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 Escaping The Tech Slaughter
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 […]
Workday Is Fine But The Markets Aren’t
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, […]
Workday Keeps On Rising, But Its Valuation Is Steep
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 […]
Should Microsoft Buy Workday?
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’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 […]
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 […]
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 […]
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 […]