Workday(WDAY.US)Q2业绩好坏参半 Q3订阅积压订单指引不及预期考验反弹动能

智通财经08-28

智通财经APP获悉，办公管理软件制造商Workday (WDAY.US)公布的销售指引低于分析师预期，令华尔街近期因重新看好软件行业而积累的上涨动能受到抑制，该股周四美股盘后一度跌超7%，截至发稿跌幅已收窄至不足1%。财报显示，Workday第二财季营收同比增长约13%至26.5亿美元，略好于分析师平均预期的26.3亿美元;调整后每股收益为2.75美元，不及分析师平均预期的2.61美元。第二财季...

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Q3 subscription backlog guidance fell short of expectations, testing rebound momentum.","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"WDAY":1.5},"content_text":"智通财经APP获悉，办公管理软件制造商Workday (WDAY.US)公布的销售指引低于分析师预期，令华尔街近期因重新看好软件行业而积累的上涨动能受到抑制，该股周四美股盘后一度跌超7%，截至发稿跌幅已收窄至不足1%。财报显示，Workday第二财季营收同比增长约13%至26.5亿美元，略好于分析师平均预期的26.3亿美元;调整后每股收益为2.75美元，不及分析师平均预期的2.61美元。第二财季订阅收入为24.7亿美元，同比增长14%。过去12个月的订阅收入积压额为90.34亿美元，比去年同期增长14.2%。订阅收入总积压额为274.03亿美元，同比增长8.0%。不过，Workday预计，在截至7月31日的第三财季末，其订阅收入总积压订单将同比增长8%至274亿美元。不及分析师平均预期的286亿美元;预计第三财季订阅收入为25.2亿美元，与分析师平均预期一致。Workday属于一批持续受到投资者对人工智能(AI)颠覆担忧困扰的应用软件公司。不过，随着销售保持稳定，投资者对于新兴AI公司和工具可能从传统软件供应商手中抢走业务的担忧在过去一个月开始有所缓解。该股过去一个月上涨了31%，但今年以来仍下跌约10%。Workday主要开发用于办公事务的软件，包括薪资和人力资源管理等，并一直在将人工智能融入其产品。该公司近期还对管理层进行了调整。今年2月，公司宣布前首席执行官兼联合创始人Aneel Bhusri将重新担任CEO一职。Aneel Bhusri此前于2024年卸任该职位。推动投资者重新看好软件股的一个因素，是此前报道称，私募股权公司Silver Lake正在洽谈收购Workday。市场认为，这一潜在交易证明了此类软件供应商的长期价值。巴克莱分析师Raimo Lenschow写道：“SaaS领域最近几周出现了复苏。Workday基本符合预期的业绩和指引，不太可能成为另一个催化剂。”Workday联合创始人、首席执行官兼董事长Aneel Bhusri表示：“我们第二季度业绩强劲，AI贡献了超过25%的新增年度合同价值，目前已有超过5500家客户至少使用过我们的一位自然流量代理。得益于Workday确定性的服务体系，客户可以放心地将重要工作交给我们的代理，这一点已从数据中得到体现。”Workday首席财务官Zane Rowe表示：“我们第二季度的业绩反映了我们平台持续强劲的增长势头，AI已成为客户拓展的战略驱动力。我们预计2027财年订阅收入将达到99.4亿美元至99.5亿美元，同比增长13%，同时将2027财年非GAAP营业利润率预期上调至31.0%。我们将继续优先投资于我们的智能体AI路线图和平台发展机遇，并在规模化发展的同时提升运营效率。”此外，Workday宣布，其董事会已授权无限期回购至多40亿美元的已发行A类普通股。Workday宣布与亚马逊(AMZN.US)旗下云服务(AWS)建立新的合作伙伴关系，Workday数据云将与AWS集成，从而在AWS数据和AI服务与Workday的人力资源和财务数据之间提供双向、零拷贝访问。Workday还扩大了与谷歌(GOOGL.US)旗下Google Cloud的战略合作伙伴关系 ，将Workday代理直接引入Gemini Enterprise，并创建一个单一、可信赖的基础，使来自Workday、Google Cloud和第三方的代理能够共同处理真实的人力资源和财务工作流程。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; 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