Key events, in time order
Multiple sources confirm earnings date; AI research gains and potential buyout premium draw attention
Market watches for takeover updates, but no new facts, only IV drop and unconfirmed rumor.
New detail in institutional selling trend: Advent International now holds 88,480 shares after 66.8% reduction.
Pegasystems warns AI market changes delay purchases; WDAY and peers trade lower
Powered by Sana, combines Workday data for personalized AI tutoring and automated learning ops
On July 20, multiple brokers initiated or changed ratings on WDAY, NOW, CRM and other software names, with mixed directions
Q1 subscription revenue was $2.354 billion, up 14%, with total revenue of $2.542 billion, growth of 13%
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The post highlights Workday ($WDAY) as a stock to watch this week, indicating a focus on upcoming market movements and potential trading opportunities.
Main discussion
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Facts and opinions separated · All items sourced · Not investment advice
Cloud software for managing finances, HR, payroll, and spending across large organizations—think Salesforce but for the back office instead of sales.
Subscription-based recurring revenue from enterprise clients. USD 9.55B revenue (FY2026) with 75.7% gross margin and 7.3% net margin; operating income grew to USD 1.02B from USD 0.18B two years prior.
Workday locks in customers through deep integration into payroll, financial close, and HR workflows—ripping it out costs months and millions. But Oracle, SAP, and Microsoft are aggressively bundling competing modules into their platforms and undercutting on pr
Buy (sector percentile 70) — value B-, growth B, profitability B, momentum B+, revisions B-. Updated daily, sector-relative, identical for every user.
