Workday Inc
- Отрасль
- Software & Internet
- Биржа
- США
- Страна / Регион
- USA
- Дата IPO
- 12 октября 2012 г.
- Сотрудники
- 20 834
- Сайт
- www.workday.com
Сводный диапазон оценки · консервативный $95–$120 / справедливый $145–$185 / оптимистичный $210–$260. При $147.54, В пределах справедливого диапазона внутренней стоимости.
На момент публикации $128.14 (23 мая 2026 г.)
Данные EODHD, показаны в валюте отчётности; только для справки, не является инвестиционной рекомендацией.
Workday, Inc. provides enterprise cloud applications in the United States and internationally. The company offers a suite of financial management applications to maintain accounting information; manage financial processes, such as payables and receivables; identify real-time financial, operational, and management insights; perform financial consolidation; reduce time-to-close; promote internal control and auditability; and achieve consistency across finance operations. It also provides spend management solutions that help organizations to streamline supplier selection and contract management, build and execute sourcing events, such as requests for proposals, and manage indirect spend; expense management solutions to submit and approve expenses; and a suite of human capital management applications that enables HR teams to hire, onboard, pay, develop, reskill, and provide employee experiences. In addition, the company offers planning applications. Further, it provides supply chain and inventory solutions to healthcare organizations; solutions to manage the end-to-end student and faculty lifecycle; Workday Extend for customers and their developers to build custom applications. The company serves the professional and business services, financial services, healthcare, manufacturing, media, education, government, technology, media, retail, and hospitality industries. It sells its solutions through its direct sales organization. The company was formerly known as North Tahoe Power Tools, Inc. and changed its name to Workday, Inc. in July 2005. Workday, Inc. was incorporated in 2005 and is headquartered in Pleasanton, California.
История
Workday, Inc. was incorporated in 2005. It was formerly known as North Tahoe Power Tools, Inc. and changed its name to Workday, Inc. in July 2005, and is headquartered in Pleasanton, California. The company went public on October 12, 2012, and was co-founded by Aneel Bhusri and David Duffield. It has built a suite of cloud, AI-driven enterprise applications spanning Human Capital Management (HCM), Financial Management, Spend Management, and Planning, alongside Workday Extend for building custom applications. By FY2026 the company reported more than 11,500 customers, over 80 million contracted users, and operations across 175+ countries, with annual transaction volume of roughly 1.4 trillion. FY2026 total revenue reached $9.552 billion, of which $8.833 billion (about 92%) came from subscription services and $719 million from professional services; subscription backlog (remaining performance obligations) stood at $28.101 billion. The company has continued to expand through acquisitions, including Paradox and Sana in FY2026. In February 2026, co-founder Aneel Bhusri returned as CEO while continuing to serve as Chairman.
Положение в отрасли
Workday is a leading global provider of cloud HCM and is also strong in cloud financial management and ERP-style services for enterprises, serving emerging, mid-size, and large organizations across financial services, government, higher education, healthcare, hospitality, manufacturing, professional services, retail, and technology and media. Per an IDC summary of the 2024 global HCM applications market, the market grew 14.8% to $41 billion, with Workday ranking first at $5.2 billion in revenue and 12.6% market share. The company serves more than 65% of the Fortune 500 and more than 70% of the Fortune 50. Its principal competitive environment includes Oracle and SAP, which it names as its main competitors in financial management and HCM and which hold established customer relationships and channels, along with ADP, Dayforce, Microsoft, NetSuite, ServiceNow, and UKG. Workday's differentiation rests on high switching costs once HCM, financial, budgeting, contract, recruiting, audit, and payroll processes are embedded in enterprise workflows: FY2026 subscription contracts typically run three years or more and are generally non-cancelable, gross revenue retention was about 97%, and roughly 60% of FY2026 subscription growth came from existing-customer expansion. Scale across 11,500+ customers, 80 million+ users, 175+ countries, and a partner ecosystem reinforces localization, compliance, and customer-reference barriers. For infrastructure, the company relies on third-party cloud providers including AWS and Google Cloud.
Аналитики по этой бумаге на вашем языке пока нет.