WDAY's HCM and Financial Management solutions are used by SNG to upgrade the latter's HR and Finance Processes.
Workday, Inc. (NASDAQ:WDAY ) Morgan Stanley Technology, Media & Telecom Conference Call March 4, 2025 10:45 AM ET Company Participants Carl Eschenbach - Chief Executive Officer Conference Call Participants Keith Weiss - Morgan Stanley Keith Weiss Good morning. Thank you for joining us at Day 2 at the Morgan Stanley TMT Conference.
Healthy demand in the education, healthcare and financial services end market supports WDAY's top line in the fiscal fourth quarter.
With shares trading slightly below where they finished trading at toward the end of 2021, Workday (WDAY 1.06%) needs to reinvigorate its stock price. Its shares got a boost following the software-as-a-service (SaaS) company's Q4 reports and guidance as it leans into artificial intelligence (AI) to help drive growth.
Workday reported 4Q25 on Tuesday with strong guidance and a beat on EPS and revenue, causing the stock to spike 12%. I think the recent layoffs should improve margins in the midterm as the company edges closer to a 30% non-GAAP operating margin. In my opinion, expanding Workday Student outside North America should increase adoption of the service and boost annual subscription revenue.
Workday, a pure play enterprise SaaS company, recently became GAAP profitable and has been FCF positive since 2016, marking a new growth phase. The company targets Fortune 500 clients, boasting a sticky product with low market share risk and impressive customer retention. While bullish on Workday's fundamentals, I recommend adding the stock to the watchlist due to its high current valuation.
Shares of Workday and Lowe's have gained in recent sessions on the back of their strong financial updates, but a market veteran sees significant further upside in both. Matt Maley – the chief market strategist at Miller Tabak shared his bullish view on WDAY and LOW in an interview with CNBC this week.
Carl Eschenbach, Workday CEO, joins 'Squawk on the Street' to discuss company shares popping on earnings beat, AI opportunity and layoffs.
WDAY reports higher revenues year over year in the fiscal fourth quarter, backed by multiple customer wins in several end markets.
Shares of Workday Inc WDAY were climbing in early trading on Wednesday after the company reported upbeat fourth-quarter results.
Workday Inc (NASDAQ:WDAY) stock is up 7.8% at $275.15, after the software name posted fourth-quarter earnings of $1.92 per share on revenue of $2.21 billion, beating estimates of $1.78 on $2.18 billion.
Shares of Workday (WDAY) are surging more than 10% in premarket trading Wednesday, a day after the human resource and finance software maker's fiscal 2025 fourth-quarter results topped analysts' estimates.