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.

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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.

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

Workday (WDAY) Is Considered a Good Investment by Brokers: Is That True?

Despite lower growth expectations, I maintain a buy rating for WDAY due to low expectations and potential for positive multiple revision if growth hits 16%. WDAY's 3Q24 revenue grew ~16% y/y, with strong AI solution demand and improved GTM strategy driving optimism for future growth. Investors should monitor macro conditions and potential headwinds.

Workday: Lower Growth Expectation, But Upside Is Still Attractive

Workday NASDAQ: WDAY lowered its full-year guidance, which isn't exactly a good thing. However, the company continues to expect solid double-digit growth and to sustain the pace next year, so the price implosion it caused is a likely opportunity to buy.

Contrarian Play: Why Workday Stock Is a Buy After Guidance Cut

Workday (WDAY -1.35%) saw its share price last week after the software-as-a-service (SaaS) company offered fiscal 2025 Q4 guidance failed to excite investors. The stock is now down about 6% on the year at the time of this writing.

Workday Shares Sink on Revised Guidance. Is It Time to Buy the Dip in the Stock?

Healthy demand in the education, public sector, healthcare and financial services end market supports WDAY's top line in the fiscal third quarter.

Workday Q3 Earnings Top on Solid Customer Growth in Several Verticals

With an improved market share, a focus on innovation and streamlined operations, Workday expects steady growth in the Subscription business in impending quarters.

Can WDAY Stock Benefit From Healthy Subscription Revenue Growth?

I reiterate my "buy" rating on Workday with a price target of $336, as demand for its AI solutions strengthen with expanding profit margins. Workday's Q3 FY25 earnings showed revenue and earnings growing 15.8% and 23% YoY respectively, driven by a growing number of customers adopting full-suite solutions to maximize ROI. Despite slightly lowered FY25 revenue guidance, management remains confident in FY27 targets, supported by a robust AI product pipeline and partner ecosystem.

Workday Q3 Recap: AI Demand Is Ramping Up Contract Values

Workday, Inc. WDAY shares are trading lower on Wednesday.

Workday Faces Mixed Analyst Views: Strong Q3 Earnings Beat Offset By Growth Concerns And Guidance

Shares of Workday (WDAY) sank 8% Wednesday, a day after the human resources software firm predicted weaker-than-expected full-year subscription services revenue.

Workday's Outlook for Subscription Services Revenue Sends Stock Tumbling

WDAY reports strong third-quarter fiscal 2025 results, backed by growing demand for human capital and financial management solutions across several sectors.

Workday's Q3 Earnings Surpass Estimates on Healthy Revenue Growth

Autodesk

Workday Inc  (NASDAQ:WDAY) and Autodesk Inc  (NASDAQ:ADSK) are fresh out of the earnings confessional.

2 Software Stocks in Focus After Earnings

Workday (WDAY) posted better-than-expected third-quarter results, but provided a current-quarter subscription revenue outlook below Wall Street expectations, sending shares in the human resources and finance software maker tumbling in early trading on Wednesday.

Watch These Workday Price Levels as Stock Tumbles on Disappointing Outlook

Management said it signed a number of large strategic deals but there will be a delay before they are recognized in revenue.

Workday Stock Falls After Weak Forecast. But AI Demand Keeps Wall Street Optimistic.

Workday, Inc. (NASDAQ:WDAY ) Q3 2025 Earnings Conference Call November 26, 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 Mark Murphy - JPMorgan Kash Rangan - Goldman Sachs Michael Turrin - Wells Fargo Brad Zelnick - Deutsche Bank Brad Sills - Bank of America Karl Keirstead - UBS Brent Thill - Jefferies Raimo Lenschow - Barclays Alex Zukin - Wolfe Research Operator Hello, welcome to Workday's Fiscal 2025 Third Quarter Earnings Call. At this time, all participants are in a listen-only mode.

Workday, Inc. (WDAY) Q3 2025 Earnings Call Transcript

Although the revenue and EPS for Workday (WDAY) give a sense of how its business performed in the quarter ended October 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Workday (WDAY) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates

Workday (WDAY) came out with quarterly earnings of $1.89 per share, beating the Zacks Consensus Estimate of $1.72 per share. This compares to earnings of $1.53 per share a year ago.

Workday (WDAY) Q3 Earnings and Revenues Top Estimates

Workday reports another quarterly earnings beat, but a lowered subscription revenue outlook weighs heavily on the stock.

Workday's stock drops as cut to subscription-sales outlook gives investors pause

Workday stock fell after the software maker reported Q3 earnings that topped estimates while updated fiscal 2025 revenue outlook disappointed. The post Workday Earnings Beat.

Workday Earnings Beat. Updated Fiscal 2025 Revenue Outlook Light.

Workday forecast fourth-quarter subscription revenue below Wall Street expectations on Tuesday, hit by weaker client spending on its human capital management software.

Workday forecasts fourth-quarter subscription revenue below estimates as client spending weakens

Workday's results for the October quarter surpassed expectations, but it guidance for the current quarter did not. The human resources and finance software company announced forthcoming artificial intelligence agents.

Workday stock slips on light quarterly forecast

Longtime SAP Veteran, Former UiPath CEO and Google Cloud President to Lead Workday's Global Commercial Strategy for the Company's Next Phase of Growth PLEASANTON, Calif. , Nov. 26, 2024 /PRNewswire/ -- Workday, Inc. (NASDAQ: WDAY), a leading provider of solutions to help organizations manage their people and money, today announced the appointment of Rob Enslin to the newly created role of president, chief commercial officer (CCO).

Workday Names Rob Enslin President, Chief Commercial Officer

Fiscal Third Quarter Total Revenues of $2.160 Billion, Up 15.8% Year Over Year Subscription Revenues of $1.959 Billion, Up 15.8% Year Over Year PLEASANTON, Calif. , Nov. 26, 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 third quarter ended October 31, 2024.

Workday Announces Fiscal 2025 Third Quarter Financial Results

Workday's (WDAY) stock price has crawled back after tumbling to $200 in August as the unwinding of the Japanese yen carry trade occurred. It has bounced back to $270 and is hovering near its highest level since April 8 ahead of its upcoming earnings.

Workday stock price: could WDAY hit $300 after earnings?

Beyond analysts' top -and-bottom-line estimates for Workday (WDAY), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended October 2024.

Curious about Workday (WDAY) Q3 Performance? Explore Wall Street Estimates for Key Metrics

WDAY expects to report a revenue expansion year over year in fiscal Q3, backed by healthy traction across several end markets and product innovation.

News for Workday Stock (WDAY)