SS&C Technologies (SSNC) J.P. Morgan 54th Annual Global Technology, Media and Communications Conference summary

Organic growth and revenue durability

• Growth is driven by expanding share of wallet and cross-selling services across business units, with close monitoring of new logo wins and pipeline conversion.

• Renewals, contract duration, and incremental services are key metrics for assessing growth sustainability.

• Recurring revenue is increasing across most segments, except Intralinks, with a focus on evolving transactional relationships into longer-term contracts.

Retention, margin, and operational efficiency

• Additional services and expansion modules are prioritized to drive higher net revenue retention, with pricing playing a minor role.

• Margin expansion is achieved through operational efficiency, technology migration, and disciplined performance tracking post-lift out.

• Productivity gains from talent integration and leveraging acquired expertise contribute to margin improvement.

Margin levers, CapEx, and modernization

• Scale and revenue growth are primary margin drivers, supported by productivity targets and technology initiatives.

• CapEx has stabilized at 4.3%–4.8% of revenue, balancing R&D and support for product enhancements.

• Investment strategy remains measured to ensure both business growth and margin enhancement.