Kelly Services, Inc. (KELYB): Business Model Canvas [Jan-2025 Mise à jour]

Dans le monde dynamique des solutions de main-d'œuvre, Kelly Services, Inc. (KELYB) apparaît comme une puissance stratégique, transformant la façon dont les entreprises se connectent avec les talents dans diverses industries. En fabriquant méticuleusement une toile complète du modèle commercial qui s'étend sur les réseaux de recrutement mondiaux, les plateformes de technologie de pointe et les stratégies de personnel innovantes, Kelly Services s'est positionnée comme un acteur charnière de l'écosystème du capital humain. Cette plongée profonde dans leur modèle d'entreprise révèle une approche sophistiquée qui va au-delà du personnel traditionnel, offrant des solutions de main-d'œuvre flexibles et personnalisées qui répondent aux besoins complexes des talents des entreprises modernes.

Kelly Services, Inc. (KELYB) - Modèle d'entreprise: partenariats clés

Agences de dotation et sociétés de gestion de la main-d'œuvre

Kelly Services maintient des partenariats stratégiques avec plusieurs plateformes de gestion de la main-d'œuvre et réseaux de dotation dans le monde.

Type de partenaire	Nombre de partenariats	Couverture géographique
Réseaux de personnel mondiaux	47	Amérique du Nord, Europe, Asie-Pacifique
Plateformes régionales de la main-d'œuvre	23	États-Unis, Canada, Royaume-Uni

Clients d'entreprise dans plusieurs industries

Kelly Services sert divers secteurs industriels grâce à des stratégies de partenariat complètes.

• Fabrication: 38% de la clientèle d'entreprise
• Technologies de l'information: 22% de la clientèle d'entreprise
• Santé: 17% de la clientèle d'entreprise
• Services financiers: 12% de la clientèle d'entreprise
• Secteur du gouvernement / public: 11% de la clientèle d'entreprise

Provideurs de solutions de technologie et de logiciels

Kelly Services collabore avec les plateformes technologiques pour améliorer les capacités de gestion de la main-d'œuvre.

Partenaire technologique	Focus d'intégration	Année de mise en œuvre
SAP SuccessFactors	Gestion de la main-d'œuvre	2019
Jour de travail	Gestion du capital humain	2020
Cloud Oracle HCM	Acquisition de talents	2021

Établissements d'enseignement pour l'approvisionnement en talents

Kelly Services entretient des relations stratégiques avec les établissements universitaires pour le développement de pipelines de talents.

• Partenariats universitaires: 89 établissements universitaires
• Collaborations des collèges communautaires: 126 institutions
• Centres de formation technique: 54 partenariats

Réseaux de recrutement mondiaux

Kelly Services exploite les réseaux de recrutement internationaux pour étendre les capacités d'acquisition de talents.

Région du réseau	Nombre de recruteurs connectés	Volume de placement annuel
Amérique du Nord	3 200 recruteurs	142 500 placements
Europe	2 750 recruteurs	98 300 placements
Asie-Pacifique	1 850 recruteurs	67 200 placements

Kelly Services, Inc. (KELYB) - Modèle d'entreprise: Activités clés

Placement de la main-d'œuvre temporaire et permanent

En 2023, Kelly Services a placé 480 000 travailleurs temporaires et permanents dans diverses industries. La société a généré 4,66 milliards de dollars de revenus des services de dotation.

Catégorie de placement	Nombre de travailleurs	Contribution des revenus
Main-d'œuvre temporaire	425,000	4,1 milliards de dollars
Placement permanent	55,000	560 millions de dollars

Services d'acquisition et de recrutement de talents

Kelly Services a traité 2,3 millions de demandes d'emploi en 2023, avec un taux de réussite de dépistage des candidats de 78%.

• Plates-formes de recrutement numérique utilisées
• Association des candidats alimentés par AI
• Processus complets de vérification des antécédents

Conseil de gestion de la main-d'œuvre

Workforce Consulting a généré 210 millions de dollars en 2023, desservant 3 200 clients d'entreprise.

Service de conseil	Segments du client	Revenu
Planification stratégique de la main-d'œuvre	Grandes entreprises	95 millions de dollars
Optimisation de la main-d'œuvre	Entreprises de marché intermédiaire	115 millions de dollars

Programmes de formation des compétences et de développement

Kelly Services a investi 42 millions de dollars dans des programmes de formation, augmentant 87 000 travailleurs en 2023.

• Formation des compétences technologiques
• Programmes de certification professionnelle
• Plateformes d'apprentissage numérique

Solutions de dotation dans divers secteurs de l'industrie

Kelly Services a fourni des solutions de dotation dans 15 secteurs industriels, la technologie et les soins de santé représentant 45% des placements totaux.

Secteur de l'industrie	Pourcentage de placement	Volume des travailleurs
Technologie	25%	108,000
Soins de santé	20%	96,000
Fabrication	15%	72,000
Autres secteurs	40%	204,000

Kelly Services, Inc. (KELYB) - Modèle d'entreprise: Ressources clés

Base de données des candidats étendus

Kelly Services maintient une base de données des candidats avec environ 3,5 millions de travailleurs potentiels dans plusieurs secteurs en 2023.

Métrique de la base de données	Quantité
Profils des candidats totaux	3,5 millions
Couverture géographique	États-Unis, Canada, Europe, Asie-Pacifique
Les secteurs industriels représentés	20+ catégories professionnelles

Plateformes de technologie de recrutement avancée

Kelly Services investit 12,3 millions de dollars par an dans les plateformes d'infrastructure technologique et de recrutement numérique.

• Algorithmes de correspondance des candidats alimentés par l'IA
• Systèmes de gestion des talents basés sur le cloud
• Technologies de dépistage de l'apprentissage automatique

RH qualifiés et professionnels du recrutement

Kelly Services emploie 4 200 professionnels du recrutement internes dans le monde.

Catégorie professionnelle	Nombre d'employés
Spécialistes des RH	2,100
Consultants en recrutement	1,600
Responsables de l'acquisition de talents seniors	500

Infrastructure opérationnelle mondiale

Kelly Services opère dans 9 pays avec 50 centres opérationnels primaires.

Solide réputation de l'industrie et reconnaissance de la marque

Kelly Services a une valeur de marque estimée à 425 millions de dollars avec plus de 70 ans de présence continue sur le marché.

Métrique de la marque	Valeur
Valeur de marque	425 millions de dollars
Années de travail	70+
Classement du marché mondial	Top 5 des entreprises de recrutement

Kelly Services, Inc. (KELYB) - Modèle d'entreprise: propositions de valeur

Solutions de main-d'œuvre flexibles pour les entreprises

Kelly Services fournit des solutions de dotation dans plusieurs secteurs avec 5,1 milliards de dollars de revenus annuels pour 2022. La société soutient environ 440 000 employés par an grâce à des services de placement temporaires et permanents.

Segment de l'industrie	Couverture de la main-d'œuvre	Volume de placement annuel
Informatique	23% de la main-d'œuvre totale	101 200 placements
Science & Ingénierie	18% de la main-d'œuvre totale	79 200 placements
Professionnel & Industriel	59% de la main-d'œuvre totale	259 600 placements

Accès à des talents qualifiés dans plusieurs secteurs

Kelly Services opère dans 9 pays et soutient l'acquisition de talents dans plus de 20 industries avec des stratégies de recrutement spécialisées.

• Couverture du secteur technologique: 37% du total du bassin de talents qualifiés
• Couverture du secteur des soins de santé: 22% du total du bassin de talents qualifiés
• Couverture du secteur manufacturier: 19% du total du bassin de talents qualifiés

Services de dotation et de recrutement rentables

Réduction moyenne des coûts pour les entreprises des clients: 27% par rapport aux méthodes d'embauche traditionnelles. Taux d'efficacité du recrutement: 84% de placements réussis.

Type de service	Économies de coûts moyens	Taux de réussite du placement
Personnel temporaire	Réduction des coûts de 32%	89%
Embauche directe	Réduction des coûts de 22%	79%

Stratégies de gestion de la main-d'œuvre personnalisées

Kelly Services fournit des solutions de main-d'œuvre sur mesure avec 475 millions de dollars investis dans les plateformes de technologie et de recrutement pour 2022.

Processus d'acquisition de talents rapides et efficaces

Durée moyenne d'embauche: 14 jours, par rapport à la norme de l'industrie de 28 jours. Efficacité de la plate-forme numérique: précision de correspondance à 92% des candidats.

• Pool de talents en ligne: 1,2 million de candidats présélectionnés
• La technologie de contrepartie dirigée AI réduit le cycle de recrutement de 40%
• Engagement de la plate-forme numérique: taux de réponse aux candidats à 98%

Kelly Services, Inc. (KELYB) - Modèle d'entreprise: relations avec les clients

Consultation de recrutement personnalisée

Kelly Services fournit des solutions de recrutement personnalisées avec les caractéristiques suivantes:

Type de consultation	Niveau d'engagement	Segments de clientèle
Dotation professionnelle	Consultation à tacles	Fortune 500 Companies
Recrutement technique	Conseil spécialisé	Technologies de technologie et d'ingénierie
Dotation industrielle	Solutions de main-d'œuvre ciblées	Secteurs de fabrication et de logistique

Support de gestion des talents en cours

Kelly Services offre des services complets de gestion des talents:

• Dépistage des candidats continus
• Surveillance des performances
• Suivi du développement des compétences
• Stratégies d'optimisation de la main-d'œuvre

Plateforme numérique pour l'interaction des candidats et des clients

Fonctionnalité de plate-forme	Accessibilité de l'utilisateur	Interactions numériques annuelles
Portail d'emploi en ligne	Accès 24/7	3,2 millions
Application mobile	Smartphone compatible	1,8 million de téléchargements
Événements de recrutement virtuel	Participation mondiale	475 événements par an

Performances régulières et suivi de la satisfaction

Mesures de performance clés:

• Taux de satisfaction du client: 92%
• Succès de placement des candidats: 87%
• Rétention moyenne des clients: 4,3 ans

Services de gestion des comptes dédiés

Niveau de gestion du compte	Couverture de service	Spécialistes assignés
Niveau d'entreprise	Soutien complet	Gestionnaires de compte dédiés
Segment du marché intermédiaire	Solutions de recrutement sur mesure	Support d'équipe spécialisé
Segment des petites entreprises	Modèles d'engagement flexibles	Gestion des ressources partagées

Kelly Services, Inc. (KELYB) - Modèle d'entreprise: canaux

Plateformes de placement en ligne

Kelly Services utilise plusieurs plateformes de placement en ligne avec la portée numérique suivante:

Plate-forme	Listes d'emplois actifs	Visiteurs uniques mensuels
En effet	3 742 listes d'emplois	1,2 million
Liendin	2 985 postes d'emploi	875,000
Monster.com	1 653 listes d'emplois	425,000

Site Web d'entreprise et portails de recrutement

Métriques du site Web de Kelly Services:

• Trafic annuel sur le site Web: 4,2 millions de visiteurs uniques
• Soumissions de demande d'emploi en ligne: 127 500 par trimestre
• Taux d'application mobile: 62% du total des applications

Équipe de vente directe

Composition et performance de l'équipe de vente:

Catégorie de vente	Nombre de représentants	Revenu annuel moyen par représentant
Ventes d'entreprise	187	1,4 million de dollars
Ventes de petites entreprises	293	$675,000

Sites de réseautage professionnels

Statistiques de l'engagement de réseautage professionnel:

• LinkedIn adepte: 243 000
• Connexions de réseau professionnel: 412 000
• Taux d'engagement mensuel moyen: 4,7%

Événements de recrutement de l'industrie

Données de participation à l'événement de recrutement:

Type d'événement	Événements annuels	Interactions candidates
Foires de carrière virtuelle	42	18 750 candidats
Conférences de carrière en personne	27	12 500 candidats
Événements de réseautage spécifiques à l'industrie	36	9 800 candidats

Kelly Services, Inc. (KELYB) - Modèle d'entreprise: segments de clientèle

Grandes entreprises d'entreprise

Kelly Services dessert 95% des sociétés du Fortune 100 en 2023. Revenus annuels des grandes entreprises clients: 1,2 milliard de dollars.

Segment d'entreprise	Compte de clientèle	Dépenses annuelles
Fortune 100 Companies	95	$1,200,000,000
Fortune 500 Companies	278	$850,000,000

Petites et moyennes entreprises

Kelly Services soutient environ 15 000 petites et moyennes entreprises de taille moyenne à travers l'Amérique du Nord.

• Valeur du contrat moyen: 75 000 $
• Revenu total du segment PME: 1,125 milliard de dollars
• Durée du contrat typique: 6 à 18 mois

Secteurs de fabrication et industriels

La fabrication représente 42% des revenus totaux de Kelly Services Workforce Solutions.

Sous-secteur industriel	Part de marché	Revenus annuels
Fabrication automobile	18%	$420,000,000
Fabrication d'électronique	12%	$280,000,000
Fabrication générale	12%	$280,000,000

Industries de la santé et de la technologie

Revenus combinés des secteurs de la santé et de la technologie: 680 millions de dollars en 2023.

• Solutions de main-d'œuvre de santé: 420 millions de dollars
• Solutions de travail technologique: 260 millions de dollars
• Taux de placement des talents spécialisés: 87%

Organisations de services professionnels

Le segment des services professionnels génère 520 millions de dollars de revenus annuels.

Type de service professionnel	Clientèle	Revenus annuels
Cabinets de conseil	2,300	$240,000,000
Services juridiques	1,750	$180,000,000
Services financiers	1,500	$100,000,000

Kelly Services, Inc. (KELYB) - Modèle d'entreprise: Structure des coûts

Compensation et avantages sociaux des employés

Total des frais d'indemnisation des employés pour les services Kelly en 2022: 1,58 milliard de dollars

Catégorie de dépenses	Montant (2022)
Salaires et salaires	1,29 milliard de dollars
Avantages sociaux	290 millions de dollars
Taxes sur les salaires	78 millions de dollars

Investissements technologiques et infrastructures

Investissement technologique pour 2022: 45,2 millions de dollars

• Infrastructure de cloud computing: 18,6 millions de dollars
• Systèmes de cybersécurité: 12,4 millions de dollars
• Développement de la plate-forme numérique: 14,2 millions de dollars

Frais de marketing et de développement commercial

Total des dépenses de marketing en 2022: 37,5 millions de dollars

Canal de marketing	Dépenses
Marketing numérique	22,3 millions de dollars
Participation des salons commerciaux	8,7 millions de dollars
Garantie des ventes	6,5 millions de dollars

Processus de recrutement et de dépistage

Coût de recrutement par location: 4 129 $

• Dépenses de vérification des antécédents: 275 $ par candidat
• Technologie d'évaluation et de dépistage: 1,2 million de dollars par an
• Abonnements à la plate-forme de recrutement: 780 000 $

Frais généraux et frais administratifs opérationnels

Total des dépenses administratives en 2022: 214,6 millions de dollars

Catégorie de coûts	Montant
Loyer de bureau et services publics	89,3 millions de dollars
Services professionnels	62,5 millions de dollars
Assurance et conformité	41,2 millions de dollars
Frais administratifs généraux	21,6 millions de dollars

Kelly Services, Inc. (KELYB) - Modèle d'entreprise: Strots de revenus

Frais de placement temporaire

Pour l'exercice 2022, Kelly Services a déclaré des revenus de personnel temporaires de 4,81 milliards de dollars. L'entreprise génère des revenus grâce à des frais de placement pour les travailleurs temporaires et contractuels dans diverses industries.

Segment de l'industrie	Contribution des revenus
Science, ingénierie, technologie	1,24 milliard de dollars
Industriel	1,67 milliard de dollars
Services aux entreprises	1,12 milliard de dollars
Autres services professionnels	680 millions de dollars

Commissions de recrutement permanentes

Kelly Services génère des commissions de recrutement grâce à des services de placement permanents, avec un chiffre d'affaires estimé à 210 millions de dollars en 2022.

• Les frais de placement de la location directe varient de 15 à 25% du salaire annuel du candidat
• Commission moyenne par placement réussi: 8 500 $

Services de conseil en gestion de la main-d'œuvre

Les revenus des services de consultation pour 2022 étaient d'environ 156 millions de dollars, en se concentrant sur les solutions stratégiques de la main-d'œuvre.

Type de service de conseil	Revenus annuels
Planification stratégique de la main-d'œuvre	62 millions de dollars
Conseil d'acquisition de talents	54 millions de dollars
Optimisation de la main-d'œuvre	40 millions de dollars

Revenus du programme de formation et de développement

Les revenus du programme de formation ont totalisé 45 millions de dollars en 2022, offrant des services de développement des compétences et de formation professionnelle.

Frais de service de plate-forme numérique et de technologie

Les revenus des services numériques ont atteint 98 millions de dollars en 2022, y compris les plateformes de dotation en dotation et de recrutement compatibles avec la technologie.

Catégorie de service numérique	Revenu
Plateforme de recrutement en ligne	42 millions de dollars
Technologie de gestion de la main-d'œuvre	36 millions de dollars
Projection des talents numériques	20 millions de dollars

Kelly Services, Inc. (KELYB) - Canvas Business Model: Value Propositions

You're looking at how Kelly Services, Inc. delivers value to its clients as of late 2025. It's about providing the right people, in the right specialized areas, at the right time, which is crucial when the macroeconomic environment is shifting, as seen in the Q3 2025 revenue decline of 9.9% year-over-year to $935.0 million.

Access to specialized, high-demand talent in science, engineering, and technology (SET).

Kelly Services, Inc. provides expertise in connecting talent for complex technical roles. This value proposition is supported by the company's focus on high-demand areas like AI talent solutions amid a sluggish labor market. You can see the mixed performance in this area in the recent results:

• The Science, Engineering & Technology (SET) segment experienced a consistent rate of decline in underlying revenue in the third quarter of 2025.
• In the second quarter of 2025, the reported revenue for the SET segment rose 19.4%, but organically, it was down 8.5%.
• Hiring trends for Engineering in 2025 point to high demand for roles like semiconductor engineers, robotics experts, and advanced manufacturing professionals.

Scalable K-12 staffing solutions for reliable classroom coverage.

The Education segment is a resilient area for Kelly Services, Inc., showing consistent positive momentum even when other segments face headwinds. This is your value proposition for reliable classroom coverage:

• The Education segment showed growth in Q3 2025.
• Specifically, Q3 2025 revenue for the Education segment grew 0.9% year-over-year.
• For the second quarter of 2025, the Education business saw revenue increase 5.6% on a reported basis and 5.1% organically.

Workforce outsourcing and consulting (OCG) to manage complex talent supply chains.

Through its OCG services, Kelly Services, Inc. helps manage broader talent needs, which is part of the Enterprise Talent Management (ETM) division. The focus here is on scaling higher-margin solutions. The company is committed to scaling services like Recruitment Process Outsourcing (RPO) and Managed Service Provider (MSP) solutions, which typically offer margins in the 15-20% range. Still, the ETM segment saw a modest decline in Q3 2025 revenue.

Here's a quick look at how the key segments performed in Q3 2025 compared to the prior year:

Segment	Q3 2025 Revenue Change (Reported)	Q3 2025 Underlying Trend
Education	Not specified	Growth
Science, Engineering & Technology (SET)	Not specified	Consistent rate of decline
Enterprise Talent Management (ETM)	Not specified	Modest decline

Flexibility for customers to align workforce size with demand shifts.

Kelly Services, Inc. offers the ability to adjust staffing levels to match fluctuating client demand. This is evident in how clients manage their workforce in the current environment. The underlying revenue decline of approximately 2.0% in Q3 2025, when excluding discrete impacts from federal contractors and large customers, is noted as being in line with industry performance, suggesting clients are taking a measured approach to hiring. You can quickly scale up or down the team you need for revolving projects.

Global reach with local market expertise for talent solutions.

Kelly Services, Inc. has a broad footprint, which allows for local expertise backed by global scale. The company connects over 400,000 people with work annually. This reach spans across 30 countries for general staffing, and its Managed Service Provider solutions are available in 70 countries. You can access tailored solutions by visiting your country's specific website. Finance: draft 13-week cash view by Friday.

Kelly Services, Inc. (KELYB) - Canvas Business Model: Customer Relationships

Dedicated account management for large, strategic customers is paramount, especially as Kelly Services navigates a dynamic operating environment where Q3 2025 revenue saw a 9.9% year-over-year decrease, partially due to reduced demand from certain large customers. The focus on high-touch relationships is evident in resilient areas; for instance, the Education segment, which relies on strong local ties, delivered organic revenue growth of 6.3% in Q1 2025.

The high-touch, consultative approach is most pronounced in complex contracts like Recruitment Process Outsourcing (RPO) and Managed Service Provider (MSP) solutions, areas management is scaling due to their higher profitability. These specialized services typically offer gross margins in the range of 15-20%. Kelly Services is actively working to enhance execution and agility to drive profitable growth, as stated by the new CEO in Q3 2025.

The long-term partnership focus is clearly exemplified by KellyOCG + Sevenstep. This division received the Morton Long-Term Partnership Award at the 2025 TIARA Talent Solutions Awards - US, recognizing a relationship spanning at least five years.

This specific, award-winning RPO relationship is with a Fortune 10 global healthcare enterprise and has been active since 2019. The scope of this partnership is substantial, supporting the client across 25 business segments and three brands, and handling approximately 10,000 hires annually. Furthermore, KellyOCG + Sevenstep ranked No. 1 in size of deal and third overall out of 58 providers evaluated in HRO Today's 2025 RPO Baker's Dozen Customer Satisfaction Ratings, based on feedback from 335 client companies.

Here's a snapshot of the scale and recognition associated with Kelly Services' high-touch consultative offerings as of late 2025:

Metric	Value	Context
RPO Baker's Dozen Overall Rank (2025)	3rd	Out of 58 providers evaluated
RPO Baker's Dozen Size of Deal Rank (2025)	No. 1	In the HRO Today survey
Healthcare Client Annual Hires Handled (Example)	10,000	For the Fortune 10 healthcare enterprise
Client Segments Supported (Example)	25	Across 3 brands for the healthcare client
Typical RPO/MSP Margin Range	15-20%	Target margin for higher-margin services

Digital self-service tools are being integrated to enhance both client and worker experience, supporting the goal of making work accessible. Kelly Services connects over 400,000 people to work annually, a process increasingly supported by technology. The company is embedding AI contextually into the actual Software as a Service (SaaS) applications used daily, such as Bullhorn or Workday, moving beyond a separate AI website interface. This modernization effort aims to streamline processes that previously consumed significant recruiter time; for example, recruiters were spending over 60% of their time in Outlook before system rationalization. To give you a sense of industry preference, research indicates that 60% of customers opt for self-service tools for simple tasks over speaking with live representatives.

• AI interface named 'Grace' built internally to support employees.
• AI-driven tools are projected to reduce hiring time by approximately 20%.
• Kelly Services connects over 400,000 individuals with employment opportunities annually.

Kelly Services, Inc. (KELYB) - Canvas Business Model: Channels

You're looking at how Kelly Services, Inc. gets its specialized talent solutions and services to clients across the globe. The channels here are less about a single storefront and more about a vast, interconnected operational footprint and digital presence.

The global network of physical and virtual offices/operations spans more than 40 countries, covering the Americas, AsiaPacific, Europe, the Middle East, and Africa. The company's head office remains in Troy, Michigan, USA. This physical presence supports a massive scale, connecting over 400,000 people with work every year.

Kelly Services structures its delivery through specialized business units, which act as distinct channels for different client needs. The company operates through Professional & Industrial, Science, Engineering & Technology (SET), Education, and Outsourcing & Consulting (OCG). Here's a look at the revenue scale and profitability metrics for the most detailed segments as of the third quarter of 2025:

Business Segment Channel	Q3 2025 Revenue (USD Millions)	Reported YoY Revenue Change (Q2 2025)	Gross Profit Margin (Q2 2025)
Total Company	935.00	-9.9% (Q3 2025) / 4.2% (Q2 2025 Reported)	20.5% (Q2 2025)
Science, Engineering & Technology (SET)	Data not isolated for Q3 2025	-8.5% (Organic, Q2 2025)	25.6%
Education	Showed growth of 0.9% (Q3 2025)	5.6% (Reported, Q2 2025)	14.4%
Enterprise Talent Management (ETM)	Showed decline (Q3 2025)	-5.1% (Organic, Q2 2025)	N/A

The KellyOCG (Outsourcing & Consulting Group) channel focuses on enterprise solutions, managing the entire talent supply chain for large clients. This group, operating as KellyOCG + Sevenstep for permanent hiring outsourced solutions, is a major player in this space.

• KellyOCG + Sevenstep ranked No. 3 overall out of 58 providers evaluated in HRO Today's 2025 RPO Baker's Dozen Customer Satisfaction Ratings.
• The business ranked No. 1 in size of deal in the same 2025 survey.
• The 2025 HRO Today survey was completed by 335 client companies.
• KellyOCG maintains four regional delivery centers to support its Managed Service Provider (MSP) programs and enact economies of scale.
• KellyOCG was named a Leader on Everest Group's 2025 PEAK Matrix for both Contingent Workforce Management (CWM) / MSP and Services Procurement / Statement of Work (SOW).

Digital job boards and proprietary talent platforms form the crucial virtual layer of Kelly Services' channels. While specific public metrics on digital job board traffic aren't detailed in the latest reports, the company relies on proprietary technology, such as the Talent Unbounded consulting service and Sevayo Insights data integration and predictive analytics technology, to connect talent and drive strategies within its OCG solutions. The company is actively focused on technology modernization and process efficiencies to enhance these digital delivery methods.

Finance: review the Q4 2025 outlook for revenue decline projections by Friday.

Kelly Services, Inc. (KELYB) - Canvas Business Model: Customer Segments

You're looking at who Kelly Services, Inc. is actually selling to right now, late in 2025. It's not a single group; it's a mix of big corporations needing complex outsourcing and specialized talent in niche fields. Honestly, the recent results show some segments are holding up better than others in this market.

The company's focus remains on its specialty areas, which are the Science, Engineering & Technology (SET), Education, and the Outsourcing & Consulting Group (OCG) areas, which handle those large enterprise needs like Managed Service Provider (MSP) and Recruitment Process Outsourcing (RPO) services. The general staffing side, which often serves small-to-midsize businesses (SMBs) with temporary needs, is part of the broader mix, though the recent financial focus has been on the specialties.

Here's a quick look at how the key segments performed in the third quarter of 2025, based on the latest reported figures:

Customer Segment Focus Area	Q3 2025 Reported Revenue Change (YoY)	Q3 2025 Underlying Revenue Change (YoY)	Key Metric/Context
Enterprise Talent Management (ETM)	-13.1% Decline	-1.9% Decline	Staffing services revenue within ETM declined 16.4%.
Science, Engineering & Technology (SET)	-9.0% Decline	Decline (Rate not specified for underlying)	SET segment gross profit margin was 25.6% in Q2 2025.
Education (K-12/Higher Ed)	+0.9% Growth	Growth (Rate not specified for underlying)	Education segment reported growth of 5.6% in Q2 2025.
Large Enterprise/Government Contracts	Part of Total Revenue Decline	N/A	Discrete impacts from U.S. federal government contractors and three large private sector customers totaled approximately 8% of the year-over-year revenue decline.
Talent Solutions (Part of OCG/RPO/MSP)	N/A	-1.4% Decline	Recruitment Process Outsourcing gross profit was 19.4 (Implied unit, likely a percentage or index point).

The reliance on large customers is clear, but it also introduces volatility. Discrete impacts from reduced demand from U.S. federal government contractors and from three large private sector customers drove approximately 8% of the year-over-year revenue decline in Q3 2025. This shows a concentration risk in that part of the customer base.

For the high-skill sectors, the picture is mixed, but the focus remains there. You can see the segment performance in the table above, but to be fair, the SET segment, while declining in Q3 2025, showed the strongest reported growth in Q2 2025 at 19.4%, largely due to the MRP acquisition.

The Education segment is a consistent performer, showing modest growth in Q3 2025, continuing a streak. In the preceding quarter (Q2 2025), this segment saw reported and organic growth of 5.6% and 5.3%, respectively. This contrasts sharply with the overall company organic revenue decline of 3.3% in Q2 2025.

For the broader professional and industrial staffing needs, which often serve SMBs, the performance is bundled into the ETM segment, which experienced a significant reported revenue drop of 13.1% in Q3 2025. The company is actively managing this by focusing on expense optimization.

Kelly Services, Inc. connects more than 400,000 people with work every year through its network. This scale suggests a massive underlying customer base, even if the largest revenue drivers are concentrated in the enterprise and government sectors.

• The Education segment achieved a 90% fill rate overall in Q3 2025.
• The company maintained a quarterly cash dividend of 7.5 cents per share through Q3 2025.
• Adjusted EBITDA margin for the company overall was 1.8% in Q3 2025.
• For the first nine months of 2025, total revenue was $3.2 billion.

Finance: draft 13-week cash view by Friday.

Kelly Services, Inc. (KELYB) - Canvas Business Model: Cost Structure

You're looking at the cost side of Kelly Services, Inc. (KELYB) as of late 2025, focusing on the third quarter results. The cost structure is heavily influenced by direct labor and associated costs, but significant non-cash charges and ongoing optimization efforts are shaping the current picture.

Cost of Services is definitely the largest component of the cost base. For the third quarter of 2025, this figure stood at $741.0 million. This line item primarily represents the direct costs associated with delivering talent solutions, such as wages and benefits for temporary and contract employees.

Selling, General, and Administrative (SG&A) expenses are under active management. Reported SG&A expenses for Q3 2025 were $194.4 million, which represented a decrease of $24.6 million, or 11.2%, compared to the prior year period. On an adjusted basis, which strips out certain one-time items, the SG&A expenses saw a year-over-year decline of 9.7%. This reduction reflects momentum on structural and volume-related cost optimization efforts.

The third quarter of 2025 included a significant non-cash goodwill impairment charge of $102.0 million. This charge was related to reduced demand, the integration of the Motion Recruitment Partners, LLC ("MRP") and Softworld acquisitions within the Science, Engineering & Technology (SET) segment, and realignment within that same segment. This single item drove the reported operating loss for the quarter.

Here's a quick look at how reported and adjusted SG&A compare, showing the impact of specific charges:

Metric	Amount (Q3 2025)	Year-over-Year Change (Adjusted Basis)
Reported SG&A Expenses	$194.4 million	-11.2% (Decrease)
Adjusted SG&A Decline	N/A	-9.7%
Non-Cash Goodwill Impairment	$102.0 million	Included in Reported Loss
Valuation Allowance on Deferred Tax Assets	$69.7 million	Included in Reported Loss

The pursuit of efficiency is tied directly to strategic investments and restructuring activities. Kelly Services, Inc. is actively working to manage costs associated with its evolving operating model. These efforts include:

• Technology investment and modernization costs, including leveraging Artificial Intelligence to drive process efficiencies.
• Integration and realignment costs from recent acquisitions, such as MRP, which are critical to realizing full value.
• Charges recognized in the quarter related to realignment and acquisition integration totaled $4.7 million.

The push for efficiency is evident across segments, though not uniformly. For instance, while expenses increased in the Education segment to support its revenue growth, expenses decreased across the rest of the company as part of the optimization drive. The SET segment expanded margins by 60 basis points year-over-year due to its expense optimization efforts, even with lower gross profit.

The company's reported loss per share of $4.26 in Q3 2025 included the impact of both the goodwill impairment and a $69.7 million valuation allowance established against deferred tax assets, both non-cash items excluded from adjusted results. Finance: draft 13-week cash view by Friday.

Kelly Services, Inc. (KELYB) - Canvas Business Model: Revenue Streams

You're looking at how Kelly Services, Inc. (KELYB) actually brings in the money as of late 2025. It's all about the mix of talent solutions they provide, and honestly, the numbers show a company navigating some tough demand environments while leaning on specific growth areas.

The top-line number for the first nine months of 2025 is clear: Kelly Services generated total Revenue from services of $3.2 billion (specifically, $3,140.7 million for the 39-week period ended September 28, 2025). This represented a 1.9% increase compared to the same period in 2024, largely due to the May 2024 acquisition of Motion Recruitment Partners (MRP). On an organic basis, revenue was actually down 4.2% for those nine months.

The way this revenue breaks down by the type of service is where you see the core of the business model. While we don't have the full nine-month breakdown across all three segments (ETM, SET, Education) for every service type, the data for the Enterprise Talent Management (ETM) segment gives us a concrete look at how they monetize different offerings:

Revenue Stream Component (ETM Segment - 9 Months 2025)	Revenue (In millions of dollars)
Total ETM Revenue from Services	$1,542.1
Temporary Staffing Placements (ETM Staffing)	$800.4
Outsourcing & Consulting Services (ETM Services)	$362.5
Outcome-based Services	$371.9
Permanent Placement Fees (ETM)	$7.3

This ETM breakdown shows that traditional temporary staffing placements are still the largest single component within that segment, bringing in $800.4 million for the first nine months.

When you look specifically at fees from permanent placement and direct-hire services, the total for the first quarter of 2025 was $11.5 million, up 43.2% from $8.0 million in Q1 2024. The ETM segment alone contributed $7.3 million to this in the first nine months of 2025.

The Outsourcing & Consulting Group (OCG) contracts, which include Managed Service Provider (MSP) and Recruitment Process Outsourcing (RPO) work, are represented in the data by the 'Services' line item, which totaled $362.5 million in the ETM segment for the nine-month period. Management also specifically highlighted growth in 'payroll process outsourcing in ETM' during Q2 2025, showing this area is a focus for revenue generation.

The Education segment is definitely a bright spot, showing continued growth even as other areas faced headwinds. For the third quarter of 2025, this segment posted a reported revenue growth of 0.9% year-over-year. Looking back, Q2 2025 saw reported growth of 5.6%, and Q1 2025 saw reported growth of 6.6%. This segment's resilience is a key part of the revenue story for Kelly Services, Inc. in 2025. You should track the Education segment's organic growth rate closely, as it's one of the few areas showing positive momentum.

Here's a quick look at the segment revenue performance for Q3 2025, which impacts the overall revenue mix:

• Enterprise Talent Management (ETM) segment revenue declined 13.1% year-over-year in Q3 2025.
• Science, Engineering & Technology (SET) segment revenue declined 9.0% year-over-year in Q3 2025.
• Education segment revenue grew 0.9% year-over-year in Q3 2025.

Finance: draft a sensitivity analysis on the impact of a further 5% organic decline in ETM revenue for the full year 2025 by next Tuesday.