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The Ultimate Software Group Management Discusses Q1 2013 Results - Earnings Call Transcript
Tue, Apr 30
The Ultimate Software Group, Inc. Presents at Goldman Sachs Technology & Internet Conference 2013, Feb-12-2013 03:20 PM
Wed, Feb 13
The Ultimate Software Group Management Discusses Q4 2012 Results - Earnings Call Transcript
Tue, Feb 5
The Ultimate Software Group Management Discusses Q3 2012 Results - Earnings Call Transcript
Tue, Oct 30, 2012
The Ultimate Software Group Management Discusses Q2 2012 Results - Earnings Call Transcript
Tue, Jul 31, 2012
The Ultimate Software Group's CEO Discusses Q1 2012 Results - Earnings Call Transcript
Tue, Apr 24, 2012
The Ultimate Software Group's CEO Discusses Q4 2011 Results - Earnings Call Transcript
Tue, Feb 7, 2012
Ultimate Software Group's CEO Discusses Q3 2011 Results - Earnings Call Transcript
Tue, Oct 25, 2011
Ultimate Software Group's CEO Discusses Q2 2011 Results - Earnings Call Transcript
Tue, Jul 26, 2011
Ultimate Software Group's CEO Discusses Q1 2011 Results - Earnings Call Transcript
Tue, Apr 26, 2011
Ultimate Software Group's CEO Discusses Q4 2010 Results - Earnings Call Transcript
Wed, Feb 9, 2011
The Ultimate Software Group CEO Discusses Q3 2010 Results - Earnings Call Transcript
Tue, Oct 26, 2010
Ultimate Software Group, Inc. Q2 2010 Earnings Call Transcript
Tue, Jul 27, 2010
The Ultimate Software Group, Inc. Q1 2010 Earnings Call Transcript
Wed, Apr 28, 2010
Ultimate Software Group Q4 2009 Earnings Call Transcript
Tue, Feb 9, 2010
The Ultimate Software Group Q3 2009 Earnings Call Transcript
Tue, Oct 27, 2009
The Ultimate Software Group, Inc. Q2 2009 Earnings Call Transcript
Tue, Jul 28, 2009
The Ultimate Software Group, Inc. Q1 2009 Earnings Call Transcript
Tue, Apr 28, 2009
The Ultimate Software Group, Inc. Q4 2008 Earnings Call Transcript
Sun, Feb 22, 2009
The Ultimate Software Group, Inc. Q3 2008 Earnings Call Transcript
Mon, Nov 3, 2008

Ultimate Software and Flow International to Present at the SHRM 2013 Annual Conference and Exposition

Business Wire (Thu, 4:19PM)
Ultimate Software to Host Webcast on Predictive Analytics and Big Data for Human Capital Management

Business Wire (Jun 11, 2013)
Ultimate Software Receives 2013 Informatica Award for Innovation in Cloud Integration

Business Wire (Jun 7, 2013)
Ultimate Software Celebrates 15 Years as a Public Company; Putting People First

Business Wire (Jun 3, 2013)
Ultimate Software Announces Schedule of Investor Conferences for June 2013

Business Wire (May 30, 2013)
Ultimate Software and SUBWAY to Present at the IHRIM 2013 HRMS Strategies Conference and Technology Exposition

Business Wire (May 23, 2013)
5,000-Employee Company Manages Complex, Decentralized Payroll with Ultimate Software’s UltiPro

Business Wire (May 17, 2013)
Diverse Organizations Select Ultimate Software’s UltiPro for Business Advantages of Unified HCM

Business Wire (May 8, 2013)
Ultimate Announces Schedule of Presentations at the American Payroll Association’s 31st Annual Congress

Business Wire (May 3, 2013)
Ultimate Software Announces Schedule of Investor Conferences for May 2013

Business Wire (May 2, 2013)
Ultimate Reports Q1 2013 Financial Results

Business Wire (Apr 30, 2013)
85,000-Employee Bloomin’ Brands Streamlines HCM Process with Ultimate Software’s UltiPro

Business Wire (Apr 16, 2013)
Ping Identity Increases Efficiencies, Improves Overall Business Results with Ultimate Software’s UltiPro

Business Wire (Apr 11, 2013)
Ultimate Software Named to List of Top Companies That Promote and Foster Ethical Business Practices

Business Wire (Apr 9, 2013)
Ultimate Software’s UltiPro Supports Substantial Growth and Streamlines Complex Reporting for Healthcare Organization

Business Wire (Apr 3, 2013)
Ultimate Software Schedules Conference Call for First Quarter 2013 Financial Results

Business Wire (Apr 2, 2013)
10,000-Employee Airline Leverages UltiPro’s Business Intelligence for Strategic and Operational HR Improvements

Business Wire (Mar 27, 2013)
More than 1,300 UltiPro Customers Gather to Collaborate and Learn about the Future of Human Capital Management at Ultimate Software’s Annual Conference

Business Wire (Mar 20, 2013)
Ultimate Software to Host Webcast on Healthcare Reform for 2013

Business Wire (Mar 20, 2013)
Ultimate Announces Expanded Global Human Capital Management and Payroll Capabilities

Business Wire (Mar 13, 2013)

ULTI vs. ETF Alternatives

Company Description

Currently, there's no company description for ULTI.

Sector: Technology

Industry: Internet Software & Services

Country: United States

All
| Earnings
| Dividends
| M&A
| On the move

Tuesday, April 30, 5:13 PM Ultimate Software (ULTI): Q1 EPS of $0.32 beats by $0.06. Revenue of $97.9M (+25% Y/Y) misses by $0.02M. (PR) Comment! [Earnings, Breaking News, Tech]
Friday, March 1, 1:00 PM Surging deferred revenue and healthy free cash flow (over 2x earnings) help Salesforce (CRM +7.8%) make new highs following its FQ4 report. Needham, lifting its PT to $200, is pleased 7 and 8-figure deals rose 50% Y/Y, albeit while admitting bookings growth (28%) benefited from forex and deal timing. On the earnings call, Marc Benioff promised more M&A - "We're going to buy small and big. We're going to be aggressive." - and boasted 3M+ apps have been developed on Heroku and Force.com. WDAY +2.2%. N +2%. MKTG +2.6%. ET +1.8%. ULTI +1.5%. Comment! [Tech, On the Move, Earnings]
Tuesday, February 5, 4:55 PM Ultimate Software (ULTI): Q4 EPS of $0.38 misses by $0.01. Revenue of $92.2M (+27% Y/Y) beats by $1.41M. Shares -0.8% AH. (PR) Comment! [Earnings, Breaking News, Tech]
Friday, January 18, 11:49 AM In addition to downgrading cloud ERP/CRM software vendor NetSuite, Goldman is changing its stance on two cloud HR plays: Ultimate Software (ULTI -2.1%) has been downgraded to Neutral, and Cornerstone OnDemand (CSOD +4.2%) upgraded to Buy. Though still positive on ULTI's long-term potential, Goldman isn't crazy about its valuation at current levels. The firm predicts Cornerstone's core business growth will accelerate, and (like Pac Crest) is positive on its Recruiting Cloud product. Comment! [Tech, On the Move, Quick Ideas]
Friday, January 4, 5:54 PM Global SaaS/cloud software sales will rise a solid 25% this year to $59B, and another 25% in 2014 to $74B, predicts Forrester. The research firm also sees corporate adoption of Apple (AAPL) hardware continuing to grow: it expects Mac/iPad sales to businesses growing to $18B in 2013 from $15B in $2012. Forrester's original forecast for 2012 corporate Mac/iPad sales proved aggressive. Needham (citing Gartner data) has estimated Mac sales to U.S. businesses rose 49% Y/Y in Q3. 2 Comments [Tech]
Tuesday, October 30, 2012, 4:09 PM Ultimate Software Group (ULTI): Q3 EPS of $0.29 beats by $0.01. Revenue of $82.6M (+22% Y/Y) misses by $1.3M. (PR) Comment! [Earnings, Tech]
Friday, October 12, 2012, 10:33 AM Ultimate Software (ULTI +3.5%) and Saba Software (SABA +2.3%), both the subjects of occasional M&A speculation, are moving higher following cloud HR peer Workday's memorable IPO. Ultimate is also benefiting from ThinkEquity's decision to start coverage with a Buy and $116 target. Comment! [Tech, On the Move]
Thursday, October 11, 2012, 11:55 PM Workday (WDAY) prices its IPO at $28, above a prior range of $24-$26. That gives the fast-growing cloud ERP/HR software firm, which raised $637M by selling 22.75M shares, a valuation of $4.49B, or about 20x sales. Between the hype surrounding this offering and the way other enterprise tech IPOs have fared lately (I, II, III), there could still be a healthy pop when shares begin trading on Friday. Some cloud software firms that might move in response: N, CSOD, SABA, ULTI. (S-1) (more) Comment! [Tech]
Monday, September 17, 2012, 4:37 PM Oracle (ORCL) is acquiring SelectMinds, a developer of cloud apps for recruiting talent via referrals and social connections, and handling relationship with ex-employees. SelectMinds' software joins an arsenal of Oracle cloud HR solutions that includes its Fusion apps and Taleo. Remaining independent cloud talent management vendors include CSOD, SABA, and ULTI. (IBM-Kenexa) (SAP-SuccessFactors) Comment! [Tech, M&A]
Friday, August 31, 2012, 5:39 PM Saba Software (SABA +17.8%) closed with a huge gain on heavy volume. M&A speculation fueled by IBM's Monday deal to buy fellow cloud HR software firm Kenexa is almost certainly the reason. On Tuesday, B. Riley argued Saba could be sold at a hefty premium to a larger cloud player such as Salesforce.com or Workday, or an IT giant such as H-P or Dell. Peers Cornerstone OnDemand (CSOD +2%) and Ultimate Software (ULTI +1.1%) had more modest gains. (previous) Comment! [Tech, On the Move, M&A]
Wednesday, August 29, 2012, 7:08 PM Oracle (ORCL) accidentally leaks a presentation that details plans for its new Fusion cloud HR solutions, as well as for recently-acquired Taleo. Taleo's pricing, called "amazingly affordable" by BI, will range from $1-$15/user/month, depending on features. Oracle also says it wants to grow Taleo by expanding internationally and targeting staffing service firms, and differentiate itself by offering an end-to-end HR solution. The leak comes two days after IBM announced it's buying Taleo rival Kenexa. 1 Comment [Tech]
Monday, August 27, 2012, 10:14 AM Not surprisingly, Cornerstone OnDemand (CSOD +7.5%) is rallying after IBM-Kenexa fuels new hopes that the company will be bought out by a larger enterprise software name. Also trading higher are peers Saba Software (SABA +10.6%) and Ultimate Software (ULTI +2.5%). 1 Comment [Tech, On the Move]
Tuesday, July 31, 2012, 6:38 PM Ultimate Software Group (ULTI): Q2 EPS of $0.21 beats by $0.04. Revenue of $79.2M (+23.3% Y/Y) in-line. Shares +0.5% AH. (PR) 1 Comment [Earnings, Tech]
Friday, July 20, 2012, 1:05 PM Cloud software vendors Cornerstone OnDemand (CSOD +5.1%) and Constant Contact (CTCT +2.9%) trade higher after Credit Suisse initiates with Outperform ratings, as part of a broader coverage launch for the software sector. Also started at Outperform, but moving lower with the market: KNXA, CNQR, ULTI, RP, MKTG, JIVE. Comment! [Tech, On the Move]
Monday, May 14, 2012, 9:35 AM Ultimate Software (ULTI +4%) makes new 52-week highs thanks to an upgrade to Buy and $100 PT from Goldman. The firm cites major customer deployments, as well as improving spending trends in the cloud HR software space, which has seen a couple of high-profile acquisitions (I, II) over the last year. Comment! [Tech, On the Move, Quick Ideas]
Tuesday, April 24, 2012, 6:16 PM Ultimate Software Group (ULTI): Q1 EPS of $0.13 beats by $0.03. Revenue of $60.9M (+21.4% Y/Y) misses by $15M. (PR) Comment! [Earnings, Tech]

ltfinger
New Upgrades (5/1/13): $ABV, $APH, $ATK, $CNI, $GDOT, $NEWP, $PM, $THI, $ULTI
May 2, 10:23 PM
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ltfinger
New Downgrades (4/4/13): $TLP, $UHS, $ULTI, $UNP, $VRX, $VSAT, $WDAY, $WES, $WHR, $WSO
Apr 5, 12:37 PM
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Michael Bryant
Sherwin-Williams (SHW), Ultimate Software (ULTI), Team (TISI), V.F. Corporation (VFC), & Myriad Genetics (MYGN) rose Monday on unusual vol.
11/12/12
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ZetaKap
4 Low-Debt Mid Cap Stocks With EPS Growth Projections Above 25% http://bit.ly/XZUNGo $CTRX $N $PCP $ULTI @ZetaKap
10/25/12
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freefdawatchlist
http://t.co/fRoShxOG Some of my best analysis this week: $AAPL $ULTI $NUGT $USDX $INTC
10/21/12
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freefdawatchlist
http://t.co/fRoShxOG Some of my best analysis this week: $AAPL $ULTI $NUGT $USDX $INTC
10/20/12
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Michael Bryant
Thermon Group (THR), LinkedIn (LNKD), magicJack VocalTec (CALL), Ulta Salon (ULTA), & Ultimate Software (ULTI) rose Thursday on unusual vol.
9/6/12
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ZetaKap
5 Low-Debt, High-Growth Mid Cap Stocks http://bit.ly/NJMygz $ATHN $N $NOW $ULTI $MELI @ZetaKap
8/24/12
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Michael Bryant
Lithia Motors (LAD), Papa John'S (PZZA), Anheuser-Busch (BUD), NCR Corporation, & Ultimate Software (ULTI) rose Wednesday on unusual volume.
8/1/12
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Alan Brochstein
3 $100 Virgins: $COST, $ULTI and $DVA
7/29/12
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LATEST REPLIES

David Jackson
Who has the best product for small companies: $ULTI's UltiPro, $CRM's Rypple, or $CSOD's Sonar6?
4/4/12
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David Jackson: Note: $ULTI now integrates with Yammer, brings it closer to $CRM's Rypple: http://bit.ly/HfxdBq
4/4/12
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Michael Bryant
I get Ultimate Software Group (ULTI) and Taleo (TLEO) as the closest $1-2 billion companies to SuccessFactors (SFSF).
12/5/11
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John Rayhall: Interesting thanks
12/5/11
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ULTI Ultimate Software Group, Inc. (The)

ULTI

Ultimate Software Group, Inc. (The)