Logotype for Paycom Software Inc

Paycom Software (PAYC) investor relations material

Paycom Software Citi’s 2025 Global Technology, Media and Telecommunications Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Paycom Software Inc
Citi’s 2025 Global Technology, Media and Telecommunications Conference summary3 Sep, 2025

Business transformation and automation

  • Transitioned from a single-database HR system to a fully automated, command-driven platform, reducing manual navigation and decision fatigue for users.

  • Automation tools like Gone and Betty streamline HR tasks, providing consistency and removing barriers to value.

  • AI assistant iOne enables users to interact with the system via natural language, eliminating the need for training or navigation.

  • Rapid adoption of iOne, with rollout expanding from 10 to 2,000 clients in two weeks and targeting 100% client coverage.

  • Automation strategy is central to both client value and internal efficiency, driving margin expansion.

AI product strategy and differentiation

  • iOne operates across the entire HR system, leveraging a single source of truth for accurate, context-aware responses.

  • AI models are designed to understand user intent and provide either direct answers or guide users to relevant information.

  • Feedback from clients describes iOne as transformational, significantly reducing effort in HR processes.

  • iOne supports multiple languages, enabling broader accessibility without additional training.

  • Future AI roadmap includes more advanced automation, complex analysis, and direct data changes via AI commands.

Financial and operational investment

  • Significant, front-loaded CapEx investment in AI infrastructure, increasing CapEx from 9% to 15% of revenue for the year, but expected to drop below 10% next year.

  • Managing proprietary data centers allows for rapid deployment and long-term cost savings, with ongoing AI costs projected to be 95% lower than competitors.

  • EBITDA to free cash flow conversion expected to improve as AI investments normalize.

  • Tax changes will provide a temporary cash benefit in the second half of the year.

Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next Paycom Software earnings date

Logotype for Paycom Software Inc
Q3 202529 Oct, 2025
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Paycom Software earnings date

Logotype for Paycom Software Inc
Q3 202529 Oct, 2025

The essential earnings season companion

The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

Paycom Software, Inc. provides cloud-based human capital management (HCM) software delivered as a single-tenant, SaaS application. Paycom empowers clients to effectively navigate the (complexities) of human capital management and provides HR, payroll and time and labor management solutions that enable businesses to optimize the complete employment life cycle from recruitment to retirement.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage