Loading…
Loading…
have you seen a change in the type of client that is asking for PEO, in terms of are the clients larger or smaller or the type of industry
Has that changed the number of people that maybe salespeople you need or made them more productive, so changes maybe the number of hires
I'm wondering if your expectations are still the same considering the environment has changed a little bit, at least economic environment
I'm wondering where you are in that rollout, maybe I'm not sure if you can give a percentage of the salespeople that are able to use the AI
At what point does delay become cancellation? Or what signs have you seen that give you any concern at all
the difference between ES and PEO. If you're seeing any difference or if it's still kind of holding steady, both about the same
This quarter, did that come a little bit closer? It sounds like they're both kind of getting close to 1%
have you seen any pushback from ADP being an American company and maybe companies holding off a little bit until things settle down
do you think the environment has changed 100 basis points, something you could see net pricing for the next couple of years
Is there anything changing in that business or the industry where you could see this trend continue
Any thoughts on change of strategy for the portfolio? I know yields have been coming up a little bit
as you look at KPIs for your customers, what do you think about the health of small businesses
I'm wondering if you're changing any change in prices for M&A in either of the businesses and if maybe sellers are getting a little bit maybe lowering prices because of what's going on
the economy, it seems like has changed in the last 6 months. And I'd be curious from your perspective, at least the key metrics you look at for each of the businesses, what you think has improved, ...
Just use of AI kind of where you are in Cintas more from, you know, is it today more of a cost? Is it a benefit, or is it neutral
as you look at the first aid business and that double-digit growth, what component is price and what's your ability to get price increases
if M&A activity picks up, do you think that impacts at all the number of RFPs that might be there for the core
what percentage of the business do you think could be at risk if the economy slows
Is there a difference, at least as you're talking to clients from an asset size and what they want to spend
I'm wondering if that's gained traction? And are you seeing it manifest in the financial results yet
what type of impact do you expect that to have on your recurring revenue into next fiscal year? And as we go into calendar 2026, do you think we'll have the same amount of core activity
I'm wondering how it's progressing in line kind of as opposed to your expectations
is the pricing pressure you're seeing just related to the fact you're renewing and that's just the way business is done
I'm wondering if you're seeing any uptake on the product or any update there
has that been reflected at all in your conversations with financial institutions on their core decision
Is there a difference in that environment at all in terms of number deals coming to market and also maybe the number of deals you're winning
I am wondering how the Salesforce alignment is going because I am guessing that is part of the revenue synergies that you would be able to capture.
Any thought about potentially using a little bit of leverage to buy back stock considering the stock price is?
Seems like the buyback was higher this quarter than you've done in the past
you've talked about customers being a little bit more price conscious, especially around where the economy is. But then you also said you feel good about getting the price realization
pre-COVID, we were at a certain level for price. And obviously, a little bit after COVID, you're able to get better pricing than you were historically. As we move forward, where do you think you ar...
on float, as you move forward in FY '26, anything different you're going to do on float? There's a conversation about rates going down, conversation about rates going up.
do you think there's been any change a fundamental change in the business that would affect kind of the medium-term growth for this business, either new competition or businesses looking at it diff...
is there an opportunity to get some of that pricing back? Or do you anticipate pricing will be maybe on the lower end than it was couple of years ago?
just your thoughts on maybe what you're trying to prioritize and how you might allocate capital?