What guidance did Ss&c Technologies's management provide for the next earnings period?

What factors drove the changes in Ss&c Technologies's revenue and profit?

What were the key takeaways from Ss&c Technologies's earnings call?

What does Ss&c Technologies do and what are its main business segments?

What is the revenue and EPS growth rate for Ss&c Technologies year over year?

What is Ss&c Technologies's gross profit margin?

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What were the key takeaways from Ss&c Technologies’s earnings call?

- **Revenue Growth**: Q4 2025 adjusted revenue $1.655B (+8% YoY), with 5.3% organic growth. 2026 guidance for 5.1% organic growth.
- **AI-Driven Efficiency**: Investing in AI/automation to enhance scalability in regulated industries. Targeting 40% EBITDA margin by Q4 2026.
- **Shareholder Returns**: Returned $384M to shareholders in Q4, including $1B+ buybacks in 2025. 2026 buyback plans subject to market conditions.
- **Healthcare Outlook**: Despite Q4 weakness, long-term optimism with new technology rollouts. Wealth management business (Black Diamond) managing $3.5T AUM.

**【CEO Summary Section】**
- **Record Q4 Performance**: Adjusted revenue of $1.655 billion (+8% YoY), adjusted EPS of $1.69 (+18% YoY), and EBITDA of $651 million (+9% YoY). Organic growth of 5.3% driven by GIDS (+13.2%) and GlobeOp (+9.6%).
- **AI and Automation Investment**: Leveraging large datasets and regulated environments to enhance efficiency. 2026 guidance includes 50 basis points EBITDA margin expansion, targeting 40% by Q4.
- **Capital Allocation**: Returned $384 million to shareholders in Q4, including $319 million in buybacks. Full-year 2025 buybacks exceeded $1 billion.

**【COO Commentary】**
- **Organic Growth Momentum**: Consistent client decisions to outsource on SS&C platforms, with lift-outs (e.g., Insignia, Humana) driving recurring revenue. 2026 organic growth expected to match or exceed 2025 rates.
- **AI Integration**: Using AI to improve accuracy and scalability in regulated industries. AMISYS and DomaniRx updates enhance healthcare and wealth management offerings.

**【CFO Financial Commentary】**
- **2025 Financial Highlights**: GAAP net income $193 million, non-GAAP net income $425 million (+16.8% YoY). Operating cash flow $1.745 billion (+26% YoY), with 100%+ cash conversion for 3rd consecutive year.
- **2026 Guidance**: Revenue $6.654-$6.14 billion (+5.1% YoY), adjusted EPS $6.70-$7.02 (+12% YoY). Targeting 40% EBITDA margin by Q4 2026.

**【Q&A Highlights】**
- **Healthcare Business**: Seasonal weakness in Q4 due to large license sales timing, but long-term optimism with AMISYS rewrite and OneHealth platform. EBITDA margins remain healthy.
- **M&A Strategy**: Actively evaluating opportunities, with flexibility to pursue accretive deals. 2025 acquisition of Calastone showing early engagement.
- **Wealth Management Growth**: Black Diamond platform now manages $3.5T AUM, with 4,000 RIAs using the platform. Integration of Morningstar clients ongoing.


SS&C Technologies Holdings, Inc. (SSNC) Q4 2025 Earnings Call Transcript

- **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. 


Actual											1.03	1.04	1.1	1.13	1.18	1.24	1.32	1.28	1.25	1.1	1.15	1.16	1.11	1.08	1.17	1.26	1.28	1.27	1.29	1.58	1.44	1.45	1.57	1.69
Forecast											0.9568	0.9013	0.9891	1.0506	1.1017	1.1438	1.1953	1.2282	1.2507	1.1699	1.194	1.1565	1.1376	1.125	1.1766	1.2446	1.2152	1.196	1.26	1.3266	1.4058	1.3863	1.4736	1.6074
Surprise	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	+7.65%	+15.39%	+11.21%	+7.56%	+7.11%	+8.41%	+10.43%	+4.22%	-0.06%	-5.97%	-3.69%	+0.30%	-2.43%	-4.00%	-0.56%	+1.24%	+5.33%	+6.19%	+2.38%	+19.10%	+2.43%	+4.59%	+6.54%	+5.14%

SSNC

SSNC fundamentals

SSNC Q4 2025 Earnings

Earnings Call

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SSNC

SSNC fundamentals

SSNC Q4 2025 Earnings

Earnings Call

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SSNC Earnings Call Summary for Q1/20255:00 PM on Apr 24, 2025

SSNC Earnings Call Summary for Q4/20245:00 PM on Feb 6, 2025

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