Workday: A Market Leader Only For The Long Term
Workday is market-leading in cloud HCM software, with 45% of the Fortune 500 as clients. It has successfully expanded into financials, planning, and analytics, which keeps growth in the mid-20s, […]
Workday is market-leading in cloud HCM software, with 45% of the Fortune 500 as clients. It has successfully expanded into financials, planning, and analytics, which keeps growth in the mid-20s, […]
Workday has managed to escape much of the present market selloff, especially compared to many other tech names. One reason for that is its Q3 beat, and the company is […]
Acquisitions and new modules have expanded the TAM and will keep revenues growing for some time to come. While the company is non-GAAP profitable, there isn’t yet much operational leverage, […]
The company keeps doing almost everything right, with good growth, operational leverage and lots of free cash flow. There is no reason to think this won’t continue, but the picture […]
Normally we’re not very keen on M&A, given their track record. However, Workday would offer several substantial benefits for Microsoft, more especially its efforts to spearhead its cloud platform Azure. […]
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 […]
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 […]
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 […]
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 […]