Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 Form 10-Q ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended September 30, 2021 ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to (IRS Employer Identification No.) 1400 American Lane Schaumburg, Illinois 60173 (Address of principal executive offices) (Zip Code) (847) 463-3200 (R ...

Paylocity Holding Corporation (NASDAQ:PCTY) Q1 2022 Earnings Conference Call November 4, 2021 5:30 PM ET Company Participants Ryan Glenn - Senior Vice President of FP&A and Investor Relations Steve Beauchamp - Chief Executive Officer Toby Williams - Chief Financial Officer Conference Call Participants Scott Berg - Needham & Company Brad Reback - Stifel Bryan Bergin - Cowen Mark Marcon - Robert W. Baird & Co. Samad Samana - Jefferies Group LLC Matthew Pfau - William Blair & Company Matt Diamond - Mizuho Secu ...

Paylocity Holding Corporation (NASDAQ:PCTY) Q4 2021 Earnings Conference Call August 5, 2021 5:30 PM ET Company Participants Ryan Glenn – Vice President-FP&A and Investor Relations Steve Beauchamp – Chief Executive Officer Toby Williams – Chief Financial Officer Conference Call Participants Scott Berg – Needham & Company Joe Meares – Truist Mark Marcon – Baird Bryan Bergin – Cowen Alex Zukin – Wolfe Research Pat Walravens – JMP Samad Samana – Jefferies Brad Reback – Stifel Daniel Jester – Citi Siti Panigrahi ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended June 30, 2021 OR For the Transition Period from to Commission File Number 001-36348 PAYLOCITY HOLDING CORPORATION (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) 1400 American Lane Schaumburg, Illinois 60173 (Address of principal ...

Paylocity Holding Corporation (NASDAQ:PCTY) Q3 2021 Earnings Conference Call May 6, 2021 5:30 PM ET Company Participants Ryan Glenn - VP of FP&A and Investor Relations Steve Beauchamp - CEO Toby Williams - CFO Conference Call Participants Scott Berg - Needham Brian Peterson - Raymond James Brad Reback - Stifel Terry Tillman - Truist Mark Marcon - Baird Bryan Bergin - Cowen Samad Samana - Jefferies Matt Pfau - William Blair Robert Simmons - RBC Alex Zukin - Wolfe Research Matt Diamond - Mizuho Jeff Van Rhee ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 Form 10-Q ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended March 31, 2021 ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission file number 001-36348 PAYLOCITY HOLDING CORPORATION (Exact name of registrant as specified in its charter) Delaware 46-4066644 (State or other ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 Form 10-Q ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended December 31, 2020 ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to (Address of principal executive offices) (Zip Code) (847) 463-3200 (Registrant's telephone number, including area code) Securities registered pursuant ...

Financial Data and Key Metrics Changes - Total revenue for Q2 was $146.3 million, an increase of 10.5% year-over-year, exceeding guidance by $3.3 million [9][20] - Recurring and other revenues grew by 13.6% compared to the same period last year [20] - Adjusted EBITDA for the quarter was $35 million, representing a margin of 23.9%, exceeding guidance by $7 million [12][22] - Adjusted gross profit was 68.8% for Q2, with continued pressure from COVID-19 [20] - Cash, cash equivalents, and invested corporate cash at the end of the quarter totaled $232.3 million [23] Business Line Data and Key Metrics Changes - The company saw a year-over-year total client growth of 19.5% through Q2, with strong performance from clients with under 50 employees [11][20] - Channel referrals from benefit brokers and financial advisors represented more than 25% of new business in Q2 [12] Market Data and Key Metrics Changes - The average daily balance of client funds was $1.5 billion in Q2, expected to rise to approximately $1.8 billion in Q3 [24] - The company continues to experience double-digit headwinds on recurring revenue growth due to lower client employee levels on the platform [25] Company Strategy and Development Direction - The company remains committed to product development, with sustained investment in R&D, which accounted for 15.9% of revenue in Q2 [21][13] - The acquisition of Samepage aims to enhance collaboration functionality within the Paylocity suite, reinforcing the commitment to delivering a modern workforce solution [14][52] - The focus on digital marketing efforts and virtual selling has been emphasized, with improvements in website performance and lead generation [10][11] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about starting more business in January compared to the previous year, despite ongoing COVID-related challenges [10][24] - The company anticipates a COVID-related headwind of approximately $3.5 million to $4 million in Q3 due to lower hiring levels across the client base [27] - Future guidance for Q3 includes expected total revenue in the range of $182.5 million to $186.5 million, reflecting 6% to 9% growth over the same period last year [29] Other Important Information - The company was ranked Number 9 on the Fortune list of 100 fastest-growing companies and received certifications as a great place to work during Q2 [18] - Management highlighted the importance of adapting to new use cases driven by remote work trends and the need for modern HR solutions [99] Q&A Session Summary Question: What lessons have been learned in terms of selling and onboarding customers during COVID? - Management noted that the sales team has successfully pivoted to a virtual selling environment, maintaining engagement and interest through digital means [33][36] Question: How has customer engagement and retention been affected during the pandemic? - Customer retention remains over 92%, with increased usage of modern features like community and video capabilities [40][41] Question: What segments have driven better net new customer additions recently? - The company has seen consistent growth across various segments, particularly in the under 50 employee market [43][45] Question: How does Samepage impact guidance? - The impact of Samepage on guidance is minimal, as it is a small business with no material revenue impact [102] Question: How does the company view the competitive environment and pricing strategies? - Management indicated that the competitive landscape has not changed significantly, with a focus on product and service rather than pricing [83] Question: What is the outlook for the impact of COVID relief bills on business? - Legislative changes create challenges for clients, but the company aims to support them through training and content [64][65]

Paylocity Holding Corp. (NASDAQ:PCTY) Q1 2021 Earnings Call November 5, 2020 5:00 PM ET Executives Ryan Glenn - Paylocity Holding Corp. Steven R. Beauchamp - Paylocity Holding Corp. Toby Williams - Paylocity Holding Corp. Analysts Alexander Sklar - Raymond James & Associates, Inc. Mark Steven Marcon - Robert W. Baird & Co., Inc. Jared Levine - Cowen & Co. LLC Alex Zukin - RBC Capital Markets LLC Adam Charles Borg - Stifel, Nicolaus & Co., Inc. Leonard DeProspo - Mizuho Securities USA LLC Arvind Ramnani - Pi ...

Paylocity Holding Corporation (NASDAQ:PCTY) Q4 2020 Earnings Conference Call August 6, 2020 5:30 PM ET | --- | --- | |-------------------------------------------|-------| | | | | Company Participants | | | | | | Steve Beauchamp – Chief Executive Officer | | | Toby Williams – Chief Financial Officer | | | Conference Call Participants | | | Scott Berg – Needham & Company | | | Mark Marcon – Baird | | | David Unger – Truist | | | Brian Peterson – Raymond James | | | Alex Zukin – RBC Capital Markets | | | Samad ...