TMTB: WDAY ZM First Takes; EOD Wrap (GOOGL thoughts)
WDAY -6% looks inline with street but misses buyside bogeys on subscription revs and cRPO
Given expectations and stock at highs, not surprising to see a bit of a pullback given slight miss to buyside bogeys. Will look to the call for more color around IT spending trends.
Q4 revs $1.92B vs street at $1.92B
Q4 Subscription revenue $1.76B, in line with street…
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