares Tumble as Popularity of Its Automated System Eats Into Other Revenue Sources

Paycom stock plummeted after the company released earnings, despite solid revenue growth and profitability. The company's automated Beti product appears to be cannibalizing its business and the case of the deteriorating growth outlook. The company is GAAP profitable, has a net cash balance sheet, and is buying back stock.

Paycom Stock Tumbles: Upgrade To Strong Buy, $400 Million Net Cash, GAAP Profitability

Paycom Software stock plummeted almost 40% on Wednesday after the human resources and payroll software provider's third quarter revenue missed estimates and it provided weak guidance for the fourth quarter, full year, and 2024.   For the quarter ended in September, the company posted earnings per share (EPS) of $1.77 on revenue of $406.3 million, against estimates of EPS of $1.62 on revenue of $411 million.

Paycom Software shares sink on 3Q revenue miss and weak guidance

Paycom's (PAYC) top-line performance in third-quarter 2023 reflects weaker-than-expected service revenues and unscheduled payroll runs.

Paycom (PAYC) Q3 Earnings Beat Estimates, Revenues Miss

At least seven former bulls just cut bait on Paycom Software Inc. shares, which were melting down Wednesday after the company delivered a grim growth forecast.

Paycom's stock craters toward worst day on record as former bulls head for the hills

Fourth-quarter guidance from the provider of cloud-based human capital management software was below analysts' estimates.

Paycom Software Sinks 38% as Analysts Downgrade the Stock After Revenue Cut

Shares in Paycom Software plunged on a September-quarter revenue miss and weak sales guidance for 2024.

Paycom Stock Plunges On Q3 Revenue Miss, Weak 2024 Outlook

Paycom Software (NYSE: PAYC ) stock is falling hard on Wednesday after the software-as-a-service company posted earnings results for the third quarter of 2023. Results for the third quarter were mixed with the company's earnings per share of $1.77 beating Wall Street's $1.61 per share estimate.

Why Is Paycom Software (PAYC) Stock Down 39% Today?

Paycom Software, Inc. (NYSE:PAYC ) Q3 2023 Earnings Conference Call October 31, 2023 5:00 PM ET Company Participants James Samford - Head of IR Chad Richison - President and CEO Craig Boelte - CFO Conference Call Participants Raimo Lenschow - Barclays Samad Samana - Jefferies Brad Reback - Stifel Mark Marcon - Baird Ari Friedman - Oppenheimer Joshua Reilly - Needham Steve Enders - Citi Siti Panigrahi - Mizuho Bryan Bergin - TD Cowen Jason Celino - KeyBanc Arvind Ramnani - Piper Bhavin Shah - Deutsche Bank Robert Simmons - D.A. Davidson Matt Pfau - William Blair Adam Bergere - Bank of America Alex Zukin - Wolfe Research Operator Good afternoon, and thank you for attending today's Paycom Software Third Quarter 2023 Quarterly Results Conference Call.

Paycom Software, Inc. (PAYC) Q3 2023 Earnings Call Transcript

Paycom Software Inc. shares were set to shed a quarter of their value, based on Tuesday's after-hours action, as the company, which makes payroll and human-resources software, came up short with its quarterly outlook.

Paycom's stock plunges 25% as payroll company whiffs on earnings outlook

OKLAHOMA CITY--(BUSINESS WIRE)--Paycom Software, Inc. (NYSE:PAYC) (“Paycom”), a leading provider of comprehensive, cloud-based human capital management software, announced it will expand its payroll solution into Mexico. This expansion includes access to Beti®, Paycom's industry-first, employee-guided payroll experience. Mexico will be Paycom's second North American expansion, following Canada earlier this year. This launch follows the announcement of Global HCM™, which expanded availability of.

Paycom Expands Employee-Guided Payroll into Mexico

OKLAHOMA CITY--(BUSINESS WIRE)--Paycom Software, Inc. (“Paycom,” “we” and “our”) (NYSE: PAYC), a leading provider of comprehensive, cloud-based human capital management software, today announced its financial results for the quarter ended September 30, 2023. “Our third quarter fundamentals were strong with solid revenue and earnings growth,” said Paycom's founder, chairman and CEO, Chad Richison. “Our innovations have transformed the payroll and HCM industry for 25 years, and we're excited to d.

Paycom Software, Inc. Reports Third Quarter 2023 Results

OKLAHOMA CITY--(BUSINESS WIRE)--Today, Oklahoma Sports Hall of Fame (OSHOF) and Jim Thorpe Association released the Paycom Jim Thorpe Award semifinalists. This list includes 15 of the nation's best defensive backs, representing seven conferences and one independent university. The semifinalists are selected by a screening committee whose members compile a list of up to 15 players based on performance on the field, athletic ability and character. This list is not final, and unlisted players who.

Oklahoma Sports Hall of Fame and Jim Thorpe Association Proudly Reveal the Paycom Jim Thorpe Award 2023 Semifinalist

Paycom's (PAYC) third-quarter performance is likely to reflect the benefits of the strong demand for the latest products, new business wins and the high-margin recurring revenue business.

Paycom (PAYC) to Report Q3 Earnings: What's in the Offing?

The latest trading day saw Paycom Software (PAYC) settling at $261.45, representing a +1.47% change from its previous close.

Paycom Software (PAYC) Rises Higher Than Market: Key Facts

OKLAHOMA CITY--(BUSINESS WIRE)--Paycom Software, Inc. (“Paycom”) (NYSE:PAYC), a leading provider of comprehensive, cloud-based human capital management software, will release its results for the third quarter ended Sept. 30, 2023, after the market closes on Oct. 31. Paycom will also hold a conference call to discuss results at 5 p.m. (Eastern) that day.         Dial-in #: +1 (833) 470-1428 Intl. Dial-In #: +1 (929) 526-1599 Access Code: 539600 Replay #: +1 (866) 813-9403 Intl. Replay #: +1 (929.

Paycom Software, Inc. Announces Third Quarter 2023 Earnings Release Date and Conference Call

In the closing of the recent trading day, Paycom Software (PAYC) stood at $275, denoting a -0.25% change from the preceding trading day.

Paycom Software (PAYC) Stock Slides as Market Rises: Facts to Know Before You Trade

Etsy

Etsy is the sixth-largest online marketplace worldwide, and its AI-focused product road map could boost buyer engagement in the future. Paycom is an innovative HCM software company, and its recent expansion into international geographies greatly increases its market opportunity.

A Stock Market Rally Is Coming: 2 Magnificent Growth Stocks to Buy Before They Soar 51% and 62%, According to Wall Street

Albemarle

Alaska Air Group

Alexandria Real Estate Equities

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Tapestry

United Continental Hlds

Two things investors can be sure about: Nothing lasts forever and the stock market always overreacts. The spiking of yields on long-term U.S. Treasury securities has been breathtaking, and it has led to remarkable declines for some sectors and possible bargains for contrarian investors who can commit for the long term.

These 10 stocks in the S&P 500 are expected to soar after rising interest rates have pushed down valuations

Paycom has an integrated HCM platform leveraging a single database architecture for seamless data sharing. The company is growing revenue over 25% annually and producing 40%+ EBITDA margins and clean balance sheet, a rare combination in SaaS. Paycom's self-service payroll offering Beti is driving increased penetration and displacing competitors.

Paycom Software: Innovation, Growth, Profitability Trifecta At A Discount

Paycom's total revenue for 2Q23 was $401 million, up 26% YoY, exceeding expectations. The company's cash flow profile is strong, with $536.5 million in cash and $29 million in total debt. I expect PAYC to continue growing at a rate of over 20% and believe it has expanded its market opportunity globally.

Paycom Software: Fundamentals Remain Strong, Reiterate Buy

Nutanix

Smartsheet

After a tumultuous summer, history says we might be due for a rally into year-end. According to Ryan Detrick at the Carson Group, when stocks fall more than 1% in August and September, they usually see a bounce in October.

Q4 Stock Predictions: 3 Cloud Computing Stocks Ready to Roar Into 2024

Bumble

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Sunnova Energy International Inc

Pubmatic

Block

It's no secret that tech stocks have dominated headlines and portfolios this year, often boasting eye-watering valuations. However, while many have been chasing after the latest and greatest, there lies a distinct opportunity in the sector.

7 Tech Stocks to Buy as They Near 52-Week Lows

Apple

Bruker

Chipotle

Datadog

DraftKings

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KLA-Tencor

Lockheed Martin

Lam Research

MongoDB

Netflix

NVIDIA

Pinterest

Rockwell Automation

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Citi has released a list of 20 large-cap growth stocks that it says present opportunities in the event of a pullback.

These 20 growth stocks are worth considering on a pullback, says Citi

Chipotle, Draftkings, Lam Research and eight other stocks may be underappreciated by investors, according to a screen run by Citi analysts.

News for Paycom Software Stock (PAYC)