WDAY Stock Recent News

Derrick Wood with TD Cowen says despite Workday's (WDAY) in-line quarter and guidance, a focus on margin expansion sent the stock soaring on Friday. He examines the company's latest earnings and looks ahead to the earnings outlook for Salesforce (CRM).

Workday Inc (NASDAQ:WDAY) shares surged more than 11% after the workforce management software platform provider posted a second quarter earnings beat. For the quarter, revenue rose 16.7% year-over-year to $2.08 billion, ahead of the $2.07 billion expected by Wall Street analysts.

Workday reported Q2 '25 earnings with a slight beat on sales and adjusted EPS, but slow growth remains a concern. Management reiterated full-year subscription revenue guidance and expects quicker operating margin improvements, leading to a stock price rally. I remain on the sidelines due to slow growth and unconvincing margin expansion, and believe better investment opportunities exist.

Workday (WDAY) shares soared 11% in extended trading Thursday after the human resources and capital management software provider reported quarterly results that topped estimates and pointed to growth opportunities in international markets.

Workday, Inc. (NASDAQ:WDAY ) Q2 2025 Earnings Call Transcript August 22, 2024 4:30 PM ET Company Participants Justin Furby - VP of IR Carl Eschenbach - CEO Zane Rowe - CFO Doug Robinson - Co-President Conference Call Participants Kirk Materne - Evercore Kash Rangan - Goldman Sachs Mark Murphy - JPMorgan Brent Thill - Jefferies Brad Sills - Bank of America Michael Turrin - Wells Fargo Raimo Lenschow - Barclays Karl Keirstead - UBS Alex Zukin - Wolfe Research Derrick Wood - TD Cowen Brad Zelnick - Deutsche Bank Operator Welcome to Workday's Fiscal 2025 Second Quarter Earnings Call. At this time, all participants are in a listen-only mode.

Human resource software provider Workday forecast its third-quarter subscription revenue slightly below Wall Street estimates on Thursday, hurt by tepid demand for payroll and IT services as clients slash tech budgets in an uncertain economy.

Workday Inc. beat expectations with its latest quarterly results, but its stock was dropping in Thursday's extended session as the revenue outlook for the current quarter came in a hair lighter than expected.

Workday reported Q2 earnings that topped estimates while the software maker's guidance came in slightly below expectations.

Workday, Inc. WDAY is expected to release earnings results for its second quarter, after the closing bell on Thursday, Aug. 22.

Workday (WDAY) and Axonify joined forces to deliver advanced solutions for frontline workforce management.