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

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Paycom Software, Inc. (NYSE:PAYC) reported its Q4 and full-year 2025 earnings, missing EPS expectations ($2.07 reported vs. $2.44 expected) but achieving strong revenue growth and record adjusted EBITDA margins. The company highlighted its focus on full solution automation, client ROI, and world-class service, which led to an increased annual revenue retention rate of 91% and significant productivity gains for clients using their AI-driven products like IWant. Despite a strong performance in 2025, Paycom provided a more conservative growth outlook for 2026, aiming for 6-7% total revenue growth, while emphasizing opportunities in new logo acquisition and continued technological advancement in automation.

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