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01/09 22:30
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Workday Inc (WDAY) is set to release its FY2026Q1 earnings performance on 05/22 04:00:00 in After Hours trading. Consensus forecasts predict a revenue of 2.22B and an earnings per share (EPS) of 2.01 for the FY2026Q1. With Intellectia's exclusive AI algorithms, users can predict whether the earnings will beat or miss expectations before the report drops. Leverage this powerful tool to strategize and position your trades ahead of the earnings release!
The earnings forecast suggests a neutral outcome due to balanced positive and negative indicators, with limited room for significant deviation from consensus expectations.
The Fact Data presents mixed signals:
Securing a critical federal contract with the Office of Personnel Management (OPM) could drive near-term subscription revenue growth through new ACV bookings.
Lease expansion signals operational momentum but is not directly tied to financial metrics.
Some analysts (Jefferies, Mizuho) view the recent selloff as a buying opportunity, citing strong cash flow and SaaS resilience.
Multiple analysts (BWG Global, Piper Sandler, DA Davidson) highlight weak deal closure trends, tariff risks, and macroeconomic headwinds, which could pressure subscription revenue growth and margins.
Price target cuts reflect lowered confidence in near-term growth due to AI adoption hurdles and softening corporate IT spending.
Key Takeaway: While the OPM contract provides a near-term revenue boost, broader headwinds (macro uncertainty, tariff risks, and slowing deal pipelines) likely offset upside potential. Consensus expectations appear appropriately calibrated, leaving limited room for a Beat or Miss.
Rationale: The stock’s muted YTD performance (+1.74% vs. S&P -1.1%) reflects balanced expectations. Neutral outcome is priced in, limiting post-earnings volatility unless guidance surprises.
The earnings call summary and Q&A reveal strong financial performance, strategic acquisitions, and growing AI solutions. The company increased its FY '26 subscription revenue and operating margin guidance, indicating confidence in future growth. Acquisitions like Paradox and Sana are positively impacting growth, and AI solutions are contributing significantly to ARR. Despite some lack of specific guidance, overall sentiment is positive, with strong international growth and a robust M&A strategy. The positive outlook on subscription revenue and AI growth suggests a likely stock price increase in the short term.
Workday's earnings call reflects positive sentiment with strong subscription revenue growth, AI product expansion, and strategic acquisitions like Paradox. Despite concerns about AI disruption, Workday's robust customer base and high retention rates mitigate these fears. The Q&A highlights positive AI adoption, strong international performance, and strategic government sector focus. While some financial details were vague, the overall tone and strategic initiatives suggest a positive market reaction, likely resulting in a 2% to 8% stock price increase.
Workday Inc (WDAY) is scheduled to release its FY2026Q1 earnings report onMay 22, 2025, After Hours(approximately 4:00 PM ET). This timing allows investors to react during after-hours trading, with a conference call typically following shortly after.
Analysts' consensus predicts 2.22B in revenue and an EPS of 2.01 for Workday Inc's FY2026Q1.
Intellectia's exclusive AI algorithms forecast a Neutral forWorkday Inc's FY2026Q1 earnings, with a prediction date of May 22, 2025. Workday Inc The earnings forecast suggests a neutral outcome due to balanced positive and negative indicators, with limited room for significant deviation from consensus expectations.
Leverage Intellectia's AI forecast to position trades ahead of theMay 22, 2025 release—consider calls for a beat scenario or protective puts for misses. Focus on pre-market volatility, and use the scenario probabilities to build strategies around revenue and guidance updates.
Intellectia's predictions are backed by rigorous backtesting, showing a high hit rate for Beat and Miss calls compared to traditional analysis. While no forecast is 100% certain, we provide probability-based scenarios (e.g., 50% chance of a *Beat*) and detailed rationales to help you make informed decisions. Combine our insights with your strategy for the best results—it's like having a co-pilot for earnings season! Empowering users to strategize trades before reports drop.
AI Earnings Prediction uses advanced Large Language Models (LLMs) to analyze a wealth of data, including past earnings transcripts, real-time market sentiment, analyst insights, and company news from the last three months. It focuses on key indicators like revenue, EPS, and margins to predict whether a company will *Beat*, *Miss*, or remain Neutral relative to market expectations. Think of it as a super-smart analyst crunching numbers and news 24/7 to give you a trading edge!
Predictions are generated two days before a company’s earnings release (e.g., 5:00 PM ET on Feb 13 for a Feb 15 report) to capture the latest market and company data. They’re updated in real-time if significant news breaks, ensuring you get fresh insights.
Currently, AI Earnings Prediction focuses on companies with market caps above $40 billion, covering major players like SPG, AAPL, MSFT, and NVDA for the 2024-2025 earnings seasons. We prioritize high-impact stocks with robust data to ensure reliable forecasts. Stay tuned as we expand coverage to more companies based on user demand!
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