James Cross

🇬🇧in🇺🇸

[James Cross @jamescross]

@Seannywilson SCRIPT

[James Cross @jamescross]

@aidanhornsby @hubermanlab @weare8020 Huge congrats, @aidanhornsby!

[James Cross @jamescross]

@brackin Can't wait to see the space tonight!

[James Cross @jamescross]

@shomikghosh21 @samcates This is gonna be fun!

[Jamin Ball @jaminball]

At IPO, 66% of Workday's revenue came from subscriptions (34% professional services), and they had 54% gross margins and (4%) FCF margin

Today they reported Q4. 89% of their revenue was subscription, gross margins were 72%, and FCF margin was 45%. Incredible scaling $WDAY

[James Cross @jamescross]

@eightsleep @m_franceschetti Looks like the service is down?

[James Cross @jamescross]

@julien Kuma

[James Cross @jamescross]

@m_franceschetti Does the Pod Pro heart rate sensor bottom out at 44bpm? My overnight HR low hits ~38-40, but the Pod has never logged anything below 44.

[Chetan Puttagunta @chetanp]

Workday Q1 update:

$1.0B revenue/ 23% growth
$3.5B subscription run-rate
$200M free cash flow
95% retention/ 100%+ net retention
Healthy pipeline growth for next year

Full year guidance:
$3.7B revenue/ 19% growth

Strong execution and excellent results in a volatile quarter.

[James Cross @jamescross]

@geoffreywoo There are real pull-up bars still accessible in Hayes Valley (opposite Ritual Coffee)

[James Cross @jamescross]

@parsa_s @molliestonesSF in Castro has a lot in stock (as of an hour ago)

[James Cross @jamescross]

@terronk AA often makes more profit from miles and credit card partnerships than actually flying passengers: https://t.co/HJLTbgM4p4

[Aidan Hornsby @aidanhornsby]

I wrote a post about why subscription revenue is the future of podcast monetization.

https://t.co/s6K5yZRLeK

[James Cross @jamescross]

@bjarny @atagh Congrats!

[James Cross @jamescross]

What a day! From the teams behind the products, to those behind the event and keynote, I’m inspired to have such amazing workmates. #wdayrising

[ChandlerMorse @ChandlerMorse]

So pleased to be in the audience for the announcement for the great work done by the @Workday credentials team and the launch of Wayto, our #blockchain enables credentials tool! Way to go @jamescross! #wdayrising

[James Cross @jamescross]

@ChandlerMorse @Workday Thanks Chandler! We’re excited to work with your team to drive awareness of the power of digital credentials.

[David Chou @realdavidchou]

.@workday credentials using #blockchain can be a game changer.
#chousangle - Think about identity access management and how hard it is to do it right in #healthcare. How long does it take to credential a new clinical employee? #wdayrising

[James Cross @jamescross]

#wdayrising keynote team ready to go!

[Chetan Puttagunta @chetanp]

Oracle on Salesforce 2005: "Marc is running scared"
Salesforce today: $131B

Oracle on Workday 2012: "too small and frail"
Workday today: $41B

Oracle on MongoDB 2017: "Feature-Poor"
MongoDB today: $8B

Enterprise software incumbents attacking a startup is probably a good sign.