Core Viewpoint - The market anticipates Workday (WDAY) to report a year-over-year increase in earnings driven by higher revenues, with a focus on how actual results compare to estimates [1][2]. Earnings Expectations - Workday is expected to post quarterly earnings of $1.99 per share, reflecting a year-over-year increase of +14.4% [3]. - Revenues are projected to reach $2.22 billion, which is an 11.3% increase from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 0.39% over the last 30 days, indicating a reassessment by analysts [4]. - The Most Accurate Estimate for Workday is higher than the Zacks Consensus Estimate, resulting in a positive Earnings ESP of +2.24% [10][11]. Earnings Surprise Prediction - A positive Earnings ESP is a strong indicator of a potential earnings beat, especially when combined with a Zacks Rank of 1 (Strong Buy), 2 (Buy), or 3 (Hold) [8]. - Workday currently holds a Zacks Rank of 3, suggesting a likelihood of beating the consensus EPS estimate [11]. Historical Performance - In the last reported quarter, Workday exceeded the expected earnings of $1.75 per share by delivering $1.92, resulting in a surprise of +9.71% [12]. - Over the past four quarters, Workday has consistently beaten consensus EPS estimates [13]. Industry Comparison - Zoom Communications (ZM), another player in the Zacks Internet - Software industry, is expected to report earnings of $1.30 per share, indicating a year-over-year decline of -3.7% [17]. - Zoom's consensus EPS estimate has been revised down by 0.4% over the last 30 days, with a negative Earnings ESP of -1.68%, making it challenging to predict an earnings beat [18].

PLEASANTON, Calif., May 14, 2025 /PRNewswire/ -- Workday, Inc. (NASDAQ: WDAY), the AI platform for managing people, money, and agents, today announced that Zane Rowe, chief financial officer, Workday, will present at the Jefferies Public Technology Conference on May 28, 2025 at 11:00 a.m. Pacific Time / 2:00 p.m. Eastern Time.A live webcast of the event will be available on the Workday Investor Relations site. The replay of the webcast will be available for a minimum of 90 days after the conference call.Abo ...

Core Viewpoint - Workday is positioned to potentially continue its earnings-beat streak in the upcoming report, having surpassed earnings estimates consistently in recent quarters [1][5]. Earnings Performance - In the last reported quarter, Workday achieved earnings of $1.92 per share, exceeding the Zacks Consensus Estimate of $1.75 per share, resulting in a surprise of 9.71% [2]. - In the previous quarter, the company was expected to report earnings of $1.72 per share but delivered $1.89 per share, leading to a surprise of 9.88% [2]. Earnings Estimates and Predictions - There has been a favorable change in earnings estimates for Workday, with a positive Earnings ESP of +2.24%, indicating increased analyst optimism regarding its near-term earnings potential [5][8]. - The combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) suggests a high likelihood of another earnings beat, with historical data showing that such combinations lead to positive surprises nearly 70% of the time [6][8]. Earnings ESP Explanation - The Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate reflecting the latest analyst revisions, which may be more accurate than earlier predictions [7]. - A negative Earnings ESP can reduce predictive power but does not necessarily indicate an earnings miss [9]. Importance of Earnings ESP - Monitoring the Earnings ESP is crucial for assessing the likelihood of a stock beating consensus estimates, as many companies may beat estimates without significant stock movement [10].

PLEASANTON, Calif., May 1, 2025 /PRNewswire/ -- Workday, Inc. (NASDAQ: WDAY), the AI platform for managing people, money, and agents, plans to announce its fiscal 2026 first quarter financial results after market close on Thursday, May 22, 2025. The company will host a conference call at 1:30 p.m. Pacific Time / 4:30 p.m. Eastern Time to review its financial results and business outlook.A live webcast of the event will be available on the Workday Investor Relations site. The replay of the webcast will be av ...

Core Viewpoint - Workday's stock performance has shown resilience, with a recent increase and positive projections for upcoming financial results, indicating potential growth opportunities in the human resources software sector [1][2]. Company Performance - Workday's stock closed at $243.39, reflecting a +1.49% change from the previous day, outperforming the S&P 500's gain of 0.58% [1]. - Over the past month, Workday shares have appreciated by 2.69%, surpassing the Computer and Technology sector's gain of 0.6% and the S&P 500's loss of 0.84% [1]. Financial Projections - The upcoming EPS for Workday is projected at $1.99, representing a 14.37% increase year-over-year [2]. - Revenue is expected to reach $2.22 billion, marking an 11.34% increase from the same quarter last year [2]. - For the full year, analysts anticipate earnings of $8.41 per share and revenue of $9.48 billion, reflecting changes of +15.21% and +12.21% respectively from the previous year [3]. Analyst Estimates - Changes in analyst estimates for Workday are crucial as they reflect short-term business trends and analysts' confidence in the company's performance [4]. - The Zacks Consensus EPS estimate has decreased by 1% in the past month, and Workday currently holds a Zacks Rank of 3 (Hold) [6]. Valuation Metrics - Workday has a Forward P/E ratio of 28.51, which is higher than the industry average of 25.98 [6]. - The PEG ratio for Workday stands at 1.46, indicating a favorable growth outlook compared to the Internet - Software industry average PEG ratio of 2.2 [7]. Industry Context - The Internet - Software industry, part of the Computer and Technology sector, has a Zacks Industry Rank of 143, placing it in the bottom 43% of over 250 industries [8].

Insperity (NSP) Q1 2025 Earnings Call April 29, 2025 01:48 PM ET Speaker0 morning. My name is Paul, and I will be your conference operator today. I would like to welcome everyone to the Insperity First Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. A question and answer session will follow the formal presentation. Please note this conference is being recorded. At this time, I would like to introduce today's speakers. Joining us are Paul Sarvadi ...

For two years, Snowflake's managers have used Veza to check who has read and write access, Harsha Kapre, director of the data analytics software company's venture group told CNBC. It sits alongside a host of other cloud solutions the company uses. "We have Workday, we have Salesforce — we have all these things," Kapre said. "What Veza really unlocks for us is understanding who has access and determining who should have access." Tech giants like Google, Amazon, Microsoft and Nvidia have captured headlines in ...

Company Performance - Workday's stock closed at $224.87, reflecting a +1.76% change from the previous trading day's close, outperforming the S&P 500's daily gain of 1.67% [1] - Over the past month, Workday shares have decreased by 12.59%, which is worse than the Computer and Technology sector's loss of 9.93% and the S&P 500's loss of 6.57% [1] Upcoming Earnings - Workday's upcoming EPS is projected at $1.99, indicating a 14.37% increase compared to the same quarter last year [2] - The Zacks Consensus Estimate for revenue is $2.22 billion, representing an 11.34% increase from the year-ago period [2] Annual Estimates - For the annual period, earnings are anticipated at $8.42 per share and revenue at $9.48 billion, reflecting increases of +15.34% and +12.28% respectively from the previous year [3] Analyst Estimates - Recent changes to analyst estimates for Workday often reflect shifting short-term business dynamics, with upward revisions indicating analysts' positive outlook on the company's operations [4] Zacks Rank - Workday currently holds a Zacks Rank of 3 (Hold), with a 0.9% decline in the Zacks Consensus EPS estimate over the past month [6] Valuation Metrics - Workday's Forward P/E ratio is 26.25, which is higher than the industry average of 24.08 [7] - The PEG ratio for Workday is 1.35, compared to the average PEG ratio of 1.96 for Internet - Software stocks [7] Industry Ranking - The Internet - Software industry, part of the Computer and Technology sector, has a Zacks Industry Rank of 79, placing it in the top 32% of all industries [8]

Group 1 - The article expresses a positive view on Workday's business and its growth in the cloud software sector [1] - The author highlights the importance of identifying high-quality companies with strong competitive advantages and solid management for long-term investment [1] - The focus is on companies that have a history of creating shareholder value, indicating a preference for sustainable growth [1] Group 2 - The author has a beneficial long position in Workday, ServiceNow, and HubSpot, indicating confidence in these companies' future performance [1]

Group 1 - The article discusses a positive outlook on Workday (WDAY), highlighting a recommendation for a buy rating based on expected higher multiples due to the company's growth potential [1] - The author emphasizes a fundamentals-based approach to value investing, arguing against the misconception that low multiple stocks are inherently cheap [1] - The focus is on identifying companies with long-term durability, steady growth, and strong balance sheets, while acknowledging the risks associated with overpaying for successful companies [1] Group 2 - The article does not contain any disclosures regarding stock positions or plans to initiate positions in the mentioned companies [2] - It clarifies that the opinions expressed are personal and not influenced by any business relationships with the companies mentioned [2] - The article also notes that past performance does not guarantee future results and that no specific investment advice is being provided [3]