Workday Inc. (WDAY) Q4 2025 (USD): Adj. EPS 2.47 (exp. 2.32), Revenue 2.53bln (exp. 2.52bln)
Workday's strong Q4 2025 results, with both adjusted EPS and revenue exceeding expectations, point to robust demand and operational efficiency.
China aims to boost output of relatively advanced chips to 100,000 wafers in 1-2 years, according to Nikkei; China has set target of adding an additional 500,000 wafers of capacity by 2030
MercadoLibre Inc. (MELI) Q4 2025 (USD): Net profit 559mln (exp. 587mln), Net revenue 8.8bln (exp. 8.48bln)
Workday Inc. (WDAY) Q4 2025 (USD): Adj. EPS 2.47 (exp. 2.32), Revenue 2.53bln (exp. 2.52bln)
Apple (AAPL) plans to launch first touch-screen Macs with dynamic island interface this fall
Stripe is considering an acquisition of all or parts of PayPal (PYPL), Bloomberg reports
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Guidance:
- Q1 revenue 2.335bln (exp. 2.53bln).
- FY27 revenue 9.925-9.950bln (exp. 9.54bln).
However, the guidance for Q1 revenue underwhelmed compared to expectations, which may raise concerns about short-term momentum, despite a positive outlook for FY27.
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