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20:30
Aug 27 ◎
Aug 27 ◎
WDAY
TVTX
▾
HIGH
The call focused on pipeline progress and partnership strategy rather than near-term financial guidance, with a tone of cautious optimism about upcoming data readouts and partnership interest.
"The combination of clinical data from China IAT studies and an open US IND, I think will put a lot of, hopefully, a lot of attention on this asset, both from investors and strategic partners."
WDAY WATCH
Travere is the global commercialization and development partner for Everest's lead asset, and is credited with deep nephrology expertise and prior FDA approvals, strengthening its pipeline beyond its current assets.
"Trivier is a recognized leader in rare kidney disease. They have very established clinical development, regulatory, and commercial capabilities focused specifically on nephrology."
TVTX WATCH
HIGH
20:30
May 21 ◎
May 21 ◎
IBM
WDAY
ACN
NOW
CRM
▾
HIGH
Workday is using its Deployment Agent to reduce implementation costs by 30% in current projects and targeting 50% in next wave of projects, which could lower a key barrier to mid-market adoption and intensify competition in the HCM/ERP implementation ecosystem. — This shift could structurally reduce the need for expensive systems integrators in Workday deployments, pressuring revenue growth for traditional consulting partners.
"It is designed to deliver an estimated 30% reduction in implementation hours and costs. And in our next wave of AI-driven projects, we are aiming to get that reduction up to 50%."
IBM WATCH
ACN WATCH
Management is signaling a strong return to growth, citing best Q1 ACV growth in five years, AI traction, and a new startup-focused operating model, while raising margin guidance.
"We had a great first quarter. In fact, it was the best first quarter of new ACV growth in five years"
WDAY WATCH
Workday's Sana for ITSM launch marks an entry into the IT service management market, leveraging its existing employee lifecycle data to automate IT requests and compete with established players. — This places Workday directly in the crosshairs of ServiceNow and other ITSM vendors, leveraging unique data advantages to potentially win share in adjacent workflows.
"We have also announced Sana for ITSM, which automates workflows for employee on and off boarding, access changes, and everyday IT requests."
NOW WATCH
CRM WATCH
HIGH
21:30
Feb 24 ◎
Feb 24 ◎
ACN
ANTHROPIC
ALLY
OTIS
NKE
▾
HIGH
Accenture is expanding its Workday relationship by deploying AI-driven HR and recruiting solutions, and acting as a design partner for Workday's agent system of record.
"Accenture is a great example. They're reinventing HR and recruiting at scale, using our AI solutions to elevate the employee and candidate experience."
ACN WATCH
Anthropic expanded its existing Workday footprint in Q4, signaling continued demand from leading AI companies.
"In the quarter, we expanded with customers like Anthropic, Ally Financial, and Otis Elevator."
ANTHROPIC WATCH
Ally Financial expanded its Workday contract, demonstrating continued enterprise platform adoption.
"In the quarter, we expanded with customers like Anthropic, Ally Financial, and Otis Elevator."
ALLY WATCH
Otis Elevator expanded its use of the Workday platform, likely renewing and adding modules or services.
"In the quarter, we expanded with customers like Anthropic, Ally Financial, and Otis Elevator."
OTIS WATCH
Nike is an early adopter of Workday's new FlexCredits pricing model, signalling a move to consumption-based AI services.
"Accenture, Nike, and Merck are among the first of nearly 50 customers signing on to use our new model."
NKE WATCH
Merck is an early adopter of Workday's FlexCredits pricing model, which aligns spend with AI value.
"Accenture, Nike, and Merck are among the first of nearly 50 customers signing on to use our new model."
MRK WATCH
Workday's agent APIs are open and work within Microsoft's ecosystem, positioning Workday as a partner in Microsoft's enterprise tools.
"You can use them in Microsoft. You can use them in Google Gemini."
MSFT WATCH
Workday's agent APIs are designed to be used with Google's Gemini, implying integration and partnership.
"You can use them in Microsoft. You can use them in Google Gemini."
GOOGL WATCH
OpenAI is a confirmed Workday customer, showcasing Workday's penetration into the AI sector.
"Every one of these AI leaders actually runs Workday, just for what it's worth. Anthropic, Google, and OpenAI all run Workday."
OPENAI WATCH
Management guides conservatively for FY27 with growth driven by AI, particularly agents, expected to be back-half weighted. The tone is optimistic but cautious, acknowledging comp headwinds and elongated enterprise deal cycles.
"I am pretty optimistic about this year. I would hope that we significantly surpassed that. But, you know, I'm an optimist, but I see the opportunities on the agentic front that probably are more second-half based."
WDAY WATCH
HIGH
21:30
Nov 25 ◎
Nov 25 ◎
DATABRICKS
MSFT
SNOW
GOOGL
TGT
▾
HIGH
Databricks is positioned as a key partner for Workday's new Data Cloud offering, suggesting continued strategic alignment and potential joint customer wins.
"And with Workday Data Cloud, along with our partners, including Databricks, Salesforce, Snowflake, and now Google Cloud, customers can unlock even more insight and value from their Workday data."
DATABRICKS WATCH
Workday is betting on AI-powered agents to replace traditional UI, positioning itself to be the 'new front door' to work for managing digital and human workers. — The shift to AI agents could redefine how enterprise software is used and create significant disruption for existing interfaces.
"We also expanded our partnership with Microsoft, to help joint customers securely manage their people and agents across both of our platforms."
MSFT WATCH
Snowflake is positioned as a partner in Workday's Data Cloud initiative, indicating a collaborative rather than competitive stance for joint enterprise data workloads.
"And with Workday Data Cloud, along with our partners, including Databricks, Salesforce, Snowflake, and now Google Cloud, customers can unlock even more insight and value from their Workday data."
SNOW WATCH
The expanded partnership with Google Cloud for Workday Data Cloud signals a focus on providing customers with more avenues for cross-platform data insights.
"And with Workday Data Cloud, along with our partners, including Databricks, Salesforce, Snowflake, and now Google Cloud, customers can unlock even more insight and value from their Workday data."
GOOGL WATCH
Target is an early adopter of Workday's AI agents, indicating its confidence in the platform and potential for deeper integration.
"we have more than 150 customers, including Target, Accenture, and Netflix, using our agents and agent system of record in early access."
TGT WATCH
Accenture is an early adopter of Workday's AI agents, showing its commitment to leveraging Workday's AI platform.
"we have more than 150 customers, including Target, Accenture, and Netflix, using our agents and agent system of record in early access."
ACN WATCH
Netflix is an early adopter of Workday's AI agents, indicative of enterprise demand for Workday's agentic AI in HR and finance.
"we have more than 150 customers, including Target, Accenture, and Netflix, using our agents and agent system of record in early access."
NFLX WATCH
Bayer was a key new customer win for Workday in EMEA, signifying continued enterprise adoption in the region.
"A few of the great wins we had across EMEA in Q3 included Bayer, ING Bank, and Tandem Bank."
BAYN.DE WATCH
ING Bank was a notable new customer win for Workday's HCM and Financial solutions.
"A few of the great wins we had across EMEA in Q3 included Bayer, ING Bank, and Tandem Bank."
INGA.AS WATCH
DBS Bank was a key win for Workday in the APAC region, indicating strong traction in the financial services sector.
"APAC also had a strong quarter with wins at Genesis Energy, DBS Bank, and MGM Grand Paradise."
D05.SI WATCH
Novartis expanded its relationship with Workday, demonstrating the platform's value and stickiness in the pharmaceutical sector.
"We also expanded with customers such as Common Spirit Health, Levi Strauss, and Novartis."
NVS WATCH
PipeDream's connectors to Asana and Jira will be integrated into Workday's agent ecosystem, potentially increasing the value and utility of these tools for mutual customers.
"And with the rollout of FlexCredits early next year, we're making it even easier for our customers to adopt our AI and platform innovation."
ASAN WATCH
The company is guiding to a stable FY27 growth rate of 13%, indicating confidence in continued execution despite macro headwinds and the impact of acquisitions.
"We are confident in this growth rate based on the momentum we see across the business as reflected in our Q3 performance, as well as our Q4 CRPO guidance."
WDAY WATCH
The acquisition of Paradox is already adding over a point of CRPO growth and is expected to contribute significantly to Q4 subscription revenue growth, indicating that the combination is off to a strong start. — This indicates that the acquisitions are already flowing into the numbers, potentially boosting Workday's growth and putting pressure on HCM competitors.
"The Paradox acquisition in the quarter added over a point of CRPO growth and was not included in our backlog guidance."
WORK WATCH
ORCL WATCH
The acquisition of Paradox is already adding over a point of CRPO growth and is expected to contribute significantly to Q4 subscription revenue growth, indicating that the combination is off to a strong start. — This indicates that the acquisitions are already flowing into the numbers, potentially boosting Workday's growth and putting pressure on HCM competitors.
"In fact, a significant portion of their... existing customers aren't Workday today. And we're going to continue to leverage that go-to-market model so it gives us another land product without someone having to decide completely on Workday,"
SAP WATCH
There is some isolated impact on institutions relying heavily on federal grants, primarily in higher ed, despite overall public sector momentum. — This suggests that while the demand environment is strong, some segments are feeling pressure from government budget constraints, which could affect other providers targeting similar institutions.
"we also saw some isolated impacts within institutions that rely heavily on federal grants, primarily in higher ed."
ADBE WATCH
CRM WATCH
HIGH
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