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Workday’s shares jumped roughly 9–11% after the company reported Q1 revenue of $2.54 billion, beating estimates and marking 13% year‑over‑year growth. Management cited AI-driven gains—particularly its agent and automation strategy—as a key reason for raising its full‑year outlook and reinforcing subscription revenue guidance. The upbeat results and steady guidance suggest resilient demand for enterprise SaaS in human capital and financial management, prompting investor enthusiasm. The move underscores how AI positioning is increasingly influencing valuations for cloud ERP and HR software vendors as customers and markets reward tangible progress on generative AI features.
Snowflake股价大涨34%。亚马逊与超预期的财报如何推动股价上涨。 - Barron's
Workday Stock Jumps 10% After Company Reveals AI Agent Gains
Workday reported first-quarter revenue of $2.54 billion, beating analyst expectations of $2.52 billion. The company kept its full-year subscription revenue guidance unchanged at $9.93 billion–$9.95 billion and forecasted second-quarter subscription revenue of $2.46 billion, roughly in line with analyst estimates of $2.456 billion. The results and steady guidance signal continued resilience in enterprise SaaS demand for human capital and financial management tools, which matters for investors, competitors, and customers monitoring cloud ERP trends. The brief report originated from a Chinese finance feed summarizing the company’s quarterly financial cadence and near-term outlook.
Jordan Novet / CNBC : Workday reports Q1 revenue up 13% YoY to $2.54B vs. $2.52B est., and lifts its full-year forecast, saying its AI strategy is working; WDAY jumps 9%+ after hours — Workday shares surged as much as 11% in extended trading on Thursday after the finance and human resources software maker reported results …