DFIN Unveils Active Intelligence™, an AI Suite for Enhanced Compliance Solutions
Introduction of Active Intelligence: Donnelley Financial Solutions (DFIN) launched Active Intelligence™, a suite of AI capabilities aimed at enhancing compliance and reporting efficiency for clients dealing with complex regulatory landscapes.
Client-Centric AI Development: DFIN emphasizes a client-focused approach in developing AI features, with plans to co-create solutions that address specific client pain points and improve workflow efficiency.
Exclusive AI Capabilities for ActiveDisclosure Users: Selected clients using ActiveDisclosure will gain access to AI-enhanced tools for analyzing SEC filings, which will help reduce risk and expedite the preparation of various financial reports.
AI Client Advisory Panel: DFIN is establishing an AI Client Advisory Panel to gather client feedback on AI initiatives, ensuring that future developments align with client needs and enhance productivity in disclosure work.
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- Earnings Call Scheduled: Donnelley Financial Solutions will hold a conference call on February 17, 2026, at 9:00 a.m. Eastern time to discuss its Q4 2025 financial results, providing crucial business updates and an analyst Q&A session.
- Webcast Availability: The call will be available via a live webcast on the company's investor relations website, with investors required to register at least 15 minutes prior and install necessary audio software to ensure smooth participation.
- Report Release Timing: DFIN will release its fourth-quarter financial report before the market opens on February 17, 2026, through an SEC filing on Form 8-K, ensuring timely access to key information for investors.
- Company Background: Donnelley Financial Solutions is a leading global provider of compliance and regulatory software and services, focused on meeting investment company compliance needs and complex capital markets transactions while enhancing transparency and efficiency throughout the corporate lifecycle.
- Earnings Call Scheduled: Donnelley Financial Solutions will hold a conference call on February 17, 2026, at 9:00 a.m. Eastern time to discuss its Q4 fiscal year 2025 financial results, provide a business update, and answer analyst questions.
- Webcast Availability: The call will be available via a live webcast on the company's investor relations website, where investors are advised to register at least 15 minutes prior to the event to download any necessary audio software for smooth participation.
- Financial Report Release: DFIN's financial report for Q4 will be released before the market opens on February 17, 2026, through an SEC Form 8-K filing, with related financial tables and press releases also posted on the investor relations website to ensure transparency and timeliness.
- Company Overview: Donnelley Financial Solutions is a leading global provider of compliance and regulatory software and services, addressing investment company regulatory needs, complex capital markets transactions, and essential financial reporting throughout the corporate lifecycle, aiming to enhance client workflow efficiency and transparency.
- Quarterly Performance: The RAM Smid Composite achieved a return of 3.58% in Q4 2025, outperforming its benchmark, the Russell 2500 Value Total Return Index, which rose by 3.15%, indicating the effectiveness of the fund's investment strategy.
- New Investment Position: In Q4 2025, RAM Smid Composite initiated a new position in Donnelley Financial Solutions (NYSE:DFIN), reflecting confidence in the company's future growth potential.
- Software Sales Target: Donnelley Financial Solutions aims to derive 60% of its sales from software solutions by 2028, with accelerating SaaS momentum expected to drive revenue growth.
- Financial Performance Beats Expectations: Donnelley Financial Solutions reported a non-GAAP EPS of $0.86, beating estimates by $0.29, and revenue of $175.3 million, exceeding expectations by $5.6 million, showcasing the company's competitive strength in the market.

- Management Participation: Donnelley Financial Solutions' CEO Dan Leib and CFO Dave Gardella will participate in a fireside chat at the 28th Annual Needham Growth Conference in New York on January 13, 2026, which is expected to attract investor attention and enhance the company's visibility.
- Live Webcast: The company will provide a link to the live webcast of the fireside chat on its Investor Relations homepage, enabling investors who cannot attend in person to access information, thereby enhancing interaction and transparency with stakeholders.
- Mission Reaffirmation: Donnelley Financial Solutions is committed to providing compliance and regulatory software and services that support complex capital market transactions and financial reporting, ensuring the company maintains its leadership position in compliance, further solidifying its market dominance.
- Workflow Efficiency Enhancement: By offering comprehensive solutions for investment company compliance needs, Donnelley aims to improve clients' workflow efficiency and enhance customer trust, which will drive long-term business growth.

- Management Participation: Donnelley Financial Solutions' CEO Dan Leib and CFO Dave Gardella will engage in a fireside chat at the 28th Annual Needham Growth Conference in New York on January 13, 2026, showcasing the company's leadership in compliance and risk solutions.
- Live Webcast: The discussion is scheduled for 8:45 AM EST, allowing investors to tune in via the company's Investor Relations website, enhancing engagement and transparency with stakeholders.
- Replay Availability: For those unable to listen live, a replay of the session will be archived on DFIN's Investor Relations site post-event, ensuring broad dissemination and accessibility of information.
- Company Mission: Donnelley Financial Solutions is committed to providing clients with compliance and regulatory software and services that support complex capital market transactions and financial reporting, reinforcing its market position by addressing regulatory needs throughout the corporate lifecycle.
- Management Participation: Donnelley Financial Solutions' CEO Dan Leib and CFO Dave Gardella will participate in a fireside chat at 8:45 AM EST on January 13, 2026, at the Needham Growth Conference in New York, showcasing the company's leadership in compliance and risk solutions.
- Live Webcast: The fireside chat will be available via the company's Investor Relations homepage, ensuring investors can access real-time updates on the company, with a replay available post-event to enhance information transparency.
- Industry Position: As a leading global provider of compliance and regulatory software and services, Donnelley Financial Solutions' expertise in complex capital markets transactions and financial reporting will further solidify its market leadership.
- Client Empowerment: The company is committed to empowering clients by providing efficient workflow solutions to meet compliance needs for public and investment company filings, thereby enhancing client competitiveness and market responsiveness.








