Loading…
Loading…
What is sort of the overall feedback that you've been hearing from clients regarding these products? And is there anything potentially more on the AI front
if you can characterize how growth in bookings was sort of trending in February relative to Q1
impacts that AI could be having on the broader labor market
update us where you are sort of on the integration and getting that into market as well as sort of what you're expecting from the Clover partnership
the widening gap between reported revenue growth and revenue growth ex pass- throughs. I'm just wondering if you can talk about what's driving those higher expected contribution
just wondering if you've been seeing any changes in benefits enrollment behavior recently
on the softer pace per control growth maybe relative to your expectations, was that in any specific pockets of your client base
Is there an opportunity to maybe also bring this down to serve your mid-market customers as well
I would love to hear just a little bit about that bookings outperformance
wondering if you can talk a little bit more about how long some of these sales cycles are lengthening by and maybe as 3Q and the first month of 4Q developed when you started to notice this change
how long could this potential tailwind from selling this into the market last for and impact closed sales over the medium to long term here?
just wondering if there's anything else going on there that we should keep in mind for 2Q EPS?
just wondering if you can talk a little bit more about the position growth trends that you saw in the quarter and how that sort of trended relative to expectations?
I just wanted to follow up just on the guidance side and with the outlook for capital markets revenue maybe being a little lower than the total GTO segment revenue
Tim, maybe if you can talk about the opportunities on the ICS side of the business with tokenization would be great
when you're seeing these elongations potentially in the sales cycle, is that happening in specific product lines or geographies?
as we think about the fourth quarter, are there incremental planned investments maybe or anything with the revenue mix that we should be thinking about?
can you maybe highlight some of the areas that you are deploying those incremental investment dollars into?
if you've had any incremental learnings now that you've had the asset under control for a few months
Just one for me. We've been getting a lot more questions around just whole kind of tri-merge to bi-merge dynamic and the
I just wanted to go back to the EWS margins. And just with sort of this assumption around new kind of government revenue
That's helpful. Then just a quick follow-up just on sort of your outlook on international and sort of your assumptions a
Just wanted to ask another 1 on the Government vertical, particularly as it relates to the shutdown.
Got it. That's helpful. And then just on the Vitality Index side and the strong results that you're seeing out of the ne
Great. Thanks guys.
Hey, good morning guys. Just one from me. Going back to the margin guidance specifically on USIS, you raised your revenu
Good morning, guys, and thank you for taking my question. Just wanted to go to the outlook on employer and U.S. hiring.
Got it. That's helpful. And then just going back to the inquiries outlook as well.
That's helpful. Thank you.
Hey guys, good morning. Just one question from me. When we think about the guidance for EWS revenue growth and sort of i
I am just wondering if you guys can talk about the pace or degree of AI product adoption in the wealth channel. I am just trying to kind of understand, given that wealth is still, I think, ongoing ...
Just wanted to ask on sort of private market data offering. And there's been a lot of, I think, investment in the space from yourselves and your peers as well in terms of increasing the magnitude o...
if there are any specific payback periods you are sort of looking for when you guys are making these investments
Wondering if you can talk a little bit about the CUSIP collaboration with Omni that you announced and just the opportunity there and the overall demand for identifiers among VC and PE-backed companies
Just on the Irwin acquisition and, you know, how we should think about the contribution from that to total revenue for this year would be helpful
how aggressive do you think or would you guys be with the stock at these current levels
I understand you're still being -- it seems like being conservative on your assumptions regarding volume. Just wondering if there had been any sort of change to your volume assumptions
are they helping to drive some of the bookings growth right now, pending the general availability at all?
what you're contemplating in terms of pricing on other areas and scores such as auto and how you're thinking about the monetization opportunity there
is there a world where you would potentially consider having different pricing on conforming versus nonconforming mortgage
how you feel overall about the partner network in the software business and how that's running right now
how the broader demand environment looks, now that we've kind of turned the calendar to 2025 budgets are reset
on the Scores margins, we saw kind of a step down there quarter-over-quarter year-over-year with a notable uptick year-over-year in expenses
I know historically, we usually see a sequential step-up from 3Q to 4Q. And I thought the number was still pretty good
if you can maybe help us understand how you're thinking about investments and expense growth in fiscal year '25
Just wondering if there was any incremental, I guess, price realization or upsells that drove that expanding wallet retention
if there's any changes to your sales strategy, your go-to-market strategy that you're thinking about for this year
I just wanted to get a little bit more color on the quota-bearing headcount trends
how much of the operating leverage in MIS is being driven by the technology innovations and AI efficiencies
we're starting to hear more you know, see more headlines, hear more concerns about just the health of private credit
I mean just wondering if you guys think was any potential pull forward of issuance during the quarter from the second half of the year
I'm wondering if you can speak to just the sort of broader demand environment that you're seeing and how sales cycles are trending
is there any element of—you think that employees are maybe just sort of adjusting to this higher health care premium inflation environment, and that could also be, you know, kind of helping to driv...
how much that's deployed across your Salesforce, and any noticeable productivity gains that you're seeing off of that?
it implies not really too much change on the MS side, and I'm just trying to kind of square that with some of show up in fiscal 3Q
Wondering if you could just talk about just give us a kind of update or, you know, reinforce us of the milestones that you've hit so far, what's left to come, and where maybe some of these, you kno...
Just on the retirement side, wondering if you can maybe quantify how contributory that was to growth this quarter, just given where kind of equity markets landed at the end of the quarter
wondering if you can talk about some of the kind of core Paychex PEO trends you saw in the quarter? And how you're thinking about that as we move into fiscal '26 and think about that acceleration i...
if we can maybe kind of split out, you know, the softer trends between the MPP in Florida and the, you know, trade-off to lower-cost health benefits, how we should think of that sort of that split
I'm wondering if you can just remind us of where you're kind of finding some of those efficiencies to drive some of the better margin performance
Just wondering if there's any kind of items we should think about with respect to the 2Q margin? I understand we're going to get to the selling season
how much of the margin expansion that you're seeing is being driven by efficiency gains associated with AI
just wondering if you can elaborate more on the pull forward of investments that you brought into the Market Intelligence business into 4Q?
just how you feel about the overall positioning of your private market data sets as we head towards the end of the year here
I'm wondering if you can maybe share a little bit more about your criteria for moving strategic clients into the Chief Client Office
I just wanted to touch on the topic of private credit and wondering if you can share how that performed on the rating side relative to expectations during the quarter
You mentioned some reinvestment on the Index side of the business, given where margins are now. Just wondering if you can share a little bit more color on your prioritization of investments
just wondering if you can talk about the sustainability of the subscription OCC revenue growth
Just wondering if you can give an update on sort of the competitive dynamics on the kind of auto personal line side of things
is there anything on the sort of technical integration side that you can do during this sort of interim period to when the deal is eventually closed