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].

Acquisition will Empower Workday Customers and Partners to Build Powerful AI Agents for HR and Finance with Unparalleled Speed, Flexibility, and Confidence Flowise is a low-code platform that makes it easy for anyone to build and manage AI agents—from simple conversational experiences to complex agentic workflows. With intuitive visual tools, a wide range of integration support across the AI ecosystem, built-in analytics, evaluations, and integrated governance, Flowise democratizes AI development—empowering ...

The research underscores that while widespread optimism is driving the rapid adoption of AI agents – 82% of organizations are expanding their use of agents – employees are clearly drawing a line between how they are and are not willing to work with AI. "We're entering a new era of work where AI can be an incredible partner, and a complement to human judgement, leadership, and empathy," said Kathy Pham, vice president, AI, Workday. "Building trust means being intentional in how AI is used and keeping people ...

AI-Powered Solution Transforms Employee Benefits Experience and Optimizes Well-Being Programs Established in 1987, HR Executive is the premier global media company covering strategic issues in HR. Part of the Arc network, HR Executive provides more than 220,000 subscribers with news, content and analysis of global HR trends. HR Executive is where HR professionals go when they need to know, providing in-depth coverage on all facets of human resource management, including recruiting, talent acquisition, compe ...

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]

PLEASANTON, Calif., Aug. 4, 2025 /PRNewswire/ -- Workday, Inc. (NASDAQ: WDAY), the AI platform for managing people, money, and agents, today announced that it will host its financial analyst day on Tuesday, September 16, 2025 in San Francisco at 2:00 p.m. Pacific Time / 5:00 p.m. Eastern Time. The event will take place during Workday Rising, the company's annual flagship conference for finance, HR, and IT professionals.A live webcast of the event will be available on the Workday Investor Relations site. The ...

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]