Workday 报告称,第二季度订阅收入增长 17%,股票回购 10 亿美元,股价上涨 11%,但由于招聘人数减少和销售周期延长,第三季度订阅收入预测低于预期。 Workday reported 17% Q2 subscription revenue growth, $1bn stock buyback, and 11% share price increase, but Q3 subscription revenue forecast fell below expectations due to fewer hirings and extended sales cycles.
Workday 报告称,2025 财年第二季度订阅收入增长了 17%,12 个月积压订单增长了 16%,非 GAAP 营业利润率为 25%。 Workday reported a 17% increase in Q2 fiscal 2025 subscription revenue growth, a 16% increase in 12-month backlog growth, and a non-GAAP operating margin of 25%. 技术公司对发薪和人力资源开发解决方案的需求增加,特别是在中小商业部门,导致Q2收入高于预期。 The technology company saw increased demand for payroll and HR solutions, particularly in the small-to-medium business segment, resulting in higher-than-expected Q2 revenue. 这一增长导致1美元股票回购计划,股价上涨11%。 This growth led to a $1bn stock buyback plan and an 11% increase in share price. 然而,该公司对Q3订阅收入的预测低于预期,分析家认为这是因为雇用人数减少,而且由于借贷成本和通货膨胀上升,预计销售周期会更长。 However, the company's forecast for Q3 subscription revenue fell below expectations, with analysts attributing this to fewer hirings and anticipating longer sales cycles due to rising borrowing costs and inflation.