ADP
includes ADP Workforce Now
9 statements across 9 episodes · 4 bullish · 1 bearish · 8 people on the record · first statement Apr 25, 2017 by Bill Bryce · said 27 times in 19 episodes since 2017 · across every show →
Mentions by year, the whole family
brought up most by Garen Hess (6), Sati Hillyer (2), Pete Lamson (2), Matt Straz (2), Kirk Simpson (2), Savneet Singh (1), Paul Ironside (1), Nick Mehta (1)
tap a year for its mentions
2024 1 mention in 1 episode
2023 1 mention in 1 episode
2022 2 mentions in 2 episodes 1 per episode
2021 4 mentions in 4 episodes 1 per episode
2020 1 mention in 1 episode
2019 11 mentions in 5 episodes 2 per episode
- 1466 Sales Demo Tool Passes $3m in ARR, Transitions To Enterprise
- 1323 How FinTech Company Wave Is Deploying $100m in Capital, $25m+ in ARR
- 1506 Gainsight: We'll Hit $100m Revenue in 2020, $60m+ Now
- 1346 How CommercialTribe Broke 125% Net Revenue Retention Annually
- 1339 $3m ARR Org Chart Company CEO Uses "Touch Zero" Operating Model to Manage Cash
- every mention in 2019, scene by scene →
2018 6 mentions in 4 episodes 2 per episode
- 1088 How Ex-Salesforce Leader Launched Video for Salespeople Growing 100% YoY
- 971 How Namely Passed 1000 Customers and $40m in ARR
- 1234 How He Bootstrapped to $160m in ARR in HR Space
- 1095 His First Move at Zenefits? 450 Laid Off. Now Eyeing Profitability and $100m in ARR
- every mention in 2018, scene by scene →
2017 1 mention in 1 episode
Everything said about ADP, oldest first
Apr 25, 2017
Mar 22, 2018 neutral
Sep 4, 2018 positive
Skok: Namely leads mid-market HR tech while ADP is an easy target
“And to my mind, namely is the leader in that particular segment that we think is an important segment. And then if you look at the space that they're running, which is the 50 to, actually it's 20 to 2000 employees is the size range that they work in. There's r…”
Dec 10, 2018
iCIMS targets mid-market and enterprise tiers, handing off to Workday and Oracle
“Typically we deal with the upper end of the market. So we call it majors and enterprise majors is typically call it about a hundred employees to 2500 employees. In those cases, we're usually handing off to an ADP an ultimate software, a Ceridian at the high en…”
Jul 30, 2019 positive
Hess: ADP split test showed 44% increase in close rates with Consensus
“ADP, when they first came on back in 2014, they started with 80 sales reps and they did the split test for 90 days where they had every rep, every other deal they would use consensus as part of the sales conversation. And sales process. And then they compared …”
Sep 8, 2019 bullish
Mehta: Gainsight serves about 700 customers, including Okta and Workday
“We have about 700 customers now, and it's kind of a who's who in technology, so publicly traded SaaS companies like an Okta or Workday or Twilio or DocuSign, big companies that have gone to the cloud like an IBM or an Adobe or a Cisco, as well as companies in …”
Dec 27, 2022 neutral
Tidy Cites Internal Corporate IT Teams as Its Primary Competition
“Yeah, so, so I would say the biggest competitor for us is the internal teams today.
you know, because what we're doing is we're integrating these 15, 16 different systems that exist within the organization.
So, you know, you're working with ServiceNow, with A…”
May 16, 2023 bullish
Singh: Buying lowest-NPS stocks outperforms high-NPS companies over time
“I've always told investors just, you know, you'd be better off buying a basket of stocks that have the lowest NPS of all, and they'll outperform the companies that have the best NPS. And you'll be like, well, it doesn't make sense, but think about the companie…”
Jul 23, 2024 negative
Singh: Beloved point products trade at lower multiples than platforms like ADP and SAP
“Whether it's, like, a DocuSign or a Zoom or all the ones I just talked about, like, and look at what they trade at. They trade at, like, three times revenue. You know, these are, DocuSigns are great products. Zoom is a great product, but they trade at the shit…”