Software - Application · Technology
Jared Levine
Analyst
TD Cowen
Equibles does not estimate personal net worth.
About Jared Levine
Jared Levine is recorded as Analyst at TD Cowen. Jared Levine has spoken on 15 earnings calls and 1 other investor event across 7 companies, most recently for Paychex Inc on September 23, 2026. Those appearances were for Paycom Software, Inc. (PAYC), Paylocity Holding Corp (PCTY), Trinet Group, Inc. (TNET), Automatic Data Processing Inc (ADP), Paychex Inc (PAYX) and 2 other companies. The companies whose calls Jared Levine spoke on are classified in the Technology and Industrials sectors.
Jared Levine on recent calls
“I want to start in terms of revenue synergies. Can you talk about the progress so far into this year, or starting with 1Q so far, and any update expectations in terms of, I think, for the full year, you were previously assuming about 70, 75 bps, any update expectations there?”
“I wanted to dig into air-based cross-sell progress one year in. I guess, you know, how would you characterize this first year in and, you know, the 10 to 20 percent penetration within three to five years, is that still a reasonable target based on what you saw this first year?”
“To start, can you talk about some of the traction you've seen so far with NavonEdge and how that's contributing to growth so far this year?”
“I cover software and business services here at TD Cowan. With us today for a fireside chat, we have the CFO of ADP, Peter Hadley. ADP really needs no introduction, so let's get right into the discussion here.”
“I want to start in terms of your recent announcement of some of the managed service offerings. Can you discuss the revenue opportunity, whether that's TAM or potential PEPM uplift?”
Affiliation history
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TD Cowen
Analyst
Transcript header (unverified)
Current
Company network
Software - Application · Technology
TNET
Staffing & Employment Services · Industrials
Software - Application · Technology
PAYX
Software - Application · Technology
NAVN
Software - Application · Technology
ASUR
Software - Application · Technology