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Marketwire (Wed, 5:19PM)
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Marketwire (Wed, 4:05PM)
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Marketwire (May 10, 2013)
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Marketwire (Apr 25, 2013)
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Workday IPO Shows Entrepreneurs What MattersTechCrunch • Sun, Oct 14, 2012
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Paychex Is A 3.9% Yield Dividend HeavyweightScott Eymer • Tue, Oct 16, 2012 -
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Workday's Management Discusses F3Q 2013 Results - Earnings Call TranscriptWed, Nov 28, 2012 • 1 Comment
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Marketwire (Wed, 5:19PM)
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at MarketWatch.com (Wed, 5:14PM)
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at MarketWatch.com (Wed, 5:01PM)
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Marketwire (Wed, 4:05PM)
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at MarketWatch.com (May 15, 2013)
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Marketwire (May 10, 2013)
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Marketwire (Apr 25, 2013)
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Marketwire (Mar 25, 2013)
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Marketwire (Mar 15, 2013)
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Marketwire (Mar 14, 2013)
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at MarketWatch.com (Mar 7, 2013)
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Marketwire (Mar 7, 2013)
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Marketwire (Feb 11, 2013)
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Marketwire (Jan 24, 2013)
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at MarketWatch.com (Jan 8, 2013)
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at MarketWatch.com (Dec 19, 2012)
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at MarketWatch.com (Dec 18, 2012)
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at MarketWatch.com (Nov 29, 2012)
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at CNBC.com (Nov 29, 2012)
WDAY vs. ETF Alternatives
Company Description
Workday is a leading provider of enterprise cloud-based applications for human capital management (HCM), payroll, financial management, time tracking, procurement and employee expense management. We achieved this leadership position through our innovative and adaptable technology, focus on the... More
- All
- | Earnings
- | Dividends
- | M&A
- | On the move
- Wednesday, May 22, 4:34 PM More on Workday (WDAY) 2014 FQ1 earnings: Full year revenue guidance of $425M-$440M upped from previous $420M-$435M. Subscription revenue of $68.4M, up 85% from a year ago. Unearned revenue balance of $224M, up 12.5% Q/Q. Operating expenses up 62% Y/Y - Sales and Marketing +54%, R&D +75%. CC at 5 ET. Shares reverse a quick early tumble, now +1.4% AH. (PR) Comment! [Tech, Earnings, On the Move]
- Wednesday, May 22, 4:09 PM Workday (WDAY): Q1 EPS of -$0.15 beats by $0.03. Revenue of $91.6M (+61% Y/Y) beats by $4.69M. Shares -2.6% AH. (PR) Comment! [Earnings, Breaking News, Tech, On the Move]
- Wednesday, May 22, 12:10 AM Notable earnings after Wednesday’s close: DRYS, EGHT, GAME, HPQ , LTD, PETM, PSUN, SNPS, VVTV, WDAY 3 Comments [Earnings]
- Tuesday, May 21, 5:35 PM Notable earnings after Wednesday ’s close: DRYS, EGHT, GAME, HPQ , LTD, PETM, PSUN, SNPS, VVTV, WDAY Comment! [Earnings]
- Friday, March 8, 11:32 AM Strong customer and subscription sales growth help Workday (WDAY +3%) turn positive following its FQ4 report, in spite of lofty multiples. On the earnings call, Workday noted its subscription backlog totaled $434M at quarter's end (+80% Y/Y), and suggested international sales investments are a priority - most of Workday's sales still come from the U.S. Management also talked up the potential of Workday's upcoming Big Data and Recruiting products. William Blair (Outperform) cautions a 63M-share lockup expiration arrives on April 10 (Workday's current float is only 26M). Comment! [Tech, On the Move, Earnings]
- Thursday, March 7, 5:58 PM More on Workday: FQ1 guidance is for revenue of $83M-$87M vs. an $86.4M consensus. FY14 (ends Jan. '14) guidance is for revenue of $420M-$435M vs. a $425M consensus. FQ4 subscription sales +105% Y/Y, above rev. growth of 89%. Unearned revenue balance +13% Q/Q and +52% Y/Y. Over 50 customers added, raising total above 400. Opex +69% Y/Y, fueled by big increases in sales/marketing and R&D. WDAY -3.1% AH after falling 4.5% in regular trading - investors may have been looking for above-consensus guidance, given Workday's multiples. (PR) 1 Comment [Tech, Earnings]
- Thursday, March 7, 4:17 PM Workday (WDAY): Q4 EPS of -$0.16 beats by $0.05. Revenue of $81.5M (+89% Y/Y) beats by $3.26M. Shares -2.7% AH. (PR) Comment! [Earnings, Breaking News, Tech, On the Move]
- Thursday, March 7, 12:10 AM Notable earnings after Thursday’s close: AMBA, BPZ, FNSR, HRB, MED, P, SKUL, SQNM, WDAY, WPRT, ZQK Comment! [Earnings]
- Wednesday, March 6, 5:35 PM Notable earnings after Thursday’s close: AMBA, BPZ, FNSR, HRB, MED, P, SKUL, SQNM, WDAY, WPRT, ZQK Comment! [Earnings]
- Friday, March 1, 1:00 PM Surging deferred revenue and healthy free cash flow (over 2x earnings) help Salesforce (CRM +7.8%) make new highs following its FQ4 report. Needham, lifting its PT to $200, is pleased 7 and 8-figure deals rose 50% Y/Y, albeit while admitting bookings growth (28%) benefited from forex and deal timing. On the earnings call, Marc Benioff promised more M&A - "We're going to buy small and big. We're going to be aggressive." - and boasted 3M+ apps have been developed on Heroku and Force.com. WDAY +2.2%. N +2%. MKTG +2.6%. ET +1.8%. ULTI +1.5%. Comment! [Tech, On the Move, Earnings]
- Monday, January 28, 11:07 PM VMware's (VMW) weak Q1 guidance sparked an AH selloff in enterprise IT names. CTXS -3.1%. RHT -2.2%. CRM -1.2%. WDAY -1.3%. FFIV -1.3%. NTAP -2.4%.The guidance comes amidst concerns the virtualization software market is becoming saturated, and that Microsoft's free Hyper-V platform is proving a tough competitor. On the earnings call, VMware boasted of strong vCloud sales, but added it's seeing soft demand in the U.S and remains worried about Europe. Headcount is expected to grow by 1K in 2013 in spite of the job cuts. 2 Comments [Tech, On the Move, Earnings]
- Wednesday, November 28, 2012, 4:29 PM More on Workday's FQ3: Software subscription revenue +116% Y/Y to $51.6M (71% of total), expected to reach $56M-$58M in FQ4. Unearned revenue balance +64% Y/Y to $252.2M. Free cash flow was -$23.8M, nearly even with net loss. G&A expenses up over 6x Y/Y to $22.6M, sales/marketing and R&D expenses also up strongly. WDAY +5.3% AH. CC at 5PM ET (webcast). (PR) Comment! [Tech, Earnings]
- Wednesday, November 28, 2012, 4:20 PM Workday (WDAY): FQ3 EPS of -$0.39 beats by $0.20. Revenue of $72.6M (+99% Y/Y) beats by $8.6M. Expects FQ4 revenue of $75M-$79M, above a $70.5M consensus. Shares +3.6% AH. (PR) Comment! [Tech, Earnings, On the Move]
- Thursday, November 8, 2012, 9:59 AM Concur (CNQR -9.2%) opens sharply lower due to the top-line guidance provided with its FQ4 results. FQ1 revenue is expected to be up 21% Y/Y, below a 25.1% consensus, while expected FY13 growth of 25% is in-line. Piper is downgrading to Underweight, citing deteriorating industry corporate travel data, slowing billings growth, a steep valuation (76x estimated FY13 free cash flow), and growing competition from Workday (WDAY) and others. (transcript) Comment! [Tech, Earnings, On the Move, Quick Ideas]
- Thursday, October 25, 2012, 6:02 PM NetSuite (N) guides on its Q3 call for 2013 revenue of $390M, above a $376.3M consensus. Also, the company noted in its report that deferred revenue rose by $5.7M Q/Q to $135.7M. Shares +5.4% AH. Cloud ERP peer Workday (WDAY) could rally in sympathy tomorrow - both companies fell today as part of a general selloff in enterprise tech names. Comment! [Tech, Earnings, On the Move]
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Antony Luckshman
New pair trade. Long $BBRY, short $WDAY. Grossly under valued vs grossly overvalued. WDAY already breaking down lock up expiry next week. - View all 0 replies
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Ryan Mallory
LiveCharts: Markets, Stocks & Watchlists | Some trade ideas in $VLO $DISCK $TDW $SRPT $WDAY http://bit.ly/XohYhB - View all 0 replies
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Ryan Mallory
Swing-Trades That I Am Watching To Go Long On | Top on the list are $WDAY $GPK $DISH http://bit.ly/179wawt - View all 0 replies
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LATEST REPLIES
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James Hartje
@StockWallStreet's 'Stock' Talk HOLD List: $MGM $WYNN $MCD $PDLI $WDAY $WAG $ALGN http://bit.ly/RIEuLi ... ... - View all 2 replies
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Stone Fox Capital
$WDAY trading at 34x trailing sales. Are people nuts? No company is worth half that. - View all 4 replies
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Stone Fox Capital: Typically hot IPOs need to run for a while before shorting. Takes a while for the stocks to cool off.
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David Jackson
What's the best way to play SaaS growth? Buy stocks like $CSOD & $WDAY, or short $SAP& $ORCL? - View all 12 replies
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Modernist: Its not 1:1! SaaS is a push towards efficiency. Net earnings of sellers will be reduced.
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Jorge Aura: In my humble opinion, I think that playing short in $ORCL is a good idea, but the stock has a short % of float in 0.80%.