异动解读 | Workday盘后大跌7.66%，因2027财年订阅收入预测低于预期

异动解读02-25

企业软件公司Workday (WDAY) 周二盘后股价大幅下挫7.66%，引发市场关注。

消息面上，Workday在盘后发布了财务预测，预计其2027财年的年度订阅收入将在99.3亿至99.5亿美元之间，这一数字低于华尔街分析师普遍预期的100亿美元。公司表示，由于宏观经济环境存在不确定性，企业客户正在削减技术支出并推迟采购决策，这影响了新客户的获取，尽管公司持续大力发展人工智能技术。

尽管该公司同期公布的季度营收为25.3亿美元，符合市场预期，但疲软的收入指引凸显了在高利率和经济不确定性背景下，企业软件行业面临的挑战。投资者对增长前景的担忧直接反映在股价的盘后大跌上。

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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