美股收盘：Autodesk、Workday、Ulta Beauty财报与股价波动

Bloomberg Audio Studios podcasts radio news. This is the closing bell on the stock movers report. The company's making moves at the close of US trading with Carol Masser, Tim Stenc, Roma Bostic, and Katie Grifeld.

Let's actually go to Autodesk first. Autodesk crossing the wire. the knee-jerk reaction uh for the software maker down about 2% here. Adjusted EPS uh did rise to about $3.30 uh year-over-year from 262 the previous year. Net revenue in the quarter about in line with estimates at about 2.05 billion. The street was looking for 2.01. Billings in the quarter also slightly above estimates at about 1.85 billion. The street overall was looking for 1.81.

Here's your forecast. Tim, Autodesk saying that revenue for the current quarter will be in a range of 2.13 to 2.14 billion. The street was looking for 2.08.

Okay, that's Autodesk. I'm looking at what's going on with Workday right now. A lot of eyes on this company after what happened today and yesterday with shares of Salesforce. Workday second quarter revenue does meet estimates. Shares in the after hours up 2/10en of 1%. The company sees fiscal year subscription revenue coming between 9.94 billion to 9.95 billion. And the estimates for $9.95 billion. So pretty much in line there.

The company sees fiscal year adjusted operating margin at 31%. It saw about 30.5% and the estimate was for 30.5%. Second quarter revenue coming in above estimates ever so slightly at 2.65 billion. And the company sees third quarter subscription revenue at $2.52 billion. Shares of workday down about 1.2%. Remember there was that interest or reported interest earlier this year from Silverlake that caused shares to move higher.

Absolutely. here and of course not all software companies are treated equal. We talk about the big gainers on the day uh Tim and Lisa and one of them was a software name and I think where a lot of folks are wondering whether we can take sort of what was out of Salesforce uh and maybe extrapolate into what we would hear from Workday and Autodesk but obviously uh every software company has a little bit of a different take here on how they fit into the AI story.

Yeah, we had a great conversation with with Brody about this earlier. I mean we were told there was going to be a SAS apocalypse, right? Mhm.

And even though a gain like today we're seeing with Salesforce with the stock up more, you know, the most going back 6 years, it's still down around 5% on the year. So it speaks to the challenges that I think some investors in the public markets still have when it comes to the effect of these AI companies on some of these cloud providers

or software providers.

Yeah. Well, I get it. Yeah. And it's this idea though, too. It's like, okay, well, if you're just sort of a generalist in this space, maybe AI does eat your lunch. If you're more entrenched, which is sort of the argument a Mark Benny off at Salesforce would make that when you're more entrenched into some of these enterprise into some of these big corporations and their enterprises, uh then maybe the AI story isn't as much of a threat.

But as you said, uh the jury is still out. Yeah, there's been a big rally in these names today and over the last few weeks, but all of these names are in the red.

It doesn't hurt to have Dario Amade join you side by side to to talk about a partnership between Anthropic, you know. Oh, absolutely. what some people say is like, okay, the company that is the biggest threat to these SAS companies. So, yeah, that doesn't that doesn't hurt.

I I trust me, when I have my annual review, I'm going to see if Daario can join me.

Maybe you might have to settle for Claude. Bad news.

Claude. Okay. Who knows?

That's really the question though for these software companies like can they can they stay resilient in the age of AI? Do they create their own AI product or do they choose to partner uh with other companies at least for Workday? uh the C CFO saying in the results uh our results reflect continued momentum across the platform. AI emerging as a strategic driver of customer expansion. Look, it's not much to lift the shares right now.

The stock down about 4% now uh in the after hours.

Two question also about um what these companies are doing with cash. The company authorizing an additional $4 billion in share buybacks. That's workday. shares down in the after hours still by 4.3%. Once again, fiscal year uh adjusted operating margin, uh the company sees fiscal year adjusted operating margin coming in at 31%. That's an increase of what it saw earlier, which was 30.5%. Like you said though, um with that narrowing of its fiscal year subscription revenue forecast, not doing much for for shares in the after hours.

All right. Uh now, uh let's move on to the chip space here and away from uh the software space for a second. Marll's earnings crossing the wire right now. Second quarter revenue does beat slightly 2.74 billion. The street was looking for 2.71 on average adjusted EPS 94 cents a share. That's about a penny above the average of street estimates. Take a while here to dig in to try to find the forecast, but overall the company is saying at least on the surface that it is expecting gross margins of roughly about 58% which is around what the street was looking for here.

So no real material up in that margin guidance.

Okay, this is Marll Technology shares down about 1.5% in the after hours. These earnings, they continue to come. Looking at shares of Ulta Beauty right now and looking at headlines, the company sees fiscal year earnings per share coming in at 2870 to $29. It saw 2836 to 28.880. Uh the company sees fiscal year comp sales increasing 3.2% to 3.7%. That's an increase from what it earlier saw, which was 2 1/2 to 3 1/2%.

Shares of Ulta Beauty in the after hours up about 2.8%. Looking backwards, the company second quarter earnings per share coming in above estimates at $6.55 and second quarter comp sales coming in way above estimates at 3.8%. The estimate was for 2.44%. Ulta shares higher by about 2.8%.

And it raises a lot of questions about this idea of where consumer spending stands. I mean, you think about just how much of a mixed picture it's been out of a lot of these consumerf facing and retail companies. You have some companies reporting great growth, others still struggling. I thought it was interesting when we had last week uh we were talking on the program about Walmart and the idea that, you know, a company that actually raised its guidance uh still got hit in the market primarily because of that uh seemingly potentially slowdown and some of that sequential uh same store sales growth.

Yeah. And you think about where the consumer is, it's really a mixed bag remain. Like you said, we just had Abberromia earnings uh the other day. That stock blowing it out of the water. Ulta Beauty, another consumer focused name. Look, the read right now, at least from the second quarter, uh is positive, a positive read on the consumer. We do still have to see that forecast though.

But did you guys see the results we got this morning out of Dollar General and Dollar Tree? Uh and this idea sort of of like how you have two companies kind of in the same space kind of moving in different directions for different reasons. And it gets to this idea. I mean, we're beyond K-shaped or whatever people are doing trying to describe this economy. I think we just have to kind of come up with a new letter or shape uh to sort of uh, you know, characterize it best.

Well, the Treasury Secretary would like to see a C, right? Yeah. He calls it C-shaped.

The Treasury Secretary, what's he up to these days? We haven't heard from him in a couple of days.

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