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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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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

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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 reported Q2 '25 earnings with a slight beat on sales and adjusted EPS, but slow growth remains a concern. Management reiterated full-year subscription revenue guidance and expects quicker operating margin improvements, leading to a stock price rally. I remain on the sidelines due to slow growth and unconvincing margin expansion, and believe better investment opportunities exist.

Workday Earnings: The Market Loved It, But I Am Not Convinced

Workday (WDAY) shares soared 11% in extended trading Thursday after the human resources and capital management software provider reported quarterly results that topped estimates and pointed to growth opportunities in international markets.

Watch These Workday Price Levels As Stock Soars on Strong Earnings

Workday (NASDAQ: WDAY ) just reported results for the second quarter of 2025. Workday reported earnings per share of $1.75.

WDAY Stock Earnings: Workday Beats EPS, Beats Revenue for Q2 2025

Workday, Inc. (NASDAQ:WDAY ) Q2 2025 Earnings Call Transcript August 22, 2024 4:30 PM ET Company Participants Justin Furby - VP of IR Carl Eschenbach - CEO Zane Rowe - CFO Doug Robinson - Co-President Conference Call Participants Kirk Materne - Evercore Kash Rangan - Goldman Sachs Mark Murphy - JPMorgan Brent Thill - Jefferies Brad Sills - Bank of America Michael Turrin - Wells Fargo Raimo Lenschow - Barclays Karl Keirstead - UBS Alex Zukin - Wolfe Research Derrick Wood - TD Cowen Brad Zelnick - Deutsche Bank Operator Welcome to Workday's Fiscal 2025 Second Quarter Earnings Call. At this time, all participants are in a listen-only mode.

Workday, Inc. (WDAY) Q2 2025 Earnings Call Transcript

While the top- and bottom-line numbers for Workday (WDAY) give a sense of how the business performed in the quarter ended July 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Workday (WDAY) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates

Workday (WDAY) came out with quarterly earnings of $1.75 per share, beating the Zacks Consensus Estimate of $1.63 per share. This compares to earnings of $1.43 per share a year ago.

Workday (WDAY) Q2 Earnings and Revenues Top Estimates

Operating Income rose to $111 million compared to $36 million a year earlier, showing improved efficiency. Total revenues increased by 16.7% year-over-year to $2.085 billion, exceeding management's expectations.

Workday Posts Robust Q2 Earnings Growth

Human resource software provider Workday forecast its third-quarter subscription revenue slightly below Wall Street estimates on Thursday, hurt by tepid demand for payroll and IT services as clients slash tech budgets in an uncertain economy.

Workday's Q3 subscription revenue forecast disappoints as payroll spending slows

Workday Inc. beat expectations with its latest quarterly results, but its stock was dropping in Thursday's extended session as the revenue outlook for the current quarter came in a hair lighter than expected.

Workday's stock dips after earnings as revenue outlook is a touch light

Workday reported Q2 earnings that topped estimates while the software maker's guidance came in slightly below expectations.

Workday Earnings Beat. Enterprise Software Maker Dips On Guidance.

Fiscal Second Quarter Total Revenues of $2.085 Billion, Up 16.7% Year Over Year Subscription Revenues of $1.903 Billion, Up 17.2% Year Over Year PLEASANTON, Calif. , Aug. 22, 2024 /PRNewswire/ -- Workday, Inc. (NASDAQ: WDAY), a leading provider of solutions to help organizations manage their people and money, today announced results for the fiscal 2025 second quarter ended July 31, 2024.

Workday Announces Fiscal 2025 Second Quarter Financial Results

Equifax

Workday's Employment Verification Connector For Equifax Will Help Workday Customers Verify Employment and Income Details Faster and More Efficiently, Streamlining Operations and Reducing Costs PLEASANTON, Calif. and ATLANTA , Aug. 22, 2024 /PRNewswire/ -- Workday, Inc. (NASDAQ: WDAY), a leading provider of solutions to help organizations manage their people and money, and Equifax (NYSE: EFX), a global data, analytics and technology company, today announced a new strategic partnership to help make employment and income verifications for Workday customers' employees easier and faster than ever before.

Workday and Equifax Announce Strategic Partnership to Modernize Employment and Income Verification Process

Workday, Inc. WDAY is expected to release earnings results for its second quarter, after the closing bell on Thursday, Aug. 22.

Workday Likely To Report Higher Q2 Earnings; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call

Workday (WDAY) and Axonify joined forces to deliver advanced solutions for frontline workforce management.

Workday (WDAY), Axonify Team Up to Enhance Workforce Management

Workday (WDAY) announces the global roll-out of its cutting-edge global HR and payroll solution in collaboration with Strada.

Workday (WDAY) Launches AI-Powered Global Payroll Solution

WATERLOO, ON , Aug. 21, 2024 /PRNewswire/ -- Axonify, a leader in frontline employee training and communications solutions, today announced it has signed a partnership agreement with  Workday, Inc. (NASDAQ: WDAY), a leading provider of solutions to help organizations manage their people and money . This agreement aims to enhance frontline worker engagement and learning through integrated solutions between Axonify and Workday.

Axonify Named Workday Innovation Partner

Company Unleashes the Power of the Workday Partner Ecosystem to Streamline and Simplify the Payroll Experience PLEASANTON, Calif. , Aug. 20, 2024 /PRNewswire/ --  Workday, Inc. (NASDAQ: WDAY), a leading provider of solutions to help organizations manage their people and money , today announced Global Payroll Connect, a unified global payroll solution that can seamlessly connect with payroll providers to deliver an end-to-end global payroll experience.

Workday Announces Global Payroll Connect - One Solution to Manage All of an Organization's Payroll Needs

Now Available in 57 Countries, New Solution Leverages AI to Analyze Global HR and Payroll Data, Anticipate Trends, and Customize Payroll Services All Within Workday PLEASANTON, Calif. , Aug. 20, 2024 /PRNewswire/ --  Workday, Inc. (NASDAQ: WDAY), a leading provider of solutions to help organizations manage their people and money , and Strada (formerly the Payroll and Professional Services business of Alight Solutions), a technology-enabled, people-powered company which blends leading-edge technology and human ingenuity, today announced the global availability of Workday Payroll provided by Strada.

Workday Announces Workday Payroll Provided by Strada, Extending its AI-Powered Unified Payroll Experience to Organizations Around the World

Get a deeper insight into the potential performance of Workday (WDAY) for the quarter ended July 2024 by going beyond Wall Street's top -and-bottom-line estimates and examining the estimates for some of its key metrics.

Insights Into Workday (WDAY) Q2: Wall Street Projections for Key Metrics

Positive outlook for HCM & Payroll software market growth, with Workday positioned to benefit from increasing demand for digital HR solutions. Workday demonstrates strong competitiveness in the market, with the second-largest total feature count and potential for future revenue growth. Workday's profitability is expected to improve gradually, with a forecasted net margin of 11% by 2028, supported by efficient expense management and revenue growth.

Workday: Leadership In HCM And Payroll Software Market

Workday (WDAY) is expected to report top-line growth year over year, backed by healthy demand trends in several end markets. Efforts to integrate AI capabilities across the product suite are a positive.

Will Top-Line Expansion Improve Workday's (WDAY) Q2 Earnings?

Robert Half Int.

Partnership Provides Protiviti Additional Strength to Deliver Technology Modernization and Business Transformations for Clients MENLO PARK, Calif., Aug. 12, 2024 /PRNewswire/ -- Global consulting firm Protiviti today announced it has been named a Workday Services Partner by Workday, Inc. (NASDAQ: WDAY), a leading provider of solutions to help organizations manage their people and money.

Protiviti Named a Workday Services Partner

In the latest trading session, Workday (WDAY) closed at $211.25, marking a +1.68% move from the previous day.

Workday (WDAY) Surpasses Market Returns: Some Facts Worth Knowing

LAS VEGAS, Aug. 06, 2024 (GLOBE NEWSWIRE) -- WHAT: During Workday Rising 2024, Avaap will showcase two Workday transformation success stories to help leaders in the higher education and non-profit sectors prepare for change and modernization in their organizations and institutions. These sessions will address the benefits, preparation, and considerations required when transforming systems with Workday.

Media Alert: Avaap Spotlights Digital Transformation Success Stories at Workday Rising 2024

Lincoln National

RADNOR, Pa.--(BUSINESS WIRE)--Lincoln Financial Group (NYSE: LNC) today announced it has been named an Innovation Partner by Workday, Inc. (NASDAQ: WDAY), a leading provider of solutions to help organizations manage their people and money. As a Workday partner, Lincoln will help increase joint customers' access to seamless benefits administration and customized solutions from Lincoln's insurance technology (InsurTech) experience, LincSmart. LincSmart helps streamline benefits management experie.

News for Workday Stock (WDAY)