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

What is Ss&c Technologies's latest dividend and current dividend yield?

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

Did Ss&c Technologies beat or miss consensus estimates last quarter?

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

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

- **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.


SSNC

SSNC fundamentals

You can ask Aime