Some people are projecting the company can grow revenue to $15B from current $1B level. That is equivalent to 0.15B employee hired by companies using workday ($100 per head in current revenue model). If every 1 out 4 people belongs to this group (excluding old, young and small business they do not give a #$%$ of HR "performance review", this translate into 0.6B people (2x of US population).
Samsung s6 is projected to ship 50m-60m. Take 50% in this quarter and $0.25 profit per chip. We have ~$0.12/sh in Q1. Analyst estimate has gone up $0.15/sh in past 90 days. My guess is the S6 business has largely been reflected in current price.
Overall market will not be good on Monday. We may see a correct as per your 1st post. Let's see.
These are all low margin business. Not sure if the new business can really make money. I think the right move is to cut back on RD and SGA spending, buy back a few million dollars of shares. It can quickly stabilize the stock.