Revenue segments as reported by the company.

Subscription Services

Professional Services

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Gross Profit, Operating Income, and Net Income as a percentage of Revenue

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An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

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Year over year growth in Revenue and Operating Expenses.

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Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

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Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

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Workday

Workday, Inc. engages in the development of enterprise cloud applications for finance and human resources. It delivers financial management, human capital management and analytics applications designed for companies, educational institutions and government agencies. The company was founded by David A. Duffield and Aneel Bhusri in March 2005 and is headquartered in Pleasanton, CA.

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

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Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Earnings data Q1 2025

Earnings data Q2 2025

Earnings data Q3 2025

Workday reports strong Q1 performance and navigates CFO transition

Workday's Q1 performance showcased strong subscription revenue growth and margin outperformance. The company's strengths in ethical AI usage, generative AI tools, and open approach position it well for future growth. However, challenges in specific market segments and the CFO transition require attention. Workday has opportunities to leverage its unified data model, expand internationally, and drive AI and ML development.

Workday reports solid Q2 earnings, eyes government sector and international growth

Workday's Q2 performance showcased strong subscription revenue growth and raised guidance for the full year. The company's strengths in upselling to existing customers and the early success of the new partner program are notable. Challenges include the need for improvement in the APJ market and potential changes in pricing and packaging. Workday sees opportunities in the government sector, international growth, and the use of generative AI for migrations.

Workday reports strong Q3 performance and sees AI as key growth driver

Workday's Q3 performance reflects strong subscription revenue growth and margin, supported by AI innovation and successful hiring and partner engagement. While confident in navigating the macro environment, the company faces challenges in managing spending priorities and ensuring productivity from recent hires. Opportunities lie in AI monetization, product development, and addressing customer willingness to pay for advanced AI functionality.

Workday reports strong Q4 results, focuses on AI integration

Workday's Q4 performance showcased growth, leadership changes, and a focus on AI integration. The company's predictable business model and mission-critical applications position it well for future opportunities. Despite challenges in restructuring and project scrutiny, Workday remains confident in its long-term growth strategy.

Workday reports strong Q1 results, eyes international expansion opportunities

Workday's Q1 performance reflects strong execution and durable demand, with a focus on financials and product enhancements.
The company's emphasis on AI and ML, along with a human-centric approach, positions it well for future growth and innovation.
Despite challenges in international markets and some softness in regional banks, Workday's strategic investments and focus on customer needs present opportunities for continued success.
With a solid financial foundation, recognition for ethical practices, and a growing customer base, Workday is poised for sustained growth and profitability.

Workday reports robust Q2 results, eyes global AI opportunities

Workday's Q2 performance reflects strong financials, customer wins, and international growth. The company's strategic focus on AI/ML, disciplined investing, and pricing strategies positions it well for long-term success amidst macroeconomic uncertainties.

Workday reports robust Q3 results, eyes AI and international growth

Workday's Q3 performance reflects strong revenue growth, international success, and strategic investments driving future growth.
Despite challenges in expenses and productivity timelines, Workday's strengths in innovation, partnerships, and customer value position it well for continued success.
Opportunities lie in product development, customer priorities alignment, and leveraging partner programs for sustained growth and market leadership.
Navigating a dynamic business landscape, Workday remains focused on maintaining margins, sustainable growth, and capitalizing on AI and international markets.

Workday reports robust Q4 results, eyes international expansion for growth

Workday's Q4 performance showcased strong subscription revenue growth and operational efficiency, driven by customer wins and expansions across key verticals.
Despite concerns about declining backlog numbers, early renewals and strategic investments fueled backlog growth, reflecting customer demand and positive initiatives.
The company's strategic strengths in AI innovation, industry offerings, and customer trust, along with opportunities in international expansion and AI-driven growth, position Workday for continued success in FY '25.
Challenges around sustaining growth, optimizing operational efficiency, and balancing investments with financial performance highlight areas for Workday to focus on in navigating FY '25.

Workday reports solid Q1 performance amidst challenges and growth opportunities

Workday's Q1 2025 performance showcased growth in subscription revenue, backlog, and operating margin, despite challenges in deal scrutiny and headcount levels.
Strengths in healthcare, public sector, and AI capabilities position Workday well for future success, while challenges in deal scrutiny and headcount growth require strategic adjustments.
Opportunities in global expansion, AI product development, and customer base optimization present avenues for continued growth and market leadership.
Balancing margin and revenue growth while investing in key areas reflects Workday's commitment to long-term sustainable growth and margin expansion.

Workday exceeds Q2 expectations, poised for sustainable growth and profitability

Workday's Q2 performance reflects strong growth in subscription revenue, customer expansion, and operational efficiency, underscoring the company's strategic focus and financial discipline.
With a commitment to innovation, customer success, and shareholder value, Workday is well-positioned to navigate market challenges and capitalize on growth opportunities in the enterprise software sector.
The company's emphasis on sustainable growth, profitability, and strategic investments highlights its long-term vision and resilience in a competitive market landscape.

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Workday, Inc. engages in the provision of development of enterprise cloud applications for finance and human resources. It delivers financial management, human capital management and analytics applications designed for companies, educational institutions, and government agencies. The company was founded by David A. Duffield and Aneel Bhusri in 2005 and is headquartered in Pleasanton, CA.

Workday Human Capital Management Scores Highest in Strategy Category of HCM Vendor Report PLEASANTON, Calif. , May 22, 2023 /PRNewswire/ -- Workday, Inc. (NASDAQ: WDAY), a leader in enterprise cloud applications for finance and human resources , today announced it has been named a Leader in The Forrester WaveTM: Human Capital Management, Q2 2023.

Workday Once Again Named a Leader in Human Capital Management by Independent Research Firm

Dynatrace Inc

Microsoft

ServiceNow

NVIDIA

Smartsheet

Growth stocks in the enterprise software group are on watch as business processes transition to automation. The post AI Powers Enterprise Software Stocks; Some Near Buy Points appeared first on Investor's Business Daily.

AI Powers Enterprise Software Stocks; Some Near Buy Points

Workday (WDAY) is likely to have recorded higher revenues in the fiscal first quarter driven by a healthy demand for its applications for finance and human resources.

Will Solid Top-Line Growth Buoy Workday's (WDAY) Q1 Earnings?

Workday (WDAY) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Workday (WDAY) Earnings Expected to Grow: What to Know Ahead of Next Week's Release

With healthy fundamentals and upward estimate revisions, Workday (WDAY) appears to be an enticing investment option at the moment.

Here's Why Workday (WDAY) is an Enticing Portfolio Pick Now

The heavy selling pressure might have exhausted for Workday (WDAY) as it is technically in oversold territory now. In addition to this technical measure, strong agreement among Wall Street analysts in revising earnings estimates higher indicates that the stock is ripe for a trend reversal.

After Plunging -6.44% in 4 Weeks, Here's Why the Trend Might Reverse for Workday (WDAY)

Workday, Inc. has proven itself as a provider of efficient and high quality financial and human capital management software applications. The company is still in its growing phase with strong revenues but not yet profitable.

Workday: Strong Competitive Advantage And Strong Reputation

SAP SE

Stifel analyst Brad Reback downgraded Workday stock to Hold from Buy, noting that rival SAP is getting better at selling human-resources software.

Workday Stock Is Slipping. SAP Is Catching Up, Analyst Says.

PLEASANTON, Calif. , May 4, 2023 /PRNewswire/ -- Workday, Inc.  (NASDAQ: WDAY), a leader in enterprise cloud applications for  finance  and  human resources , plans to announce its fiscal 2024 first quarter financial results after market close on Thursday, May 25, 2023.

Workday Announces Date of Fiscal 2024 First Quarter Financial Results

Snowflake

As we continue to watch the internet evolve, it's important to consider which software-as-a-service (SaaS) stocks to buy as more workloads migrate to the cloud over the next decade. There has been a significant shift to the cloud in recent years from legacy on-premise workloads and infrastructure.

3 High-Growth SaaS Stocks to Watch in the Cloud Computing Boom

Fortinet

Given the current market conditions, this May presents great buying opportunities for tech stocks. Investing in tech plays can allow you to tap into the growth potential of the tech industry.

The 3 Best Tech Stocks to Buy in May

Workday has continued to grow at a steady pace amid darkening macro clouds. As of its most recent quarter, Workday's subscription growth still exceeded 20% y/y; its current-year guidance implies growth only slowing to the high teens.

Workday: Perfect Shelter In A Volatile Market

Alphabet

While there are plenty of undervalued tech stocks to consider right now, it's important to understand why the sector is struggling to avoid falling knives. One of the major challenges for the sector is valuations — the high-growth era we've just come out of meant investors were willing to pay top dollar today for earnings that might materialize 10 years down the line.

The 3 Most Undervalued Tech Stocks for Your April Buy List

CHICAGO, April 17, 2023 /PRNewswire/ -- HIMSS Conference 2023 (Booth #7524) -- Workday, Inc. (NASDAQ: WDAY), a leader in enterprise cloud applications for finance and human resources, today announced continued momentum within the healthcare industry, having recently added several new healthcare organizations to its growing global roster of customers.

Workday Sees Continued Momentum in Healthcare, Helping Healthcare Organizations Drive Transformation Through Operational Insights

Ascend AP Automation and Stormloop Technologies have partnered to help Workday Financial Management users.

Ascend and Stormloop Partner to Help Workday Users Optimize Processes

Autodesk

JPMorgan Chase & Co

Frontier, a non-profit founded by executives from Stripe Inc., Alphabet Inc. GOOG , Shopify SHOP, Meta Platforms Inc. META and McKinsey, said Wednesday that Autodesk Inc. ADSK , H&M Group, JPMorgan Chase & Co. JPM and Workday Inc. WDAY joined its network. The four companies committed a combined $100 million of “permanent, high-quality carbon removal” offtakes over the next eight years.

JPMorgan, Autodesk, H&M and Workday join Frontier by purchasing carbon removal

Workday, Inc.'s business model is set up to thrive in a weaker economic environment. Workday's share price in the past 5 years has been "boring." Why boring is going to be so highly coveted?

Workday: Why This Looks Compelling

Cadence Design Systems

Anyone whose market view is stuck in 2022 should take notice: The tech sector emerged as the big winner in the first quarter, with some of the biggest S&P 500 stocks, including Apple Inc. (NASDAQ: AAPL), Microsoft Corp., (NASDAQ: MSFT), Nvidia Corp. (NASDAQ: NVDA) and Salesforce Inc. (NYSE: CRM) gaining in market capitalization.

3 Stocks With Solid EPS Estimates & Charts For The Tech Rebound

Why Workday (WDAY) is an Attractive Portfolio Pick Right Now

Workday operating metrics remain strong despite the murky economic backdrop. WDAY stock is projecting GAAP profitability for the first time in the coming year.

Workday: GAAP Profitability Likely This Year

Workday (WDAY) reported earnings 30 days ago. What's next for the stock?

Why Is Workday (WDAY) Up 2.3% Since Last Earnings Report?

Growth stock Workday is in a flat base with a buy point of 193.74. Workday focuses on innovative technologies for the 'future of work'.

'Future Of Work' Growth Stock Taps AI For Business Tools; Earnings Bounce Back

Arista Networks

HubSpot

Procore Technologies

Cloud computing stocks Arista Networks, HubSpot, Workday, Procore, Smartsheet and Monday have risen despite the banking crisis. The post Cloud Computing Stocks On Fire Despite Perfect Bank Storm; High-Octane Partnerships With Amazon, Google, Microsoft appeared first on Investor's Business Daily.

Cloud Computing Stocks On Fire Despite Perfect Bank Storm; High-Octane Partnerships With Amazon, Google, Microsoft

Boeing

Aehr Test Systems

Lennar

Monolithic Power Systems

Boeing has a new flat base, while EV chip play Aehr Test Systems is another stock acting well in a tricky market. The post Dow Giant Boeing, EV Chip Play Lead 5 Stocks Near Buy Points In Choppy Market appeared first on Investor's Business Daily.

Dow Giant Boeing, EV Chip Play Lead 5 Stocks Near Buy Points In Choppy Market

Workday, Inc. (NASDAQ:WDAY ) Morgan Stanley Technology, Media & Telecom Conference March 9, 2023 11:35 AM ET Company Participants Carl Eschenbach - Co-Chief Executive Officer Aneel Bhusri - Co-Chief Executive Officer Conference Call Participants Keith Weiss - Morgan Stanley Keith Weiss Thank you, everyone for sticking with us, all the way to day four of the Morgan Stanley TMT Conference. Really pleased to have with us this morning from Workday, both co-CEOs, both Aneel Bhusri and Carl Eschenbach.

News for Workday Stock (WDAY)