Workday’s business signals look stronger even as the stock keeps sliding, with customers committing to future use and more companies turning on its built-in AI tools instead of walking away. See what that could mean for future sales and profits—and what signs would show the worry about AI replacing Workday is starting to come true.Read more
This narrative is brief and simply stands on the shoulders of the recent aggregate analysts review (Dec 2024). Put simply, if revenue grows at <15% pa and margins fall to <20% average over next 3 years, that implies a pretty consistent growth rate that contradicts the high PE ratio for this stock.Read more
Workday is riding a wave of interest in using AI to modernize how big companies run their people and money systems, but that push could also keep costs high and make profits harder to grow. If overseas expansion and a move into smaller customers take longer or cost more than expected, the story could look very different than today’s optimism suggests.Read more
Workday is betting that built-in AI and a bigger push overseas can make its HR and finance software stickier and more valuable for customers over time. The key question is whether companies embrace these new AI features fast enough, or whether security worries, tougher competition, and costly expansion plans slow the story down.Read more
Workday looks set to ride a wave of companies modernizing their finance and people systems, helped by new built-in AI tools that can deepen relationships with existing customers. But tougher competition and rising rules around data could make it harder to keep prices strong and turn heavy spending into better profits.Read more
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Workday, Inc. provides enterprise cloud applications in the United States and internationally. The company offers a suite of financial management applications to maintain accounting information; manage financial processes, such as payables and receivables; identify real-time financial, operational, and management insights; perform financial consolidation; reduce time-to-close; promote internal control and auditability; and achieve consistency across finance operations. It also provides spend management solutions that help organizations to streamline supplier selection and contract management, build and execute sourcing events, such as requests for proposals, and manage indirect spend; expense management solutions to submit and approve expenses; and a suite of human capital management applications that enables HR teams to hire, onboard, pay, develop, reskill, and provide employee experiences. In addition, the company offers planning applications. Further, it provides supply chain and inventory solutions to healthcare organizations; solutions to manage the end-to-end student and faculty lifecycle; Workday Extend for customers and their developers to build custom applications. The company serves the professional and business services, financial services, healthcare, manufacturing, media, education, government, technology, media, retail, and hospitality industries. It sells its solutions through its direct sales organization. The company was formerly known as North Tahoe Power Tools, Inc. and changed its name to Workday, Inc. in July 2005. Workday, Inc. was incorporated in 2005 and is headquartered in Pleasanton, California.
