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.

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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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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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.

Shares of Workday (NASDAQ:WDAY) moved higher by 5.94% in after-market trading after the company reported Q3 results. Quarterly Results Earnings per share rose 62.26% over the past year to $0.86, which beat the estimate of $0.67.

Recap: Workday Q3 Earnings

Workday stock late Thursday climbed as earnings and sales for its third-quarter topped consensus estimates and subscription revenue came in above expectations. The post Workday Stock Rises, October Quarter Earnings Top Expectations appeared first on Investor's Business Daily.

Workday Stock Rises, October Quarter Earnings Top Expectations

Workday Inc. continued to show strong revenue and earnings growth in the third quarter, pushing its record-breaking stock surge even higher Thursday afternoon.

Workday stock gains after another earnings beat

Third Quarter Total Revenues of $1.11 Billion, Up 17.9% Year Over Year Subscription Revenue of $968.5 Million, Up 21.3% Year Over Year Subscription Revenue Backlog of $8.87 Billion, Up 23. 4 % Year Over Year

Workday Announces Fiscal 2021 Third Quarter Financial Results

Workday stock has climbed 40% in the past year and it rests about 8% off its late August highs heading into the release of its third quarter financial results on Thursday, November 19.

Buy Workday (WDAY) Stock as a Cloud Software Bet?

Workday's (WDAY) fiscal third-quarter results are likely to reflect gains from robust adoption of its cloud based HCM and financial management solutions.

Factors You Must Note Ahead of Workday's (WDAY) Q3 Earnings

Positioned as a Leader for Fifth Year in a Row, Achieved Highest Overall Position for Ability to Execute Positioned as a Leader for Fifth Year in a Row, Achieved Highest Overall Position for Ability to Execute

Workday Named a Leader in Gartner Magic Quadrant for Cloud HCM Suites for 1,000+ Employee Enterprises

PLEASANTON, Calif., Nov. 05, 2020 (GLOBE NEWSWIRE) -- Workday, Inc. (NASDAQ: WDAY), a leader in enterprise cloud applications for finance and human resources, plans to announce its fiscal 2021 third quarter financial results after market close on Thursday, Nov. 19, 2020. The company will host a conference call at 1:30 p.m. Pacific Time / 4:30 p.m. Eastern Time to review its financial results and business outlook.

Workday Announces Date of Fiscal 2021 Third Quarter Financial Results

Positioned as a Leader for Fourth Year in a Row Based on Completeness of Vision and Ability to Execute Positioned as a Leader for Fourth Year in a Row Based on Completeness of Vision and Ability to Execute

Workday Named a Leader in Gartner Magic Quadrant for Cloud Financial Planning & Analysis Solutions

Workday Inc's (NASDAQ: WDAY) subscription growth is likely to bottom in the second half of 2020 and reaccelerate in 2021, according to Piper Sandler. The Workday Analyst: Brent Bracelin upgraded Workday from Neutral to Overweight and raised the price target from $248 to $275.

Piper Sandler Upgrades Workday 'Ahead Of Promising 2021 Recovery'

Machine Learning-Powered Skills Technology Connects People With Relevant Work and Growth Opportunities; Helps Organizations Optimize Talent to Quickly Adapt to Changing Business Needs Machine Learning-Powered Skills Technology Connects People With Relevant Work and Growth Opportunities; Helps Organizations Optimize Talent to Quickly Adapt to Changing Business Needs

Workday Talent Marketplace Delivers Skills-based Talent Matching to Drive Greater Agility

The cloud software stock gave up ground after hitting a fresh all-time high.

Why Workday Stock Fell 10.3% in September

A proprietary survey indicates that the pipelines for back-office apps are starting to build again and Workday Inc (NASDAQ: WDAY) seems to have a long runway for growth, according to Jefferies.

Jefferies Upgrades Workday On Signs Of Pipelines Building

Firsthand checks with private human capital management vendors point to an improving demand environment for companies like Workday Inc (NASDAQ: WDAY), according to Stifel. The Workday Analyst: Brad Reback upgraded Workday from Hold to Buy with a price target lifted from $227 to $275.

Demand Is Improving For Workday, Stifel Says In Upgrade

Global X Cloud Computing ETF

First Trust Cloud Computing ETF

WisdomTree Cloud Computing Fund

Cloud stocks are "setting up for outperformance into the end of the year" based on a key chart, says Miller Tabak's Matt Maley.

Cloud stocks soar as Workday gets an upgrade. One chart suggests more gains for the group

After rallying nearly 70% since the price seen on March 23, we believe Workday Inc. stock has little upside left. The stock has rallied from $127 to $215 gaining more than the broader S&P 500 index, which moved 47%.One of the reasons for the high recovery was the Fed’s multi-billion dollar stimulus.

A Payday From Workday?

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

Workday (WDAY) Down 0.4% Since Last Earnings Report: Can It Rebound?

More CFOs Will Prioritize Digital Transformation in COVID-19 Recovery; Technical Skills Gap, Resistance to Change Are Barriers More CFOs Will Prioritize Digital Transformation in COVID-19 Recovery; Technical Skills Gap, Resistance to Change Are Barriers

Workday Global CFO Survey: Finance Digital Transformation is a Key Indicator of Business Agility

Workday, Inc. (WDAY) CEO Aneel Bhusri at Deutsche Bank 2020 Global Technology Conference Transcript

Workday, Inc. (WDAY) Management Presents at Citi's 2020 Global Technology Virtual Conference (Transcript)

VIBE Central™ and VIBE Index™ Deliver Key Insights to Help Organizations Accelerate Belonging and Diversity Efforts and Outcomes VIBE Central™ and VIBE Index™ Deliver Key Insights to Help Organizations Accelerate Belonging and Diversity Efforts and Outcomes

Workday Empowers Employers to Create a More Equitable and Inclusive Workplace With New VIBE™ Solutions

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The tech-heavy Nasdaq topped the 12,000 threshold for the first time. The 1,000-point rally came in less than a month.

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Asana runs less profitably than competitor SmartSheet because of meaningfully bigger investments in both Sales & Marketing (S&M) and Research and Development (R&D).

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A big earnings beat pushed the stock to a record high.

Why Workday Stock Jumped 32.5% in August

Amazon

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The five U.S. Cloud Czars are now worth nearly $7 billion, and cloud stocks of all types have been delivering profits in 2020.

News for Workday Stock (WDAY)