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Workday, Inc s (NASDAQ:WDAY) Intrinsic Value Is Potentially 32% Above Its Share Price

Key Insights Workday's estimated fair value is US$304 based on 2 Stage Free Cash Flow to Equity Current share price of.

Workday appoints VMware veteran as co-CEO

Workday appoints VMware veteran as co-CEO
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Workday s analyst call shows a vendor approaching adulthood - and the problems that go with it

Industries diginomica has long held the view that industry verticals are where enterprise software innovation is most sorely needed. It is a topic we bring up on every vendor call, Workday is focused on services industries and therefore it should not surprise anyone to find that the company is doubling down on healthcare/pharma, education, professional services, and government. This has implications for both Workday s own development and its evolving relationship with partners who can fill white spaces. To my question on this element Pete Schlampp, executive vice president of product development said the company is thinking more about itself as a platform for development. While the company didn t make any specific partner announcements, Schlampp referred to funds transfer pricing in financial services as an example that Workday is building out.

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