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 ...

Dimitri Otis Introduction Workday (NASDAQ:WDAY) just reported its Q2 '25 earnings, so I wanted to take a look at what has happened since the last time I covered the company when I gave it a hold rating due to slowing growth and an unappealing risk/reward profile. Since then, the company's share price dropped over 21%, not counting the moves in the market right after the earnings call. The report doesn't convince me that the growth is sufficient enough to warrant an investment, even with the management's com ...

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, ...

Financial Data and Key Metrics Changes - Workday reported a 17% growth in subscription revenue, totaling $1.903 billion for Q2 2025 [19] - Total revenue for Q2 reached $2.085 billion, also reflecting a 17% increase [19] - The 12-month subscription revenue backlog (cRPO) grew by 16% to $6.80 billion [20] - Non-GAAP operating margin was reported at 24.9%, with non-GAAP operating income of $518 million [20] - Operating cash flow increased by 34% to $571 million, driven by strong collections [20] Business Line Data and Key Metrics Changes - Workday Financial Management crossed the 2,000 customer milestone, indicating strong growth in this segment [8] - The company experienced healthy growth in full suite wins, contributing to overall momentum [7] - Professional services revenue for Q2 was $182 million, contributing to the total revenue growth [19] Market Data and Key Metrics Changes - US revenue grew by 16% to $1.56 billion, while international revenue increased by 18% to $524 million [19] - The company reported strong performance in APAC and Japan, with significant wins in EMEA [10] - Workday was ranked as the market share leader for Worldwide SaaS ERP revenue in 2023 by Gartner [8] Company Strategy and Development Direction - Workday aims to balance growth and margin expansion, with a focus on core markets of HR and Finance [17] - The company is investing in AI innovations to enhance customer value and operational efficiencies [11] - Workday is expanding its partner ecosystem, which has significantly contributed to new annual contract value (ACV) [15] Management's Comments on Operating Environment and Future Outlook - Management noted that the current macro environment is consistent with previous quarters, indicating a new norm for IT spending [34] - The company expects subscription revenue growth in the mid-teens for FY '26 and FY '27, reflecting confidence in market opportunities [25] - Management emphasized the importance of operational efficiencies and targeted investments to support durable growth [26] Other Important Information - Workday announced a new $1 billion share repurchase program, reflecting commitment to returning capital to shareholders [21] - The company is preparing for its annual developer conference, expecting over 30,000 attendees [14] Q&A Session Summary Question: Additional efficiency at scale while investing in international - Management highlighted ongoing efforts to find efficiencies in global workforce strategy and technology [29] Question: Impact of elections and lower rates on short-term outlook - Management indicated that the current macro environment is expected to remain stable, regardless of external factors [34] Question: AI's impact on software landscape and customer spending - Management noted that customers are investing in AI alongside Workday, leveraging the company's clean data sets [37] Question: Confidence in mid-teens growth despite lower growth rate - Management cited strong partner contributions and international opportunities as key drivers of confidence in growth [39] Question: Growth initiatives review and potential sources of incremental growth - Management expressed confidence in current growth initiatives, particularly in financials and international markets [42] Question: Correlation between free cash flow margin and operating margin - Management indicated that while there may be differences, they are still ramping in several industries where payments do not correlate directly with revenue [53] Question: Vertical strength and pipeline perspective - Management confirmed continued strength in healthcare and higher education sectors, with multi-year opportunities [59]

For the quarter ended July 2024, Workday (WDAY) reported revenue of $2.09 billion, up 16.7% over the same period last year. EPS came in at $1.75, compared to $1.43 in the year-ago quarter. The reported revenue represents a surprise of +0.72% over the Zacks Consensus Estimate of $2.07 billion. With the consensus EPS estimate being $1.63, the EPS surprise was +7.36%. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectat ...