HomeMarketsOptionsWDAY Earnings: 'Competitive Moat,' A.I. Growth Needed for Cloud Rebound

WDAY Earnings: 'Competitive Moat,' A.I. Growth Needed for Cloud Rebound

Workday (WDAY) beat on earnings over its last four quarters. Can it do it for a fifth consecutive time after the bell Thursday? Sam Vadas notes the company's efforts to integrate A.I. into its platform but makes the case it needs to show more of a competitive moat for the stock to run higher. She points out the cloud sector's underperformance compared to tech peers as a reason for concern heading into earnings. Joe Tigay offers an example options trade for Workday ahead of the report.

Morning Trade Live

21 Aug 2025

SHARE

ON AIR
2:00 pm
Market On Close
education
12:00 am
Your First Trade
REPLAY
education
12:30 am
Your First Trade
REPLAY
1:00 am
The Wrap
REPLAY
education
2:00 am
Your First Trade
REPLAY
education
2:30 am
Your First Trade
REPLAY
3:00 am
Market Overtime
REPLAY
4:00 am
Market Overtime
REPLAY
education
4:30 am
Inside the Mind of a Trader
REPLAY
education
5:00 am
Inside the Mind of a Trader
REPLAY
education
5:30 am
Inside the Mind of a Trader
REPLAY
6:00 am
The Wrap
REPLAY
7:00 am
Morning Movers
8:00 am
Opening Bell With Nicole Petallides
9:00 am
Morning Trade Live
10:00 am
Trading 360
11:00 am
Fast Market
12:00 pm
Next Gen Investing
1:00 pm
The Watch List
ON AIR
2:00 pm
Market On Close
3:30 pm
Market Overtime
REPLAY
4:00 pm
The Watch List
REPLAY
5:00 pm
Next Gen Investing
REPLAY
6:00 pm
The Wrap
REPLAY
7:00 pm
Market Overtime
REPLAY
7:30 pm
Market Overtime
REPLAY
8:00 pm
The Wrap
REPLAY
9:00 pm
The Watch List
REPLAY
9:30 pm
Market Overtime
REPLAY
10:00 pm
Fast Market
REPLAY
11:00 pm
Next Gen Investing
REPLAY

Schwab Network's Newsletters

Daily insights for every investor