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Workday(WDAY) - 2026 Q1 - Earnings Call Transcript
2025-05-23 05:30
Workday (WDAY) Q1 2026 Earnings Call May 22, 2025 04:30 PM ET Speaker0 Welcome to Workday's first quarter full year twenty twenty six earnings call. At this time, all participants are in a listen only mode. We will conduct a question and answer session towards the end of the call. During the Q and A, please limit your questions to one. I will now hand it over to Justin Furby, Vice President of Investor Relations. Speaker1 Thank you, operator. Welcome to Workday's first quarter fiscal twenty twenty six earni ...
Workday(WDAY) - 2026 Q1 - Quarterly Results
2025-05-23 04:04
Exhibit 99.1 Workday Announces Fiscal 2026 First Quarter Financial Results Fiscal First Quarter Total Revenues of $2.240 Billion, Up 12.6% Year Over Year Subscription Revenues of $2.059 Billion, Up 13.4% Year Over Year PLEASANTON, Calif., May 22, 2025 – Workday, Inc. (NASDAQ: WDAY), the AI platform for managing people, money, and agents, today announced results for the fiscal 2026 first quarter ended April 30, 2025. Fiscal 2026 First Quarter Results Comments on the News "Workday delivered another solid quar ...
Workday Announces Fiscal 2026 First Quarter Financial Results
Prnewswire· 2025-05-23 04:01
Fiscal First Quarter Total Revenues of $2.240 Billion, Up 12.6% Year Over YearSubscription Revenues of $2.059 Billion, Up 13.4% Year Over YearPLEASANTON, Calif., May 22, 2025 /PRNewswire/ -- Workday, Inc. (NASDAQ: WDAY), the AI platform for managing people, money, and agents, today announced results for the fiscal 2026 first quarter ended April 30, 2025.Fiscal 2026 First Quarter Results Workday FY26 Q1 Earnings Results Total revenues were $2.240 billion, an increase of 12.6% from the first quar ...
Workday Unveils Illuminate AI Agents to Accelerate Workflows
ZACKS· 2025-05-22 00:56
公司AI驱动能力扩展 - 公司推出新一代Illuminate Agents,旨在显著提升人力资源管理和财务职能的生产力[1] - 这些AI代理基于行业领先的责任AI基础构建,通过业务数据的上下文理解实现更智能、更快速的决策[1] - Illuminate提供一个集中式系统管理企业所有AI代理,利用每年超过1万亿笔交易的海量数据集,涵盖员工技能、绩效、组织结构和成本等业务场景[2] 新产品功能 - Contingent Sourcing Agent加速临时工招聘流程,优化筛选并提升候选人质量[3] - Contract Intelligence Agent快速审查合同,识别潜在风险并跟踪关键里程碑[3] - Document Driven Accounting Agent通过直接数据提取自动化账单和发票处理,为财务团队设立效率新标杆[4] - Frontline Agent简化一线员工和管理者的日常任务,支持文本缺勤报告并确保薪酬合规[4] - Self-Service Agent为员工和管理者提供即时答案并协助完成复杂流程[5] - Supplier Contracts Agent持续监控供应商协议,突出义务和机会以确保采购活动与合同条款一致[5] 公司业务表现 - 收入增长由HCM和财务管理解决方案的高需求驱动,并扩展至教育、公共和金融服务等垂直领域[6] - 通过产品组合扩展和行业定制化,公司实现强劲续约并扩大客户群[6] - 过去一年股价上涨5.4%,低于行业30.6%的增长率[9] 行业竞争与挑战 - HCM和财务管理软件市场竞争加剧可能导致价格压力并影响利润率[8] - 公司面临AI筛选工具涉嫌偏见和歧视的法律挑战,可能影响商业前景和投资者信心[8]
Workday Named a Leader in 2025 Gartner® Magic Quadrant™ for Cloud-Based ERP for U.S. Local Government
Prnewswire· 2025-05-22 00:31
Assessed for Workday Human Capital Management and Workday Financial Management, Workday is positioned highest in Execution and furthest in VisionPLEASANTON, Calif., May 21, 2025 /PRNewswire/ -- Workday, Inc. (NASDAQ: WDAY), the AI platform for managing people, money, and agents today announced it has been named a Leader in the 2025 Gartner® Magic Quadrant™ for ERP for US Local Government1. A complimentary copy of the report is available here.Every day, local governments across the United States are working ...
Workday Names Edward Charter Country Leader for Canada
Prnewswire· 2025-05-20 20:30
Former Salesforce Executive will be Responsible for Accelerating Growth in the Canadian Market PLEASANTON, Calif., May 20, 2025 /PRNewswire/ -- Workday, Inc. (NASDAQ: WDAY), the AI platform for managing people, money, and agents, today announced the appointment of Edward Charter as country leader for Canada. Charter brings with him over 20 years of experience in technology business development and sales leadership throughout North America. He spent the last 18 years in various leadership roles at Salesforce ...
How To Trade WDAY Stock Ahead Of Earnings?
Forbes· 2025-05-20 18:50
Close-up of logo on facade of software company Workday (Photo by Smith Collection/Gado/Getty Images)Getty ImagesWorkday (NASDAQ:WDAY), a provider of cloud-based software, is set to announce its earnings on Thursday, May 22, 2025. Analyzing the previous five years, Workday's stock has achieved a positive one-day return after its earnings announcements in 60% of instances. These positive returns have an average of 8.1% and a peak of 17.2%.For traders focused on events, grasping these historical patterns may p ...
Workday Set to Report Q1 Results: Will Revenue Growth Boost Earnings?
ZACKS· 2025-05-20 01:46
Workday, Inc. (WDAY) is set to release first-quarter fiscal 2026 results on May 22, after the closing bell. In the trailing four quarters, the company delivered an earnings surprise of 9.45%, while in the last reported quarter, it delivered an earnings surprise of 9.71%.Based in Pleasanton, CA, WDAY is expected to have recorded higher revenues on the back of solid demand for its human capital management and financial management solutions across different end markets. A strong focus on AI integration across ...
Stay Ahead of the Game With Workday (WDAY) Q1 Earnings: Wall Street's Insights on Key Metrics
ZACKS· 2025-05-19 22:20
业绩预期 - 华尔街分析师预计Workday季度每股收益为1.99美元 同比增长14.4% [1] - 预计季度营收达22.2亿美元 同比增长11.3% [1] - 过去30天内共识EPS预期下调0.1% 反映分析师集体重新评估 [2] 收入细分 - 订阅服务收入预计20.5亿美元 同比增长13% [4] - 专业服务收入预计1.6509亿美元 同比下降5.7% [5] - 订阅收入积压预计达253.2亿美元 去年同期为206.8亿美元 [5] 股价表现 - 过去一个月股价回报率达23.5% 同期标普500指数回报13.1% [6] - 当前Zacks评级为3级(持有) 预计未来表现与整体市场一致 [6] 分析指标重要性 - 盈利预期修订是预测股票短期价格走势的关键指标 [3] - 除共识预期外 特定关键指标的预测能提供额外价值洞察 [4]
Workday Unveils Next Generation of Illuminate Agents to Transform HR and Finance Operations
Prnewswire· 2025-05-19 21:15
New AI Agents Help Speed Hiring, Improve Frontline Worker Experiences, Streamline Complex Financial Processes, and Empower Employees to Find Information FastPLEASANTON, Calif., May 19, 2025 /PRNewswire/ -- Workday, Inc. (NASDAQ: WDAY), the AI platform for managing people, money, and agents, today announced a new wave of Illuminate Agents designed to significantly speed up the hiring processes, improve frontline worker experiences, streamline complex financial processes, and empower employees to find informa ...