)

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.
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.
Next Paycom Software earnings date

Next Paycom Software earnings date

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.
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.
)
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.
)
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
)
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.
)
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.
)
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
)
I can't remember the last time an app had such a positive impact on my investment process.
)
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.
)
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
I can't remember the last time an app had such a positive impact on my investment process.
)
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.
)
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
)
)
)
Frequently asked questions
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.
Explore our global coverage