The earnings call presented a very strong performance in the first quarter of 2025, with record-breaking bookings, robust revenue growth, improved margins, and significant advancements in AI and partnerships. Despite a few challenges such as workforce reduction and potential macroeconomic concerns, the positive highlights significantly outweigh the lowlights.

Company Guidance -

Q1 2025

During the first quarter of 2025, Dayforce reported a total revenue of $482 million, reflecting a 14% increase on a constant currency basis. Excluding float, total revenue grew by 17%, while Dayforce recurring revenue, minus float, rose 16% in constant currency terms. The company's adjusted EBITDA margin expanded by 240 basis points year-over-year to 32.5%, and free cash flow reached $19.5 million, marking a significant improvement from the previous year. The company anticipates full-year targets of a 12% free cash flow margin and an adjusted EBITDA margin of 32%. Dayforce's sales pipeline remains robust, with Q1 bookings achieving record levels and add-on sales to existing customers increasing by 30%. Furthermore, the number of live customers on the Dayforce platform grew by 5.4% to 6,929, with Dayforce recurring revenue per customer increasing by 11.5% to $167,600. The company reaffirmed its full-year guidance, expecting total revenue between $1.929 billion and $1.944 billion, and Dayforce recurring revenue, excluding float, to range from $1.317 billion to $1.342 billion, representing growth rates of 14% to 15% on a constant currency basis.

Record-Breaking First Quarter Bookings

The first quarter of 2025 saw the best Q1 sales in Dayforce's history, with bookings expected to be up approximately 40% year-over-year.

Strong Revenue Growth

Total revenue was $482 million, growing 14% on a constant currency basis. Excluding float, total revenue grew 17% on a constant currency basis.

Increased Adjusted EBITDA Margin

Adjusted EBITDA margin was 32.5%, up 240 basis points year-over-year.

Impressive Free Cash Flow Increase

Free cash flow of $19.5 million was a significant improvement from last year, expanding the free cash flow margin by 840 basis points.

Successful New Business Wins

Secured several key new business wins, including a large entertainment and leisure company and a leading North American utility infrastructure service provider.

AI Innovation and Adoption

Extended AI copilot to native iOS and Android apps, with a 50% attachment rate in new deals.

Strong Partner and SI Channel Performance

SI prime deals were up significantly, and a new partnership with Microsoft was announced, putting Dayforce on the Azure marketplace.

Dayforce Inc (DAY) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

DAY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jul 30, 2025	2025 (Q2)	0.53 / -	0.48	―	―	―
May 07, 2025	2025 (Q1)	0.55 / 0.58	0.43	34.88% (+0.15)	―
Feb 05, 2025	2024 (Q4)	0.45 / 0.60	0.5	20.00% (+0.10)	―
Oct 30, 2024	2024 (Q3)	0.43 / 0.47	0.37	27.03% (+0.10)	―
Jul 31, 2024	2024 (Q2)	0.36 / 0.48	0.32	50.00% (+0.16)	―
May 01, 2024	2024 (Q1)	0.42 / 0.43	0.31	38.71% (+0.12)	―
Feb 07, 2024	2023 (Q4)	0.32 / 0.50	0.23	117.39% (+0.27)	―
Nov 01, 2023	2023 (Q3)	0.29 / 0.37	0.2	85.00% (+0.17)	―
Aug 02, 2023	2023 (Q2)	0.29 / 0.32	0.21	52.38% (+0.11)	―
May 03, 2023	2023 (Q1)	0.31 / 0.31	0.13	138.46% (+0.18)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

DAY Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 07, 2025	$58.19	$54.44	-6.44%
Feb 05, 2025	$71.74	$66.00	-8.00%
Oct 30, 2024	$65.32	$70.08	+7.29%
Jul 31, 2024	$53.68	$59.28	+10.43%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Dayforce Inc (DAY) report earnings?

Dayforce Inc (DAY) is schdueled to report earning on Jul 30, 2025, TBA (Confirmed).

What is Dayforce Inc (DAY) earnings time?

Dayforce Inc (DAY) earnings time is at Jul 30, 2025, TBA (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is DAY EPS forecast?

DAY EPS forecast for the fiscal quarter 2025 (Q2) is 0.53.

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