Workday remains a Buy as AI adoption, international diversification, and robust capital allocation drive durable growth.

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Subscription Revenue $2.244B +14.6% Continues durable subscription compounding. 12-mo Sub Backlog $8.21B +17.6% Indicates accelerating demand visibility. Total Sub Backlog $25.96B +17.0% Multi-year ...

Wall Street analysts expect Workday (WDAY) to post quarterly earnings of $2.12 per share in its upcoming report, which indicates a year-over-year increase of 12.2%. Revenues are expected to be $2.41 ...

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CoreWeave co-founder and chief development officer Brannin McBee is pouring cold water over fears that the AI industry is in a bubble. In fact, he claims the opposite is true: that demand for AI is ...

Workday cofounder and executive chair Aneel Bhusri addresses attendees during the keynote session at Workday Rising 2025 in San Francisco. These days, nearly every enterprise software company is ...

The Federal Reserve’s preferred metric to gauge inflation increased by 0.3% in August, compared to 0.2% in the previous month, the U.S. Bureau of Economic Analysis (BEA) reported Friday morning. The ...

Longtime readers might have noticed that I rarely spend much time writing about macroeconomic issues. One of my core beliefs is that it’s almost impossible to predict the direction of interest rates, ...

Workday has a plan to win over business customers with AI agents, the autonomous bots that can perform tasks on behalf of human workers. The business software company this week announced a slew of new ...