Workday (WDAY)

Workday (WDAY)

Postby winston » Tue Sep 19, 2017 4:55 pm

Huge Puts on Workday Inc

Jan 19 $100 Puts Sweep (3) at the Ask: 630 @ $6.1 vs 85 OI; Ref=$104.16

https://www.benzinga.com/markets/option ... nday-trade
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Re: Workday (WDAY)

Postby winston » Tue Sep 19, 2017 5:08 pm

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Workday Makes 2 Key Moves To Compete Against Salesforce.com

by Sramana Mitra

The global Human Capital Management (NASDAQ:HCM) market size is expected to grow 9.2% annually over the next five-year period.

The industry is expected to grow from $14.50 billion in 2017 to $22.51 billion by 2022.


Revenues grew 40.6% over the year to $523 million, significantly ahead of the Street's forecast of $507 million.

EPS of $0.24 was also ahead of the market's forecast of $0.15.

By segment, subscription revenues grew 42% to $434.5 million and professional services revenues grew 34% to $90.8 million.


Overall, for the year, Workday forecast revenues of $2.093-$2.1 billion, compared with the market forecast of $2.05 billion.


First, it announced a fixed fee, pre-configured application package for US-based medium enterprises.


Secondly, it has announced its intention to enter the Platform-as-a-Service market by opening the Workday Cloud Platform to its customers' partners, independent software vendors, and developers.

This move opens up yet another competitive front against Salesforce.


The market also is awaiting the release of Workday Prism Analytics, expected to be launched this fall.

Prism is an analytic solution that has been developed on Amazon as part of Workday's cloud services by leveraging the Platfora acquisition.

Prism will allow organizations to pull data from a variety of sources into Workday for analysis.


Source: One Million by One Million

https://seekingalpha.com/article/410512 ... ngcom_feed
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Re: Workday (WDAY)

Postby winston » Tue Sep 19, 2017 5:11 pm

"Oracle now has about 5,000 Fusion ERP customers plus 12,000 NetSuite ERP customers in the Oracle Cloud; that's 30 times more ERP customers than Workday."

Source: Barron's
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Re: Workday (WDAY)

Postby winston » Tue Sep 19, 2017 5:25 pm

Workday: Cramer's Top Takeaways

Aneel Bhusri, co-founder and CEO of Workday, tells Jim Cramer that 30% of the Fortune 500 are now using Workday as their core HR solution.

by Scott Rutt

When asked about competitors like Automatic Data (ADP - Get Report) , Bhusri explained that ADP is both a partner and a competitor.

He said ADP is a 50-year-old company that is transitioning to the cloud, while Workday as born in the cloud.


Source: The Street

https://www.thestreet.com/story/1428977 ... yptr=yahoo
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Re: Workday (WDAY)

Postby winston » Tue Sep 19, 2017 5:30 pm

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Workday, Inc. :WDAY-US: Earnings Analysis: Q2, 2018 By the Numbers

Highlights

Summary numbers: Revenues of USD 524.85 million, Net Earnings of USD -82.53 million.

Gross margins widened from 68.79% to 69.86% compared to the same period last year, operating (EBITDA) margins now -9.36% from -15.99%.

Year-on-year change in operating cash flow of 141.71% is about the same as the change in earnings, likely no significant movement in accruals or reserves.

Earnings growth from operating margin improvements as well as one-time items.


Company Profile

Workday, Inc. engages in the provision of enterprise cloud applications for finance and human resources. It delivers financial management, human capital management and analytics applications designed for the world’s largest companies, educational institutions, and government agencies.


Source: CapitalCube

http://www.capitalcube.com/blog/index.p ... yptr=yahoo
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Re: Workday (WDAY)

Postby winston » Tue Sep 19, 2017 5:38 pm

Workday Recoups Losses: Street Looks Past ‘Billings’ Miss

Shares of cloud software maker Workday initially declined Wednesday evening after it missed estimates for "billings" in its quarterly report, but most analysts on Thursday were willing to look past that, and the stock closed up as price targets and estimates rose.

By Tiernan Ray

Shebly Seyrafi, FBN Securities: Reiteratse a Sector Perform rating, and raises his price target to $115.

Brian White, Drexel Hamilton: Reiterates a Buy rating, and raises his price target to $133 from $122.

Ross MacMillan, RBC Capital: Reiterates an Outperform rating, and raises his price target to $119 from $116.

J. Derrick Wood, Cowen & Co.: Reiterates a Market Perform rating, and raises his price target to $100 from $93.

Keith Bachman, BMO Capital: Reiterates a Market Perform rating, and raises his price target to $117.

Steve Koenig, Wedbush: Reiterates a Neutral rating, and raises his price target to $104 from $101.

Michael Nemeroff, Credit Suisse: Reiterates a Neutral rating, and raises his price target to $100 from $94. "


Source: Barron's

http://www.barrons.com/articles/workday ... yptr=yahoo
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Re: Workday (WDAY)

Postby winston » Tue Oct 10, 2017 8:48 am

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This Stock is About to Really Take Off

by Michael A. Robinson

David Duffield and Aneel Bushri are legends in the HR tech field.

They built PeopleSoft Inc. into a tech powerhouse in the 1990s, and then sold their firm to Oracle Corp. (Nasdaq: ORCL) in 2004 for a cool $10.4 billion.


Back in 2010, Workday had 160 clients. That tally now exceeds 1,000. The firm is currently eyeing the roughly 23,000 large-scale ERP and HCM clients, most of which are serviced products from Oracle and/or SAP SE (NYSE: SAP).


Workday also reported a sharp 41% spike in revenue to $525.3 million. Quarterly profits rose sharply and were 60% ahead of forecasts.


Source: Money Morning

http://dailytradealert.com/2017/10/09/a ... -take-off/
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
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winston
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Re: Workday (WDAY)

Postby winston » Tue Oct 10, 2017 8:48 am

not vested

This Stock is About to Really Take Off

by Michael A. Robinson

David Duffield and Aneel Bushri are legends in the HR tech field.

They built PeopleSoft Inc. into a tech powerhouse in the 1990s, and then sold their firm to Oracle Corp. (Nasdaq: ORCL) in 2004 for a cool $10.4 billion.


Back in 2010, Workday had 160 clients. That tally now exceeds 1,000. The firm is currently eyeing the roughly 23,000 large-scale ERP and HCM clients, most of which are serviced products from Oracle and/or SAP SE (NYSE: SAP).


Workday also reported a sharp 41% spike in revenue to $525.3 million. Quarterly profits rose sharply and were 60% ahead of forecasts.


Source: Money Morning

http://dailytradealert.com/2017/10/09/a ... -take-off/
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
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winston
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Re: Workday (WDAY)

Postby winston » Thu Nov 16, 2017 10:28 pm

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Workday

This top company also looks to benefit from increased IT spending, and it has had a very solid year for investors.

Workday Inc. (NYSE: WDAY) is a leading provider of enterprise cloud applications for finance and human resources. Workday delivers financial management, human capital management and analytics applications designed for the world’s largest companies, educational institutions and government agencies.

Earlier in the fall, Workday hosted a very upbeat and positive analysts day, and many feel that the company is transforming into a platform story, customer growth is reaching an inflection point, and the module attach rate is very strong.

Long-term operating margins are being increased as many analysts feel that big picture of the company’s operating leverage is not fully reflected in the stock price.

Note that the consensus price target for the shares is the same as the $106.61 most recent closing price.

Source: 24-7 Wall Street
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Re: Workday (WDAY)

Postby winston » Fri Dec 01, 2017 7:14 am

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5 Analyst Takes On Workday's Earnings

by Jayson Derrick

Source: Benzinga

https://www.benzinga.com/analyst-rating ... s-earnings
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
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