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

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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.

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.

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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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Cost of revenue

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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.

Investors are finally starting to notice that WDAY stock is aggressively overvalued, and that's not a good thing for Workday stock. 
The post Beware of Valuation Risks on Workday Stock appeared first on InvestorPlace.

Beware of Valuation Risks on Workday Stock

Shopify

Ulta Beauty

Options trading was buzzing in Ulta Beauty, Workday and Shopify on Friday. Here are the metrics that matter moving forward.

Tuesday’s Vital Data: Ulta, Workday and Shopify

Workday's (WDAY) strong focus on product innovation and higher investments in introducing products are key catalysts.

Workday (WDAY) Shows Momentum: Is It Part of Your Portfolio?

Shares of Workday Inc. (NASDAQ:WDAY) gained 1.12% to $189.75 in after-hours trading on Thursday after beating consensus estimates for second-quarter 2020 financial results.

Workday Rises After the Release of 2nd-Quarter Results

Workday's (WDAY) synergies from Adaptive Insights acquisition and strong product suite drove revenues in the second quarter.

Workday (WDAY) Earnings & Revenues Beat Estimates in Q2

Workday, Inc. (WDAY) CEO Aneel Bhusri on Q2 2020 Results - Earnings Call Transcript

The HCM and financial software specialist now claims half the Fortune 100 and 17% of the Global 2000 as customers.

Workday Offers Another Exceptional Quarter

Workday earnings and sales for the second quarter handily beat estimates as the company raised its outlook for subscription revenue. The news sent shares up in extended trading Thursday.

Workday Earnings Top Estimates, Subscription Revenue Outlook Raised

Workday Inc. WDAY, +1.26% shares rose in the extended session Thursday after the cloud-software company's results topped Wall Street estimates.

Workday stock rises after earnings beat

Human resources software provider Workday Inc (NASDAQ: WDAY) reported second-quarter adjusted EPS of 44 cents on Thursday, beating a 35-cent Street estimate.

'It Was A Strong Quarter': Workday Trades Higher On Q2 Beat

Second Quarter Total Revenues of $887.8 Million, Up 32.2% Year Over Year   Subscription Revenue of $757.2 Million, Up 33.9% Year Over Year   Subscription Revenue Backlog of $7.03 Billion, Up 27.2% Year Over Year

Workday Announces Fiscal 2020 Second Quarter Financial Results

Best Buy

ULTA, BBY and WDAY report this week and their charts make them look like great stocks to trade. Find the opportunities in spite of the uncertainties.

3 Stocks to Trade Ahead of Earnings: ULTA, BBY, WDAY

Workday's (WDAY) revenue growth continues to be driven by high demand for its HCM and financial management solutions. Also, its diversified product portfolio is a positive.

Factors Likely to Influence Workday's (WDAY) Q2 Earnings

In the latest trading session, Workday (WDAY) closed at $186.15, marking a -0.79% move from the previous day.

Workday (WDAY) Stock Moves -0.79%: What You Should Know

Zuora

These two companies' earnings reports are worth a spot on your calendar.

Earnings: 2 Cloud Stocks to Watch This Month

Workday (WDAY) closed the most recent trading day at $192.15, moving +1.27% from the previous trading session.

Workday (WDAY) Gains But Lags Market: What You Should Know

Salesforce

Cloud company salesforce.com, inc. (NYSE: CRM) should be considered a core holding due to an impressive business model that showed a durable growth profile over the past decade, according to Compass Point.

Compass Point Says Salesforce A Core Holding For Investors, Bullish On Workday

Workday (WDAY) closed at $187.15 in the latest trading session, marking a -0.1% move from the prior day.

Workday (WDAY) Stock Sinks As Market Gains: What You Should Know

Workday (WDAY) closed at $203.86 in the latest trading session, marking a +1.94% move from the prior day.

Workday (WDAY) Gains As Market Dips: What You Should Know

Is  (WDAY) Outperforming Other Computer and Technology Stocks This Year?

Is Workday (WDAY) Stock Outpacing Its Computer and Technology Peers This Year?

The 2030 workforce crisis could push Workday higher.

Workday: Not Now

Workday continues to be one of the most consistent long-term software investors and will likely continue to be one.

Workday: Caution Near All-Time Highs

CEO of Workday Inc (30-Year Financial, Insider Trades) Aneel Bhusri (insider trades) sold 6,576 shares of WDAY on 07/15/2019 at an average price of $219.15 a share.

Workday Inc (WDAY) CEO Aneel Bhusri Sold $1.4 million of Shares

Workday (WDAY) stock jumped 2.3% Thursday, closing at a new 52-week high of $224.30 per share.

Workday (WDAY) Stock Hits 52-Week High: Can its Growth Continue?

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

News for Workday Stock (WDAY)