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Workday Named a Leader in 2025 Gartner® Magic Quadrant™ for Cloud HCM Suites for 1,000+ Employee Enterprises for Tenth Consecutive Year
Prnewswire· 2025-09-11 23:46
Accessibility StatementSkip Navigation PLEASANTON, Calif., Sept. 11, 2025 /PRNewswire/ -- Workday, Inc. (NASDAQ: WDAY), the AI platform for managing people, money, and agents, has been named a Leader in the Gartner Magic Quadrantâ"¢ for Cloud HCM Suites for 1,000+ Employee Enterprises for the tenth consecutive year. Workday was also positioned highest for Ability to Execute. A complimentary copy of the report is available here. Workday is driving business and HR transformation for leading organizations, ...
Workday, Inc. (NASDAQ:WDAY) - A Promising Investment in Cloud Applications
Financial Modeling Prep· 2025-09-11 23:00
Workday's stock shows resilience with a 30-day performance gain of 1.53%, indicating steady upward trend and investor confidence.The company has a significant growth potential with a projected stock price increase of 21.07%, suggesting it is currently undervalued.Workday's financial health is robust, highlighted by a Piotroski Score of 8, indicating strong fundamentals and growth trajectory.Workday, Inc. (NASDAQ:WDAY) is a leading provider of enterprise cloud applications for finance and human resources. Th ...
TeamBuilder Named Workday Partner to Bring Predictive Scheduling to Ambulatory Care
Prnewswire· 2025-09-11 22:00
"We built TeamBuilder on decades of healthcare experience, where we saw firsthand how ineffective scheduling was costing organizations millions — and no one had the right technology to fix it," said David Howard, CEO and Founder of TeamBuilder. "That's why we combined deep industry insight with advanced data science to create a predictive scheduling platform purpose-built for healthcare. Partnering with Workday allows us to bring this innovation to more organizations, complementing Workday's financial and w ...
Workday, Inc. (WDAY) Presents at Goldman Sachs Communacopia
Seeking Alpha· 2025-09-11 05:00
Presentation Kasthuri RanganHead of Software Coverage Good morning, everybody. It's day 3 of Goldman Sachs Communacopia and Technology Conference. Thanks for your support of the conference. This -- since the rebranding and the relaunch of the conference in 2022, this is the fourth year in a row, I think we've had you for fourth year in a row, and attendance is up not by software industry standards, but by our industry standards, it's up very nicely. We crossed 3,000 plus. It feels so busy and the room is ...
Workday, Inc. (WDAY) Presents At Goldman Sachs Communacopia + Technology Conference 2025 Transcript
Seeking Alpha· 2025-09-11 05:00
会议概况 - 高盛Communacopia与技术会议进入第三天 这是该会议自2022年更名重新推出后连续第四年举办[1] - 会议出席人数超过3000人 较往年实现显著增长[1] 行业地位 - 软件行业作为科技板块的重要组成部分 在过去和未来都值得市场重点关注[2] 人物背景 - Kasthuri Rangan担任高盛软件行业研究负责人 拥有31年行业经验 其中5年在高盛工作[2] - Carl Eschenbach与Kasthuri Rangan自VMware IPO时期就相识并保持长期合作关系[3]
Stellar AfricaGold - Structural Mapping Report Supports Expansion Potential at Tichka Est; Drill Campaign Progress Report
Thenewswire· 2025-09-11 05:00
核心观点 - 最终结构地质报告确认B构造及其延伸区域具有勘探潜力 凸显Tichka Est金矿项目存在短期新发现机会 [1][2][3] Selley报告核心结论 - B构造位于Tizgui断裂带与Arg-Erdouz断裂带交汇处 形成有利于金矿化的压扭域 [3] - 金矿化与含石英-铁白云石-毒砂脉系密切伴生 具深红色褐铁矿化蚀变特征 [4] - 蚀变带强度显著 以铁碳酸盐晕为主 叠加区域绿泥石相 反映强热液系统 [4] - 识别出三个高优先级钻探靶区:B与C构造交汇处、B构造北延部、A与B构造交汇处 [5] 钻探进展 - 金刚石钻探持续推进 第三孔深度达124米 样品已送实验室等待分析结果 [11][12] - 因洪水导致道路维修短暂停工 本周恢复作业 [11] 项目资产详情 - 项目包含7个许可证 总面积82平方公里 位于马拉喀什以南90公里 [13] - 通过投入239万美元勘探支出 可获项目85%权益 [13] - 已识别A区(走向延伸450米)、B区(2公里)、C区(2公里)三个含金带 [14] - 外围12平方公里区域发现6个金异常区、5个银异常区、2个铜异常区及3个铅锌异常区 [14] 勘探战略价值 - 证实B构造沿走向和深部(400-600米靶区)具备扩展潜力 [15] - 构造交汇处成为高价值钻探目标 支持多构造金矿系统地质模型 [15]
Needham Reaffirms Buy on Workday (WDAY) Ahead of Analyst Day
Yahoo Finance· 2025-09-11 04:06
Workday, Inc. (NASDAQ:WDAY) is one of the Hot AI Stocks to Keep on Your Radar. On September 9, Needham analyst Scott Berg reiterated a Buy rating on the stock with a $300.00 price target. The rating affirmation comes ahead of Workdays’ annual Analyst Day scheduled on September 16. The firm believes that Workday is likely going to have a lower growth profile, due to which it will raise its operating margin target from the current approximately 30% level. Looking ahead, it believes that Workday’s long-term ...
Workday (NasdaqGS:WDAY) 2025 Conference Transcript
2025-09-11 00:12
公司及行业 * 公司为Workday (纳斯达克代码 WDAY) 一家提供人力资本管理(HCM)和财务软件的企业级云应用公司[1] * 行业涉及企业级SaaS软件、人工智能(AI)应用及平台[1][9][25] 核心观点与论据 **1 公司战略与增长举措** * 公司过去三年专注于多项增长战略 包括深化合作伙伴生态系统(现称为Workday经济) 国际扩张(目前25%收入来自美国以外 近100亿美元) 并进入印度等新市场 积极开拓美国联邦政府市场(已成立Workday Government子公司) 以及大力推动财务业务以实现全套装(HCM加财务)销售[6][7][8][9] * 公司已从应用公司转型为应用加平台公司 拥有行业领先的应用程序和强大平台 客户可在此基础上进行整合[9] * 公司定位为五年后头号企业AI平台 管理客户的员工 资金和智能体[11] * 公司是人才磁石 在销售 产品和公司各职能领域吸引了优秀人才[10] **2 人工智能(AI)战略与优势** * 公司认为其在AI领域具有独特优势 拥有超过11000家客户 gross保留率达97%至98% 拥有行业最干净 最庞大的HR和财务数据集 并服务于7300万用户 同时拥有数据存在的背景和交互关系 并深度嵌入工作流[20][21] * AI战略是一个差异化技术栈 包括自主研发面向HR和财务领域的企业级智能体(已发布13个) Workday智能体记录系统(作为智能体入职企业的安全合规编排层) 以及通过收购Flowize获得的低代码/开源智能体构建平台[25][27] * 公司专注于智能体的质量(驱动真实业务价值)而非数量 并提供了具体案例 如招聘智能体(HiredScore)可提升招聘人员生产率50% 新员工入职加速40%至50% 合同谈判智能体(Eversort)可自动化合同审阅 以及业务流程 薪酬管理和财务审计智能体等[50][51][52] * 公司AI解决方案业务年增长达100% 部分业务季度增长达100%[40][84] **3 市场叙事与席位增长辩论** * 公司CEO强烈反驳了关于SaaS公司及席位制公司因AI而陷入困境的市场叙事 认为其被完全夸大[33][40] * 认为当前的企业人员优化是疫情后(2021至2024年)过度招聘后的业务调整 而非 primarily由于AI[33][40] * 公司客户群中的总人数仍在增长 年增长虽有所缓和但在上个季度再次加速[34][36] * 认为AI带来的总市场扩张机会远大于席位增长放缓的影响 对公司而言是顺风 公司拥有巨大的安装基础 可通过向其销售AI创新来驱动增长[37][40][41] * 引用与一家财富10强公司CIO的对话 其软件开发者因AI获得30%生产率提升 但公司是让员工转向更具创造性的工作而非裁员[45] **4 AI货币化与定价策略** * 公司决定不将基本的AI功能作为溢价出售(如每席位提价20%-25%) 而是将其作为平台订阅的一部分 这为公司赢得了客户的好感 目前75%的客户已在使用了平台内置的AI功能[82][83][84] * 对于能驱动真实业务价值的新智能体 采用多种定价模式 包括基于席位 基于使用量(消费)和基于量级 该策略被证明是有效的[84] * 计划在接下来的财务分析师日进一步披露AI增长和货币化策略[49][85][89] **5 技术合作与基础设施** * 公司正从自建数据中心快速迁移至公有云 目前支持亚马逊云科技(AWS)和谷歌云 并与微软(虽未在其Azure上运行)等超大规模云厂商合作 这些伙伴同时也是其客户[66][67] * 在LLM(大语言模型)层面 公司可使用所有主流模型 它们是可互换的[70][76] **6 并购策略** * 公司在过去一年半收购了四家AI公司 包括HiredScore(招聘) Eversort(合同谈判) Paradox(面向一线员工的对话式AI)和Flowize(开源智能体构建平台) 以整合技术并利用其庞大的分销渠道进行扩展[108][109][111] 其他重要内容 * 公司即将在旧金山举行盛大的用户大会(Rising) 预计首日现场参与人数达25000人[114][116] * 公司强调其与客户之间建立了深厚的信任关系 客户视其为值得信赖的合作伙伴并倾向于在其平台上进行整合 而非寻求零散的解决方案[24][116] * 公司收购了开源公司Flowize 但计划继续保持其开源社区的活力 并将其视为潜在客户线索的来源 同时会确保其符合公司的安全与合规标准[120]
Canada Pension Plan Boosts Holdings as Workday, Inc. (WDAY) Doubles Down on AI
Yahoo Finance· 2025-09-10 17:19
Workday, Inc. (NASDAQ:WDAY) is among the undervalued wide moat stocks to buy now. As disclosed in the latest Form 13F filing with the SEC, Canada Pension Plan Investment Board has increased its stake in Workday, Inc. (NASDAQ:WDAY) by 83.9% in the first quarter. Following the acquisition of 76,004 shares, the firm now owns 0.06% of Workday, translating to 166,636 shares worth $38,915,000. Many analysts believe Workday, Inc. (NASDAQ:WDAY) is all in on AI, and that’s what makes it so interesting. This stance ...
Dev Barometer: AI Saves Developers Nearly a Full Workday Per Week on Coding
Globenewswire· 2025-09-08 22:58
MOUNTAIN VIEW, Calif., Sept. 08, 2025 (GLOBE NEWSWIRE) -- BairesDev® launches its first quarterly Dev Barometer – the most up-to-date survey of senior software engineers and project managers (PMs) across 100+ industries and 63 countries. The inaugural survey includes responses from 1,129 senior developers, most with 8+ years of experience, and 50 project managers (PMs) across 125 software development projects from startups to Fortune 500 companies. The Q3 2025 edition reports: 7.3 hours saved weekly on codi ...