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WDAY

2 Jun 2016

Workday (WDAY) Q1 2017 Earnings Call

by Jeremy Saltzberg | posted in: Earnings Call, Notes | 0

Workday (WDAY) CEO Aneel Bhusri said the senior leadership team has a plan to get to profitability “I wanted to address the topic of profitability as many of you know profitability has been a core value of the company since … Continued

Software, Technology, WDAY
2 Jun 2016

Workday FY 1Q17 Earnings Call Notes

by Scott Krisiloff | posted in: Notes | 0

Aneel Bhusri Increased emphasis on medium sized companies “Going forward, we plan to put more emphasis on selling and servicing medium-sized companies on the heels of the development of lower-cost deployment technologies that we’ve built for the segment of the … Continued

Enterprise Software, Technology, WDAY
24 Nov 2015

JS Earnings Call Notes 11.23.15 – Total Energy Services, Ross Stores, Workday, & Intuit

by Jeremy Saltzberg | posted in: Notes | 0

Total Energy Services CEO Daniel Haylk said he won’t go after top line growth at the expense of profitability    “We also seek to strike a strategic balance between equipment utilization and price and we have been continued to declined … Continued

INTU, ROST, TOTZF, WDAY
27 May 2015

Workday FY 1Q16 Earnings Call Notes

by Scott Krisiloff | posted in: Notes | 0

Moving from 13k servers to 70k in the next three years “His estimates were based on utilization of roughly around 5% and with our open stack project and elastic cloud that’s well underway we hope to do quite a bit … Continued

Software, Technology, WDAY
25 Nov 2014

Workday 3Q14 Earnings Call Notes

by Scott Krisiloff | posted in: Notes | 0

This post is part of a series of posts called “Company Notes.” These posts contain quotes and exhibits from earnings calls, conference presentations, analyst days and SEC filings. Full transcripts can be found at Seeking Alpha Winning business in legacy … Continued

Enterprise Tech, Technology, WDAY
28 Aug 2014

Workday 2Q14 Earnings Call Notes

by Scott Krisiloff | posted in: Notes | 0

This post is part of a series of posts called “Company Notes.” These posts contain quotes and exhibits from earnings calls, conference presentations, analyst days and SEC filings. Full transcripts can be found at Seeking Alpha Not sharing customer counts … Continued

Enterprise Tech, Technology, WDAY

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