Alex Coffey walks us through Workday's (WDAY) earnings, pointing to the software company's margins as the big standout. He says guidance leans conservative but stable, offering room for shares to rally. Alex also highlights how Workday is navigating the AI evolution. Alex Coffey walks us through Workday's (WDAY) earnings, pointing to the software company's margins as the big standout. He says guidance leans conservative but stable, offering room for shares to rally. Alex also highlights how Workday is navigating the AI evolution.
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