Workday Forecasts Slower Revenue Growth Despite CEO’s Optimism About Agentic AI Workday CEO Aneel Bhusri used the company’s fourth-quarter earnings call—his first since returning to the role—to emphasize confidence in the company’s strategic direction, particularly its push into agentic AI. Bhusri highlighted Workday’s two decades of experience managing HR and financial data, arguing that this foundation gives the company a competitive advantage of five to seven years over leading AI rivals. He stressed that Workday’s core HR and financial applications remain strong and continue to grow, providing a stable base upon which to build AI-driven solutions. The company aims to adopt a consumption-based model that allows it to benefit financially whether applications are built internally or by third parties on top of its platform. Despite this optimistic messaging, investors reacted negatively to Workday’s financial outlook. The company forecast subscription revenue growth of 12 to 13 percent for the fiscal year ending January 31, 2027, projecting revenue between $9.925 billion and $9.95 billion. This marks a slowdown compared to the 14.5 percent subscription growth recorded in the previous fiscal year. Following the announcement, Workday’s stock fell more than nine percent in after-hours trading and has already declined roughly 50 percent over the past year amid broader concerns about AI-driven disruption in the software sector. During the quarter, Workday also completed its acquisition of Pipedream, an AI agent integration platform with 3,000 connectors to business applications, strengthening its AI ecosystem. Bhusri recently resumed leadership after former CEO Carl Eschenbach stepped down, though Eschenbach will remain involved as a strategic advisor. Overall, while Workday is positioning itself aggressively in AI, investor concern over slowing growth continues to weigh on market confidence.

Workday Forecasts Slower Revenue Growth Despite CEO’s Optimism About Agentic AI

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Treasury Wine Estates Shares Plunge 56% in 2023 as Earnings Forecast Slashed by 40% Australia’s top wine exporter launches sweeping overhaul amid weak US and China demand, $687 million US asset impairment, and cost-cutting drive

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Australia’s Superloop jumps to near 9-yr high on upgraded earnings forecast Investing.com-- Superloop Ltd (ASX:SLC) shares rose to their highest level in nearly nine years on Monday after the Australian internet provider upgraded its annual earnings guidance, citing strong trading performance. The company now expects FY25 underlying earnings before interest, taxes, depreciation, and amortization (EBITDA) to reach or exceed A$91 million, up from its previous range of A$83-A$88 million announced in August 2024. The new guidance marks a 67% increase from FY24. The upbeat forecast sent Superloop shares jumping as much as 7.4% to A$3.2, their highest since September 2016. Superloop, which operates consumer, business, and wholesale internet services, attributed the outperformance to its Infrastructure-on-Demand platform and expanding market share. Final audited results will be released on August 20, 2025, the company added. Don't miss out on the next big opportunity! Stay ahead of the curve with ProPicks – 6 model portfolios fueled by AI stock picks with a stellar performance this year.. In 2024 alone, ProPicks' AI identified 2 stocks that surged over 150%, 4 additional stocks that leaped over 30%, and 3 more that climbed over 25%. That's an impressive track record. With portfolios tailored for Dow stocks, S&P stocks, Tech Stocks, and Mid Cap stocks, you can explore various wealth-building strategies. So if SLC is on your watchlist, it could be very wise to know whether or not it made the ProPicks lists.

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PayPal beats profit targets, maintains annual earnings forecast amid US trade uncertainty (Reuters) -PayPal beat Wall Street estimates for first-quarter earnings and stuck to its annual profit forecast on Tuesday, even at a time when U.S. President Donald Trump’s tariffs have fueled economic uncertainty. The company’s results show that consumers are continuing to spend despite worries that Trump’s trade war could lead to a recession. Since CEO Alex Chriss took the helm in late 2023, PayPal (NASDAQ:PYPL) has narrowed its focus and concentrated on high-margin businesses instead of aggressive growth. "PayPal had a great start to the year and our strategy is working. This is our fifth consecutive quarter of profitable growth," Chriss said. Excluding one-time costs, PayPal earned $1.33 per share in the first quarter, topping analysts’ expectations of $1.16, according to estimates compiled by LSEG. Revenue stood at $7.79 billion, missing estimates of $7.85 billion. Total payment volume (TPV) climbed 4%, while operating expenses fell 4%. The company is focusing on expense management, as PayPal seeks to fund investments through savings from deploying automation and artificial intelligence. PayPal sees annual adjusted profit between $4.95 and $5.10 per share. The company said it was sticking to its previous guidance despite a strong start to the year because of "uncertainty in the global macro environment". Shares of the company fell 1% before the open. They have fallen 24% this year. BRANDED CHECKOUT IN FOCUS Investor worries around growth in the firm’s branded checkout offerings, which include PayPal and Venmo, have heavily pressured the stock. Additionally, concerns about market share loss due to increasing competition from Big Tech rivals Apple (NASDAQ:AAPL) and Alphabet (NASDAQ:GOOGL)’s Google have created a potential overhang. In February, PayPal unveiled plans to accelerate branded checkout growth to between 8% and 10% by 2027. PayPal is rolling out a new checkout experience and focusing on monetizing its Venmo app to accelerate branded growth. PayPal has also forged lucrative partnerships and introduced new products, including its Fastlane guest checkout feature, to shield its dominant position.

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P&G’s earnings forecast in spotlight as uncertainty plagues consumer spending By Juveria Tabassum (Reuters) - Procter & Gamble (NYSE:PG)’s annual targets will be in focus when the consumer goods bellwether reports third-quarter results on Thursday, with some analysts expecting a forecast cut due to uncertainty around spending amid global trade tensions. U.S. President Donald Trump’s reciprocal tariffs on several trading partners have roiled global markets and raised fears of global retaliation, a potential trade war, renewed inflation and an eventual recession in the United States. Consumer spending in several categories is expected to remain pressured this year, and for global consumer goods companies such as P&G the threat of even higher prices could affect demand. Smaller rival Kimberly-Clark (NYSE:KMB) lowered its annual profit target on Tuesday and warned that tit-for-tat tariffs could drive up the Kleenex maker’s input costs. "The time has come for the majority of consumer staples companies to cut their earnings forecasts significantly ... investors are looking for visibility and can’t find it in the most visible of sectors like consumer staples," RBC Capital Markets analyst Nik Modi said. While consumer staples have typically performed well during times of economic and market turmoil, more-frequently occurring exogenous shocks were leading to volatility in companies’ results and weakening performance consistency for consumer staples, Modi added. In February, Procter & Gamble executives at an industry conference said the company was willing to adjust its short-term forecast as Trump’s tariff policy created some pressure on moving raw materials and finished product across borders at a time when consumers were pulling back on spending. "With trends moderating across the U.S. and Europe ... we think hitting organic revenue and EPS guidance (for P&G) will prove to be difficult," UBS analyst Peter Grom said last week. The company in January maintained its fiscal 2025 forecasts of sales growth in the range of 2% to 4%, and annual core earnings between $6.91 and $7.05 per share. Still, P&G’s extensive portfolio of about 80 brands, as well as its recent efforts in introducing new products, such as the Tide Evo detergent, and offering smaller pack sizes, could help provide some protection from weak spending, analysts have said. "Consumers may be quick to trade down on snacks or skip them altogether, but could be less likely to abandon grooming or personal care brands they’ve used for years," EMarketer analyst Blake Droesch said. P&G’s third-quarter revenue is expected to drop 0.4% to $20.11 billion, while its earnings per share is expected to rise marginally to $1.53, according to data compiled by LSEG.

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BofA outlines its playbook for luxury reporting season Investing.com -- Bank of America expects a challenging luxury reporting season, forecasting a 1% decline in first-quarter revenue, which would mark a three-percentage-point slowdown from the previous quarter and fall 3% below consensus estimates. “Fundamentals look tough,” BofA said, adding that the next three catalysts for the sector are likely to be weak. BofA anticipates that earnings expectations will be revised downward due to unfavorable foreign exchange trends and slower organic growth. “We think most companies will confirm no improvement in March,” the analysts noted, which could call into question the consensus forecast of a revenue acceleration in the second quarter and second half of the year. Luxury firms expected to see the sharpest sequential growth improvements include Kering (EPA:PRTP), Moncler, Hugo Boss (ETR:BOSSn), and Burberry (LON:BRBY), while Richemont’s jewelry division is expected to slow. Despite the tough outlook, BofA believes the sector is approaching levels where it could find support, with valuations now at 21 times forward earnings, near the lower end of the historical range of 20-25 times. “Any positive macro news (especially from China) will see the sector rally again,” BofA said, though it warned that until revenue growth returns to its historical 6-9% range, volatility will persist. Among individual stocks, LVMH’s Fashion & Leather division is expected to decline 2.5%, while they believe Hermès should confirm a return to double-digit growth in the second quarter. Richemont (SIX:CFR) is set to outperform, while Kering may post the weakest first-quarter results, according to the bank. BofA remains cautious on Burberry and Hugo Boss but sees Prada (OTC:PRDSY) as the likely growth leader again.

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Morgan Stanley lifts forecast for Chinese stocks, citing hopes for strong earnings Investing.com - Morgan Stanley has raised its targets for Chinese stock markets for the second time this year, citing signs of stronger fourth-quarter earnings and upward outlook revisions. In a note to clients, the analysts led by Laura Wang lifted their 2025 year-end index targets for the Hang Seng, HSCEI, and MSCI China, implying 9% upside from current levels. The target for the CSI 300 was also upgraded to 4,220, or an 8% uptick. "The increases are directly driven by moderately higher earnings growth forecasts," as well as "improved" macroeconomic and foreign exchange forecasts, the analysts wrote. Companies tracked by the MSCI China index are particularly on pace to set its first earnings beat after 13 straight quarterly misses, "while earnings estimate reductions are approaching inflection," they added. The comments come as China’s government has been rolling out measures aimed at stimulating activity in an economy grappling with sluggish consumer demand and an ailing property market. The MSCI China index has risen by around 16% so far this year, outperforming some global peers, fueled by Beijing’s policy moves and indications of China’s increased presence in generative artificial intelligence. But uncertainties still face China, with investors flagging concerns over the impact of renewed trade tensions with the U.S. President Donald Trump has slapped more import tariffs on Chinese products since his return to the White House earlier this year, exacerbating worries of a trade war between the world’s two largest economies. Trump is expected to announce possible reciprocal tariffs on China and a host of other countries on April 2, as he looks to address perceived trade imbalances with the U.S. However, China’s domestic equities remain relatively better positioned than other emerging markets to deal with increased levies "given that the market had rather pessimistic expectations towards tariff hikes against China since the beginning of the year," the Morgan Stanley analysts argued. The brokerage has also upgraded its projections for China’s economic growth this year to 4.5% from 4%. Morgan Stanley also sees the yuan trading at 7.35 per dollar by mid-2025 and 7.50 by the end of the year, versus a previous estimate of 7.50 and 7.60, respectively.

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