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Mar 31, 2023

TriNet Q1 2023 Earnings Report

TriNet's financial performance exceeded expectations amidst a turbulent economic environment, driven by customer focus and disciplined financial management.

Key Takeaways

TriNet reported a 2% increase in total revenues to $1.2 billion and a net income of $131 million, or $2.17 per diluted share, for the first quarter of 2023. The company's results exceeded guidance despite a challenging economic environment, driven by strong new sales, customer retention, and cost control.

Professional service revenues increased by 6% to $205 million.

Total revenues increased by 2% to $1.2 billion.

Net income was $131 million, or $2.17 per diluted share.

Average Worksite Employees (WSEs) decreased 5% to approximately 327,000.

Total Revenue
$1.25B
Previous year: $395M
+215.4%
EPS
$2.49
Previous year: $2.55
-2.4%
Total WSEs
328.3K
Previous year: 348.35K
-5.8%
Average WSEs
327.11K
Previous year: 343.25K
-4.7%
Gross Profit
$316M
Previous year: $325M
-2.8%
Cash and Equivalents
$707M
Previous year: $235M
+200.9%
Free Cash Flow
-$94M
Previous year: $203M
-146.3%
Total Assets
$3.74B
Previous year: $3.2B
+16.6%

TriNet

TriNet

TriNet Revenue by Segment

Forward Guidance

TriNet provides its second quarter and full-year 2023 guidance.

Positive Outlook

  • Total Revenues are expected to increase by 1% for Q2 2023.
  • Total Revenues are expected to increase between 1% and 3% for the full year 2023.
  • Professional Service Revenues are expected to decrease by 3% or remain flat for Q2 2023.
  • Professional Service Revenues are expected to increase between 1% and 3% for the full year 2023.
  • Adjusted Net Income per share - diluted is expected to be between $1.15 and $1.40 for Q2 2023.

Challenges Ahead

  • Diluted net income (loss) per share of common stock is expected to be between $0.72 and $0.96 for Q2 2023.
  • Adjusted Net Income is expected to decrease between 36% and 22% for Q2 2023.
  • Net income is expected to decrease between 49% and 32% for Q2 2023.
  • Adjusted Net Income is expected to decrease between 24% and 10% for the full year 2023.
  • Diluted net income (loss) per share of common stock is expected to be between $3.96 and $4.90 for the full year 2023.

Revenue & Expenses

Visualization of income flow from segment revenue to net income