会议主要讨论的核心内容 公司发展战略和财务目标 - 公司未来5年内计划保持15%的收入增长,同时将经营利润率提升至30% [10][11] - 公司增长动力来自于HCM、财务管理等核心业务的持续增长,以及在中小企业和国际市场的拓展 [13][14][15] - 公司将通过提高运营效率、优化全球人力资源配置等措施来提升利润率 [16][17] 产品创新和技术发展 - 公司正大力投资人工智能技术,利用自身丰富的HR和财务数据优势,为客户提供更多基于AI的创新应用 [29][31][32][33] - 公司正在开发AI API平台和开发者工具,让客户和合作伙伴能够基于Workday平台开发更多定制化的AI应用 [32][33] - 公司将继续通过并购等方式拓展产品和技术创新边界 [56][57] 合作伙伴生态系统 - 公司正在大力拓展合作伙伴生态,包括系统集成商、行业解决方案提供商等,以拓展销售渠道和创新能力 [51][52][53] - 合作伙伴正在帮助公司拓展财务管理等新兴业务,并协助客户从传统系统向Workday平台的迁移 [46][47][48]

Partnership redefines the approach to financial reconciliations, integrating advanced close and complex reconciliation capabilities to streamline close processes DALLAS, Sept. 11, 2024 /PRNewswire/ -- Trintech, a leading global provider of cloud-based financial close solutions for the Office of Finance, today announced it has become a Workday Innovation Partner. Workday, Inc. (NASDAQ: WDAY) is a leading provider of solutions to help organizations manage their people and money. This partnership provides a mo ...

PLEASANTON, Calif., Sept. 10, 2024 /PRNewswire/ -- Workday, Inc. (NASDAQ:WDAY), a leading provider of solutions to help organizations manage their people and money, today announced the election of Rhonda J. Morris, vice president and chief human resources officer (CHRO) for Chevron Corporation, to its Board of Directors. Morris' appointment to the Workday Board underscores Workday's commitment of delivering meaningful value to its customers, as she brings a unique, user-oriented perspective alongside a deep ...

Job Applications Grew Four Times Faster than Job Openings Even in an Employer's Market, Data Shows Top Talent is Hard to Find and Harder to Keep AI Emerges as Key Tool in Talent Acquisition and Retention PLEASANTON, Calif., Sept. 10, 2024 /PRNewswire/ -- Workday, Inc. (NASDAQ: WDAY), a leading provider of solutions to help organizations manage their people and money, published its semi-annual Global Workforce Report today, which found that it's an employers' market, with the number of job applications growi ...

Mid-Sized Healthcare Organizations Including Hebrew SeniorLife, Mary Free Bed Rehabilitation Hospital, Reid Health, Sea Mar Community Health, and More Select Workday to Achieve Rapid Time to Value PLEASANTON, Calif., Sept. 5, 2024 /PRNewswire/ -- Workday, Inc. (NASDAQ: WDAY), a leading provider of solutions to help organizations manage their people and money, today announced continued momentum within the healthcare industry in Q2. Leading mid-sized organizations across the continuum of care including Columb ...

PLEASANTON, Calif., Sept. 4, 2024 /PRNewswire/ -- Workday, Inc. (NASDAQ: WDAY), a leading provider of solutions to help organizations manage their people and money, today announced that Carl Eschenbach, CEO, Workday, will present at the Goldman Sachs Communacopia and Technology Conference on September 11, 2024 at 9:30 a.m. Pacific Time / 12:30 p.m. Eastern Time. There will also be a live webcast of the event, available here. A replay of the presentation will be available on the Workday Investor Relations si ...

The company's shift in focus should be good for investors. Shares of Workday (WDAY 0.79%) shot higher last week after the software-as-a-service (SaaS) company's fiscal 2025 second-quarter results topped analysts' estimates. Nonetheless, the company's stock is still down about 5% year to date. Workday, which provides financial and human capital management software, lowered its guidance in May due to weak headcount growth for its customers, as well as an increasing length of deal cycles. Let's see if the comp ...

财务业绩 - 公司总收入同比增长17%，达到20.85亿美元[120] - 订阅服务收入同比增长17%，达到19.03亿美元[128] - 专业服务收入同比增长12%，达到1.82亿美元[128] - 总订阅收入合同余额达到215.82亿美元，同比增长21%[122] - 未来12个月内预计确认的订阅收入合同余额为67.97亿美元，同比增长16%[122] - 现金、现金等价物和有价证券总额达到73.73亿美元，同比增长11%[122] - 公司员工人数达到19,908人，同比增长11%[122] 成本和费用 - 总成本和费用在2024年7月31日结束的六个月内为39亿美元，比上年同期的35亿美元增加了4.45亿美元，增幅为13%[131] - 订阅服务成本在2024年7月31日结束的三个月内为3.04亿美元，比上年同期的2.56亿美元增加了4800万美元，增幅为19%[132] - 订阅服务成本在2024年7月31日结束的六个月内为5.94亿美元，比上年同期的4.95亿美元增加了1亿美元，增幅为20%[132] - 产品开发费用在2024年7月31日结束的三个月内为6.49亿美元，比上年同期的6.10亿美元增加了3900万美元，增幅为6%[134] - 销售和营销费用在2024年7月31日结束的三个月内为6.11亿美元，比上年同期的5.24亿美元增加了8700万美元，增幅为17%[135] - 股份支付费用在2024年7月31日结束的三个月内为3.70亿美元，占总收入的17.7%[137] - 股份支付费用在2024年7月31日结束的六个月内为7.55亿美元，占总收入的18.5%[137] 利润和现金流 - GAAP营业利润在2024年7月31日结束的三个月内为1.11亿美元，占收入的5.3%[139] - GAAP营业利润在2024年7月31日结束的六个月内为1.75亿美元，占收入的4.3%[139] - 非GAAP营业利润在2024年7月31日结束的三个月内为5.18亿美元，占收入的24.9%[139] - 经营活动产生的现金流量净额分别为5.71亿美元和4.25亿美元[146] - 投资活动使用的现金流量净额分别为3.46亿美元和3.85亿美元[147] - 融资活动使用的现金流量净额分别为3.47亿美元和0.49亿美元[149] - 预计2025财年资本支出约为3.3亿美元[148] - 自由现金流分别为5.16亿美元和3.6亿美元[151][152] 股票回购和非GAAP指标 - 公司于2022年11月、2024年2月和2024年8月分别授权了股票回购计划[153] - 公司将从2025财年开始从非GAAP业绩中剔除与收购相关的成本和精简成本[156] - 公司使用非GAAP财务指标以更好地了解和分析业务表现[157][160] 市场风险 - 公司面临外汇汇率波动的市场风险[165][166] - 公司现金、现金等价物和有价证券总额为74亿美元(2024年7月31日)和78亿美元(2024年1月31日)[167] - 现金等价物和有价证券主要投资于美国国债、机构债券、公司债券、商业票据和货币市场基金[167] - 投资组合旨在保持资本和满足流动性需求，不会进行交易或投机性投资[167] - 利率上升可能会对固定利率证券的市值产生不利影响，而浮动利率证券的收益可能会下降[167] - 利率变动100个基点会导致投资组合市值减少或增加约6000万美元[167] - 公司发行的高级票据利率固定，不存在利率风险敞口，但公允价值会受利率变动影响[168] - 2022年信贷协议下的借款利率为基准利率加息差，存在利率变动风险[168]

Workday, Inc. (WDAY) , a leading provider of enterprise-level software solutions for financial management and human resource domains, reported better-than-expected second-quarter results. Non-GAAP earnings of $1.75 per share surpassed the Zacks Consensus Estimate by 12 cents. The company recorded non-GAAP earnings of $1.43 in the year-ago quarter. Revenues surged 16.7% year over year to $2.085 billion, surpassing the Zacks Consensus Estimate by $15 million. The solid customer wins in multiple verticals incl ...

Workday Today WDAY Workday $260.37 +0.42 (+0.16%) 52-Week Range $199.81 ▼ $311.28 P/E Ratio 46.91 Price Target $288.15 Add to Watchlist Workday NASDAQ: WDAY stock price is up 30% from the recent low and will head higher because of its results, operational quality, and analysts' sentiment. The combination has the market on track to retest the all-time high soon and potentially set a new all-time high by year's end. Because the subsequent earnings reports are expected to echo and build on the Q2 strengths, th ...