Core Insights - Workday, Inc. is launching a new marketing campaign featuring rock stars Gwen Stefani, Paul Stanley, and Billy Idol to promote its AI agents, emphasizing the humorous contrast between the worlds of rock 'n' roll and corporate business [1][3][4] - The campaign includes two new TV commercials titled "Carmen the Rock Star" and "Goodnight Rock Stars," which will debut during The Masters event from April 7-13, 2025 [1][3] Company Overview - Workday is positioned as an AI platform designed for managing people, money, and agents, with a focus on enhancing business operations through advanced technology [8] - The company serves over 11,000 organizations globally, including more than 60% of the Fortune 500, indicating a strong market presence [8] Product Features - Workday's AI agents differ from typical task-based agents by offering a configurable set of skills that can perform hundreds of individual tasks, thereby streamlining and automating processes across various job roles [5][6] - The role-based agents include functionalities for Contracts, Payroll, Financial Auditing, Policy, Recruiting, Talent Mobility, Succession, and Optimize Agents, showcasing the versatility of Workday's offerings [6] Marketing Strategy - The campaign aims to illustrate how Workday's customers are the "true rock stars" of the business world, using the platform to effectively manage their operations [7] - Emma Chalwin, the chief marketing officer, highlights that the campaign reflects Workday's core value of fun and commitment to helping customers progress [7]

Company Performance - Workday's stock closed at $234.53, reflecting a +0.43% change from the previous trading day's closing, outperforming the S&P 500's daily gain of 0.38% [1] - The stock has experienced an 8.26% decline over the past month, which is greater than the Computer and Technology sector's loss of 8.94% and the S&P 500's loss of 5.59% [1] Upcoming Earnings - Workday's upcoming earnings per share (EPS) are projected to be $1.99, indicating a 14.37% increase from the same quarter last year [2] - Revenue is estimated at $2.22 billion, reflecting an 11.34% increase from the prior-year quarter [2] Annual Estimates - For the annual period, earnings are anticipated to be $8.44 per share and revenue is expected to reach $9.5 billion, representing increases of +15.62% and +12.48% respectively from the last year [3] - Recent changes to analyst estimates suggest a positive outlook for Workday's business and profitability [3] Analyst Ratings - Workday currently holds a Zacks Rank of 3 (Hold), with a recent 0.65% increase in the Zacks Consensus EPS estimate over the last 30 days [5] - The Zacks Rank system has a strong track record, with 1 ranked stocks yielding an average annual return of +25% since 1988 [5] Valuation Metrics - Workday has a Forward P/E ratio of 27.67, which is a premium compared to the industry average Forward P/E of 26.28 [6] - The company has a PEG ratio of 1.41, which is lower than the Internet - Software industry's average PEG ratio of 2.01 [6] Industry Context - The Internet - Software industry is part of the Computer and Technology sector, holding a Zacks Industry Rank of 74, placing it in the top 30% of over 250 industries [7] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

Core Insights - Incorta has been named a Workday Innovation Partner, enhancing enterprise data accessibility for organizations [1][2] - The partnership aims to streamline data delivery and empower businesses to make faster, data-driven decisions [2][3] Company Overview - Incorta is a unified data analytics platform that allows real-time analysis of live, detailed data across all systems of record without complex ETL processes [6] - The platform provides faster and more accurate insights while removing barriers to exploration through low-code/no-code tools and AI-powered querying [6] Partnership Details - The partnership with Workday, initiated in May 2024, focuses on redefining enterprise data access and utilization [2] - Incorta's Direct Data Mapping technology enables Workday Adaptive Planning customers to access timely and complete enterprise data across various domains [3] Benefits of Integration - The integration facilitates access to enterprise-wide data from seven ERP providers, ensuring reliable connectivity [7] - It allows granular data extraction, unlocking detailed transaction-level data and enhancing visibility [7] - The solution accelerates data readiness by eliminating the need for custom scripts and manual data preparation, thus reducing setup time [7]

Group 1: AI Industry Developments - OpenAI launched a new AI image generator for ChatGPT, which has minimal restrictions, allowing users to create photorealistic images and edit existing ones, leading to a surge of AI-generated content on social media [1][2] - The competitive landscape in AI is intensifying, with companies like Grok and DeepSeek pushing larger firms like Alphabet to adopt more aggressive strategies, including the release of semi-complete products [2] - The shift from "AI Builders" to "AI Appliers" is underway, indicating a transition where companies leveraging AI to disrupt traditional industries will yield significant returns [4][30] Group 2: Company Highlights - Nvidia's shares have increased nearly 2,500% since May 2019, driven by excitement around AI technologies [3] - Monolithic Power Systems Inc. (MPWR) is a leader in power management chips, with a market cap of $30 billion and expected revenue growth of 40% this year, driven by demand in AI and autonomous vehicles [11][13] - Workday Inc. (WDAY) has become the largest cloud-based human capital management company, serving over 60% of Fortune 500 companies, and is well-positioned to benefit from rapid AI advancements [21][22] - Xometry Inc. (XMTR) is revolutionizing the 3D printing market by providing an AI-powered marketplace for custom-manufactured parts, with revenues projected to reach $1 billion by 2028 [25][29] Group 3: Market Trends and Opportunities - The AI Revolution is creating a divide between those who benefit from AI advancements and those who do not, with significant investment opportunities still available in innovative AI companies [30][32] - The current market selloff presents attractive entry points for companies like Workday and Monolithic Power, which are trading at lower valuations compared to their historical averages [15][22] - The potential for nearly a trillion dollars in new investments in AI is anticipated, particularly in lesser-known sectors of the AI Revolution [33]

New Contract Management Solutions, Powered by Evisort AI, Accelerate Business and Mitigate Risk Solutions Empower Businesses to Transform Contracts into Strategic Assets with AI, Surfacing Critical Insights, Obligations, and Risks PLEASANTON, Calif., March 27, 2025 /PRNewswire/ -- Workday, Inc. (NASDAQ: WDAY), the AI platform for managing people, money, and agents, today announced that Evisort's AI-powered contract intelligence and contract lifecycle management solutions are now available through Workday. ...

Workday Student Supports More Than 3 Million Student Records, Helping Global HigherEducation Institutions Improve Student Engagement and Adapt to Changing Industry NeedsPLEASANTON, Calif., March 24, 2025 /PRNewswire/ -- Workday, Inc. (NASDAQ: WDAY), the AI platform for managing people and money, today announced it has been named a Leader in the 2025 Gartner® Magic Quadrant™ for Student Information Systems1. A complimentary copy of the report is available here.Universities and colleges face many challenges – ...

Group 1: Software Stocks Overview - Analysts are increasing targets for leading software stocks, indicating significant gains for companies like Snowflake, Okta, CrowdStrike, Workday, and Zscaler [1] - The overall sentiment is firming, with rising price targets providing a strong tailwind for these markets [1] Group 2: Snowflake - Snowflake is the most upgraded stock in March, receiving 21 updates from 39 analysts, raising the consensus price target to $205, representing a 30% gain from late-March levels [2][3] - The company's strong performance is attributed to top and bottom-line outperformance, sustained double-digit growth, and better-than-expected guidance [2] - New products and capabilities, including a deal with Microsoft to deploy OpenAI models, are driving results [3] Group 3: Okta - Okta is the second most upgraded stock in March, with 20 revisions lifting the price target to $115, nearly a 10% increase since the CQ4 2024 earnings report [7][8] - Analysts suggest a potential rise of 20% for Okta, supported by AI's dual tailwind, enhancing capabilities and driving demand [8] Group 4: CrowdStrike - CrowdStrike's Q4 performance was overshadowed by less-than-expected guidance, but analysts view the guidance as conservative, expecting sustained high double-digit growth [9][10] - Client growth and high-module adoption rates among large clients provide business leverage, leading analysts to reset expectations [11] Group 5: Workday - Workday's Q4 results show top and bottom-line strength, leading to a rising price target with a consensus indicating a 20% upside [12][13] - Analysts noted improving business trends and a clearer path to achieving a 30% margin, with a consensus rating of Moderate Buy from 31 analysts [13] Group 6: Zscaler - Zscaler received 10 updates from 32 analysts, with a consensus price target forecasting a 15% upside, and improvements in guidance noted as above-consensus [16][17] - The company is recognized for its healthy results and signs of diversification and upsell capability [17]

Company Releases Host of Product Updates Based on Feedback from Global Customer Community, Including AI Innovations Across Recruiting, Workforce Management, User Experience, Finance, and MorePLEASANTON, Calif., March 19, 2025 /PRNewswire/ -- Workday, Inc. (NASDAQ: WDAY), the AI platform for managing people and money, today announced more than 350 product features and updates across the Workday platform, now available to customers worldwide. These updates include innovations across talent management, the Wor ...

PLEASANTON, Calif., March 13, 2025  /PRNewswire/ -- Workday, Inc. (NASDAQ: WDAY), the AI platform for managing people and money, today announced that its 2025 annual meeting of stockholders will be held virtually on Wednesday, June 4, 2025 at 9:00 a.m. Pacific Time / 12:00 p.m. Eastern Time.The record date for the meeting will be Monday, April 7, 2025 and only stockholders of record at the close of business on that date will be entitled to receive notice and vote upon matters considered at the meeting.Workd ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended January 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-35680 WORKDAY, INC. (Exact name of registrant as specified in its charter) Delaware 20-2480422 (State or other juris ...