Paychex, Inc.
PAYXleaderPaychex is the second-largest US payroll and HR services provider, focused on small and medium businesses. It benefits from interest income on client funds held in float and has high recurring revenue (~90%) with low churn.
Produkte & Umsatz
Umsatzanteil nach Produkt
Umsatzaufschlüsselung ($5.3B)
Statische Daten (Echtzeitfinanzen werden geladen…)
Segmentzusammensetzung und Hauptkunden
Produktdetails
Payroll services for ~730,000 US businesses, predominantly SMBs (1-500 employees). Includes direct deposit, tax filing, and W-2 preparation.
HR administration, employee benefits, retirement plans (401k), and time-and-attendance software.
Workers' compensation and health insurance administration for SMBs.
Lieferkettenbeziehungen
Makro- und Marktkontext
AI 코파일럿 구독 전환 가속 — 전통 SaaS 성장률 차별화 심화
SaaS 시장 성장률 (2026E)
AI 코파일럿 ARR 성장
기업 IT 예산 증가율
전통 라이선스 시장
Nächste Katalysatoren
Aktuelle Nachrichten
KI-Analyse
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Unternehmensinformationen
Sektorübersicht — IT / 소프트웨어
SektornachrichtenAI 코파일럿 구독 전환 가속 — 전통 SaaS 성장률 차별화 심화
SaaS 시장 성장률 (2026E)
AI 코파일럿 ARR 성장
기업 IT 예산 증가율
전통 라이선스 시장
Hauptthemen
- •AI 에이전트 상용화 — Salesforce Agentforce·ServiceNow 수혜
- •Microsoft Copilot M365 — 기업 시트 전환율 가속 (30% → 60%)
- •사이버보안 AI 통합 — CrowdStrike·Palo Alto 플랫폼 공고화
Nächste Katalysatoren
- ◆Salesforce·ServiceNow·CRM Q1 실적 (2026.05)
- ◆Microsoft Build 컨퍼런스 (2026.05)