Core Insights - Workday (NASDAQ: WDAY) is scheduled to report its earnings on August 21, 2025, with historical data indicating a 55% chance of a positive one-day return post-earnings, averaging a median gain of 9.1% [2][7] - The consensus for the upcoming quarter anticipates earnings per share of $2.11 on revenue of $2.34 billion, compared to $1.75 on $2.08 billion in the same quarter last year [3] - Workday's current market capitalization is $62 billion, with trailing twelve months revenue of $8.7 billion, an operating profit of $640 million, and net income of $487 million [4] Historical Performance - Over the last five years, Workday has had 20 earnings observations, resulting in 11 positive and 9 negative one-day moves, with a positive return occurring 55% of the time [7] - The likelihood of a positive return increases to 67% when focusing on the last three years, with a median of 9.1% for positive returns and -5.6% for negative returns [7] Trading Strategies - Event-driven traders can utilize historical patterns to inform their positions, assessing both pre-earnings and post-earnings strategies [6] - A correlation analysis between one-day, five-day, and twenty-one-day returns can help traders identify the best timing for trades following earnings announcements [8] Peer Influence - Workday's post-earnings reaction may be influenced by the earnings results of its peers, with pricing often adjusting before Workday's own report [9]

Core Insights - DailyPay has been named Workday's Strategic Partner for On-Demand Pay in the U.S. and Canada, enabling real-time access to earned wages for employees [1][5] - The integration of DailyPay's solution with Workday Human Capital Management and Payroll since 2023 enhances the employee experience by allowing access to earnings on their own schedule [2] - The partnership aims to alleviate financial stress for employees, particularly frontline and hourly workers, who often live paycheck-to-paycheck, with over half of U.S. workers reporting this situation [3][4] Company Overview - Workday is an AI platform that manages people, money, and agents, serving over 11,000 organizations globally, including more than 60% of the Fortune 500 [6] - DailyPay is a leader in On-Demand Pay, providing instant access to earned wages and financial wellness solutions, aimed at enhancing employee financial health [8]

Core Insights - Workday experienced a data breach where fraudsters accessed information from its third-party CRM platform, specifically targeting employees through social engineering tactics [1][2] - The accessed data included business contact information such as names, email addresses, and phone numbers, which could be exploited for further scams [3] - Workday has implemented additional safeguards to prevent similar incidents in the future and clarified that it will not request secure details via phone [3] Industry Context - Data breaches often stem from vulnerabilities in third-party service providers rather than the companies themselves, highlighting a significant risk in the digital supply chain [4] - Verizon's 2025 Data Breach Investigations Report indicated that the proportion of data breaches involving third parties rose to 30% in the year ending October 31, up from 15% the previous year [5] - The increasing frequency and severity of breaches linked to third-party vendors have become a widespread issue, posing serious risks to enterprises [6]

Core Viewpoint - Workday (WDAY) is expected to report quarterly earnings of $2.09 per share, a 19.4% increase year-over-year, with revenues projected at $2.34 billion, reflecting a 12.2% year-over-year growth [1]. Financial Projections - The consensus EPS estimate for the quarter has remained unchanged over the past 30 days, indicating analysts have not revised their initial projections [2]. - The consensus estimate for 'Revenues- Subscription services' is $2.16 billion, suggesting a year-over-year increase of 13.5% [5]. - Analysts predict 'Revenues- Professional services' to be $180.17 million, indicating a decrease of 1% from the prior-year quarter [5]. - The 'Subscription Revenue Backlog' is expected to reach $26.48 billion, up from $21.58 billion reported in the same quarter last year [5]. Market Performance - Workday shares have decreased by 3% over the past month, contrasting with a 3.5% increase in the Zacks S&P 500 composite [6]. - Workday holds a Zacks Rank 3 (Hold), suggesting it is expected to perform in line with the overall market in the near future [6].

Core Insights - Workday has acquired Flowise, a low-code platform for building AI agents, enhancing its capabilities in HR and finance [1][3] - The acquisition aims to accelerate innovation and empower customers and partners to design and manage AI agents with increased speed and flexibility [1][7] Company Overview - Workday is an AI platform focused on managing people, money, and agents, utilized by over 11,000 organizations globally, including more than 60% of the Fortune 500 [4] - Flowise democratizes AI development, allowing users to create AI agents easily, supported by an open-source foundation and rapid adoption across various industries [2][6] Benefits of the Acquisition - Accelerated AI Innovation: Workday customers will have access to a user-friendly platform for quickly building and deploying AI agents tailored for HR and finance [7] - Customization and Control: Flowise provides developers with the ability to customize AI agents and workflows, ensuring scalability and control [7] - Responsible AI Development: The integration reinforces Workday's commitment to responsible AI through enterprise-grade observability and secure deployment options [7]

Core Insights - 75% of employees are comfortable collaborating with AI agents, but only 30% are willing to be managed by them, indicating a challenge for businesses to integrate AI while maintaining human oversight [1][6] - 82% of organizations are expanding their use of AI agents, reflecting widespread optimism about AI adoption [2] Employee Perspectives - Employees prefer clear boundaries regarding AI's role in the workplace, emphasizing the need for transparency and human empowerment in AI deployment [3][6] - Trust in AI agents increases with usage; only 36% of those exploring AI agents trust their organization to use them responsibly, which rises to 95% among those with more experience [6] Productivity and Concerns - Nearly 90% of employees believe AI agents will enhance productivity, but 48% are concerned about increased pressure and a decline in critical thinking [6] - There is a distinction in trust levels for AI based on task type, with higher trust for IT support and skills development, and lower trust for sensitive areas like hiring and finance [6] Industry-Specific Insights - In the finance sector, 76% of finance workers believe AI agents can help address the shortage of CPAs, with top applications including forecasting, budgeting, and fraud detection [6]

Core Insights - Workday Wellness has been recognized as a Top HR Product of 2025 by HR Executive, highlighting its effectiveness in enhancing employee benefits programs and adapting to workforce needs [1][3] - The solution connects employers with a curated ecosystem of wellness providers and benefit carriers, enabling organizations to gain insights into employee preferences and improve their offerings [2][3] - Workday Wellness aims to reduce friction for employees in accessing benefits that support their overall well-being, including physical, mental, financial, and social health [2] Company Overview - Workday is an AI platform designed for managing people, money, and agents, utilized by over 11,000 organizations globally, including more than 60% of the Fortune 500 [4] - The platform is built with AI at its core, aiming to enhance workforce management and drive business progress [4] Industry Context - The annual Top HR Products competition evaluates innovative HR solutions based on their innovation, value addition, user experience, and integration capabilities [3] - HR Executive, established in 1987, serves as a leading media company covering strategic HR issues, providing insights to over 220,000 subscribers [6]

Core Viewpoint - Workday Inc's stock is showing resilience despite broader market weakness, currently trading at $226.12, with potential for an upswing due to favorable seasonality trends [1] Group 1: Stock Performance - Workday's stock has a year-to-date deficit of 12.5%, but it is considered one of the best S&P 500 stocks to own in August, averaging a monthly gain of 8% and ending the month higher 80% of the time over the past decade [5] - If the stock follows historical trends, it could rise above $244 from its current level [5] Group 2: Market Sentiment and Options Trading - There is a potential for increased positive momentum as short-term options traders are unwinding pessimism, indicated by a put/call open interest ratio of 1.75, which is in the 97th percentile of the past year [6] - Workday's options premiums are currently affordably priced, with a Volatility Index of 29%, sitting in the low 12th percentile of its annual range [6]

Core Insights - Workday, Inc. will host its financial analyst day on September 16, 2025, in San Francisco during its annual flagship conference, Workday Rising [1] - A live webcast of the event will be available on the Workday Investor Relations site, with a replay accessible for at least 180 days post-event [2] - Workday is an AI platform designed for managing people, money, and agents, utilized by over 11,000 organizations globally, including more than 60% of the Fortune 500 [3]

Group 1 - Workday, Inc. plans to announce its fiscal 2026 second quarter financial results on August 21, 2025, after market close [1] - A conference call will be held at 1:30 p.m. Pacific Time / 4:30 p.m. Eastern Time to discuss the financial results and business outlook [1] - A live webcast of the event will be available on the Workday Investor Relations site, with a replay accessible for a minimum of 90 days [2] Group 2 - Workday is an AI platform designed for managing people, money, and agents, utilized by over 11,000 organizations globally, including more than 60% of the Fortune 500 [3]