WDAY

May 27, 2020 Summary Workday will be announcing the results of its fiscal Q1 (ended 4/30/30) this Wednesday, May 27th. At this point, expectations are muted reflecting the extent to which WDAY’s fortunes are correlated with employment and the acquisition of new users. Last quarter saw a material inflection for the company, with its RPO…

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Sep. 2, 2017 Summary Workday reported the results of its fiscal Q2 the other day. The results looked spectacular with strong beats on both revenues and reported, non-GAAP EPS. The details were a bit more ambiguous with a miss on calculated bookings and no real sign of any expense discipline. The company’s shares are priced…

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Jun. 6, 2017 Summary Workday reported the results of its fiscal Q1 last week. The results were a noticeable beat in terms of both revenues and EPS. This article plumbs a bit below the surface to see just how much of a beat Q1 results really represented. There were some spaces and uncertainties and perhaps…

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Mar. 1, 2017 Summary On Monday evening, Workday reported the results of its fiscal Q4 and full year fiscal 2017. The results were basically in line, although the early adoption of Rule 606 produced a noticeable increase in earnings and a minor increase in reported revenues. The company reported a minor reacceleration in the growth…

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Jan. 16, 2017 Summary Workday announced last week that it won a major deal in to supply Wal-Mart various modules of its core set of human resources applications. The size of the transaction was not specified, but it seems likely that over time the deal will be worth more than $200 million and possibly more…

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Dec. 3, 2016 Summary Workday reported the results of its fiscal Q3 (ended 10/31) yesterday evening. The results were a modest beat compared to expectations and the top-line growth was just enough to produce a modest measure of non-GAAP profitability. Management’s guidance was a cut in expectations for the coming fiscal year from bookings growth…

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August 26, 2016 Summary Workday reported its results the other day, and revenue and bookings growth exceeded expectations. The company continues to prioritize growth as opposed to profitability, and that is unlikely to change in the near future. Workday is gaining market share quarter after quarter when compared to its principal competitors, Oracle and SAP.…

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June 1, 2016 Summary WDAY’s just reported quarter was one of beating estimates and raising projections. The company continues to gain market share against its two principal rivals – Oracle and SAP. Although the company beat EPS estimates this past quarter, that result was anomalous and will not be repeated during the balance of the…

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Mar. 21, 201 Summary Workday appears to be the competitor that Oracle fears and hates the most. Workday has reported a spectacular quarter to end a strong fiscal year at the end of February. While most investors know that Workday is not GAAP profitable and is unlikely to be so in the future, they may…

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