企业云软件公司Workday（纳斯达克股票代码：WDAY）周五盘前股价大跌6.81%，主要原因是公司发布的第二季度订阅收入预期未能超出华尔街分析师的预期，引发了投资者对公司增长前景的担忧。
尽管Workday公布的2026财年第一季度业绩超出预期，但投资者似乎更关注公司未来的增长前景。根据公司报告，第一季度调整后每股收益为2.23美元，远超分析师预期的2.01美元；总营收达22.4亿美元，高于预期的22.2亿美元。然而，公司预计第二季度订阅收入为21.6亿美元，同比增长13.5%，与分析师预期基本持平。
值得注意的是，Workday重申了2026财年订阅收入达到88亿美元的指引，同比增长14%。但在当前不确定的经济环境下，人力资本管理行业正面临企业客户支出疲软的挑战。此外，Workday还宣布了一项新的10亿美元股票回购计划，显示了管理层对公司长期发展的信心。然而，这似乎未能缓解投资者对公司增长放缓的担忧，导致股价在盘前交易中大幅下跌。
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