异动解读 | Workday季度订阅收入预期平平，盘后股价暴跌7.59%

异动解读

May 23, 2025

企业云软件公司Workday（纳斯达克股票代码：WDAY）在周四盘后交易中股价大跌7.59%，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。

Workday预计第二季度订阅收入为21.6亿美元，与分析师预期基本持平。公司首席财务官赞恩·罗（Zane Rowe）表示，在当前不确定的经济环境下，公司将继续专注于执行力，并重申了2026财年订阅收入达到88亿美元的指引。这一谨慎的态度反映了人力资本管理行业正面临企业客户支出疲软的挑战，主要是由于经济不确定性对科技预算造成压力。

尽管面临股价下跌，Workday仍然宣布了一项新的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。值得注意的是，Workday第一季度的业绩表现良好，总营收达22.4亿美元，高于预期的22.2亿美元；订阅收入为20.6亿美元，同样超过了分析师20.5亿美元的预期。然而，市场似乎更关注公司未来的增长前景，而非过去的业绩。在日益激烈的竞争环境中，Workday面临来自甲骨文（Oracle）和SAP等大型企业软件供应商的压力，这可能导致定价压力增加，进一步影响公司的增长预期。

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