Dimitri Otis I presented my bullish view on Workday (NASDAQ:WDAY) in my previous coverage in February 2024, highlighting their strong early renewal activities. The company released Q2 FY25 result on August 22nd, beating the market expectations. The headcount decline among Workday's customers was moderating during the quarter. Workday anticipates mid-teen growth in their subscription revenue for both FY26 and FY27. I reiterate a 'Buy' rating with a fair value price of $300 per share. Moderating Headcount Gro ...

Carl Eschenbach, Co-CEO Workday, speaking on CNBC's Squawk Box at the World Economic Forum Annual Meeting in Davos, Switzerland on Jan. 18th, 2024. Workday shares soared as much as 14% on Friday, one day after the finance and human resources software maker issued fiscal second-quarter results that exceeded analyst estimates and announced plans to further widen its adjusted operating margin through 2027. Here's how the company did, compared to LSEG consensus: Earnings per share: $1.75 adjusted vs. $1.65 expe ...

Even against a brewing headwind, this software company is giving investors good reason to be bullish. Shares of business-management software company Workday (WDAY 11.27%) are up 11.7% as of 11:55 a.m. ET Friday, according to data from S&P Global Market Intelligence, in response to its second-quarter results reported after Thursday's close. Although fresh economic headwinds led to merely mediocre guidance, strong revenue growth allowed the organization to top its bottom-line estimates. An aggressive stock bu ...

Workday, Inc. (WDAY) reported strong second-quarter fiscal 2025 results, with the bottom and the top lines surpassing the respective Zacks Consensus Estimate. The company reported revenue growth year over year, driven by solid customer wins across various industries, including education, financials, healthcare and more. Strategic expansions and strong contract renewals within the existing customer base also drove the top line. Management's strong focus on innovations, AI integration and international expans ...

Shares of Workday Inc WDAY climbed in early trading on Friday, after the company reported upbeat quarterly sales on Thursday. The company reported its results amid an exciting earnings season. Here are some key analyst takeaways. BofA Securities On Workday Analyst Brad Sills reiterated a Buy rating, while raising the price target from $265 to $310. The second-quarter results represent "a turning point in Workday's journey toward balanced growth, in our view," Sills said in a note. Management raised the fisc ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, The ...

文章核心观点 - 公司Q2 2025财报略有超预期,但增长仍然偏慢,需要更多新客户和并购来提升增长动能 [2][3][4] - 公司管理层表示运营利润率将比预期提升,但需要等待实际数据来验证 [3][5] - 分析师认为公司当前估值水平已经较高,需要看到更强劲的增长才能考虑投资 [5][8] 公司财务表现 - 公司Q2 2025财报收入为20.8亿美元,同比增长16.7% [3] - 订阅收入为19.03亿美元,同比增长17.2% [3] - 12个月订阅收入backlog为68亿美元,同比增长16.1% [3] - 总订阅收入backlog为215.8亿美元,同比增长20.9% [3] - 公司维持了2025财年订阅收入7.7-7.73亿美元的指引,并将全年非GAAP运营利润率指引提高25个基点至25.25% [3] 行业发展与公司策略 - 人工智能技术尚未给公司销售带来明显提升 [4] - 新的Equifax合作可能成为未来新的增长动力 [4] - 公司需要通过更多新客户和并购来实现20%以上的收入增长 [5] - 公司有70亿美元的现金储备,可以用于更多并购 [5]

Key Takeaways Workday shares soared 11% in extended trading Thursday after the human resources and capital management software provider reported quarterly results that topped estimates and pointed to growth opportunities in international markets. The shares have carved out a double bottom between June and August, a well-known chart pattern that indicates an upside reversal after an extended downtrend. Investors should monitor important overhead price levels in Workday shares at $264, $279, and $306. Workday ...

Workday (NASDAQ:WDAY) just reported results for the second quarter of 2025. Workday reported earnings per share of $1.75. This was above the analyst estimate for EPS of $1.65. The company reported revenue of $2.09 billion. This was 0.72% better than the analyst estimate for revenue of $2.07 billion. InvestorPlace Earnings is a project that leverages data from TradeSmith to automate coverage of quarterly earnings reports. InvestorPlace Earnings distills key takeaways including earnings per share and revenue, ...

财务数据和关键指标变化 - 第二季度订阅收入为19.03亿美元,同比增长17% [34] - 第二季度总收入为20.85亿美元,同比增长17% [34] - 12个月订阅收入积压(cRPO)为68亿美元,同比增长16% [35] - 第二季度非GAAP经营利润为5.18亿美元,非GAAP经营利润率为24.9% [35] - 第二季度经营现金流为5.71亿美元,同比增长34% [35] - 公司加快了股票回购的步伐,在第二季度以平均价格223.10美元回购了3.09亿美元的股票 [36] - 公司董事会批准了一项新的10亿美元股票回购计划 [36] - 公司预计2025财年非GAAP经营利润率将达到25.25% [39] - 公司预计2026财年和2027财年订阅收入年增长率约为15% [41][42] - 公司预计2027财年非GAAP经营利润率将达到30% [43] 各条业务线数据和关键指标变化 - 公司在HCM、财务管理和人力资源管理等领域保持领先地位 [14] - 公司的财务管理业务在第二季度突破2000客户里程碑 [14] - 公司的人力资源管理业务在全球范围内保持强劲增长 [14] - 公司的人力资源管理业务在高等教育、医疗保健和州政府等行业取得了多个重大客户 [15][16] - 公司的人力资源管理和财务管理业务在APAC和日本地区表现强劲 [19] - 公司的人力资源管理和财务管理业务在EMEA地区也取得了一些大客户 [20][21] 各个市场数据和关键指标变化 - 第二季度美国收入为15.6亿美元,同比增长16% [34] - 第二季度国际收入为5.24亿美元,同比增长18% [34] - 公司在澳大利亚政府的数字转型署软件市场上获得认证,为联邦机构带来新的机会 [19] - 公司在新西兰与一个部委扩大了业务,并在澳大利亚的Kelsian Group Limited获得了全套解决方案的客户 [19] - 公司在日本市场表现出色,与Terumo Corporation、Shizen Energy和Tokyo Electron等公司建立了新的合作关系 [19] - 公司在EMEA地区的交易审查环境依然严峻,但团队仍能够完成更多大单,包括与Emeis、Saint-Gobain和Groupe Atlantic Synergy的交易 [20] 公司战略和发展方向及行业竞争 - 公司专注于提高生产力、提升员工体验和提高财务效率,帮助客户实现这些目标 [11] - 公司的产品都建立在统一的AI驱动平台之上,可以帮助客户更快地实现价值并降低总拥有成本 [12] - 公司在HCM和财务管理领域保持领先地位,并在这些领域持续投资和创新 [14] - 公司正在加大在人力资源管理和财务管理领域的投资,以推动全套解决方案的销售 [17] - 公司正在加强生态系统建设,通过合作伙伴带来更多创新和销售机会 [28][29] - 公司正在大幅提升AI和GenAI的创新,以重塑HR和财务流程,提高客户价值 [22][26] 管理层对经营环境和未来前景的评论 - 公司认为当前的IT支出环境是新的常态,未来几年不会发生大的变化 [51][69] - 公司认为即使在当前的经营环境下,仍有机会通过投资关键增长领域来实现15%左右的订阅收入增长 [41][58] - 公司计划通过提高运营效率来实现更快的利润率提升,同时保持对关键增长领域的投入 [42][46][48] - 公司认为全球化、财务管理、生态系统建设等领域仍有很大的增长空间 [58][59] 其他重要信息 - 公司在第二季度正式进入《财富500强》榜单 [12] - 公司的合作伙伴在第二季度为新增ACV贡献翻了一番,合作伙伴渠道创造了另一个季度的记录 [28] - 公司推出了"Built on Workday"计划,让合作伙伴更容易在Workday平台上开发和分发应用 [28] - 公司宣布与Equifax合作推出就业验证连接器,帮助客户更轻松地进行就业验证 [30] 问答环节重要的提问和回答 问题1 **Kirk Materne 提问** 公司在哪些方面可以获得更多的运营效率,同时仍然保持对关键增长领域的投入 [45][46] **Carl Eschenbach 和 Zane Rowe 回答** - 公司正在利用全球员工队伍和新设立的办公室(如印度和哥斯达黎加)来提高效率 [46][47] - 公司正在更加谨慎和明智地进行人员招聘,重点关注销售人员和技术开发人员 [46][47] - 公司正在内部使用AI来提高财务、客户支持等部门的效率 [47] - 一些过去的投资(如合作伙伴生态系统)现在正在产生规模效应,提高了整体效率 [47][48] 问题2 **Kash Rangan 提问** 公司如何看待即将到来的选举和利率变化对业务的影响 [50] **Carl Eschenbach 回答** - 公司认为当前的宏观经济环境是新的常态,未来一段时间不会发生大的变化 [51] - 无论面临什么样的宏观环境,公司都有强大的产品和价值主张,能够继续保持增长 [51] 问题3 **Mark Murphy 提问** 公司如何看待AI在软件行业和Workday自身的影响 [54] **Carl Eschenbach 回答** - 公司将采取谨慎、多管齐下的方式来实现AI的商业化,既不会急于提价,也不会放弃创新 [55]