WDAY

Prezzo Workday Inc - Class A

Closed
WDAY
$127,89
+$1,18(+0,93%)

*Data last updated: 2026-05-10 01:54 (UTC+8)

As of 2026-05-10 01:54, Workday Inc - Class A (WDAY) is priced at $127,89, with a total market cap of $33,88B, a P/E ratio of 66,21, and a dividend yield of 0,00%. Today, the stock price fluctuated between $123,48 and $129,42. The current price is 3,57% above the day's low and 1,18% below the day's high, with a trading volume of 4,25M. Over the past 52 weeks, WDAY has traded between $110,39 to $133,58, and the current price is -4,25% away from the 52-week high.

WDAY Key Stats

Yesterday's Close$130,88
Market Cap$33,88B
Volume4,25M
P/E Ratio66,21
Dividend Yield (TTM)0,00%
Diluted EPS (TTM)2,65
Net Income (FY)$693,00M
Revenue (FY)$9,55B
Earnings Date2026-05-21
EPS Estimate2,49
Revenue Estimate$2,51B
Shares Outstanding258,91M
Beta (1Y)1.035

About WDAY

Workday, Inc. provides enterprise cloud applications in the United States and internationally. The company's applications help its customers to plan, execute, analyze, and extend to other applications and environments, and to manage their business and operations. It offers a suite of financial management applications, which enable chief financial officers to maintain accounting information in the general ledger; manage financial processes; identify real-time financial, operational, and management insights; enhance financial consolidation; reduce time-to-close; promote internal control and auditability; and achieve consistency across finance operations. The company also provides cloud spend management solutions that helps organizations to streamline supplier selection and contracts, manage indirect spend, and build and execute sourcing events, such as requests for proposals; Human Capital Management (HCM) solution, a suite of human capital management applications that allows organizations to manage the entire employee lifecycle from recruitment to retirement, and enables HR teams to hire, onboard, pay, develop, reskill, and provide employee experiences; Workday applications for planning; and applications for analytics and reporting, including augmented analytics to surface insights to the line of business in simple-to-understand stories, machine learning to drive efficiency and automation, and benchmarks to compare performance against other companies. It serves professional and business services, financial services, healthcare, education, government, technology, media, retail, and hospitality industries. 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.
SectorTechnology
IndustrySoftware - Application
CEOAneel Bhusri
HeadquartersPleasanton,CA,US
Official Websitehttps://www.workday.com
Employees (FY)21,00K
Average Revenue (1Y)$454,85K
Net Income per Employee$33,00K

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Workday Inc - Class A (WDAY) is currently trading at $127,89, with a 24h change of +0,93%. The 52-week trading range is $110,39–$133,58.

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Hot Posts su Workday Inc - Class A (WDAY)

ForkLibertarian

ForkLibertarian

8 ore fa
By Christine Ji Everyone from Anthropic to tiny startups is hiring for the 'member of technical staff' - but does anyone know what it means? The "member of technical staff" position originated at Bell Labs to promote collaboration between researchers and engineers. Over the past several months, tech-company leaders have warned that artificial intelligence could wipe out many coding and software engineering jobs. They've even pinned layoffs on AI's disruption of their businesses. But there's evidence that tech talent, at least at the highest levels, is still in demand. Recently, companies ranging from top AI labs to software giants to scrappy startups have been hiring for an enigmatic position: "member of technical staff," or MTS. As tech giants race to win the battle for AI dominance, they're looking to attract versatile personnel who can do whatever is necessary to advance the frontier of computer science. And a position with few formal responsibilities that technical heavyweights can define themselves may be attractive to the field's top talent. The MTS role is gaining popularity on sites like LinkedIn. It's "an emerging job, with the most growth observed in the way workers are updating their titles once hired," Mar Carpanelli, LinkedIn's head of AI and skills research, told MarketWatch. Since the beginning of the year, there's been a 14.5% increase in the number of professionals on the platform with this specific title, Carpanelli said. "What's likely happening is that companies are transparent in their job postings - maybe they are looking for a nimble data scientist or an engineer - but once the hired is made, their title is converted to 'member of technical staff,'" Carpanelli added. Anthropic, in particular, has been making high-profile hires, often snatching talent directly from the application-software companies that it's disrupting. In March, former Workday (WDAY) Chief Technology Officer Peter Bailis - a former Stanford professor and founder of Sisu Data, a data-analytics company - stepped down from his executive post at the company to join Anthropic as an MTS focusing on reinforcement learning. An Anthropic spokesperson said that Bailis specializes in training the company's AI model Claude, rather than developing HR software in his former role. Workday declined to comment. The role's ambiguity, offering no hint of seniority or rank, is by design. The MTS traces its roots back a century to Bell Labs, the iconic research organization that developed technologies such as the transistor, the laser and various programming languages. There, the MTS role functioned more like a scientific fellowship than a corporate position. In corporate hierarchies, researchers have historically been deemed a "higher class of citizens," Michelle Li, general partner at Andreessen Horowitz, told MarketWatch. "By being called 'member of technical staff,' there can be more fluidity of engineers doing more research work, researchers writing more code, or people going in between. "Bell Labs was known for its research specialty and developing cutting-edge technology," Li added. "I think the big [AI] labs like OpenAI [and] Anthropic are trying to bring that back." Read: Senior AI staffers keep quitting - and are issuing warnings about what's going on at their companies A software engineer with status According to Yoni Rechtman, a partner at venture-capital firm Slow Ventures, the primary purpose of the MTS title today is not to signal a focus on research, but rather confer status on someone who is working as an individual contributor. Typically, employees at the top of a corporate hierarchy are managers - but members of technical staff don't manage other people, focusing instead on technical output. "They're working in more of a traditional software-engineering capacity," Rechtman said. As traditional software business models come under scrutiny in the age of AI, it makes sense why high-level employees at software companies would leave for an MTS role at an AI giant, Rechtman said. Last month, Anthropic rolled out "managed agents" with the ability to complete complex, multistep tasks - adding more fuel to the "SaaSpocalypse" narrative, or the notion that software companies will be doomed by AI. Rechtman believes that valuations of software businesses will "fundamentally rerate down" in the AI era. For many, the move from legacy software to AI is an "easy choice," Rechtman noted. "You get to go back to your roots doing the most fun thing you've ever done ... when the alternative is working at a business that, best case, you think is structurally flawed - [and] worst case, might disappear overnight." Read: Workday's stock dives as earnings reveal the cost of competing in AI In the present-day AI boom, OpenAI is generally credited with popularizing the MTS, Jayden Clark, the Silicon Valley culture commentator behind the viral X account @creatine_cycle, told MarketWatch. OpenAI didn't immediately respond to a MarketWatch request for comment. As the MTS gains traction, the role's meaning has expanded. While the colloquial understanding of an MTS is an AI researcher at a lab, it's increasingly become a "catch-all" label at the intersection of AI and engineering, according to Clark. The title "definitely sounds cooler than staff engineer," he said. The role has become so ubiquitous that Clark also hosts a podcast about San Francisco technology culture which he titled "Members of Technical Staff." "I've seen members of technical staff at seed-stage startups," Clark said. "The joke is that everybody's called a 'member of technical staff' now, so why not call the culture podcast 'Members of Technical Staff,' right?" When OpenAI introduced the role, the company was novel at the time for being a research lab that also made products. "They branded software engineers to be fancier and called them members of technical staff," Rechtman said. Now, other tech companies are looking to borrow some of that prestige. "Companies that want to ride on the good vibes and memetic potential" of being a research lab "will just call software engineers 'member of technical staff,'" Rechtman said, adding: "I don't actually think their jobs are different." See more: Palantir pioneered the hottest job in tech. Its legions of copycats may not succeed. -Christine Ji This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. (END) Dow Jones Newswires 05-09-26 0830ET Copyright (c) 2026 Dow Jones & Company, Inc.
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SmartContractAuditor

SmartContractAuditor

05-07 14:43
> 关键数据: 全球 SaaS 市场(2025 年)约 4,080 亿美元 | SaaS 板块市值蒸发约 2 万亿美元 | IGV 软件 ETF 年初至今下跌约 22% | Salesforce 2026 财年营收$415 亿 | ServiceNow 2026 年 Q1 营收$37.7 亿 一、SaaSpocalypse:定义 2026 年的历史性事件 ------------------------------- 2026 年初,华尔街经历了软件史上规模最大的 AI 驱动估值重构。 **事件时间线:** * 1 月 12 日: Anthropic 发布 Claude Cowork,一款能够自主跨应用执行多步骤工作流的桌面 AI 产品 * 1 月 30 日: Anthropic 开源 11 个业务插件,覆盖法律、金融、营销、销售、客户支持 * 2 月 3 至 5 日: 市场崩溃。48 小时内,SaaS 板块蒸发 2,850 亿美元市值 **核心逻辑:** 传统 SaaS 按席位收费。如果 10 个 AI 智能体能完成 100 名员工的工作,企业只需要 10 个 Salesforce 席位,而不是 100 个。Jason Lemkin 的那句话在华尔街广泛流传:"If 10 AI agents can do the work of 100 reps, you need 10 Salesforce seats, not 100." **损失规模: **累计市值损失达 1 至 2 万亿美元(从峰值计算)。汤森路透创单日最大跌幅,LegalZoom 暴跌近 20%。软件板块远期市盈率从峰值约 84 倍压缩至 22.7 倍。 二、这不是 SaaS 的终结,而是转型的开始? ----------------------- **看多理由有三:** **专有数据护城河:** 通用 AI 智能体无法替代基于五年企业自有 CRM 数据训练出来的专用智能体。Salesforce 的数据就在 Salesforce 里,ServiceNow 的工单历史就在 ServiceNow 里——这是通用 AI 拿不走的资产。 **迁移成本被市场低估:** 替换一套深度嵌入的企业软件,意味着数年周期、数百万美元成本、数千名员工的重新培训。SaaStr 创始人 Jason Lemkin 指出:用 AI 编程工具搭建一个功能性应用,大约只完成了运营企业软件平台所需工作量的 2%。 **合规与治理的刚需: **在银行、医疗、政府等受监管行业,企业软件的价值不只是自动化——更是审计追踪、合规记录和访问控制。通用 AI 智能体目前无法替代这一功能层。 **关键数据反驳: **抛售最猛烈的那一刻,ServiceNow 连续第九次超越业绩指引,收入增速加快至 22%。Salesforce 全年录得 415 亿美元营收。HubSpot 保持 19%增速。这不是一个行业崩溃时的数字。 三、SaaS 公司如何反击:三大战略支柱 -------------------- **自建专有 AI 智能体: **在自有平台数据上训练专属智能体,而非坐等第三方智能体来复刻自己的功能。Agentforce 跑在 Salesforce 的 CRM 数据上,Now Assist 跑在 ServiceNow 的工单数据上——这是通用 AI 无法复制的优势。 **定价模式转型:** 从"按人头收费"转向"按结果收费"。ServiceNow 2026 年 Q1 净新增业务中,一半已通过非席位定价模式达成——这是整个板块最重要的结构性数据点。高盛将新模式命名为"结果即服务"(Results-as-a-Service)。 **成为 AI 治理层:** 大型企业需要一个可信平台来统一管理、审计和保障所有 AI 智能体的行为。ServiceNow 的"AI 控制塔"和 Salesforce 的"Agentforce 信任层",正是在争夺这一关键基础设施定位。 四、值得关注的重点上市公司 ------------- ### 1. Salesforce(CRM)—— "Agentforce 下注" * 2026 财年营收$415 亿,同比增长 10% * Agentforce 独立 ARR:$8 亿,同比增长 169%;累计签约逾 29,000 笔 * RPO(剩余履约义务)达$724 亿,同比增长 14%,证明客户并未流失 * 批准$500 亿股票回购 * 核心看点: Agentforce 能否在 2027 财年独立驱动有机加速——剥离 Informatica 的$11 亿贡献后? ### 2. ServiceNow(NOW)—— "AI 控制塔" * 2026 年 Q1 营收$37.7 亿,同比增长 22%(连续第九次超越指引) * Now Assist ACV 目标从$10 亿上调至$15 亿,单季上调幅度 50% * 续约率:97%,连续六个季度稳定 * 一半净新增业务通过非席位定价达成 * CEO McDermott 原话:"那将超过 15 亿美元,还需要再提高 5 亿美元以上。这简直难以置信。" * 核心看点: 定价模式转型的样板级验证,是整个板块最值得对标的数据源 ### 3. HubSpot(HUBS)—— "中场守擂" * 2025 年全年营收$31.3 亿,同比增长 19%;股价从高点腰斩 70%至 80% * 多头: 中型企业客户更不可能自建 AI,HubSpot 的一体化易用性仍是差异化优势 * 空头: Klarna 已公开宣布用 AI 替代 Salesforce 合同;若趋势向中型企业蔓延,结构性压力难以回避 ### 4. Workday(WDAY)—— "HR 数据护城河" * 员工数据、薪资、人才档案——AI 做任何人力规划都需要 Workday 的数据 * 核心看点: 合规与监管要求使 HR 软件成为替换难度最高的 SaaS 类别之一 五、2026 年定价革命:席位时代的终结 -------------------- 当前三种模式正在全行业同步角力: * **消耗量计费: **按查询数/任务数/Token 收费,收入更灵活但波动性更高 * **结果计费(Results-as-a-Service): **按完成的工单、审查的合同、产出的线索计费——高盛认为这是终局形态 * **混合计费:** 席位许可证保留平台访问权,叠加 AI 工作单元的增量收费——目前最多企业采用 **最重要的先行指标:** 谁能第一个报告一个季度,AI 结果收入真正超越其替代的席位收入——这将是定义整个板块未来估值逻辑的历史性数据点。 六、投资风险预警 -------- **不是所有 SaaS 都能活下来:** 项目管理、文档工具、简单营销自动化——这些是 AI 智能体最先攻占的重复性、规则性任务。ERP、HR、合规基础设施——这些因迁移成本和监管要求,防御性显著更强。Gartner 预测:到 2030 年,35%的 SaaS 单点工具将被 AI 智能体取代,65%将继续存活,但形态已变。 **估值压缩未必结束:** 软件板块远期市盈率已从 84 倍压缩至 22.7 倍,但若颠覆进程快于适应速度,仍有下行空间。区分"板块便宜了"和"板块应该便宜",是当前最重要的判断力。 **自建威胁:** AI 编程工具让大型企业自建定制软件的可行性大幅提升。Klarna 的案例不是孤例,是一个值得持续追踪的趋势信号。x 总结 -- 偏向稳健风格的市场参与者,可从 ServiceNow、IGV ETF 赛道,观察行业基本面韧性变化;偏向成长视角的观察者,可重点跟踪 Salesforce 旗下 Agentforce 业务能否实现可持续的有机增长动能。2026 年的 SaaS 不再是卖席位,而是看谁的平台让企业真正离不开——无论员工是人类还是智能体。 BIT 美股业务直连持牌券商,覆盖美股市场所有核心个股及 ETF。支持稳定币出入金,助力加密用户一键捕捉 2026 年 AI 股票红利。服务可能因司法辖区限制而有所不同,部分地区(包括但不限于香港)不可用。 _数据截至 2026 年 4 月。来源包括:Salesforce Inc.(SEC Form 8-K,2026 年 2 月 25 日)、ServiceNow Inc.(SEC Form 8-K,2026 年 4 月 22 日)、HubSpot Inc.(SEC Form 8-K,2026 年 2 月 11 日)、FinancialContent、Taskade、NxCode、Humai Blog、高盛"结果即服务"研究报告、摩根大通软件板块分析、Gartner IT 支出预测、Precedence Research、Cirra AI、Fortune、24/7 Wall St.、Redevolution、TechStartups。_ _免责声明:本报告由 BIT 美股业务特邀分析师 Jun 撰写,仅供参考,所含个股、ETF 仅作为行业案例与公开财报数据梳理分析,不构成任何投资建议、个股推荐及交易诱导。历史行情、机构预测仅供参考,不代表未来市场表现及收益预期,过往业绩不代表未来回报。投资存在风险,包括本金可能遭受损失。客户在作出任何投资决策前,应咨询合格的财务顾问。_
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MarsBitNews

MarsBitNews

05-07 12:59
null 关键数据: 全球 SaaS 市场(2025 年)约 4,080 亿美元 | SaaS 板块市值蒸发约 2 万亿美元 | IGV 软件 ETF 年初至今下跌约 22% | Salesforce 2026 财年营收$415 亿 | ServiceNow 2026 年 Q1 营收$37.7 亿 一、SaaSpocalypse:定义 2026 年的历史性事件 2026 年初,华尔街经历了软件史上规模最大的 AI 驱动估值重构。 事件时间线: 1 月 12 日: Anthropic 发布 Claude Cowork,一款能够自主跨应用执行多步骤工作流的桌面 AI 产品 1 月 30 日: Anthropic 开源 11 个业务插件,覆盖法律、金融、营销、销售、客户支持 2 月 3 至 5 日: 市场崩溃。48 小时内,SaaS 板块蒸发 2,850 亿美元市值 核心逻辑: 传统 SaaS 按席位收费。如果 10 个 AI 智能体能完成 100 名员工的工作,企业只需要 10 个 Salesforce 席位,而不是 100 个。Jason Lemkin 的那句话在华尔街广泛流传:"If 10 AI agents can do the work of 100 reps, you need 10 Salesforce seats, not 100." 损失规模: 累计市值损失达 1 至 2 万亿美元(从峰值计算)。汤森路透创单日最大跌幅,LegalZoom 暴跌近 20%。软件板块远期市盈率从峰值约 84 倍压缩至 22.7 倍。 二、这不是 SaaS 的终结,而是转型的开始? 看多理由有三: 专有数据护城河: 通用 AI 智能体无法替代基于五年企业自有 CRM 数据训练出来的专用智能体。Salesforce 的数据就在 Salesforce 里,ServiceNow 的工单历史就在 ServiceNow 里——这是通用 AI 拿不走的资产。 迁移成本被市场低估: 替换一套深度嵌入的企业软件,意味着数年周期、数百万美元成本、数千名员工的重新培训。SaaStr 创始人 Jason Lemkin 指出:用 AI 编程工具搭建一个功能性应用,大约只完成了运营企业软件平台所需工作量的 2%。 合规与治理的刚需: 在银行、医疗、政府等受监管行业,企业软件的价值不只是自动化——更是审计追踪、合规记录和访问控制。通用 AI 智能体目前无法替代这一功能层。 关键数据反驳: 抛售最猛烈的那一刻,ServiceNow 连续第九次超越业绩指引,收入增速加快至 22%。Salesforce 全年录得 415 亿美元营收。HubSpot 保持 19%增速。这不是一个行业崩溃时的数字。 三、SaaS 公司如何反击:三大战略支柱 自建专有 AI 智能体: 在自有平台数据上训练专属智能体,而非坐等第三方智能体来复刻自己的功能。Agentforce 跑在 Salesforce 的 CRM 数据上,Now Assist 跑在 ServiceNow 的工单数据上——这是通用 AI 无法复制的优势。 定价模式转型: 从"按人头收费"转向"按结果收费"。ServiceNow 2026 年 Q1 净新增业务中,一半已通过非席位定价模式达成——这是整个板块最重要的结构性数据点。高盛将新模式命名为"结果即服务"(Results-as-a-Service)。 成为 AI 治理层: 大型企业需要一个可信平台来统一管理、审计和保障所有 AI 智能体的行为。ServiceNow 的"AI 控制塔"和 Salesforce 的"Agentforce 信任层",正是在争夺这一关键基础设施定位。 四、值得关注的重点上市公司 1. Salesforce(CRM)—— "Agentforce 下注" 2026 财年营收$415 亿,同比增长 10% Agentforce 独立 ARR:$8 亿,同比增长 169%;累计签约逾 29,000 笔 RPO(剩余履约义务)达$724 亿,同比增长 14%,证明客户并未流失 批准$500 亿股票回购 核心看点: Agentforce 能否在 2027 财年独立驱动有机加速——剥离 Informatica 的$11 亿贡献后? 2. ServiceNow(NOW)—— "AI 控制塔" 2026 年 Q1 营收$37.7 亿,同比增长 22%(连续第九次超越指引) Now Assist ACV 目标从$10 亿上调至$15 亿,单季上调幅度 50% 续约率:97%,连续六个季度稳定 一半净新增业务通过非席位定价达成 CEO McDermott 原话:"那将超过 15 亿美元,还需要再提高 5 亿美元以上。这简直难以置信。" 核心看点: 定价模式转型的样板级验证,是整个板块最值得对标的数据源 3. HubSpot(HUBS)—— "中场守擂" 2025 年全年营收$31.3 亿,同比增长 19%;股价从高点腰斩 70%至 80% 多头: 中型企业客户更不可能自建 AI,HubSpot 的一体化易用性仍是差异化优势 空头: Klarna 已公开宣布用 AI 替代 Salesforce 合同;若趋势向中型企业蔓延,结构性压力难以回避 4. Workday(WDAY)—— "HR 数据护城河" 员工数据、薪资、人才档案——AI 做任何人力规划都需要 Workday 的数据 核心看点: 合规与监管要求使 HR 软件成为替换难度最高的 SaaS 类别之一 五、2026 年定价革命:席位时代的终结 当前三种模式正在全行业同步角力: 消耗量计费: 按查询数/任务数/Token 收费,收入更灵活但波动性更高 结果计费(Results-as-a-Service): 按完成的工单、审查的合同、产出的线索计费——高盛认为这是终局形态 混合计费: 席位许可证保留平台访问权,叠加 AI 工作单元的增量收费——目前最多企业采用 最重要的先行指标: 谁能第一个报告一个季度,AI 结果收入真正超越其替代的席位收入——这将是定义整个板块未来估值逻辑的历史性数据点。 六、投资风险预警 不是所有 SaaS 都能活下来: 项目管理、文档工具、简单营销自动化——这些是 AI 智能体最先攻占的重复性、规则性任务。ERP、HR、合规基础设施——这些因迁移成本和监管要求,防御性显著更强。Gartner 预测:到 2030 年,35%的 SaaS 单点工具将被 AI 智能体取代,65%将继续存活,但形态已变。 估值压缩未必结束: 软件板块远期市盈率已从 84 倍压缩至 22.7 倍,但若颠覆进程快于适应速度,仍有下行空间。区分"板块便宜了"和"板块应该便宜",是当前最重要的判断力。 自建威胁: AI 编程工具让大型企业自建定制软件的可行性大幅提升。Klarna 的案例不是孤例,是一个值得持续追踪的趋势信号。x 总结 偏向稳健风格的市场参与者,可从 ServiceNow、IGV ETF 赛道,观察行业基本面韧性变化;偏向成长视角的观察者,可重点跟踪 Salesforce 旗下 Agentforce 业务能否实现可持续的有机增长动能。2026 年的 SaaS 不再是卖席位,而是看谁的平台让企业真正离不开——无论员工是人类还是智能体。 BIT 美股业务直连持牌券商,覆盖美股市场所有核心个股及 ETF。支持稳定币出入金,助力加密用户一键捕捉 2026 年 AI 股票红利。服务可能因司法辖区限制而有所不同,部分地区(包括但不限于香港)不可用。 数据截至 2026 年 4 月。来源包括:Salesforce Inc.(SEC Form 8-K,2026 年 2 月 25 日)、ServiceNow Inc.(SEC Form 8-K,2026 年 4 月 22 日)、HubSpot Inc.(SEC Form 8-K,2026 年 2 月 11 日)、FinancialContent、Taskade、NxCode、Humai Blog、高盛"结果即服务"研究报告、摩根大通软件板块分析、Gartner IT 支出预测、Precedence Research、Cirra AI、Fortune、24/7 Wall St.、Redevolution、TechStartups。 免责声明:本报告由 BIT 美股业务特邀分析师 Jun 撰写,仅供参考,所含个股、ETF 仅作为行业案例与公开财报数据梳理分析,不构成任何投资建议、个股推荐及交易诱导。历史行情、机构预测仅供参考,不代表未来市场表现及收益预期,过往业绩不代表未来回报。投资存在风险,包括本金可能遭受损失。客户在作出任何投资决策前,应咨询合格的财务顾问。
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