)
Edge6 Feb 2026
SharkNinja: Viral by Design
How SharkNinja built a repeatable growth engine, turning overlooked appliance categories into global brands through consumer insight and iteration.
Paycom Software
Paycom Software (PAYC) investor relations material
Paycom Software Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary11 Feb, 2026
Executive summary
Achieved double-digit recurring revenue growth and near-record adjusted EBITDA margins in 2025, driven by automation and client ROI focus.
Full year 2025 revenues reached $2.052 billion, up 9% year-over-year, with GAAP net income of $453 million and non-GAAP net income of $519 million.
Adjusted EBITDA for 2025 was $882 million, representing a 43% margin.
Client retention improved to 91% in 2025, with client count growing to approximately 39,200 and parent company groupings up 5% to 20,300.
Launched new automated decisioning tools, including AI-driven IWant, Beti, and GONE, enhancing client productivity and satisfaction.
Financial highlights
Q4 2025 total revenue was $544.3 million, up 10.2% year-over-year; recurring and other revenue reached $517 million, up 11%.
Full year recurring and other revenues were $1.94 billion, up 10.3% year-over-year.
Adjusted EBITDA margin in Q4 was 43.4% ($236 million); full year adjusted EBITDA grew 14% to $882 million, with a 43% margin.
Full year GAAP net income was $453 million ($8.08 per diluted share); non-GAAP net income was $519 million ($9.24 per share).
Operating cash flow rose 27% to $679 million (33% margin); free cash flow was $404 million, up 20% year-over-year.
Outlook and guidance
Fiscal 2026 revenue expected between $2.175 billion and $2.195 billion, representing 6%-7% growth.
Recurring and other revenues projected to grow 7%-8% year-over-year in 2026.
Adjusted EBITDA for 2026 forecasted at $950-$970 million, with a margin of approximately 44%.
Guidance includes $103 million in interest on client funds, assuming two rate cuts in 2026.
Drivers of 2025 GAAP net income decline
Reason for 2026 revenue growth deceleration
Cause of lower 2026 client funds interest revenue
How will sales strategy changes impact 2026 growth?
Which adjacent industries will AI enable entry?
What drives record client returns to Paycom?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Paycom Software earnings date
Q1 20266 May, 2026
Paycom Software
Next Paycom Software earnings date
Q1 20266 May, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, 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.
)
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.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
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.
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.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@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.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@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.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@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