Core Insights - Workday, Inc. (WDAY) is expected to report third-quarter fiscal 2026 results on November 25, with a history of earnings surprises, including 9.35% over the last four quarters and 5.74% in the last quarter [1][8] Revenue Expectations - The company is anticipated to record higher revenues due to strong demand for its human capital management and financial management solutions across various markets, with Subscription Services revenues estimated at $2.23 billion, reflecting a 14.1% year-over-year growth [2][7] - The Zacks Consensus Estimate for total revenues is pegged at $2.41 billion, an increase from $2.16 billion reported in the same quarter last year [8] Earnings Projections - The consensus estimate for adjusted earnings per share is $2.12, up from $1.89 reported in the prior year [8] Strategic Developments - Workday acquired Floewise, enhancing its AI ecosystem, and completed the acquisition of Paradox, which will improve its hiring process through AI integration [3] - A strategic partnership with Kinaxis Inc. aims to deliver a connected solution integrating AI-powered supply chain orchestration with Workday Adaptive Planning [4] - Collaboration with Microsoft focuses on secure management of people and AI agents, alongside the introduction of a new customer AI model library for the Workday Contract Intelligence Agent [5] Investment Impact - Elliott Investment Management L.P. has invested over $2 billion in Workday, which is expected to drive innovation and positively impact third-quarter earnings [6]

Core Insights - Workday, Inc. has been recognized as a Leader in the 2025 Gartner Magic Quadrant for Cloud ERP for Service-Centric Enterprises for the fourth consecutive year [1][6] - The company provides a unified platform that integrates financial and human resources management, leveraging AI to enhance operational efficiency and decision-making [2][10] Company Overview - Workday is an enterprise AI platform designed for managing people, money, and agents, serving over 11,000 organizations globally, including more than 65% of the Fortune 500 [10] - The platform processes over a trillion transactions annually, providing insights that help organizations optimize performance and uncover new revenue opportunities [2][10] Product Features - Workday's offerings include Financial Management, Human Capital Management (HCM), Adaptive Planning, and Spend Management, which are tailored for service-centric organizations [2] - The platform features agentic AI solutions that enhance financial insights, streamline HR and finance functions, and support agile forecasting and decision-making [5] Customer Experience - Workday has received positive feedback from users, highlighting its ease of use, innovative design, and strong compliance support [5] - The company was the only vendor recognized with the Customers' Choice distinction in the 2025 Gartner Peer Insights report for Cloud ERP for Service-Centric Enterprises [6]

Core Insights - Incorta has introduced a new drill-through capability for Workday Adaptive Planning, allowing finance teams to access transaction details behind any number in their reports instantly, enhancing data analysis efficiency [1][2][4]. Group 1: Product Features - The drill-through feature enables finance teams to quickly identify the root cause of variances without the need for manual data extraction or Excel modeling, streamlining the analysis process [2][3]. - Users can access journal entries, sub-ledger details, and ERP context directly from Adaptive Planning, improving workflow and decision-making speed [2][4]. Group 2: Partnership and Innovation - The new integration is part of an expanded partnership between Incorta and Workday, aimed at enhancing enterprise data accessibility and decision-making capabilities for customers [5][6]. - The collaboration reflects Incorta's commitment to innovation and delivering value, helping clients leverage their data for faster and more confident decision-making [6]. Group 3: Company Overview - Incorta is recognized as the first and only open data delivery platform that facilitates real-time analysis of live data across various systems without complex ETL processes, promoting faster insights and reducing technical barriers [7].

Core Insights - Workday, Inc. has partnered with Kinaxis Inc. to create a connected solution that integrates Kinaxis Maestro with Workday Adaptive Planning, providing organizations with a unified view of operational, financial, and workforce data [1][10] Group 1: Partnership and Solution Features - The collaboration enables AI-powered scenario planning, allowing customers to make faster and better decisions while setting stronger financial targets based on operational and workforce realities [2] - The solution is tailored for specific industries, including consumer goods, life sciences, high-tech, automotive, and healthcare, enhancing its value proposition [2] - By breaking down silos between supply chain, finance, and HR, the solution empowers business leaders to make informed decisions amid increasing disruption and uncertainty [3] Group 2: Business Functionality and Benefits - The connected solution addresses the issue of critical business functions operating independently, which often leads to outdated insights and delayed decision-making [4] - Companies can now see real-time financial and workforce implications of supply chain events, enabling swift responses and driving profitable growth [5] Group 3: Strategic Alliances and Growth - Workday is expanding its global footprint through strategic alliances, including a partnership with DailyPay for On-Demand Pay, which allows real-time access to earned wages for frontline workers [6] - The partnership with Alight aims to deliver an integrated payroll experience across Europe, further enhancing Workday's global presence [7] - Workday's collaboration with SkillStorm focuses on providing certified technical consultants to expedite the growth of its ecosystem, emphasizing the integration of advanced AI and ML capabilities [8]

Core Insights - TeamBuilder has partnered with Workday to enhance staff scheduling solutions for ambulatory care, aiming to optimize labor costs and improve access to healthcare services [1][2] - The partnership combines Workday's enterprise capabilities with TeamBuilder's specialty-specific scheduling intelligence, leveraging data science to align staff schedules with patient demand [2][3] Company Overview - TeamBuilder is recognized as an innovator in healthcare workforce management, utilizing patented predictive technology to offer smart scheduling solutions [3] - The platform focuses on predictive scheduling, which is designed to optimize staffing, reduce costs, and enhance patient care within healthcare organizations [3] Partnership Benefits - The collaboration with Workday will extend its financial and workforce management capabilities into staff scheduling for ambulatory care, enabling health systems to optimize staffing for both clinical and non-clinical teams [4] - TeamBuilder's platform is expected to deliver labor cost savings of 8–14% and significant improvements in both provider and patient experiences [2][4] - The partnership aims to provide Workday customers with proven opportunities for cost reduction and access improvement, supported by data science and activity-based staffing methodologies [4]