The Data Behind The Rule Of 40%
Tomasz Tunguz - Seeking Alpha - Thu Feb 12, 10:12AM CST
(click to enlarge) In “The Rule of 40% for a Healthy SaaS Company” Brad Feld shared the rule of thumb growth investors often apply to judge the attractiveness of a business. “The 40% rule is that your growth rate + your...
BV: 8.54 (+0.20), BOX: 20.18 (+0.01), JIVE: 5.34 (+0.02), MDSO: 46.58 (+1.48), MRIN: 7.04 (+0.04), N: 101.72 (+3.38), FLTX: 38.99 (+0.56), ATHN: 134.60 (+4.95), VEEV: 30.12 (+0.17), WIX: 18.84 (-0.26), NOW: 77.55 (+1.60), PFPT: 55.97 (+0.38), LNKD: 269.00 (+1.83), LOGM: 52.22 (+4.17), DWRE: 55.99 (+0.45), WDAY: 91.84 (+0.67), MOBL: 9.53 (-0.21), MKTO: 28.24 (+0.20), TRAK: 42.84 (+2.06), SPLK: 64.18 (+2.25), HUBS: 43.29 (+6.22), CRM: 62.85 (+1.59)
Small-Cap Tech Paycom Software Q4 Earnings Beat
at Investor's Business Daily - Wed Feb 11, 2:54PM CST
Paycom Software (PAYC) stock reversed to the negative Wednesday after initially rising as much as 9.5%, after the HR software maker late Tuesday reported Q4 EPS and revenue that topped expectations and forecast current-quarter sales above views....
NOW: 77.55 (+1.60), ADP: 88.75 (+1.00), WDAY: 91.84 (+0.67), PAYC: 32.37 (-0.71)
DayNine Moves ROCKWOOL to the Workday Cloud in 41 Countries
Marketwired - Tue Feb 10, 3:15AM CST
DayNine Consulting, Ltd., a global Workday (NYSE: WDAY) services partner, has deployed Workday Human Capital Management (HCM) at ROCKWOOL International A/S, the world's largest manufacturer of stone wool insulation. Workday is a leading provider of enterprise cloud applications for finance and human resources.
WDAY: 91.84 (+0.67)
Workday Announces Date of Fiscal 2015 Fourth Quarter and Full Year Financial Results
Marketwired - Thu Feb 05, 7:30AM CST
Workday, Inc. (NYSE: WDAY), a leader in enterprise cloud applications for finance and human resources, plans to announce its fiscal 2015 fourth quarter and full year results after market close on Wednesday, Feb. 25, 2015. The company will host a conference call at 2:00 p.m. Pacific Time / 5:00 p.m. Eastern Time to review financial results and business outlook.
WDAY: 91.84 (+0.67)
Workday (WDAY) Stock Storming The Castle Today
at The Street - Tue Feb 03, 9:43AM CST
Trade-Ideas LLC identified Workday (WDAY) as a "storm the castle" (crossing above the 200-day simple moving average on higher than normal relative volume) candidate
WDAY: 91.84 (+0.67)
Technical Updates on Application Software Stocks - Intuit, Workday, Autodesk, NQ Mobile, and Informatica
PR Newswire - Thu Jan 29, 7:30AM CST
Investor-Edge has initiated coverage on the following equities: Intuit Inc. (NASDAQ: INTU), Workday Inc. (NYSE: WDAY), Autodesk Inc. (NASDAQ: ADSK), NQ Mobile Inc. (NYSE: NQ), and Informatica Corporation (NASDAQ: INFA). Free research report on Intuit can be accessed at http://get.Investor-Edge.com/pdf/?c=Intuit&am...amp;s=INTU. On Wednesday, January 28, 2015, the NASDAQ Composite ended at 4,637.99, down 0.93%, the Dow Jones Industrial Average declined 1.13%, to finish the day at 17,191.37, and the S&P 500 closed at 2,002.16, down 1.35%. The losses were broad based as all the sectors ended the session in negative. The S&P 500 Information Technology Sector Index ended the day at 667.37, down 0.07%, while the index has advanced 1.30% in the previous three months. Register for your complimentary reports at the links given below.
INFA: 44.17 (+0.17), WDAY: 91.84 (+0.67), NQ: 3.95 (-0.03), INTU: 90.25 (+0.86), ADSK: 60.67 (+1.60)
Pure Storage boosts Workday search performance
M2 - Wed Jan 28, 9:58AM CST
Pure Storage said that Workday, Inc. (NYSE: WDAY) has deployed FlashArrays from Pure Storage to help deliver seamless search for Workday Recruiting and increase the performance and efficiency of its data center.
WDAY: 91.84 (+0.67)
Workday Announces Annual Stockholder Meeting
Marketwired - Wed Jan 28, 7:30AM CST
Workday, Inc. (NYSE: WDAY), a leader in enterprise cloud applications for finance and human resources, today announced that that its 2015 annual meeting of stockholders will be held on Wednesday, June 3 at 9:00 a.m. Pacific Time / 12:00 p.m. Eastern Time. The record date for the meeting will be Monday, April 6, 2015, and only stockholders of record on that date are eligible to attend the meeting.
WDAY: 91.84 (+0.67)
Paycom Software Rises In Crowded Industry
at Investor's Business Daily - Tue Jan 27, 4:22PM CST
Paycom Software is getting close to a buy point in a double-bottom base. Paycom (PAYC) stock, which went public in April, has been rallying and was up Tuesday even as most stocks sank. The firm provides cloud-based payroll and human capital...
PAYX: 48.76 (+0.36), ADP: 88.75 (+1.00), WDAY: 91.84 (+0.67), ORCL: 43.93 (+0.04), PAYC: 32.37 (-0.71)
Pure Storage Helps Boost Search Performance of Workday Recruiting
PR Newswire - Tue Jan 27, 10:00AM CST
Pure Storage, the market's leading independent solid-state array vendor, today announced that Workday, Inc. (NYSE: WDAY), a leader in enterprise cloud applications for finance and human resources, has deployed FlashArrays from Pure Storage to help deliver seamless search for Workday Recruiting and increase the performance and efficiency of its data center.
WDAY: 91.84 (+0.67)
Critical Alerts For JC Penney, Workday, SodaStream, Intel and LinkedIn Released By InvestorsObserver
PR Newswire - Tue Jan 27, 8:31AM CST
InvestorsObserver issues critical PriceWatch Alerts for JCP, WDAY, SODA, INTC and LNKD.
LNKD: 269.00 (+1.83), WDAY: 91.84 (+0.67), JCP: 8.05 (+0.14), INTC: 34.36 (+0.23), SODA: 19.40 (+0.02)
Cloud Swallowing The Software Business
Dana Blankenhorn - at Seeking Alpha - Mon Jan 26, 8:13AM CST
AMZN: 381.83 (+4.66), BOX: 20.18 (+0.01), IBM: 160.40 (+1.88), WDAY: 91.84 (+0.67), MSFT: 43.87 (+0.78), HPQ: 38.56 (+0.19), GOOG: 549.01 (+6.08), ORCL: 43.93 (+0.04), ADBE: 76.51 (+1.92), CRM: 62.85 (+1.59)
Cerner, Athenahealth And Veeva Chase Cloud-Based EHR
at Investor's Business Daily - Fri Jan 23, 3:55PM CST
A new wrinkle in federal rules this year aims to urge more hospitals and other medical providers into the 21st century. Those expectations have helped lift a handful of companies in IBD's Computer Software-Medical group, a group at the intersection...
VEEV: 30.12 (+0.17), IMS: 25.68 (+0.22), WDAY: 91.84 (+0.67), GOOGL: 551.16 (+5.15), ORCL: 43.93 (+0.04), CERN: 70.98 (+1.15), CRM: 62.85 (+1.59), ATHN: 134.60 (+4.95)
This Just In: salesforce.com Inc. or Workday Inc.? Cowen Says Just Buy Both
Rich Smith, The Motley Fool - Motley Fool - Fri Jan 23, 2:20PM CST
At The Motley Fool, we poke plenty of fun at Wall Street analysts and their endless cycle of upgrades, downgrades, and "initiating coverage at neutral." So you might think we'd be the last people to give virtual ink to such "news." And we would be --...
WDAY: 91.84 (+0.67), CRM: 62.85 (+1.59)
The Compression In SaaS Valuations
Tomasz Tunguz - at Seeking Alpha - Fri Jan 23, 1:52PM CST
(click to enlarge) In 2015, SaaS companies trade at a 30% lower multiple of revenue than last year. In early 2014, the typical SaaS company traded at about 9.2x their next-twelve-months of revenue. Since August 2014, that figure has dropped by...
RALY: 12.75 (+0.25), BV: 8.54 (+0.20), HDP: 22.81 (+0.83), BNFT: 21.08 (+0.84), MRIN: 7.04 (+0.04), RP: 19.30 (+0.49), ZEN: 25.38 (+1.02), N: 101.72 (+3.38), FLTX: 38.99 (+0.56), NEWR: 33.75 (-2.10), NOW: 77.55 (+1.60), LNKD: 269.00 (+1.83), LOGM: 52.22 (+4.17), SPSC: 68.39 (+1.39), QLYS: 47.95 (+1.46), TRAK: 42.84 (+2.06), LOCK: 14.10 (-0.19), IL: 11.48 (+0.13), JIVE: 5.34 (+0.02), EOPN: 8.55 (-0.01), FIVN: 3.78 (-0.09), MDSO: 46.58 (+1.48), CSLT: 9.19 (+0.13), CSOD: 35.03 (+2.02), LPSN: 10.74 (+0.38), ATHN: 134.60 (+4.95), WIX: 18.84 (-0.26), VEEV: 30.12 (+0.17), ULTI: 163.76 (+1.60), PFPT: 55.97 (+0.38), DWRE: 55.99 (+0.45), WDAY: 91.84 (+0.67), CVT: 28.33 (+1.52), MKTO: 28.24 (+0.20), MOBL: 9.53 (-0.21), RNG: 16.04 (unch), BSFT: 27.58 (+0.14), SPLK: 64.18 (+2.25), DATA: 99.90 (+1.40), HUBS: 43.29 (+6.22), CTCT: 42.48 (+0.72), CRM: 62.85 (+1.59)
What Is Workday Waiting For?
Dallas Salazar - at Seeking Alpha - Fri Jan 23, 5:00AM CST
NEWR: 33.75 (-2.10), PCTY: 28.59 (+0.38), WDAY: 91.84 (+0.67), WK: 13.22 (-0.02)
Workday Unveils Plans for German Market; Continues European Expansion
Marketwired - Wed Jan 21, 7:01AM CST
Workday, Inc. (NYSE: WDAY), a leader in enterprise cloud applications for finance and human resources, today unveiled its plans to provide German customers with a modern cloud alternative to legacy enterprise software. Workday has more than 700 customers based around the world and of those, more than 170 are using Workday in Germany today.
WDAY: 91.84 (+0.67)
Jim Cramer's 'Mad Money' Recap: Here Are Today's Real Headlines
at The Street - Tue Jan 20, 7:04PM CST
Cramer puts the blame for today's morning market decline squarely on today's headlines, which had nothing good to say about anything.
BIIB: 391.66 (-0.45), PRGO: 150.90 (+0.22), DAL: 44.50 (-0.31), LQ: 21.59 (unch), YHOO: 44.42 (+0.50), JNJ: 99.62 (+1.18), IBM: 160.40 (+1.88), REGN: 402.40 (+0.66), CREE: 37.51 (+0.08), BHI: 64.31 (+1.93), SCHW: 29.13 (-0.83), AMBA: 50.71 (-4.46), CY: 14.76 (+0.01), SWKS: 81.85 (-0.57), HAL: 44.19 (+1.42), WFC: 55.33 (+0.47), CELG: 115.88 (+0.16), MS: 36.78 (-0.12), PDLI: 7.28 (+0.03), NFLX: 466.10 (+9.37), GILD: 101.90 (+1.10), WDAY: 91.84 (+0.67), STI: 41.57 (+0.01), BABA: 89.05 (+1.95)
Podcast: Has This Cyber Security Stock Flown too High? Q4 Enterprise Tech Earnings Call
ESTMZ - Mon Jan 19, 1:54PM CST
This morning our Founder and CEO, Leigh Drogen, was joined by highly performing Estimize contributors Sean Udall and Rob DeFrancesco to preview the upcoming enterprise tech earnings season. In this podcast Rob, Sean, and Leigh discuss a...
ANET: 62.93 (+1.94), FEYE: 42.26 (+2.63), BLOX: 20.49 (+0.82), WDAY: 91.84 (+0.67), QLYS: 47.95 (+1.46), SPLK: 64.18 (+2.25), IMPV: 43.17 (+1.38), PANW: 135.27 (+2.26), SYMC: 26.33 (+0.18)