TMTB: INTU WDAY First takes; EOD Wrap
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Good afternoon. Some de-grossing ahead of Jackson Hole tomorrow as QQQs -1.6% with Semis -3.5% underperforming.
Post-close:
WDAY: Looks ok but cRPO + guide slightly weaker than buyside
Total revs/subscription revs look in line
Q2 12 month cRPO was 16.1% vs buyside in 16-16.5% range
Guided Q3 sub revs to $1.955B vs street at $1.97B and OPM of 25.25% vs street…
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