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

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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.

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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 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.

Workday (WDAY) delivered earnings and revenue surprises of 25.00% and 1.13%, respectively, for the quarter ended January 2020. Do the numbers hold clues to what lies ahead for the stock?

Workday (WDAY) Q4 Earnings and Revenues Beat Estimates

Workday earnings and sales for the fourth quarter topped estimates amid lowered expectations for the enterprise software maker. Workday stock fell in extended trading on Thursday.

Workday Earnings Top Estimates, Subscription Revenue Growth Above Views

Workday (NYSE: WDAY) reported fourth-quarter earnings of 50 cents per share on Thursday, which beat the analyst consensus estimate of 40 cents by 25%.

Workday Reports Q4 Earnings Beat

Workday Inc. WDAY, -2.37% shares fluctuated between slight gains and losses in the extended session Thursday after the cloud-based finance and human-resources services company topped Wall Street estimates.

Workday shares wobbly after results top Street view

Workday (NYSE: WDAY) announces its next round of earnings this Thursday, February 27.

Preview: Workday's Q4 Earnings

Workday Inc. WDAY, +0.28% is the latest tech company to cancel an event because of fears tied to the coronavirus.

Workday is latest company to cancel event because of coronavirus fears

Wordkday's leadership team cited concerns over a rapid increase of global coronavirus cases in the past few days.

Workday cancels internal sales conference attended by thousands over coronavirus fears

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Workday's (WDAY) fiscal fourth-quarter performance is likely to reflect high demand for its cloud-based HCM and financial management solutions.

Workday (WDAY) to Report Q4 Earnings: What's in the Cards?

On-demand financial management and human capital management, or HCM, software vendor Workday Inc (NASDAQ: WDAY), which is scheduled to report its fourth-quarter results Thursday after the market close, is poised to see stock price appreciation, according to an analyst at BofA Securities.

This Stock Is One of BofA's Top Picks Offering 30% Upside Potential

Shares of Workday climbed on Tuesday when billionaire investor Leon Cooperman said he had taken a stake in the company.

Workday shares jump after Leon Cooperman says he bought the stock

Goldman Sachs analyst Heather Bellini added Workday Inc. shares WDAY, +2.55% to her company's "conviction list" Friday, citing valuation following Workday's stock underperformance relative to software peers.

Workday added to Goldman's conviction list, stock gains

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Aneel Bhusri, billionaire CEO of Workday, says two powerful tech trends will be key to careers. AI can predict the best jobs for us, and blockchain will help in the hiring process.

Billionaire Workday CEO says HR company has a blockchain solution that will be key to finding a job

Consider picking up shares of the HCM leader before new products start to contribute to growth.

It Might Be Time to Put Some Cash to Work in Workday

Workday: Now Is The Time To Buy

Customers rated Adaptive Insights with a 4.6 out of 5 for the Cloud Financial Planning and Analysis Solutions market based on 216 ratings Customers rated Adaptive Insights with a 4.6 out of 5 for the Cloud Financial Planning and Analysis Solutions market based on 216 ratings

Adaptive Insights, a Workday Company, is Recognized as a November 2019 Gartner Peer Insights Customers’ Choice for Cloud Financial Planning and Analysis Solutions

Workday injects AI into the office space and is, therefore, a stock of the 21st century.

Workday: The Drop And The New Offerings Made Me Buy

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Leading Strategic Sourcing and Supplier Engagement Platform to Operate as Scout RFP, a Workday Company

Workday Completes Acquisition of Scout RFP

Workday stock lean bearish on the charts. Its valuation is a little rich, particularly amid this earnings report.

After Earnings, Watch for Workday Stock to Strike $168.50

There was nothing wrong with the company's latest quarter. But the market jeered guidance for delayed growth from new products and acquisitions.

Workday Tells Investors to Hurry Up and Wait for New Product Growth

Workday Inc (NASDAQ: WDAY) shares dropped 4.8% on Wednesday after the company reported third-quarter earnings and revenue beats and raised its full-year subscription revenue guidance.

Wall Street Weighs In On Workday's Q3 Earnings

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Campbell Soup, Zscaler, Workday and Shopify were our top stock trades for Thursday. Let's look at the charts.

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Workday (WDAY) third-quarter fiscal 2020 results benefit from expanding customer base and synergies from Adaptive Insights acquisition.

News for Workday Stock (WDAY)