Workday Inc (NASDAQ:WDAY) shares gained 9% to $237.68 in early trading on Wednesday after activist investor Elliott Investment Management revealed that it has purchased a more than $2 billion ownership interest in the human resources software provider. Instead of calling for major changes in the company, Elliott instead praised the leadership of Workday.
Workday, Inc. (NASDAQ:WDAY ) Analyst/Investor Day September 16, 2025 5:00 PM EDT Company Participants Justin Furby - Vice President of Investor Relations Carl Eschenbach - CEO & Director Zane Rowe - Chief Financial Officer Gerrit Kazmaier - President of Product & Technology Aashna Kircher Peter Bailis - Chief Technology Officer Robert Enslin - President & Chief Commercial Officer Conference Call Participants S. Kirk Materne - Evercore ISI Institutional Equities, Research Division Mark Murphy - JPMorgan Chase & Co, Research Division Brent Thill - Jefferies LLC, Research Division Raimo Lenschow - Barclays Bank PLC, Research Division Bradley Sills - BofA Securities, Research Division Kasthuri Rangan - Goldman Sachs Group, Inc., Research Division Aleksandr Zukin - Wolfe Research, LLC Stefan Slowinski - BNP Paribas Exane, Research Division Karl Keirstead - UBS Investment Bank, Research Division Keith Weiss - Morgan Stanley, Research Division Presentation Operator Please welcome Investor Relations Vice President, Justin Furby.
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Workday NASDAQ: WDAY stock price action has struggled to maintain traction in 2025, but the worst that can be said is that caution has crept into the outlook. Aside from the fear of slowing growth, this company continues to perform at a high level, outpacing consensus estimates while it doubles down on growth efforts.
WDAY posts strong second-quarter results with revenues and earnings topping estimates, fueled by customer wins and solid subscription growth.
While Workday beat earnings expectations, a “difficult selling environment” for the software industry is weighing on its stock price.
Workday reported its Q2 results, causing shares to slip in pre-market trading as cautious guidance overshadowed better-than-expected growth. It's not a secret that we're in a very sensitive market backdrop, particularly where AI is involved; Workday's Q2 earnings call mentioned AI a whopping 53 times. I remain bullish, viewing the post-earnings selloff as an overreaction; Workday's sticky platform, high retention, and AI expansion support long-term upside.
Workday, Inc. (NASDAQ:WDAY ) Q2 2025 Earnings Conference Call August 21, 2025 4:30 PM ET Company Participants Carl M. Eschenbach - CEO & Director Gerrit Kazmaier - President of Product & Technology Justin Allen Furby - Vice President of Investor Relations Zane C.
While the top- and bottom-line numbers for Workday (WDAY) give a sense of how the business performed in the quarter ended July 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Workday (WDAY) came out with quarterly earnings of $2.21 per share, beating the Zacks Consensus Estimate of $2.09 per share. This compares to earnings of $1.75 per share a year ago.
WDAY readies Q2 results with revenue growth driven by AI-powered solutions and rising demand in HCM and finance.
Workday (NASDAQ:WDAY), a cloud-based software vendor, is set to report its earnings on Thursday, August 21, 2025. Over the past five years, Workday's stock posted a positive one-day return after earnings 55% of the time.