Revenue segments as reported by the company.

Subscription Services

Professional Services

Revenue Segments

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

Gross Margin

Operating Margin

Profit Margin

Margins

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

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

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.

Outstanding Shares

Market Cap

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

Revenue Multiple

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 Q1 2022

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Earnings data Q1 2025

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Earnings data Q3 2025

Earnings data Q4 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.

Workday excels in Q3 2025 with strong financials and AI innovation

Workday's Q3 2025 earnings call highlighted strong financial performance, customer wins across industries, and a focus on AI innovation. The company aims to drive growth through AI solutions, ecosystem expansion, and international partnerships while maintaining a competitive edge in the market.

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Cost of revenue

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Free cash flow

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.

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Apple

AGCO

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

Why Is Workday (WDAY) Up 4.6% Since Last Earnings Report?

One-in-Three Executives Project 75% of Revenue to Come from Digital in Next Three Years; Forecast Triples Since 2019 Study One-in-Three Executives Project 75% of Revenue to Come from Digital in Next Three Years; Forecast Triples Since 2019 Study

Workday Global Study: Organisations Forecast Spike in Digital Revenue as CEOs Champion Digital Initiatives

Workday saw an improvement in its IBD SmartSelect Composite Rating Thursday, from 94 to 96. The post Workday Joins Rank Of Stocks With 95-Plus Composite Rating appeared first on Investor's Business Daily.

Workday Joins Rank Of Stocks With 95-Plus Composite Rating

Salesforce

Microsoft

ServiceNow

Oracle

Cloud services is one segment that has gotten a big boost in 2020 due to the pandemic, with many cloud stocks up big year-to-date. On Wednesday, BofA Securities reinstated coverage of five cloud stocks and named its top picks in the group.

BofA Reinstates Coverage Of Cloud Stocks, Names Top Picks For 2021

One-in-Three Executives Project 75% of Revenue to Come from Digital in Next Three Years;

Workday Global Study: Organizations Forecast Spike in Digital Revenue as CEOs Champion Digital Initiatives

REDWOOD CITY, Calif., Dec. 16, 2020 /PRNewswire/ -- WorkBoard Inc., a Workday (NASDAQ: WDAY) Ventures software partner, today announced that it has achieved Workday Approved Integration status. WorkBoard provides customers with a seamless integration that connects Workday Human Capital...

WorkBoard Completes Workday Approved Integration

Workday, Inc. (WDAY) Management Presents at UBS' Global TMT Virtual Conference (Transcript)

Broadcom

Charter Communications

Copart

Lam Research

The tech-heavy Nasdaq Composite Index hit an all-time high on Dec 7, with a new round of COVID-19 restrictions amid surging infections.

Nasdaq Hits New Highs: 5 Hot Stocks in the ETF

Workday, Inc. (WDAY) Management Presents at Wells Fargo TMT Conference (Transcript)

HubSpot

Slack

Cloud stocks got a bullish vote of confidence on Tuesday after KeyBanc initiated coverage of a number of software names. The Analyst: KeyBanc analyst Michael Turits initiated coverage of a number of software stocks, including the following six enterprise applications and cloud companies:

6 Cloud Stocks KeyBanc Likes Right Now

PLEASANTON, Calif., Nov. 24, 2020 (GLOBE NEWSWIRE) -- Work d ay, Inc.  (NASDAQ: WDAY), a leader in enterprise cloud applications for  fina n c e  and  h u m a n resources , today announced that Chano Fernandez, co-CEO of Workday, will present at UBS' Global TMT Virtual Conference on Tuesday, Dec. 8, at 4:30 a.m. Pacific Time / 7:30 a.m. Eastern Time. Individuals may access the live webcast of the presentation  h e re .

Workday Executives to Present Virtually at Two Upcoming Investor Conferences

AerCap Hlds

Julian Robertson's Top 4 Buys of the 3rd Quarter

Research Published in Partnership with Harvard Business Review Analytic Services Provides Insights on Managing Procurement Risk and Building Enterprise Agility Research Published in Partnership with Harvard Business Review Analytic Services Provides Insights on Managing Procurement Risk and Building Enterprise Agility

New Global Study from Workday Finds Organizations Are Accelerating Digital Plans and Upgrading Sourcing and Supplier Management

Foot Locker

Sunrun

Foot Locker, Slack, Workday and Sunrun were our top stock trades for Monday. Now, let's have a look at the chart to see what's going on.

4 Top Stock Trades for Monday: FL, WORK, WDAY, RUN

JPMorgan Chase & Co

PayPal

Stanley Druckenmiller (Trades, Portfolio), CEO and Chairman of Duquesne Capital, has revealed his portfolio for the third quarter. Major changes include cutting the holdings in JPMorgan Chase & Co. (NYSE:JPM), PayPal Holdings Inc. (NASDAQ:PYPL) and Workday Inc. (NASDAQ:WDAY) significantly.

Stanley Druckenmiller Slashes JPMorgan Chase and PayPal in the 3rd Quarter

Zoom Video

New concerns are motivating mixed markets, and these two stocks are in the crossfire.

Why Zoom and Workday Are Pulling the Nasdaq in Different Directions Friday

Benzinga's PreMarket Prep airs every morning from 8-9 a.m. ET. During that fast-paced, highly informative hour, traders and investors tune in to get the major news of the day, the catalysts behind those moves and the corresponding price action for the upcoming session.

PreMarket Prep Stock Of The Day: Workday

Workday Inc. (NASDAQ: WDAY) reported strong earnings on Thursday after the close, and its guidance was strong as well.

Profit-Taking, Valuations and Few Catalysts Hang Over Workday's Strong Growth

The shares of Workday Inc (NASDAQ:WDAY) are down 7.2% at $214.11 at last check, on track for its worst single-session decline since March 18.

Workday Stock Stumbles Despite Upbeat Quarterly Report

Workday's (WDAY) fiscal third-quarter results benefit from a high demand for its cloud-based HCM and financial management solutions, and synergies from the Scout RFP acquisition.

Workday (WDAY) Stock Down Despite Q3 Earnings & Revenue Beat

Workday Inc. (NASDAQ: WDAY) reported its financial results for the fiscal third quarter on Thursday that topped analysts' estimates for earnings and revenue. The company, however, acknowledged the COVID-19 uncertainties that it warned could weigh on performance in the upcoming months.

Workday Inc tops Wall Street estimates in the fiscal third quarter

Workday, Inc. (WDAY) CEO Aneel Bhusri on Q3 2021 Results - Earnings Call Transcript

Workday (WDAY) delivered earnings and revenue surprises of 28.36% and 1.83%, respectively, for the quarter ended October 2020. Do the numbers hold clues to what lies ahead for the stock?

News for Workday Stock (WDAY)