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Entries Tagged as 'WDAY'

Workday’s Opportunities Can Keep Growth Going For Years

October 13th, 2017 · Comments Off on Workday’s Opportunities Can Keep Growth Going For Years

Workday has multiple avenues for company growth. The end stage would be that it evolves into a platform offering a more or less complete suite of business software solutions, developed in-house and by third parties. For now, much of this growth is already priced in the shares, though. Source: Workday’s Opportunities Can Keep Growth Going […]

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Tags: WDAY

SaaS Is King

October 5th, 2017 · Comments Off on SaaS Is King

The SaaS business model in enterprise software is clearly a very attractive business model commanding some prime valuations. It offers multiple growth avenues, and when done right, platforms can establish themselves as the de facto standard which enables increasing returns to kick in. Here we look at three such companies. Source: SaaS Is King | […]

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Tags: ELLI · PCTY · WDAY

Workday Versus Shopify, 2 Cloud Platform Companies Compared

April 1st, 2017 · Comments Off on Workday Versus Shopify, 2 Cloud Platform Companies Compared

Cloud platforms open the possibility for significant economies of scale, scope and network effects. When these forces are strong, a virtuous cycle can ensue in which the company’s position becomes difficult to dislodge. We are comparing two such companies for their potential on these dimensions. Workday Versus Shopify, 2 Cloud Platform Companies Compared

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Tags: SHOP · WDAY

Workday’s Bubble Is About To Pop – Seeking Alpha

April 5th, 2013 · Comments Off on Workday’s Bubble Is About To Pop – Seeking Alpha

On Workday’s March 7, 2013 earnings call, the CFO (Mark Peek) said, “Approximately 63 million shares, including more than 14 million exercisable stock options not currently included in our share count, will be available to trade after the lockup expires. These totals exclude shares held by insiders and those subject to Rule 144.” Doing the […]

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Tags: WDAY