文章核心观点 - 帕拉蒙特全球公司(Paramount Global)收到了埃德加·布朗夫曼Jr.代表一个投资者联盟提出的收购提议,该提议被特别委员会确定为"被排除方"[1] - 这意味着布朗夫曼联盟将获得延长至2024年9月5日的"寻找更优惠提议"期限[1] - 公司表示不会就此作进一步披露,除非确定有必要或被要求这样做[2] 根据目录分别总结 收购提议 - 帕拉蒙特全球公司收到了埃德加·布朗夫曼Jr.代表一个投资者联盟提出的收购提议[1] - 该提议被公司的特别委员会确定为"被排除方",从而获得延长至2024年9月5日的"寻找更优惠提议"期限[1] 寻找更优惠提议 - 在寻找更优惠提议的期间,特别委员会代表联系了50多家第三方,以确定是否有意提出收购提议[3] - 对于其他方,寻找更优惠提议的期限将于今天晚上11点59分东部时间到期[3] 交易相关信息 - 帕拉蒙特将就涉及自身、Skydance和NAI的拟议交易(简称"交易")向美国证券交易委员会(SEC)提交注册声明[5] - 该注册声明将包括信息声明/招股说明书,投资者和证券持有人应仔细阅读[6]

Global Research and Evidence Lab 14 August 2024 Dayforce Inc. 2024 Boost amid $500m New Buyback = Buy Non-deal road show offers a glimpse at a Special Software Story We recently hosted Dayforce CEO David Ossip, CFO Jeremy Johnson as well as multiple members from investor relations. We continue to have substantial confidence in our thesis as we believe DAY stock is poised to outperform on cloud revenue remix + improving free cash flow conversion—we believe recent underperformance is mostly due to risk-off se ...

MINNEAPOLIS and TORONTO, Aug. 12, 2024 (GLOBE NEWSWIRE) -- Dayforce, Inc. (NYSE: DAY; TSX: DAY), a global human capital management (HCM) leader that makes work life better, today launched its inaugural Dayforce Living Wage Index, conducted in partnership with the Living Wage Institute. The report reveals groundbreaking new insights on the percentage of full-time workers in the U.S. that make a familysustaining living wage based on gender, race and ethnicity, industry, and geography. The report's key finding ...

Dayforce (DAY) could be a solid choice for investors given the company's remarkably improving earnings outlook. While the stock has been a strong performer lately, this trend might continue since analysts are still raising their earnings estimates for the company. Analysts' growing optimism on the earnings prospects of this provider of human-resources software and services is driving estimates higher, which should get reflected in its stock price. After all, empirical research shows a strong correlation bet ...

Dayforce (DAY) closed the last trading session at $52.49, gaining 8.6% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $68.73 indicates a 30.9% upside potential. The average comprises 15 short-term price targets ranging from a low of $52 to a high of $87, with a standard deviation of $10.85. While the lowest estimate indicates a decline of 0.9% from the current price level, the mos ...

These days, AI stocks are almost selling like pancakes, and I can't blame investors. With almost every tech and tech-adjacent company announcing artificial intelligence integration into their business processes, AI service providers are getting more clients. At the same time, SaaS companies are injecting GPT into their existing platforms, allowing them to expand their offerings and rake in more revenue. Indeed, the AI trend is at full throttle, and everyone is eager to ride it to the top. However, we can't ...

文章核心观点 - 人力资源软件和服务提供商Dayforce公司发布了优于预期的季度销售和利润数据 [1] - 盈利能力和现金流的改善促使公司宣布了一项价值5亿美元的股票回购计划 [2] - Dayforce Wallet(按需支付解决方案)的总支付额已超过40亿美元 [2] 公司业绩 - 2024年第二季度总收入为4.233亿美元,同比增长16%,超过市场预期 [1] - 每股收益为0.48美元,同比增长,超过市场预期 [1] - 经常性收入同比增长约20%,每客户经常性收入增长18% [1] 公司发展 - 公司宣布启动5亿美元的股票回购计划,反映出公司盈利能力和现金流的改善 [2] - Dayforce Wallet(按需支付解决方案)的总支付额已超过40亿美元,显示该业务发展良好 [2] - CEO表示,Dayforce平台为客户带来了显著的效率提升和最佳的人力资源管理体验 [2]

财务数据和关键指标变化 - Dayforce 经常性收入为 3.216 亿美元,同比增长 19.9% [30] - Dayforce 经常性收入(不含浮动收益)为 2.777 亿美元,同比增长 20.1%,按固定汇率计算同比增长 20.5% [30] - 总收入为 4.233 亿美元,同比增长 15.7%,按固定汇率计算同比增长 16.3% [31] - Powerpay 经常性收入为 2,460 万美元,同比增长 2.1%,按固定汇率计算同比增长 3.7% [31] - 毛利为 1.868 亿美元,同比增长 19.8% [32] - 经营利润为 1,410 万美元,包括与停用 Ceridian 商标相关的 2,090 万美元摊销费用 [32] - 云服务经常性毛利率为 77.7%,同比提升 100 个基点 [32] - 不含浮动收益的云服务经常性毛利率为 78.8%,同比提升 70 个基点 [33] - 调整后 EBITDA 为 1.163 亿美元,同比增长 18%,EBITDA 率为 27.5%,同比提升 60 个基点 [33] - 经营现金流为 9,920 万美元,同比增长 21% [34] - 自由现金流为 7,270 万美元,同比增长 36% [34] 各条业务线数据和关键指标变化 - Eloomi 收入对 Dayforce 经常性收入(不含浮动收益)的增长贡献约 200 个基点 [36] - 去年税务业务的变动对 Dayforce 经常性收入(不含浮动收益)的二季度增长产生约 100 个基点的负面影响 [36] 各个市场数据和关键指标变化 - 公司在全球范围内取得了良好的销售业绩,包括在企业和主要市场 [12] 公司战略和发展方向及行业竞争 - 公司专注于提供简单易用的全套人力资源管理解决方案,凭借单一数据库和单一应用程序的技术优势,在行业内保持领先地位 [14][22] - 公司通过 12:1 简化方案帮助客户大幅降低成本和提高效率,这一方法在当前宏观环境下深受客户欢迎 [65][66] - 公司在人才管理、合规性等方面持续创新,为客户提供差异化的产品和服务 [22][25][120] - 公司正在加强与系统集成商的合作,通过渠道销售提升市场份额 [97][98][99] 管理层对经营环境和未来前景的评论 - 尽管宏观环境仍存在不确定性,但公司已成功转向制造业、零售业和酒店业等增长较好的行业 [8] - 公司对下半年的增长机会保持乐观,核心价值主张和产品创新能力受到客户广泛认可 [9][10] - 公司对未来保持乐观态度,认为人力资源管理市场前景广阔,销售渠道和客户需求保持良好 [10][65] 其他重要信息 - 公司宣布启动 5 亿美元的股票回购计划,并将于 11 月 12 日举办首次投资者日活动 [27] - 公司与加拿大政府签订 6,200 万美元合同,为其提供人力资源管理和薪资解决方案 [39][40] 问答环节重要的提问和回答 问题1 **Mark Marcon 提问** 询问国际业务的盈利能力与北美业务的差异 [52][53][54][55] **David Ossip 回答** 公司在全球市场的盈利能力与北美市场相当,主要取决于客户购买的功能模块密度,以及销售和营销成本随着进入新地区而有所增加,但随着业务成熟会逐步降低 [53][54][55] 问题2 **Samad Samana 提问** 询问第三季度和第四季度业绩指引的强劲增长背后的原因 [60][61][62] **Jeremy Johnson 回答** 公司拥有良好的业绩可见度,第三季度和第四季度的增长受多方面因素影响,包括项目上线时间、年末服务费用、Wallet 业务收入等,但公司有信心实现指引目标 [61][62] 问题3 **Raimo Lenschow 提问** 询问公司在员工人数增长乏力的行业环境下能保持较好表现的原因 [131][132][133][134][135] **David Ossip 回答** 一方面公司在全球合规性和人才管理模块方面具有优势,另一方面公司正在加大对现有客户的销售力度,实现业务拓展,这与行业整体情况有所不同 [132][133][134][135]

MINNEAPOLIS and TORONTO, July 31, 2024 (GLOBE NEWSWIRE) -- Dayforce, Inc. (NYSE:DAY, TSX:DAY), a global human capital management (HCM) leader that makes work life better, today announced a new milestone for its award-winning on-demand pay solution, Dayforce Wallet. Across the solution's global footprint, more than $4 billion in payroll1 has been delivered through on-demand pay, early direct deposit, and paycard to employees using Dayforce Wallet. In today's boundless workforce, organizations face the challe ...

Dayforce (DAY) came out with quarterly earnings of $0.48 per share, beating the Zacks Consensus Estimate of $0.37 per share. This compares to earnings of $0.32 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 29.73%. A quarter ago, it was expected that this provider of human-resources software and services would post earnings of $0.45 per share when it actually produced earnings of $0.43, delivering a surprise of -4.44%.Over th ...