SS&C Technologies Q1 2025: Navigating Contradictions in Healthcare Performance and Economic Outlook

Healthcare business performance and outlook, impact of economic uncertainty on sales cycles, and healthcare revenue and market opportunity are the key substantive contradictions discussed in SS&C Technologies' latest 2025Q1 earnings call.



Strong Financial Performance in Q1 2025:
- SS&C Technologies reported adjusted revenue of $1,514,800,000 for Q1 2025, up 5.5%, and adjusted diluted earnings per share of $1.44, an 8.3% increase.
- Adjusted consolidated EBITDA was $591.9 million, up 6.3%, resulting in a quarterly adjusted consolidated EBITDA margin of 39.1%.
- The growth was driven by GlobeOp Wealth and Investment Technologies and Global Investor and Distribution Services businesses, with GlobeOp posting 10.3% organic growth.

Global Expansion and International Success:
- SS&C continued to see success internationally, with significant growth in the Middle East and the region benefiting from the opening of a new office in Riyadh.
- The company's strategic lift out agreement with Insignia Financial and additional Australian mandates contributed to international revenue growth.

AI and Automation Initiatives:
- SS&C launched the global governance first AI platform at Blue Prism Live in London, introducing a unified trust layer to help regulated customers adopt advanced technologies.
- The company achieved a cumulative benefit of more than 3,300 full-time equivalents through the deployment of AI and automation technologies internally.

Share Repurchase and Capital Allocation:
- Cash from operating activities for Q1 2025 was $272.2 million, up 50.8% from the previous year, with 2.4 million shares repurchased for $206.9 million.
- SS&C maintained a strong focus on share repurchases, reflecting its commitment to returning capital to shareholders.