WDAY · Workday, Inc.

Workday Inc WDAY

Provides cloud-based software for human capital management, payroll, and financial planning.

Daily briefAugust 28, 2026

Workday jumps on earnings beat as AI drives contract growth

+5.76% to $204.72 from $193.57

Workday reported second-quarter revenue of $2.65 billion, up 12.8% year over year, and adjusted profit of $2.75 per share, topping Wall Street estimates of $2.64 billion and $2.61 per share.
Subscription revenue rose 13.9% from a year earlier to $2.47 billion, exceeding the company’s own prior guidance of $2.455 billion.
Shares jumped 5.8% in the afternoon session, with management citing AI adoption driving more than 25% of new annual contract value.
Management reaffirmed fiscal 2027 capital expenditure guidance of $270 million and guided fiscal 2028 subscription revenue to grow about 11%.

Sources: StockStory · Daily Political

Daily briefAugust 13, 2026

+17.78% to $206.45 from $175.29

Private equity firm Silver Lake is in talks to acquire Workday, a company valued at roughly $43 billion, in what would rank among the largest software buyouts in history
Trading in Workday shares was halted after the stock jumped as much as 25-26% following the report
The talks are ongoing with no guarantee a deal will materialize, and Silver Lake could bring in additional investors to help finance a transaction
Workday shares had fallen about 15% this year before today’s move, as investors questioned the durability of traditional enterprise software amid the rise of AI

Sources: Bloomberg · CNBC · Reuters

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