We hosted an excellent investor call with Workday’s VP of Investor Relations, Justin Furby, CFA. This is a fast-growing company and it was very helpful to get Justin’s insights. As a former equity analyst that covered Workday, he knows exactly what’s on investor’s minds!
Some highlights from our call:
- Annual revenue is just under $8B – and growing fast. Their Total Addressable Market is roughly $160B, and also growing, there’s a lot of potential.
- Customer retention rates have historically been over 95%, currently at 98%.
- Exciting new AI products are very popular with customer base
- Investing in growth and innovation
- Partner Ecosystem of 20K+ people (Implementation/Integration, etc.)
Take a look at Workday here: https://www.workday.com/
“Thank You” to all of the institutional investors who joined us and “thank you” to our friends at Seaport Research Partners for extending the invitation to your client base. And of course, “Thank You” to Justin Furby, CFA for your time and support!
