Workday's Employment Verification Connector For Equifax Will Help Workday Customers Verify Employment and Income Details Faster and More Efficiently, Streamlining Operations and Reducing Costs PLEASANTON, Calif. and ATLANTA, Aug. 22, 2024 /PRNewswire/ -- Workday, Inc. (NASDAQ: WDAY), a leading provider of solutions to help organizations manage their people and money, and Equifax (NYSE: EFX), a global data, analytics and technology company, today announced a new strategic partnership to help make employment ...

文章核心观点 - Workday公司预计8月22日收盘后公布第二季度财报，分析师对其盈利和营收有预期，近期有合作协议，股价有变动，多位分析师对其有评级和目标价调整 [1] 公司财报预期 - 公司预计报告第二季度每股收益1.65美元，高于去年同期的1.43美元 [1] - 公司预计报告第二季度营收20.7亿美元 [1] 公司合作动态 - 8月21日，Axonify与Workday签署合作协议 [1] 公司股价表现 - 8月21日，Workday股价上涨0.5%，收于233.51美元 [1] 分析师评级与目标价调整 - 8月20日，Evercore ISI Group分析师Kirk Materne维持跑赢大盘评级，将目标价从300美元降至290美元，准确率69% [3] - 8月15日，B of A Securities分析师Brad Sills维持买入评级，将目标价从275美元降至265美元，准确率78% [3] - 7月12日，Piper Sandler分析师Brent Bracelin维持增持评级，将目标价从280美元降至262美元，准确率73% [3] - 5月24日，Bernstein分析师Mark Moerdler维持跑赢大盘评级，将目标价从321美元大幅降至301美元，准确率71% [3] - 5月24日，Loop Capital分析师Yun Kim维持持有评级，将目标价从280美元降至240美元，准确率80% [3]

文章核心观点 - Workday与Axonify合作，结合双方能力改善一线员工参与度和学习情况，有望优化组织工作流程，为双方带来商业机会；Workday营收增长受人力资本管理解决方案需求推动，正拓展业务组合，长期增长前景良好；还介绍了几只不同评级的股票情况 [1][4][6] Workday与Axonify合作情况 - Workday与Axonify达成合作协议，Axonify专注移动优先学习管理系统，利用微学习和人工智能强化功能满足一线员工需求 [1] - Workday人力资本管理产品套件提供全面工具支持劳动力管理各方面，还能提供关键见解帮助企业提升运营可见性、加速决策和应对未来人才转变 [2] - 一线员工面临培训和沟通工具获取受限等独特挑战，会导致运营效率低下和客户服务不佳，阻碍组织商业成功 [3] - 双方产品集成将带来先进工具满足一线员工独特需求，提供有针对性、及时和精确的培训与沟通，优化组织工作流程 [4] - 合作将为Axonify带来新机会，扩大受众和客户参与度；为Workday平台增加专注一线员工管理的专业工具，提升其在有大量一线业务组织中的商业前景 [5] Workday业务发展情况 - Workday营收增长受人力资本管理解决方案高需求驱动，正将业务组合拓展至金融领域，并针对不同行业和垂直领域定制，有助于实现强劲续约和扩大客户群，利于长期增长 [6] Workday股价表现 - 过去一年Workday股票上涨1.7%，行业增长36.1%，目前Workday的Zacks评级为3（持有） [8] 其他推荐股票情况 - 博通公司（ANET）目前Zacks评级为1（强力买入），上一季度盈利超预期8.25%，提供数据中心和云计算环境的云网络解决方案 [9][10] - 优比快科技公司（UI）目前Zacks评级为2（买入），提供全面的网络产品和解决方案，其全球业务模式灵活适应市场变化，有效管理全球分销网络提升了需求可见性和库存管理能力 [10][11] - 康普控股公司（COMM）目前Zacks评级为2，是通信网络基础设施解决方案的主要提供商，为自身打造了利基市场，帮助客户提升网络容量、响应时间和性能，简化技术迁移 [12]

文章核心观点 - Workday与Strada合作推出全球人力资源和薪资解决方案，旨在助力企业发展，扩大全球影响力 [1][5] 合作成果 - Workday与Strada合作推出名为Workday Payroll provided by Strada的解决方案，利用人工智能分析解读人力资源和薪资数据，提供预测性见解，支持数据驱动决策 [1][2] - 该方案可让企业定制薪资服务以符合当地法规，简化各地区合规流程 [2] - 能让全球员工在Workday直接自助访问薪资信息，无需多个薪资系统和复杂集成，简化薪资数据管理 [3] 企业背景 - Workday总部位于加州普莱森顿，是企业级财务管理和人力资源软件解决方案的领先提供商，其基于云的平台将财务和人力资源整合在一个系统中，还提供时间跟踪、招聘等相关应用 [6] 股价表现 - Workday过去一年股价上涨2.8%，行业增长37% [7] 其他推荐股票 - Arista Networks Zacks排名为1（强力买入），为知名客户提供产品，过去四个季度平均盈利惊喜为15.02%，上一季度盈利惊喜为8.25% [8][9] - CommScope Holding Company Zacks排名为2（买入），是通信网络基础设施解决方案的主要提供商，长期增长预期为24.93% [9] - Harmonic Zacks排名为1，使媒体公司和服务提供商能向全球消费者提供超高质量广播和OTT视频服务，过去四个季度平均盈利惊喜为32.5% [10]

WATERLOO, ON, Aug. 21, 2024 /PRNewswire/ -- Axonify, a leader in frontline employee training and communications solutions, today announced it has signed a partnership agreement with Workday, Inc. (NASDAQ: WDAY), a leading provider of solutions to help organizations manage their people and money. This agreement aims to enhance frontline worker engagement and learning through integrated solutions between Axonify and Workday. With this partnership, Axonify will leverage its expertise in frontline engagement to ...

Now Available in 57 Countries, New Solution Leverages AI to Analyze Global HR and Payroll Data, Anticipate Trends, and Customize Payroll Services All Within Workday PLEASANTON, Calif., Aug. 20, 2024 /PRNewswire/ -- Workday, Inc. (NASDAQ: WDAY), a leading provider of solutions to help organizations manage their people and money, and Strada (formerly the Payroll and Professional Services business of Alight Solutions), a technology-enabled, people-powered company which blends leading-edge technology and human ...

Company Unleashes the Power of the Workday Partner Ecosystem to Streamline and Simplify the Payroll Experience PLEASANTON, Calif., Aug. 20, 2024 /PRNewswire/ -- Workday, Inc. (NASDAQ: WDAY), a leading provider of solutions to help organizations manage their people and money, today announced Global Payroll Connect, a unified global payroll solution that can seamlessly connect with payroll providers to deliver an end-to-end global payroll experience. With integrations across Workday's global partner ecosystem ...

文章核心观点 - 华尔街分析师预计Workday(WDAY)在即将公布的季度财报中每股收益将达到1.63美元,同比增长14% [1] - 预计收入将达到20.7亿美元,同比增长15.9% [1] - 过去30天内,该季度的共识EPS预测没有发生修订,表明分析师对初始预测进行了集体重新考虑 [2][3] 公司指标总结 - 分析师预测"订阅服务收入"将达到19亿美元,同比增长16.8% [6] - 分析师预测"专业服务收入"将达到1.7342亿美元,同比增长6.5% [7] - 分析师预测"订阅收入积压"将达到213.7亿美元,去年同期为178.5亿美元 [8] 股票表现 - 过去一个月,Workday股票回报率为1.9%,而标普500指数下跌1.9% [9] - Workday目前的扎克斯排名为3级(持有),预计将与整体市场表现相符 [9]

Sundry Photography In this analysis, we covered Workday, Inc. (NASDAQ:WDAY), a software provider of financial and human capital management applications that achieved a CAGR of 20.09% over the past five years, though with an average net margin of -3.85%. Firstly, we determined whether the company could benefit from the market growth trend by identifying the CAGR of the HCM & Payroll application sector as well as Workday's corresponding market share. Then, we examined whether the company has any competitive a ...

Workday, Inc. (WDAY) is set to release second-quarter fiscal 2025 results on Aug 22, after the closing bell. It pulled off a trailing four-quarter earnings surprise of 10.89%, on average. Based in Pleasanton, CA, WDAY is expected to have recorded higher revenues on the back of solid demand for its human capital management (HCM) and financial management solutions across different end markets. Factors at Play During the quarter, Workday witnessed solid traction for the Workday Government Cloud solution as U.S ...