Group 1 - The analysis begins coverage on Workday (NASDAQ: WDAY) and aims to provide a comprehensive overview of the company's business model, financial performance, valuation, and risks [1] - Workday is set to report Q1 earnings on May 22, 2025, and the analysis will highlight what investors should be monitoring in this upcoming report [1]

Group 1: Core Insights - The transformative power of artificial intelligence (AI) is reshaping workplace dynamics, enhancing workflows, and promising higher productivity across industries [1] - Despite AI's capabilities, the importance of human skills, particularly the ability to establish connections, is increasingly recognized as a core driver of innovation and progress [1][2] - A significant portion of employees (54%) feel undervalued by their organizations, highlighting the need for companies to understand the benefits of interpersonal relationships [1] Group 2: Emotional Connection and AI - The demand for emotional connection is shifting the application of generative AI, with its primary use now being to provide emotional support rather than just generating creative content [4] - Research indicates that 94% of employees believe close connections with colleagues enhance their efficiency, and those with such connections are four times more likely to feel job satisfaction [6] Group 3: Importance of Human Skills - AI is changing work methods while simultaneously elevating the importance of uniquely human skills such as empathy, ethical decision-making, and conflict resolution [9] - As AI applications proliferate, 82% of employees recognize an increasing need for enhanced interpersonal connections [9] Group 4: Leadership and Human Connection - Effective leadership in the AI era requires creating environments that prioritize genuine emotional connections and the cultivation of human core skills [10] - Leaders should foster open dialogue, active listening, and respect for diverse viewpoints to enhance interpersonal relationships in AI-driven workplaces [10]

Core Viewpoint - The market anticipates Workday (WDAY) to report a year-over-year increase in earnings driven by higher revenues, with a focus on how actual results compare to estimates [1][2]. Earnings Expectations - Workday is expected to post quarterly earnings of $1.99 per share, reflecting a year-over-year increase of +14.4% [3]. - Revenues are projected to reach $2.22 billion, which is an 11.3% increase from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 0.39% over the last 30 days, indicating a reassessment by analysts [4]. - The Most Accurate Estimate for Workday is higher than the Zacks Consensus Estimate, resulting in a positive Earnings ESP of +2.24% [10][11]. Earnings Surprise Prediction - A positive Earnings ESP is a strong indicator of a potential earnings beat, especially when combined with a Zacks Rank of 1 (Strong Buy), 2 (Buy), or 3 (Hold) [8]. - Workday currently holds a Zacks Rank of 3, suggesting a likelihood of beating the consensus EPS estimate [11]. Historical Performance - In the last reported quarter, Workday exceeded the expected earnings of $1.75 per share by delivering $1.92, resulting in a surprise of +9.71% [12]. - Over the past four quarters, Workday has consistently beaten consensus EPS estimates [13]. Industry Comparison - Zoom Communications (ZM), another player in the Zacks Internet - Software industry, is expected to report earnings of $1.30 per share, indicating a year-over-year decline of -3.7% [17]. - Zoom's consensus EPS estimate has been revised down by 0.4% over the last 30 days, with a negative Earnings ESP of -1.68%, making it challenging to predict an earnings beat [18].

PLEASANTON, Calif., May 14, 2025 /PRNewswire/ -- Workday, Inc. (NASDAQ: WDAY), the AI platform for managing people, money, and agents, today announced that Zane Rowe, chief financial officer, Workday, will present at the Jefferies Public Technology Conference on May 28, 2025 at 11:00 a.m. Pacific Time / 2:00 p.m. Eastern Time.A live webcast of the event will be available on the Workday Investor Relations site. The replay of the webcast will be available for a minimum of 90 days after the conference call.Abo ...

Market Capitalization Changes - Tesla's market capitalization increased by 6.75% to $1,025.4 billion [3] - TSMC's market capitalization rose by 5.93% to $969.7 billion [3] - Tencent's market capitalization grew by 4.66% to $609.8 billion [3] - Netflix's market capitalization decreased by 2.65% to $472.3 billion [3] - Oracle's market capitalization increased by 4.58% to $440.8 billion [3] Notable Performers - Shopify saw a significant increase of 13.7% in market capitalization, reaching $136.2 billion [4] - AppLovin experienced a remarkable rise of 89% to $1.177 billion [4] - AMD's market capitalization increased by 5.13% to $175.3 billion [5] - Uber's market capitalization rose by 6.39% to $184.2 billion [5] Decliners - Pinduoduo's market capitalization fell by 6.14% to $165.2 billion [4] - Xiaomi's market capitalization decreased by 2.11% to $163.4 billion [4] - Spotify's market capitalization declined by 4.23% to $127.3 billion [4] Other Companies of Interest - Adobe's market capitalization increased by 3.3% to $168.7 billion [4] - Qualcomm's market capitalization rose by 4.78% to $167.0 billion [4] - Intel's market capitalization increased by 3.55% to $96.7 billion [5] - Airbnb's market capitalization grew by 5.64% to $828 million [5]

Federal HR Modernization Lags Despite Costly Inefficiencies PLEASANTON, Calif., May 12, 2025 /PRNewswire/ -- A new report from Workday, Inc. (NASDAQ: WDAY), the AI platform for managing people, money, and agents, reveals that outdated federal human resources systems are costing taxpayers nearly $1 billion in lost productivity every year. According to the report, 89% of federal HR leaders believe these outdated systems are significantly hindering agency performance and mission delivery. The High Cost of Outd ...

Investment Rating - The report does not explicitly provide an investment rating for the industry or specific companies covered. Core Insights - The report highlights the global distribution of enterprise software spending, indicating that the US accounts for approximately 56% of sales, with Western Europe at 23% in CY24, showing minimal change from CY20 [15] - The exposure of software and cloud companies to China is relatively low, with the report suggesting that tariffs or actions on software will not have a significant impact [14][12] - The report expresses concerns about deglobalization, noting that regions like the EU may attempt to promote local software industries through regulations and tariffs [14][12] Summary by Sections Global Exposure of Enterprise Software - Enterprise software spending has remained stable globally from CY20 to CY24, with most companies generating more revenue outside North America [2] - The US market is the largest revenue driver for most companies, except for SAP, which has similar revenue exposure in Western Europe and North America [14][12] Microsoft and Oracle Exposure - Microsoft has a 22% exposure to Western Europe and 11% to Asia/Pacific, with China accounting for only 1.8% of Azure revenue [22][28] - Oracle's global exposure mirrors that of enterprise software, with 21% in Western Europe and 10% in Asia/Pacific [33][35] SAP and Adobe Global Presence - SAP has equal revenue exposure to the US and Western Europe, with 37% in North America and 37% in Western Europe [40][41] - Adobe has become more global over the past four years, with a revenue mix of 56% in North America and 23% in Western Europe by CY24 [42][45] Salesforce and Workday International Growth - Salesforce has increased its international revenue percentage from CY20 to CY24, now at 64% in North America and 20% in Western Europe [46][48] - Workday remains predominantly North American, generating 77% of its revenue in North America in CY24, although it is working to expand its international presence [51][54]

Core Viewpoint - Workday is positioned to potentially continue its earnings-beat streak in the upcoming report, having surpassed earnings estimates consistently in recent quarters [1][5]. Earnings Performance - In the last reported quarter, Workday achieved earnings of $1.92 per share, exceeding the Zacks Consensus Estimate of $1.75 per share, resulting in a surprise of 9.71% [2]. - In the previous quarter, the company was expected to report earnings of $1.72 per share but delivered $1.89 per share, leading to a surprise of 9.88% [2]. Earnings Estimates and Predictions - There has been a favorable change in earnings estimates for Workday, with a positive Earnings ESP of +2.24%, indicating increased analyst optimism regarding its near-term earnings potential [5][8]. - The combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) suggests a high likelihood of another earnings beat, with historical data showing that such combinations lead to positive surprises nearly 70% of the time [6][8]. Earnings ESP Explanation - The Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate reflecting the latest analyst revisions, which may be more accurate than earlier predictions [7]. - A negative Earnings ESP can reduce predictive power but does not necessarily indicate an earnings miss [9]. Importance of Earnings ESP - Monitoring the Earnings ESP is crucial for assessing the likelihood of a stock beating consensus estimates, as many companies may beat estimates without significant stock movement [10].

Investment Rating - The report indicates a positive outlook for AI investments in manufacturing, with 96% of manufacturers increasing their AI investments and two-thirds already utilizing generative AI across multiple business functions [4][12]. Core Insights - The manufacturing industry is entering a new phase of AI deployment that focuses on addressing human-centric challenges and enhancing workforce capabilities [5][8]. - AI is seen as a strategic lever that will reshape the manufacturing industry by prioritizing people alongside technology [55]. Summary by Sections A New Phase for AI in Manufacturing - The manufacturing sector is increasingly adopting AI, with a significant number of companies already implementing generative AI [4]. - The next phase of AI will tackle new challenges, particularly those related to labor shortages and organizational changes [6][8]. Elevating Human Potential in Manufacturing - AI's impact is expanding beyond production to include HR, finance, and operations, enhancing employee engagement and retention [14][15]. - Smart factories are reported to have reduced training times significantly, indicating a shift towards more humanistic applications of AI [14]. Democratizing AI Benefits Across Manufacturing Organizations - The next-gen AI framework, Workday Illuminate, aims to bring clarity and democratize AI benefits across the organization [24][27]. - This framework facilitates a shift from isolated AI applications to a comprehensive business-wide ecosystem [27]. Cheat Sheet: Three Ways Manufacturers Using AI Will Thrive 1. Manufacturers will leverage skills-based talent management to address labor challenges and empower employees in their career development [34][41]. 2. AI will enhance mission-critical functionalities without adding IT burdens, allowing IT departments to focus on strategic contributions [42][44]. 3. A human-machine mindset will be adopted, emphasizing collaboration between human workers and AI agents to foster innovation and creativity [48][52]. Closing: AI Is More Than Technology - The report emphasizes that AI is not merely a technological tool but a strategic asset that can transform the manufacturing landscape by focusing on human-centric challenges [55][56].

PLEASANTON, Calif., May 1, 2025 /PRNewswire/ -- Workday, Inc. (NASDAQ: WDAY), the AI platform for managing people, money, and agents, plans to announce its fiscal 2026 first quarter financial results after market close on Thursday, May 22, 2025. The company will host a conference call at 1:30 p.m. Pacific Time / 4:30 p.m. Eastern Time to review its financial results and business outlook.A live webcast of the event will be available on the Workday Investor Relations site. The replay of the webcast will be av ...