Workday reports Q4 revenue up 14.5% YoY to $2.53B, vs. $2.52B est., and forecasts FY 2027 subscription revenue below estimates
Workday reported a solid fourth quarter, but its subscription outlook was light. — The company reported fourth quarter earnings …
Constellation Research Larry Dignan
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Discussion
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@brodyford_
Brody Ford
on x
Wall Street: scared of AI disrupting software cos like $Wday Workday CEO: Anthropic and OpenAI rely on our apps! https://www.bloomberg.com/...
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@bamabonds
Will Slaughter
on x
Workday $WDAY posing the ancient Wall Street riddle: Q: “What do you call a stock that's down 55% over the past 12 months?” A: “A stock that's gonna open down another 10% tomorrow.”
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@_seandavid
Sean D. Emory
on x
Wait so Workday just now stated on their earnings call that Anthropic is their customer and Anthropic expanded its usage of Workday. Make this all make sense. $WDAY [image]
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@buccocapital
@buccocapital
on x
Workday already down like 50% on the shares lol [image]