Paylocity Holding Corporation · NASDAQ:PCTY
Paylocity — Q4 FY2026 Earnings Presentation
24 slides from Paylocity's earnings presentation, August 2026
Slide 1: Q4 Fiscal 2026 Investor Presentation
Q4 Fiscal 2026 Investor Presentation
Slide 2: Safe Harbor Statement
Safe Harbor Statement This presentation is for informational purposes only and is not an offer to sell securities or a solicitation of an offer to buy any securities, and may not be relied upon in connection with the purchase or sale of any security. This presentation is proprietary and is intended
Slide 3: Our Business
Our Business We are a leading provider of cloud-based HR, Finance, and IT solutions with AI embedded into everyday workflows that services a diversified set of clients across verticals & geographies Demonstrated ability to drive strong revenue growth with increasing profitability Headquarters 11% Yo
Slide 4: HCM Addressable Market (TAM)
HCM Addressable Market (TAM) We remain squarely focused on increasing our limited penetration of a large, and growing, total addressable market d HCM TAM of ~$22.5 b alize illio n Re Current average Approximately client size of 150+ 1.3 million 73 million employees businesses employees in the 10-5,0
Slide 5: HCM Competitive Landscape
HCM Competitive Landscape Workday Limited overlap in target market. Enterprise solutions focused on companies with several thousand employees and up – do not see them often competitively Ultimate Kronos Group / Dayforce Enterprise Enterprise solution focusing Paylocity differentiates Market primaril
Slide 6: Unified Platform for HR, Finance & IT
A single source of truth across the enterprise. UNIFIED PLATFORM FOR HR, FINANCE, & IT HR HR FINANCE Talent, benefits, engagement, and compliance Finance Payroll, time tracking, GL integration, and budgeting IT System Access and Asset Management IT 6
Slide 7: The Most Modern Platform HCM, Finance, & IT
The Most Modern Platform HCM, Finance, & IT 7
Slide 8: Paylocity AI assistant and agents
paylocity we IGNITE AL- Accelerate productivity WA ASSISTANT 53 WORKFLOWS @ INSIGHTS C EMPLOYEE DATA INTEGRATIONS +) FINANCE AGENTS HR AGENTS IT AGENTS Expense Procurement Onboarding Time Recruiting Identity Assets Accounts Payable Fraud Payroll Benefits Compliance Access Security
Slide 9: Sustained R&D Investment Drives Product Expansion and Revenue Growth
Sustained R&D Investment Drives Product Expansion and Revenue Growth Over 200% increase in Realized ARPU since 2014 Ongoing Product Innovation Community Video Learning Employee Market Pay Voice Employee Experience Recruiting & Benefits Retirement Time & Payroll Human Elevate Onboarding Labor Resourc
Slide 10: The most complete HCM Platform for the modern workforce
The most complete HCM Platform for the modern workforce HR Payroll Recruiting Process Payroll in a few Clicks Submit payroll through a simple navigation flow reducing manual data entry and minimizing errors Simplify Tasks for HR and Employees Save time and money with intuitive scheduling and time tr
Slide 11: Providing HR the tools to better engage with their employees
Providing HR the tools to better engage with their employees Employee Voice Recognition & Rewards Feeling heard & valued Create engagement with opportunities for feedback & recognition Flexibility & wellbeing Empower employees to manage their Learning shifts & pay schedule without HR overhead Commun
Slide 12: Supporting organizations with hands-on execution
Supporting organizations with hands-on execution A Higher Level of Service Paylocity Elevate Solutions provides execution support while clients stay in control A Smooth Transition to Paylocity Elevate Implementation takes on complex, time-consuming tasks for clients Ongoing Payroll Processing Elevat
Slide 13: Finance & spend management software that puts CFOs in control
Finance & spend management software that puts CFOs in control Guided Procurement All Spend on a Single Platform Enables real-time visibility, faster close, seamless adoption for every part of the organization A Singular Employee Record Expense Management A single source of truth for Finance and HR p
Slide 14: Complete control over IT identity and hardware management
Complete control over IT identity and hardware management Automated Access Management Provision and deprovision accounts automatically using employee lifecycle data for a single source of truth between HR and IT Asset Management Smarter Asset Management Track, order, assign, and update employee hard
Slide 15: HCM Competitive Landscape: Where Our Clients Come From
HCM Competitive Landscape Where Our Clients Come From In-house solutions (did not use a traditional 3rd party provider) Combination of ADP / Paychex represents our largest source Local / regional of new clients payroll providers Why we win Industry-leading product suite combined with strong focus on
Slide 16: Go-To-Market Strategy
Go-To-Market Strategy We hire experienced sales professionals • Most have prior HCM platform, HR technology, spend management, IT or B2B sales experience • All sales are direct through our salesforce • Our reps are focused on deals with 10- 5,000 employees with our largest opportunities supported by
Slide 17: Strong Referral Channel
Strong Referral Channel Channel Value Proposition Paylocity is the most complete platform for the modern workforce which helps our channel partners reach employees in new ways We do not compete with our channel partners – We do not sell insurance or benefits; other major payroll / HCM competitors co
Slide 18: Continued Client Service Investments Support Strong Revenue Retention
Continued Client Service Investments Support Strong Revenue Retention Over 92%+ net revenue retention as a public company Providing the most modern platform 92%+ Net Revenue Retention Delivering world class service Retention Churn(1) *Net Revenue Retention = total revenue for the preceding 12 months
Slide 19: Financials
Financials Recurring and Other Revenue $ millions Long-Term Financial Targets 8% YoY Increased profitability targets reflect commitment to driving greater 12% YoY growth operational efficiency over time growth 15% YoY Current growth 17% YoY growth Total Revenue $3Bn 30% YoY growth Adjusted G
Slide 20: Financials (cont.): Adjusted EBITDA
Financials (cont.) Driving continued margin expansion on an annual basis Adjusted EBITDA excluding interest income on funds held for clients $ millions 33.2% 32.4% Margin Driving greater leverage over time Margin 31.2% Margin • Successfully driven 500+bps of Adj. EBITDA 30.0% Margin margin lev
Slide 21: Financials (cont.): Free Cash Flow
Financials (cont.) Driving continued margin expansion on an annual basis Free Cash Flow excluding interest income on funds held for clients $ millions Demonstrating meaningful 18.6% FCF leverage Margin • Successfully driven nearly 600bps of FCF 14.9% margin leverage excl. interest income on funds
Slide 22: External Recognition
External Recognition 2024-2025 2024 2024 2019-2024 22 22
Slide 23: Positioned for Long-Term Growth & Margin Expansion
Positioned for Long-Term Growth & Margin Expansion • Creating the most modern HCM, Finance, and IT platform • Increasing average revenue per client • Growing client base • Strong client retention 23
Slide 24: Paylocity - Forward Together
<y Paylocity Forward Together. www.paylocity.com