[Workday beats earnings expectations, and AI agents end up becoming the flagship]🤖💼
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Here’s another story of making a comeback thanks to AI—this time, it’s the HR software company Workday.💼
Earnings came in well above expectations across the board.
Adjusted EPS was $2.75, while the market only guessed $2.61.
Net profit was $632 million, up from just $228 million a year earlier.📈
Its CEO went straight to the numbers:
AI accounted for over 25% of incremental contract value,
and more than 5,500 customers are using its AI agents.🤖
What the market feared most before was that AI would wipe out software companies.
Turns out, AI is actually helping it sell more software.
Analysts say this is the exact opposite of the software-apocalypse narrative.😏
12-month subscription contract backlog: $9.03 billion,
up 14.2% year over year.
The money is locked in ahead of time.🔒
But the stock price barely moved—basically flat after hours.
That suggests the market is still watching and waiting for AI revenue to truly materialize.🤔
📌 Workday uses data to prove that AI agents are boosting software sales rather than replacing them. Subscription contracts grew in double digits, but the stock price was flat—investors are waiting for earnings to confirm.
➕ Join the fan group strategy! 🔥 Every day, help you understand crypto market headlines and institutional capital flows—using the simplest way to catch the next wave of opportunities!🚀
#AI #USStocks #SaaS #InstitutionalCapital
Group chat: 📲 加入X先生的粉丝群聊
Here’s another story of making a comeback thanks to AI—this time, it’s the HR software company Workday.💼
Earnings came in well above expectations across the board.
Adjusted EPS was $2.75, while the market only guessed $2.61.
Net profit was $632 million, up from just $228 million a year earlier.📈
Its CEO went straight to the numbers:
AI accounted for over 25% of incremental contract value,
and more than 5,500 customers are using its AI agents.🤖
What the market feared most before was that AI would wipe out software companies.
Turns out, AI is actually helping it sell more software.
Analysts say this is the exact opposite of the software-apocalypse narrative.😏
12-month subscription contract backlog: $9.03 billion,
up 14.2% year over year.
The money is locked in ahead of time.🔒
But the stock price barely moved—basically flat after hours.
That suggests the market is still watching and waiting for AI revenue to truly materialize.🤔
📌 Workday uses data to prove that AI agents are boosting software sales rather than replacing them. Subscription contracts grew in double digits, but the stock price was flat—investors are waiting for earnings to confirm.
➕ Join the fan group strategy! 🔥 Every day, help you understand crypto market headlines and institutional capital flows—using the simplest way to catch the next wave of opportunities!🚀
#AI #USStocks #SaaS #InstitutionalCapital
