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]

Company Performance - Workday's stock closed at $222.22, reflecting a -3.12% change from the previous day's closing price, underperforming the S&P 500, which lost 1.6% [1] - Over the past month, Workday shares declined by 5.12%, while the Computer and Technology sector gained 4.45% and the S&P 500 increased by 2.25% [1] Upcoming Financial Results - Workday is expected to report an EPS of $2.09, representing a 19.43% increase compared to the same quarter last year [2] - The consensus estimate for revenue is projected at $2.34 billion, indicating a 12.22% rise from the equivalent quarter last year [2] Annual Forecast - Zacks Consensus Estimates predict earnings of $8.7 per share and revenue of $9.5 billion for the year, reflecting increases of +19.18% and +12.45% respectively compared to the previous year [3] Analyst Estimates and Stock Price Correlation - Changes in analyst estimates for Workday are correlated with near-term stock prices, with positive revisions indicating optimism about the business outlook [4][3] Zacks Rank and Valuation - Workday currently holds a Zacks Rank of 3 (Hold), with a recent consensus EPS projection moving 0.05% lower [5] - The company is trading at a Forward P/E ratio of 26.35, which is a discount compared to its industry's Forward P/E of 28.71 [6] Industry Overview - The Internet - Software industry, part of the Computer and Technology sector, has a Zacks Industry Rank of 75, placing it in the top 31% of over 250 industries [7] - The top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

Core Insights - Workday Inc. (NASDAQ: WDAY) is one of the few technology companies still trading near its pre-pandemic levels, contrasting with many tech innovators that have significantly increased in value due to the AI hypergrowth wave and SaaS market expansion [1] Company Overview - Workday Inc. is positioned uniquely in the tech sector, maintaining stability in its stock price compared to peers that have experienced substantial gains [1]

Core Insights - The investment strategy focuses on acquiring strong businesses when they are undervalued, emphasizing a concentrated portfolio approach in various industries [1] - The current focus is on high-quality businesses, particularly in the technology sector, which have large user bases and content libraries, highlighting the potential for cross-selling opportunities [1] - The investment philosophy values companies at the EBIT plus R&D level, recognizing the importance of certain R&D investments [1] Performance Metrics - The annual return from February 2019 to October 2024 was reported at 11.4% CAGR, which is below the market's 15.18% CAGR [1] - The belief is that the knowledge gained since 2019 will enable future outperformance of the market [1] Investment Philosophy - The approach does not endorse traditional "Buy" and "Sell" recommendations, instead categorizing stocks into "Strong Buy" and "Strong Sell" based on their pricing relative to exceptional business quality [1] - A "Hold" position may be initiated for high-quality businesses if their pricing is not favorable [1]

Core Insights - Workday has been selected by Seattle University to unify over 12 disparate systems across its two campuses, aiming to enhance the student experience through improved data insights and operational efficiency [1][2][3] Group 1: Workday's Implementation - Seattle University will integrate its HR, finance, and student information systems on Workday's cloud platform, creating a more efficient and connected experience for students [2][3] - The implementation will simplify tasks such as registration and curriculum management, allowing students to access these services anytime and anywhere via mobile devices [2][3] Group 2: Data Insights and Decision Making - Workday will provide Seattle University with real-time insights into critical areas including attendance, course management, enrollment trends, registration, staffing needs, and financial data [3] - This enhanced visibility will enable the university to make more data-informed decisions and adapt to changes effectively [3][4] Group 3: Strategic Vision - The president of Seattle University emphasized the importance of adaptability in higher education, stating that the partnership with Workday represents a significant step towards building a culture of data-informed decision-making [4] - Workday's commitment extends beyond technology solutions, focusing on collaborative partnerships that empower institutions and students to thrive in a changing environment [4][5] Group 4: 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 [5]

Core Insights - The article provides a snapshot of the market capitalization changes of major global technology and internet companies as of July 14, 2025, highlighting both increases and decreases in value across various firms [1]. Market Capitalization Changes - Tesla's market cap increased by 1.17%, reaching $100.98 billion [3]. - Alibaba saw a slight increase of 0.08%, with a market cap of $255.2 billion [3]. - AMD experienced a rise of 1.57%, bringing its market cap to $23.74 billion [3]. - Companies like Oracle and SAP reported declines of 1.89% and 1.75%, respectively, with market caps of $64.76 billion and $35.31 billion [3]. - Notable declines included Adobe, which fell by 2.18%, with a market cap of $15.41 billion [4]. Noteworthy Performers - PayPal showed a significant increase of 5.73%, with a market cap of $6.3 billion [6]. - SMIC reported a rise of 2.07%, reaching a market cap of $607 million [6]. - Circle Internet PNG Group had a notable increase of 7.67%, with a market cap of $463 million [7]. Overall Trends - The overall trend indicates mixed performance among technology companies, with some experiencing growth while others face declines in market capitalization [1][3].

Company Performance - Workday (WDAY) closed at $229.30, reflecting a -4.53% change from the previous day, underperforming the S&P 500 which gained 0.28% [1] - Prior to the latest trading session, Workday shares had decreased by 4.45%, lagging behind the Computer and Technology sector's gain of 6.2% and the S&P 500's gain of 4.37% [1] Upcoming Financial Results - Workday's upcoming EPS is projected at $2.09, indicating a 19.43% increase compared to the same quarter last year [2] - Revenue is expected to reach $2.34 billion, representing a 12.22% increase from the year-ago quarter [2] Annual Estimates - For the annual period, earnings are anticipated at $8.71 per share and revenue at $9.5 billion, reflecting increases of +19.32% and +12.46% respectively from the previous year [3] - Recent adjustments to analyst estimates for Workday may indicate positive near-term business trends, with positive revisions suggesting analyst optimism [3] Valuation Metrics - Workday currently has a Forward P/E ratio of 27.59, which is a discount compared to the industry average Forward P/E of 29.03 [5] - The PEG ratio for Workday is 1.46, compared to the average PEG ratio of 2.24 for the Internet - Software industry [6] Industry Context - The Internet - Software industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 62, placing it in the top 26% of over 250 industries [6] - The Zacks Rank system, which includes estimate changes, has historically outperformed, with 1 stocks returning an average annual gain of +25% since 1988 [5]

Core Insights - Workday's research reveals that 76% of employees lack clarity on contract ownership, leading to lost revenue and missed opportunities [2][4] - The report emphasizes the importance of contract intelligence in transforming contracts from static documents into strategic assets that drive business growth [3][4] Key Findings - A significant portion of employees (50% of legal and 49% of enterprise employees) report financial losses due to unintended auto-renewals, with sales and marketing departments being the most affected (60%) [4] - There is a disconnect between legal teams and other employees regarding contract approvals, with an 18% discrepancy indicating potential risks from bypassing legal processes [4] - Contracts are often fragmented across various systems, with 70% of legal and 50% of non-legal contracts stored in shared drives, which hinders holistic visibility and opportunity identification [4] - Over 41% of respondents believe that slow contract processes stifle innovation and productivity, particularly affecting departments like R&D and engineering (79%) [4]

Core Insights - Payslip has successfully launched its Global Payroll Connect (GPC) integration with Houlihan Lokey, marking a significant milestone as the first vendor-agnostic partner certified for GPC features [1][4] - The integration has resulted in an 82% increase in time-to-value for customers, showcasing the efficiency gains from using Payslip's platform [1][5] Company Overview - Payslip is a Global Payroll Technology Company that specializes in automating and standardizing global payroll operations, providing real-time visibility and compliance for enterprises [9] - Founded in 2016 and headquartered in Mayo, Ireland, Payslip has raised $16 million in funding from various venture investors [10] Integration Features - The Data Changes on Demand (DCoD) feature allows real-time data synchronization between Workday's HCM and Payslip's platform, enhancing operational efficiency [2] - The External Payroll Documents (ExPD) feature enables employees to access payslips and tax documents seamlessly within Workday, reducing manual workload and minimizing human error [2] Cost and Time Efficiency - The implementation of GPC for Houlihan Lokey required only 10 hours of work, significantly less than the estimated 56 hours needed by external developers, resulting in substantial cost savings [3] - The partnership aims to empower payroll professionals by simplifying operations and improving efficiency through a vendor-agnostic approach [7][8] Market Context - Organizations typically manage five or more payroll systems, leading to inefficiencies and data reconciliation issues; GPC aims to consolidate these operations within Workday [6] - The integration allows customers to retain their current payroll providers while benefiting from GPC features, enhancing flexibility [6]

Core Insights - Syssero has launched SyncStream, a new app designed to streamline mergers, acquisitions, and organizational restructuring within the Workday platform [1][4] - SyncStream was developed under the Built on Workday program, which allows partners to create and deploy apps on the Workday Platform, enhancing automation and data integrity [2] - The app aims to facilitate faster and more accurate organizational changes, providing a seamless experience across HR and Finance [3] Company Overview - Syssero is a Workday Services and Innovation Partner focused on helping small and midsize businesses scale effectively through managed services and custom integrations [5] - The company emphasizes a people-first approach and deep functional expertise in delivering enterprise transformation support [5] Product Features - SyncStream enables rapid setup, allowing organizations to launch new structures in hours rather than weeks [5] - The app ensures Workday-native security, protecting data without the need for spreadsheets or risky file transfers [5] - Automated data merging capabilities reduce errors and rework when integrating cost centers, organizational charts, and positions [5] - In-system approvals streamline the adoption process by routing changes through native business processes [5]