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Core Insights - Workday, Inc. has launched the Military Skills Mapper, a feature in Workday Recruiting aimed at helping organizations identify and hire military veterans by translating their military experience into civilian-equivalent skills [1][3][5] Group 1: Military Skills Mapper Overview - The Military Skills Mapper will assist employers in understanding how military experience aligns with modern business needs, addressing the challenge of translating military qualifications into civilian job descriptions [2][3] - This feature is expected to empower organizations to tap into a motivated and capable talent pool of veterans, supporting their commitments to hire and retain military personnel [3][4] Group 2: Functionality and Benefits - The Military Skills Mapper will analyze a veteran's service background against job descriptions to generate a tailored list of relevant civilian skills, enhancing the application experience for veterans [5][6] - By integrating this capability into Workday Recruiting, hiring teams will gain a more accurate understanding of veteran capabilities without needing external tools, thus streamlining the hiring process [6] Group 3: Availability and Company Background - The Military Skills Mapper is anticipated to be available to Workday Recruiting customers in fall 2026 [7] - Workday is an enterprise AI platform that unifies HR and Finance, serving over 11,000 organizations globally, including more than 65% of the Fortune 500 [8]

Core Viewpoint - Workday, Inc. will announce its fiscal 2026 fourth quarter and full year financial results on February 24, 2026, after market close, followed by a conference call to discuss the results and business outlook [1]. Group 1: Financial Results Announcement - The financial results announcement is scheduled for February 24, 2026, after market close [1]. - A conference call will take place at 1:30 p.m. Pacific Time / 4:30 p.m. Eastern Time to review the financial results [1]. Group 2: Webcast Information - A live webcast of the conference call will be available on the Workday Investor Relations site [2]. - The replay of the webcast will be accessible for a minimum of 90 days following the conference call [2]. Group 3: Company Overview - Workday is an enterprise AI platform that integrates HR and Finance, empowering organizations to make informed decisions [3]. - The platform is utilized by over 11,000 organizations globally, including more than 65% of the Fortune 500 [3].

What Snowflake’s deal with OpenAI tells us about the enterprise AI race https://t.co/oYiSSMCxg4 ...

Core Insights - Snowflake has entered into a $200 million multi-year AI deal with OpenAI, indicating a growing competition in enterprise AI [1] - The partnership allows Snowflake's 12,600 customers to access OpenAI models across major cloud providers, enhancing their AI capabilities [1][2] - Snowflake's CEO emphasized the importance of combining enterprise knowledge with OpenAI's intelligence to create powerful and trustworthy AI agents [2] Partnership Details - The deal with OpenAI is part of a broader strategy, as Snowflake had previously announced a similar $200 million deal with Anthropic [3] - Snowflake aims to remain model-agnostic, providing customers with choices among various AI providers, including OpenAI, Anthropic, Google, and Meta [4] - The focus of the partnership is on reliability, performance, and real customer usage [4] Industry Trends - Other enterprises, such as ServiceNow, are also forming multi-year deals with AI companies like OpenAI and Anthropic, reflecting a trend towards offering customers model choices [7] - Surveys indicate conflicting results regarding which AI companies are leading in enterprise adoption, with both Anthropic and OpenAI being highlighted [8][9] - The current trend suggests that enterprises will continue to partner with multiple AI providers to leverage different strengths and weaknesses of their models [10][12]

Core Insights - OpenText Corporation has reached a definitive agreement to divest Vertica, a non-core part of its Analytics portfolio, to Rocket Software for US$150 million in cash [1][2] - The divestiture aligns with OpenText's strategic plan to focus on core product offerings and secure data solutions for Enterprise AI, aiming to strengthen its portfolio and enhance long-term growth and shareholder value [2][3] - Vertica contributed approximately US$80 million in annual revenue for OpenText in the fiscal year ending June 30, 2025, and the proceeds from the sale will be used to reduce outstanding debt [2] Transaction Details - The transaction involves the transfer of software, customer contracts, associated services, and employees to Rocket Software, with an expected closing during fiscal year 2026, pending customary approvals [3] - Goldman Sachs & Co. LLC is serving as the financial advisor for OpenText in this transaction [4]

28 January 2026 | 4:58PM EST Equity Research Microsoft Corp. (MSFT): 2QFY26 First Take MSFT is indicated down 4% after market after reporting 2Q26 results: We believe Callie Valenti +1(212)357-2790 | callie.valenti@gs.com Goldman Sachs & Co. LLC Selina Zhang +1(212)357-9979 | selina.zhang@gs.com Goldman Sachs & Co. LLC Praachi Arora +1(332)245-7970 | praachi.arora@gs.com Goldman Sachs India SPL c45a43530f604d12bcb9a82b5aa6b9f6 Key results: Other details Key commentary we're watching for on the call: Goldman ...

ServiceNow (NYSE:NOW) Q4 2025 Earnings call January 28, 2026 05:00 PM ET Company ParticipantsAmit Zavery - President, Chief Product Officer, and COOBill McDermott - Chairman and CEODarren Yip - SVP of Investor Relations and Market InsightsGina Mastantuono - President and CFOKeith Weiss - Managing DirectorPatrick Walravens - Managing DirectorSamad Samana - Managing DirectorConference Call ParticipantsAlex Zukin - Managing Director and Senior AnalystBrian Schwartz - Managing Director and Senior AnalystGabriel ...

Financial Data and Key Metrics Changes - Q4 subscription revenues reached $3.466 billion, growing 19.5% year-over-year in constant currency, exceeding guidance by 150 basis points [31] - Free cash flow margin for the full year 2025 was 35%, up 350 basis points year-over-year, and total free cash flow was $4.6 billion, up 34% year-over-year [38] - Operating margin was 31%, 100 basis points above guidance, driven by top-line outperformance and operational efficiencies [37] Business Line Data and Key Metrics Changes - Net new ACV growth accelerated both quarter-over-quarter and year-over-year, with 244 deals greater than $1 million in net new ACV closed in Q4 [33] - Emerging product areas, including Now Assist, Workflow Data Fabric, Raptor, and CPQ, all outperformed in Q4 [31] - Now Assist surpassed $600 million in ACV, tracking well towards a $1 billion-plus target for 2026 [36] Market Data and Key Metrics Changes - Transportation and logistics led growth with net new ACV growing over 80% year-over-year, followed by business and consumer services at over 70% [32] - The public sector, including federal and state/local, showed significant growth, with global government business up 80% year-over-year [60][61] - The number of customers contributing $20 million or more in ACV rose over 30% year-over-year [34] Company Strategy and Development Direction - The company aims to be the AI-defining enterprise software company of the 21st century, focusing on integrating AI into workflows for business reinvention [14] - ServiceNow's strategy includes opportunistic M&A to expand into a larger total addressable market (TAM), now beyond $600 billion [12] - The company emphasizes organic growth, having achieved significant milestones without relying on M&A for revenue [11] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the demand environment, noting that customers are looking for platforms that deliver positive ROI and simplify operations [48][49] - The company anticipates 20% subscription revenue growth for 2026, with a strong pipeline and increasing customer demand for integrated AI solutions [10][39] - Management highlighted the importance of AI in driving efficiencies and improving operational resilience across customer deployments [36] Other Important Information - The company announced a $5 billion share repurchase authorization, with an immediate $2 billion accelerated share repurchase program [14][39] - Monthly active users grew 25%, indicating strong engagement with the platform [9] - The company is integrating new acquisitions, Armis and Veza, into its existing platform to enhance security and operational capabilities [74] Q&A Session Questions and Answers Question: What are the tailwinds and headwinds in the demand environment? - Management noted that while there are legacy systems that burden companies, there is a strong demand for platforms that deliver cross-functional AI capabilities, leading to a robust pipeline [48][49] Question: How did the federal business perform in Q4? - Despite the government shutdown, the federal business saw significant deals and a strong pipeline, with public sector growth expected to continue into 2026 [60][61] Question: What is the outlook for gross margins? - Management indicated that while there are temporary headwinds due to strategic moves towards hyperscalers, overall margins are expected to improve as these deals scale [65]

ServiceNow (NYSE:NOW) Q4 2025 Earnings call January 28, 2026 05:00 PM ET Speaker2Thank you for standing by. At this time, I would like to welcome everyone to the Q4 and full year 2025 ServiceNow earnings conference call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question and answer session. If you would like to ask a question during this time, simply press star followed by the number 1 on your telephone keypad. If you would like to withd ...