PLEASANTON, Calif., Feb. 3, 2026 /PRNewswire/ -- Workday, Inc. (NASDAQ: WDAY), the enterprise AI platform for managing people, money, and agents, today announced the Military Skills Mapper, a new feature in Workday Recruitingdesigned to help organizations more effectively identify and hire military veterans. By translating a veteran's military background into civilian-equivalent skills, the Military Skills Mapper will enable employers to better understand the leadership, technical expertise, and operational ...

Workday is the enterprise AI platform for managing people, money, and agents. Workday unifies HR and Finance on one intelligent platform with AI at the core to empower people at every level with the clarity, confidence, and insights they need to adapt quickly, make better decisions, and deliver outcomes that matter. Workday is used by more than 11,000 organizations around the world and across industries – from medium- sized businesses to more than 65% of the Fortune 500. For more information about Workday, ...

Cloud data company Snowflake has entered into a $200 million multi-year AI deal with OpenAI on Monday, the latest signal that enterprise AI competition continues to heat up.Under the deal, Snowflake’s 12,600 customers will have access to OpenAI models across all three major cloud providers. Snowflake employees access to OpenAI’s ChatGPT Enterprise as well. The two companies are also partnering to build new AI agents and other AI products. “By bringing OpenAI models to enterprise data, Snowflake enables org ...

OpenText to Continue Focusing on Core Cloud Products for Secure, Trusted Data for Enterprise AI WATERLOO, ON, Feb. 2, 2026 /PRNewswire/ -- Open Text Corporation (NASDAQ: OTEX), (TSX: OTEX), a global leader in secure information management for AI, today announced that it has reached a definitive agreement to divest Vertica, a part of its non-core Analytics portfolio, to Rocket Software Inc., a Bain Capital portfolio company ("Rocket Software") for US$150 million in cash, before taxes, fees and other adjustme ...

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 ...

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 ...

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 ...

Software revenue totaled $192 million, down 8% year-over-year, which Werner attributed to a difficult comparison against the prior-year quarter that included an “eight-figure” renewal and unusually strong perpetual software results tied to specific service provider deals. Subscription-based software revenue was $164 million, up 1% year-over-year, while perpetual licensed software revenue was $27 million, down year-over-year.Revenue grew 7% year-over-year to $822 million, with an even split between product r ...

Financial Data and Key Metrics Changes - The company reported a revenue growth of 7% to $822 million, with product revenue at $410 million (up 11% year-over-year) and services revenue at $412 million (up 4% year-over-year) [20][21] - Systems revenue reached $218 million, a significant increase of 37% compared to Q1 FY25, driven by hybrid multi-cloud adoption and AI demand [21] - GAAP net income for the quarter was $180 million, or $3.10 per share, while non-GAAP net income was $259 million, or $4.45 per share, reflecting a 16% EPS growth from the previous year [23] Business Line Data and Key Metrics Changes - Product revenue growth was primarily driven by systems revenue, which saw a 37% increase, while software revenue decreased by 8% year-over-year [21] - Subscription-based software revenue grew by 1% year-over-year, totaling $164 million, while perpetual licensed software revenue decreased to $27 million [21] Market Data and Key Metrics Changes - Revenue from the Americas grew by 2% year-over-year, representing 53% of total revenue, while EMEA experienced exceptional growth of 24%, accounting for 31% of revenue [22] - APAC region revenue declined by 1%, representing 16% of total revenue [22] Company Strategy and Development Direction - The company is focused on three key areas: investing in security operations, enhancing product security, and supporting the broader security community [7] - The strategic emphasis is on hybrid multi-cloud adoption, enterprise AI, and converged platforms, which are seen as critical drivers for future growth [8][20] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the durability of demand driven by hybrid multi-cloud adoption and AI investments, despite previous uncertainties due to a security incident [5][6] - The company raised its FY 2026 revenue growth outlook to 5%-6%, up from a prior range of 0%-4%, indicating strong pipeline creation and close rates [24][25] Other Important Information - The company generated $159 million in cash flow from operations in Q1, with cash and investments totaling approximately $1.22 billion at quarter end [23] - Deferred revenue increased to $2.1 billion, up 6% from the previous year [24] Q&A Session Summary Question: AI adoption trends among enterprise customers - Management noted that enterprises are shifting from training AI models to deploying them in production, which requires enhanced data pipelines and security measures [32][34] Question: Software and hardware performance outlook - Management acknowledged a tough year-over-year comparison for software but expressed confidence in mid-single-digit growth for the software business moving forward [44][45] Question: Impact of security incident on customer relationships - Management confirmed no evidence of customer breaches due to the security incident and highlighted a successful response that minimized disruption [65][66] Question: Revenue contribution from AI projects - Management indicated that AI-related revenue is growing but has not been broken out specifically, with current contributions in the double-digit million range per quarter [76][77]