Marau2021 @Marau2021: "Earnings loading ... $WDAY | Workday..."

@Marau2021

United Kingdom

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Earnings loading ... $WDAY (Workday Inc A) | Workday Q2 Earnings Highlights: 🔹 Adj EPS: $1.75 (Est. $1.64) 🟢 🔹 Revenue: $2.09B (Est. $2.08B) 😐; UP +17% YoY 🔹 Subscription Revenue: $1.90B (Est. $1.9B)😐; UP +17% YoY 🔹 Professional Services Revenue: $182M (Est. $175.1M) 🟢; UP +12% YoY 🔹 Backlog: $21.58B (Est. $21.52B) 🟢; UP +21% YoY 🔹 Adjusted Operating Margin: 24.9% (Est. 24.7%) 🟢 FY25 Guidance: 🔹 Subscription Revenue: $7.70B - $7.73B (Unchanged) 🔹 Non-GAAP Operating Margin: Raised to 25.25% CEO Commentary: 🔸 "Workday delivered a solid quarter of growth and operating margin expansion, as businesses of all sizes increasingly turn to Workday as their trusted partner in navigating the future of work." - Carl Eschenbach, CEO Key Metrics: 🔹 Operating Income: $111M; 5.3% of Revenue 🔹 Free Cash Flow: $516M; UP from $360M YoY 🔹 Share Repurchase: 1.4M shares for $309M Recent Highlights: 🔸 Workday joined the Fortune 500 list for the first time. 🔸 Expanded customer base to more than 70 million users under contract. 🔸 Announced strategic partnerships with Equifax, Salesforce, and Kainos. 🔸 Introduced new AI-powered innovations and payroll solutions. / $INTU (Intuit Corp) | Intuit Q4 Earnings Highlights: 🔹 Adj EPS: $1.99 (Est. $1.85) 🟢 🔹 Revenue: $3.18B (Est. $3.09B) 🟢 🔹 R&D Expenses: $725M (Est. $779.4M) 🔸 New Share Repurchase Authorization: $3.0B FY25 Guidance: 🔹 Revenue: $18.16B - $18.35B (Est. $18.17B) 😐 🔹 Small Business & Self-Employed Group Revenue: Growth of 16% - 17% Q1 Guidance: 🔹 Adj EPS: $2.33 - $2.38 (Est. $2.80) 😕 Key Financial Non-GAAP Metrics: 🔹 Service Revenue: $2.67B 🔹 Product & Other Revenue: $514M 🔸 FY24 Revenue: $16.3B; UP +13% YoY 🔸 Operating Income: $6.4B; UP +16% YoY 🔸 GAAP EPS: $10.43; UP +24% YoY 🔸 Non-GAAP EPS: $16.94; UP +18% YoY Business Segment Performance: 🔸 Small Business & Self-Employed Group Revenue: UP +20% YoY in Q4 🔸 Online Ecosystem Revenue: UP +18% YoY in Q4 🔸 Credit Karma Revenue: UP +14% YoY in Q4 CEO Commentary: 🔸 "We delivered very strong results for the fourth quarter and full year, and made meaningful progress with our AI-driven expert platform strategy that positions the company for durable growth in the future." - Sasan Goodarzi, CEO Capital Allocation: 🔸 Stock Repurchase: $2.0B in FY24 🔸 New Share Repurchase Authorization: $3.0B 🔸 Dividend: $1.04 per share, payable on October 18, 2024; a 16% increase YoY / $CAVA (CAVA Group Inc) | Cava Group Q2'24 Earnings Highlights: 🔹 EPS: $0.17 (Est. $0.12) 🟢 🔹 Revenue: $233.5M (Est. $219.5M) 🟢; UP +35% YoY 🔹 Adj EBITDA: $34.3M (Est. $29.2M) 🟢; UP +59% YoY 🔹 Restaurant Comp Sales: +14.4% (Est. +7.45%) 🟢 🔹 New Restaurants: 18 (Est. 11.24); Total Locations: 341 (+22% YoY) FY24 Updated Guidance: 🔸 Restaurant Comp Sales: +8.5% to +9.5% (Prior: +4.5% to +6.5%) 🟢 🔸 Adj EBITDA: $109M to $114M (Prior: $100M to $105M) 🟢 🔸 New Restaurants: 54 to 57 (Prior: 50 to 54) 🔸 Restaurant-Level Profit Margin: 24.2% to 24.7% (Prior: 23.7% to 24.3%) CEO Commentary: 🔸 "Our results in the second quarter continued to demonstrate the strength of our category-defining brand and our unique and compelling value proposition. Grilled steak is significantly outperforming our expectations, driving customer visits and repeat business." / $BILL (BILL Holdings Inc) Q4'24 Earnings Highlights: 🔹 EPS: $0.57 (Est. $0.46) 🟢 🔹 Revenue: $343.7M (Est. $328.06M) 🟢; UP +16% YoY 🔸 $300M share repurchase program announced FY25 Guidance: 🔸 Revenue: $1.415B - $1.45B (Est. $1.44M); UP +10-12% YoY 😐 🔸 EPS: $1.36 - $1.61 (Est. $2.23) 🔴 Q1 Guide: 🔸 Revenue: $346M - $351M (Est. $337M) 🟢 🔸 EPS: $0.48 - $0.51 (Est. $0.51) Key Q4 Metrics: 🔹 Adjusted EBITDA: $60.0M; UP +42% YoY 🔹 Core Revenue: $301.3M; UP +16% YoY 🔹 Subscription Fees: $65.8M; DOWN -2% YoY 🔹 Transaction Fees: $235.5M; UP +22% YoY 🔹 Float Revenue: $42.4M CEO Commentary: 🔸 "Our financial performance demonstrated the strength of our business and the rigor of our execution in driving growth and expanding profitability in a muted economic environment." $NSDQ100 $RTY $SPX500 $BTC

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