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- **Record Q3 Growth**: 7% revenue growth, 17.2% EPS increase, and $619M EBITDA (9.3% YoY).
- **Strategic Acquisitions**: Curo Fund Services ($15M) and Calastone (250 employees) expand African and global markets.
- **AI & Automation**: 50bps margin improvement from AI agents; healthcare automation saves 15,000 radiologist hours.
- **Shareholder Returns**: $305M returned via buybacks and dividends; 8% dividend increase.
- **FY2025 Guidance**: Revenue $6.21-6.25B, EPS $6.02-6.08, up $117M YoY.

**【CEO Summary Section】**
- **Record Q3 Performance**: Adjusted revenue of $1.569 billion (+7% YoY), adjusted EPS of $1.57 (+17.2%), and EBITDA of $619 million (+9.3%).
- **Organic Growth Drivers**: 5.2% organic revenue growth, with GIDS (+9%) and GlobeOp (+9.6%) leading.
- **Capital Allocation**: Returned $305 million to shareholders (2.8M shares repurchased, $65.8M dividends). Acquired Curo Fund Services ($15M revenue) and Calastone (250 employees, global funds network).
- **AI & Innovation**: Tokenization solutions for digital assets; AI agents reduce 15,000 radiologist hours annually.

**【COO Summary Section】**
- **Cost Efficiency**: 5.2% organic growth vs. 4.1% expense growth, EBITDA margin up 90bps to 39.5%.
- **AI Automation**: Selling AI agents as managed services (e.g., healthcare automation saving 15,000 radiologist hours).
- **Client Wins**: Australia lift-out and U.S. life/ pensions mandate; pipeline supports Q4 GIDS growth.

**【CFO Financial Commentary】**
- **Q3 Financials**: GAAP net income $210M, non-GAAP EPS $1.57. Cash flow from ops $1.1B (+22%), free cash flow conversion 115%.
- **Debt Metrics**: $6.2B net debt, 2.59x net leverage. FY2025 guidance: revenue $6.21-6.25B, EPS $6.02-6.08.
- **Q4 Outlook**: Revenue $1.59-1.63B, EPS $1.56-1.62. FY2025 adj. net income up $117M YoY.

**【Q&A Highlights】**
- **Organic Growth**: Battea to contribute $25M in Q4 (vs. $16M last year). GIDS lift-outs drive 9% growth.
- **AI Impact**: 50bps margin expansion from automation; customer zero model accelerates adoption.
- **Calastone Integration**: No material seasonality; ETF/digital asset capabilities complement GIDS.
- **Healthcare Recovery**: 2Q consecutive growth; 30-35% margin, pipeline for $10-20M deals.


SS&C Technologies Holdings, Inc. (SSNC) Q3 2025 Earnings Call Transcript

- **Record Q2 Financials**: $1.538B revenue (+5.9%), $600M EBITDA (+7.4%), and $1.45 EPS beat expectations.
- **AI Success Story**: First AI agent sale reduces manual effort by 80%, signaling future growth opportunities.
- **Calastone Acquisition**: $450M deal to expand ETF/digital asset capabilities, accretive to EPS within 12 months.
- **Organic Growth Guidance**: 4.5% full year target maintained, driven by GlobeOp, GIDS, and software solutions.
- **Share Buybacks**: $269M in Q2; $1.5B authorization to return capital to shareholders.
- **Healthcare Expansion**: Q4 Medicaid/Medicare deal pipeline with potential $100M+ wins.


**【CEO Opening Remarks】**
- Q2 2025: Record adjusted revenue of $1.538B (+5.9% YoY), adjusted EPS of $1.45 (+9.8%), and EBITDA of $600.4M (+7.4%).
- Organic revenue growth of 3.5%, driven by GlobeOp (+7.3%), GIDS, and WIT. Private markets in GlobeOp grew >10%, retail alternatives +20%.
- AI strategy success: First AI agent sale to Midwest insurance company, reducing manual effort by 80% and processing time by 3x.
- $269M share buyback in Q2; expanded repurchase authorization to $1.5B.
- Announced Calastone acquisition ($450M) to expand ETF, digital asset, and money market capabilities.

**【COO Business Update】**
- GlobeOp: Private markets growth driven by credit and hybrid funds; retail alternatives at 20% growth rate.
- GIDS: 30 new clients in Q2, 2/3 cross-sells with SS&C clients.
- Software solutions: Genesis implemented at $75B Midwest bank; Singularity wins large insurance clients.
- Intralinks facing macro challenges but Q2 bookings up; new DealCentre platform expected to boost win rates.

**【CFO Financial Commentary】**
- GAAP net income: $181M; Non-GAAP EPS: $1.45 (vs. $1.32 prior year).
- Cash flow from operations: $645M (+14% YoY); 88% cash flow conversion YTD.
- Q3 2025 guidance: Revenue $1.525B-$1.565B, EPS $1.44-$1.50.
- Full year 2025: Revenue $6.143B-$6.243B, EPS $5.82-$6.06 (+$0.10 midpoint).
- Net leverage: 2.72x; $480M cash on hand.

**【Q&A Highlights】**
- **Calastone Synergies**: 4,500 clients with ETF/digital asset expertise; cross-sell opportunities with SS&C's 10,000 clients. Calastone growing 10-15% annually.
- **CapEx Strategy**: 4.1-4.5% of revenue for R&D, product development (e.g., Australia-specific software). No plans to reduce investment despite historical 2-3% range.
- **Organic Growth Assumptions**: 4.5% full year target maintained despite Q2 outperformance; Q4 typically stronger due to software sales seasonality.
- **Battea Performance**: Low double-digit growth; 50%+ of revenue historically realized in Q4 due to court docket clearing.
- **Health Solutions**: Medicaid/Medicare deals won in Q4; $5M-$100M deal sizes. Global expansion opportunities noted.
- **Blue Prism Pipeline**: Thousands of digital workers deployed; saving $100M+ annually. Agentic AI adoption accelerating.


SS&C Technologies Holdings, Inc.(SSNC) Q2 2025 Earnings Conference Call Transcript

- **Revenue resilience**: 5.5% YoY growth ($1.514B) with 39.1% EBITDA margin, despite global volatility. 
- **AI-driven expansion**: 3,300 FTE savings from internal automation, $35-70M contribution from Insignia deal in 2025H2. 
- **Geographic momentum**: 14% private markets growth, 3 EMEA wins, and new Middle East office. 
- **Conservative guidance**: Q2 organic 2.5% (vs. FY25 4.4%), reflecting cautious macro outlook. 
- **Share buybacks**: $206.9M spent at $87.21 avg price, signaling confidence in long-term value.

**【CEO Summary Section】**
- Q1 2025 adjusted revenue: $1.514 billion (+5.5% YoY), adjusted EPS: $1.44 (+8.3% YoY), EBITDA: $591.9 million (+6.3% YoY). 
- Organic revenue growth: 5.1%, driven by 10.3% growth in GlobeOp and 5.9% recurring revenue in financial services. 
- Key wins: 3 major EMEA deals, 14% growth in private markets, and new office in Saudi Arabia. 
- Cash flow from operations: $272.2 million (+50.8% YoY), $206.9 million share buybacks. 
- International expansion: Australia mandates, Middle East growth, and Blue Prism AI platform launch in London. 

**【CFO Financial Commentary】**
- GAAP net income: $213 million; non-GAAP EPS: $1.44 (vs. $1.33 YoY). 
- Organic revenue growth: 5.1%, offset by $7 million FX headwind. 
- EBITDA margin: 39.1% (+30bps YoY). 
- Q2 guidance: Revenue $1.489-1.529 billion (2.5% organic growth), EPS $1.35-1.41. 
- FY25 guidance: Revenue $6.11-6.24 billion (4.4% organic), EPS $5.68-6.00. 
- Cash flow: $1.458-1.558 billion. 

**【Q&A Highlights】**
- **Healthcare business**: Flat Q1 but optimistic on pipeline; expects to process $100+ million claims in 2025. 
- **Insignia deal**: 1,400 employees to re-badge by Q3, $35-70 million revenue contribution in 2025H2. 
- **Intralinks**: Mid-single digit growth, AI-driven tech to offset market volatility. 
- **AI adoption**: 3,300 FTE savings from internal automation, 20 new AI agents for unstructured data. 
- **Geopolitical risk**: Conservative Q2 guidance (2.5% organic) due to global uncertainty, but confident in pipeline. 
- **Battea performance**: Lumpy revenue but cross-sell momentum; FY25+ visibility on $100+ million settlements.

SS&C Technologies (SSNC)-24 Apr 25-2025 Q1 Earnings call transcript

- **Record Q4 Performance**: $1.53B revenue (+8.4%), $1.58 EPS (+25.4%), 7% organic growth. 
- **Key Growth Drivers**: GlobeOp (+8%), Black Diamond expansion, Australia superannuation deal. 
- **Cash Flow Strength**: $486M operating cash, $365M share buybacks. 
- **2025 Outlook**: 5% organic growth, $5.64-$5.96 EPS, 23%-25% tax rate. 
- **Strategic Moves**: Australia market expansion, Battea cross-selling, automation savings >$150M. 


**【CEO Summary Section】**
- Q4 2024 revenue reached $1.531 billion, up 8.4% YoY, with adjusted EPS of $1.58, a 25.4% increase. 
- Organic revenue growth of 7% driven by strength in GlobeOp, Black Diamond, and GIDS. 
- Cash flow from operations was $486.6 million, with $365 million in share buybacks. 
- Strategic lift-out agreement with Insignia Financial in Australia, targeting 22 million superannuation accounts. 

**【COO Business Highlights】**
- Wealth & Investment Technologies grew 6.8% QoQ, with Black Diamond platform expanding at mid-teens. 
- GlobeOp achieved 8% organic growth, adding $21 million in annualized revenue from Battea. 
- Intralinks set Q4 records with higher deal volumes and tech advancements. 
- Global Investor Solutions saw strong performance from largest clients. 

**【CFO Financial Details】**
- GAAP net income of $248 million vs. $241 million YoY; non-GAAP EBITDA of $599 million (39.1% margin). 
- Full-year EBITDA up 8.2% to $2.281 billion, margin improving 50bps to 38.8%. 
- 2025 guidance: $6.085B-$6.245B revenue (5% organic growth), EPS $5.64-$5.96. 
- Tax rate revised to 23%-25% from 26%, adding $0.21 to 2024 EPS. 

**【Q&A Key Takeaways】**
- Healthcare business delivered Q4 upside with 2 delayed Q3 deals; 2025 pipeline remains cautious due to large client decision cycles. 
- Cross-selling with Battea identified 75+ opportunities, with $100M+ potential in 2025. 
- Australia superannuation market offers 5% share of 22M accounts; Insignia deal to close H2 2025. 
- 2025 organic growth range reflects $80M revenue swing, driven by new client implementations and macro trends. 
- Automation initiatives (Blue Prism) save $150M-$200M annually, supporting margin expansion. 


SS&C Technologies (SSNC)-6 Feb 25-2024 Q4 Earnings call transcript

SS&C Technologies (SSNC)-24 Oct 24-2024 Q3 Earnings call transcript

SS&C Technologies (SSNC)-25 Jul 24-2024 Q2 Earnings call transcript

SS&C Technologies (SSNC)-25 Apr 24-2024 Q1 Earnings call transcript

SS&C Technologies (SSNC)-13 Feb 24-2023 Q4 Earnings call transcript

SS&C Technologies (SSNC)-26 Oct 23-2023 Q3 Earnings call transcript

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SS&C Technologies (SSNC)-27 Apr 23-2023 Q1 Earnings call transcript

SS&C Technologies (SSNC)-7 Feb 23-2022 Q4 Earnings call transcript

SS&C Technologies (SSNC)-28 Oct 22-2022 Q3 Earnings call transcript

SS&C Technologies (SSNC)-28 Jul 22-2022 Q2 Earnings call transcript

SS&C Technologies (SSNC)-29 Apr 22-2022 Q1 Earnings call transcript

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SS&C Technologies (SSNC)-29 Oct 21-2021 Q3 Earnings call transcript

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SS&C Technologies (SSNC)-28 Oct 20-2020 Q3 Earnings call transcript

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SS&C Technologies (SSNC)-1 Nov 19-2019 Q3 Earnings call transcript

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SS&C Technologies (SSNC)-30 Apr 19-2019 Q1 Earnings call transcript

SS&C Technologies (SSNC)-14 Feb 19-2018 Q4 Earnings call transcript

SS&C Technologies (SSNC)-31 Oct 18-2018 Q3 Earnings call transcript

SS&C Technologies (SSNC)-2 Aug 18-2018 Q2 Earnings call transcript

SS&C Technologies (SSNC)-1 May 18-2018 Q1 Earnings call transcript

SS&C Technologies (SSNC)-15 Feb 18-2017 Q4 Earnings call transcript

SS&C Technologies (SSNC)-25 Oct 17-2017 Q3 Earnings call transcript

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