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Paycom Software, Inc. (PAYC) Q4 2025 Earnings Call Transcript

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Paycom Software, Inc. (PAYC) Q4 2025 Earnings Call February 11, 2026 5:00 PM EST

Company Participants

James Samford – Head of Investor Relations
Chad Richison – Founder, President, CEO & Chairman of the Board
Robert Foster – Chief Financial Officer

Conference Call Participants

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Raimo Lenschow – Barclays Bank PLC, Research Division
Samad Samana – Jefferies LLC, Research Division
Mark Marcon – Robert W. Baird & Co. Incorporated, Research Division
Steven Enders – Citigroup Inc., Research Division
Jason Celino – KeyBanc Capital Markets Inc., Research Division
Patrick O’Neill
Daniel Jester – BMO Capital Markets Equity Research
Jared Levine – TD Cowen, Research Division
Kevin McVeigh – UBS Investment Bank, Research Division
Bhavin Shah – Deutsche Bank AG, Research Division
Jacob Cody Smith – Guggenheim Securities, LLC, Research Division
Joshua Reilly – Needham & Company, LLC, Research Division
Sitikantha Panigrahi – Mizuho Securities USA LLC, Research Division
Allan M. Verkhovski – BTIG, LLC, Research Division

Presentation

Operator

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Good afternoon. My name is Cameron, and I will be your conference operator today. At this time, I would like to welcome everyone to Paycom’s Fourth Quarter and Year-end 2025 Financial Results Conference Call. [Operator Instructions] I will now turn the call over to James Samford, Head of Investor Relations. You may begin.

James Samford
Head of Investor Relations

Thank you, and welcome to Paycom’s Earnings Conference Call for the fourth quarter of 2025. Certain statements made on this call that are not historical facts, including those related to our future plans, objectives and expected performance, are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995.

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These forward-looking statements represent our outlook only as of the date of this conference call. While we believe any forward-looking statements made on this call are reasonable, actual results may differ materially because the statements are based on our current expectations and subject to risks and uncertainties.

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