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.

Operating Expenses

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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Earnings data Q4 2022

Earnings data Q1 2023

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Earnings data Q1 2025

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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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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.

Automatic Data Processing

Oracle

DUBLIN, July 15, 2020 /PRNewswire/ -- The "Human Capital Management Market by Software (Core HR, Applicant Tracking System, HR Analytics, Workforce Management), Services, Deployment Model (cloud and on-premises), Organization Size, and Region - Global Forecast to 2025" report has been.

$24+ Billion Worldwide Human Capital Management Industry to 2025 - Featuring Workday, Oracle & ADP Among Others

Dollar Tree

1Life Healthcare

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The enterprise software company is facing coronavirus-related economic headwinds, but it should benefit as more business processes move to the cloud.

Why Workday Stock Climbed 13.9% in the First Half of 2020

With a 68% rise since its low in March, at the current price of $191 per share we believe Workday Inc. stock has reached its near term potential.

Workday Inc. Stock Too Expensive At $190?

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

Why Is Workday (WDAY) Up 2% Since Last Earnings Report?

Machine Learning Powers Augmented Analytics; Reveals Hidden Insights and Identifies Opportunities to Help Companies Emerge from Crisis Stronger Machine Learning Powers Augmented Analytics; Reveals Hidden Insights and Identifies Opportunities to Help Companies Emerge from Crisis Stronger

Workday People Analytics Delivers  - Automated Insights to Help Companies Better Optimize Workforces Amid Changing World

Workday Help Offers Complete HR Service Delivery With Case Creation and Management for Fast, Thoughtful, and Intuitive Issue Resolution

Workday  Delivers Hyper-personalized Employee Experiences With Solutions to Navigate a Changing Workplace

Workday Delivers Hyper-personalized Employee Experiences With Solutions to Navigate a Changing Workplace

Workday People Analytics Delivers Automated Insights to Help Companies Better Optimize Workforces Amid Changing World

CrowdStrike

Splunk

The tech sector and internet stocks continue to attract buyers. Here are three setups in the space, and options trades with big profits.

3 Internet Stocks Breaking to New Highs

Salesforce

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Intuit

Intuitive Surgical

NVIDIA

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Pinterest

Tesla

Given the innovation focus during the pandemic, I’m surprised that more InvestorPlace readers aren’t clamoring for content abou Intuitive Surgical, the people behind the da Vinci robotic surgical system used by thousands of doctors around the world. 
The post 10 Innovative Stocks to Buy in the New Normal appeared first on InvestorPlace.

10 Innovative Stocks to Buy in the New Normal

New Office Will Support Local and Multinational Customers’ Shift to the Cloud in the Changing World of Work New Office Will Support Local and Multinational Customers’ Shift to the Cloud in the Changing World of Work

Workday Launches in Mexico

Workday is an attractive investment opportunity, given its deep moat in the enterprise HCM and Financial Management, steady growth, and strong cash flow generation.

Workday: Resilient Business Model And Sustainable Growth

Workday, Inc. (WDAY) Management Presents at William Blair 40th Annual Growth Stock Conference (Transcript)

The enterprise software stock climbed despite an earnings miss and weakened bullish sentiment among analysts.

Why Workday Stock Jumped 19.2% Last Month

Bank of America

Workday's (WDAY) CEO Aneel Bhusri on Bank of America Securities 2020 Global Technology Conference

Workday, Inc. (WDAY) Management Presents at Morgan Stanley 2020 Cloud Secular Winners Virtual Conference (Transcript)

Workday's (WDAY) expanding partner base is expected to aid it acquire more customers and expand its presence in the HCM market.

Workday (WDAY) Inks Deals to Aid Customers Amid Pandemic

Alexion Pharma

Stocks in the Nasdaq were generally higher, but these two stood out.

Nasdaq Today: Why Alexion and Workday Stock Are Soaring

Workday (WDAY) fiscal first-quarter results benefit from high demand for its cloud-based HCM and financial management solutions and synergies from Scout RFP acquisition.

Workday (WDAY) Q1 Earnings Miss Estimates, Revenues Beat

Workday, Inc. (WDAY) CEO Aneel Bhusri on Q1 2020 Results - Earnings Call Transcript

Workday, Inc. (WDAY) CEO Aneel Bhusri on Q1 2021 Results - Earnings Call Transcript

Workday (WDAY) delivered earnings and revenue surprises of -6.38% and 1.67%, respectively, for the quarter ended April 2020. Do the numbers hold clues to what lies ahead for the stock?

Workday (WDAY) Misses Q1 Earnings Estimates

Shares of Workday Inc. WDAY, +1.21% rose nearly 6% in the extended session Wednesday after the cloud-software company reported sales above Wall Street expectations and announced a partnership with Salesforce.com Inc.

Workday stock jumps on fiscal Q1 sales, Salesforce partnership

Workday Q1 earnings topped estimates amid lowered expectations. Workday stock gained in extended trading as subscription revenue guidance also came in better than feared.

Workday Earnings, Guidance Top Lowered Expectations; Stock Rises

Workday Adaptive Planning to Run on Microsoft Azure Cloud  Workday on Microsoft Teams, Microsoft Azure Active Directory to Create Greater Integrated Customer Experience

News for Workday Stock (WDAY)