Investor Presentation Q2 FY25 Safe Harbor Statement This presentation may contain forward-looking statements for which there are risks, uncertainties, and assumptions. Forward-looking statements may include any statements regarding strategies or plans for future operations; any statements concerning new features, enhancements or upgrades to our existing applications or plans for future applications; any projections of revenues, gross margins, earnings, or other financial items; and any statements of expecta ...

财务业绩 - 第二季度总收入为20.85亿美元，同比增长16.7%[1,2,20] - 订阅收入为19.03亿美元，同比增长17.2%[1,3,20] - 专业服务收入为1.82亿美元，同比增长11.7%[20] - 非GAAP经营利润为5.18亿美元，占收入的24.9%[3,24] - 非GAAP每股收益为1.75美元[3,27] - 经营活动现金流为5.71亿美元，自由现金流为5.16亿美元[3,22] - 公司回购了140万股A类普通股，总价值3.09亿美元[3,22] 用户及客户 - 公司现有超过7000万用户和2000家财务管理客户[7] - 公司获得了克莱姆森大学、圣华金县和长老会医疗服务等客户[7] 非GAAP财务指标 - 公司提供了非GAAP财务指标,包括非GAAP营业收入(亏损)、非GAAP营业利润率、非GAAP每股摊薄净收益(亏损)和自由现金流[33] - 公司剔除了股份支付费用、与员工股票交易相关的雇主工资税、收购相关无形资产摊销费用、收购相关成本和重组成本等项目,以更好地反映公司的经营业绩[35][36] - 公司还剔除了战略投资收益和损失,以及相关的所得税影响,因为这些项目与公司的持续经营无关[36] - 公司将资本支出从经营活动现金流中扣除,得到自由现金流,以更好地反映公司的现金流生成能力[37] - 公司使用这些非GAAP财务指标来分析和理解公司的经营业绩,并与同行业公司进行比较[34] - 这些非GAAP财务指标仅作为补充,不应被视为替代GAAP财务指标[38] 其他 - 公司加入福布斯500强榜单[6] - 公司完成了5.22亿美元的并购交易[22] - 公司员工股票激励费用为7.55亿美元,占总收入的18.5%[24]

Workday, Inc. WDAY is expected to release earnings results for its second quarter, after the closing bell on Thursday, Aug. 22.Analysts expect the Pleasanton, California-based company to report quarterly earnings at $1.65 per share, up from $1.43 per share in the year-ago period. Workday is projected to report quarterly revenue of $2.07 billion, according to data from Benzinga Pro.On Aug. 21, Axonify signed a partnership agreement with Workday.Workday shares gained 0.5% to close at $233.51 on Wednesday.Benz ...

Workday, Inc. (WDAY) recently entered into a partnership agreement with Axonify to improve frontline worker engagement and learning through leveraging their combined capabilities. Axonify specializes in mobile-first learning management systems that utilize microlearning and AI-powered reinforcement to match the needs of today's frontline employees.Consequently, the Workday Human Capital Management product suite offers a comprehensive array of tools designed to support various aspects of workforce management ...

Workday, Inc. (WDAY) has unveiled its cutting-edge global HR and payroll solution in collaboration with Strada, aimed at providing organizations with a unified view of their payroll data to enhance business growth and success.Dubbed Workday Payroll provided by Strada, this solution leverages AI to analyze and interpret extensive HR and payroll data, providing predictive insights and supporting data-driven decision-making. It also aims to enable businesses to customize payroll services to meet local regulati ...

WATERLOO, ON, Aug. 21, 2024 /PRNewswire/ -- Axonify, a leader in frontline employee training and communications solutions, today announced it has signed a partnership agreement with Workday, Inc. (NASDAQ: WDAY), a leading provider of solutions to help organizations manage their people and money. This agreement aims to enhance frontline worker engagement and learning through integrated solutions between Axonify and Workday.With this partnership, Axonify will leverage its expertise in frontline engagement to ...

Company Unleashes the Power of the Workday Partner Ecosystem to Streamline and Simplify the Payroll ExperiencePLEASANTON, Calif., Aug. 20, 2024 /PRNewswire/ -- Workday, Inc. (NASDAQ: WDAY), a leading provider of solutions to help organizations manage their people and money, today announced Global Payroll Connect, a unified global payroll solution that can seamlessly connect with payroll providers to deliver an end-to-end global payroll experience. With integrations across Workday's global partner ecosystem, ...

Now Available in 57 Countries, New Solution Leverages AI to Analyze Global HR and Payroll Data, Anticipate Trends, and Customize Payroll Services All Within Workday PLEASANTON, Calif., Aug. 20, 2024 /PRNewswire/ -- Workday, Inc. (NASDAQ: WDAY), a leading provider of solutions to help organizations manage their people and money, and Strada (formerly the Payroll and Professional Services business of Alight Solutions), a technology-enabled, people-powered company which blends leading-edge technology and human ...

文章核心观点 - 华尔街分析师预计Workday(WDAY)在即将公布的季度财报中每股收益将达到1.63美元,同比增长14% [1] - 预计收入将达到20.7亿美元,同比增长15.9% [1] - 过去30天内,该季度的共识EPS预测没有发生修订,表明分析师对初始预测进行了集体重新考虑 [2][3] 公司指标总结 - 分析师预测"订阅服务收入"将达到19亿美元,同比增长16.8% [6] - 分析师预测"专业服务收入"将达到1.7342亿美元,同比增长6.5% [7] - 分析师预测"订阅收入积压"将达到213.7亿美元,去年同期为178.5亿美元 [8] 股票表现 - 过去一个月,Workday股票回报率为1.9%,而标普500指数下跌1.9% [9] - Workday目前的扎克斯排名为3级(持有),预计将与整体市场表现相符 [9]

Sundry Photography In this analysis, we covered Workday, Inc. (NASDAQ:WDAY), a software provider of financial and human capital management applications that achieved a CAGR of 20.09% over the past five years, though with an average net margin of -3.85%. Firstly, we determined whether the company could benefit from the market growth trend by identifying the CAGR of the HCM & Payroll application sector as well as Workday’s corresponding market share. Then, we examined whether the company has any competiti ...