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.

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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 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 Inc (NASDAQ:WDAY) shares fell almost 4% in pre-market trading on Monday as brokers mulled the software firm's guidance following a fourth-quarter earnings beat. Adjusted earnings climbed 58% to US$1.57 per share over the last three months of the year, the firm said overnight, above analysts' forecasts for US$1.47.

Workday slips as market mulls guidance despite earnings beat

Workday, Inc. (NASDAQ:WDAY) Q4 2024 Earnings Conference Call February 26, 2024 4:30 PM ET

Workday, Inc. (WDAY) Q4 2024 Earnings Call Transcript

Shares of Workday Inc. fell 8% in after-hours trading Monday after the software company merely met revenue expectations for the latest quarter, while announcing an artificial-intelligence deal.

Workday logs profit beat and inks AI deal, but stock drops after earnings

The headline numbers for Workday (WDAY) give insight into how the company performed in the quarter ended January 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Workday (WDAY) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

Human resources software provider Workday beat fourth-quarter profit estimates on Monday helped by strong demand for its cloud-based services, but reiterated its 2025 subscription revenue forecast citing macroeconomic concerns.

Workday beats quarterly profit estimates, expects macro concerns to continue in fiscal 25

Workday (WDAY) came out with quarterly earnings of $1.57 per share, beating the Zacks Consensus Estimate of $1.44 per share. This compares to earnings of $0.99 per share a year ago.

Workday (WDAY) Tops Q4 Earnings and Revenue Estimates

Workday on Monday reported fourth-quarter earnings that topped estimates while revenue missed Wall Street targets.

Workday Earnings Report Mixed. Affirms Fiscal 2025 Guidance.

Fiscal Fourth Quarter Total Revenues of $1.9 Billion, Up 17% Year Over Year Subscription Revenues of $1.8 Billion, Up 18% Year Over Year Fiscal Year 2024 Total Revenues of $7.3 Billion, Up 17% Year Over Year Subscription Revenues of $6.6 Billion, Up 19% Year Over Year Operating Cash Flows of $2.1 Billion, Up 30% Year Over Year PLEASANTON, Calif. , Feb. 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 2024 fourth quarter and full year ended January 31, 2024.

Workday Announces Fiscal 2024 Fourth Quarter and Full Year Financial Results

Acquisition Will Combine Industry-Leading Responsible AI Solutions to Elevate the Talent Acquisition Experience for Companies Around the World PLEASANTON, Calif. , Feb. 26, 2024 /PRNewswire/ -- Workday, Inc. (NASDAQ:WDAY), a leading provider of solutions to help organizations manage their people and money , has entered into a definitive agreement to acquire HiredScore, a leading provider of AI-powered talent orchestration solutions, which enable companies to use data-driven insights to improve recruiting and talent mobility processes.

Workday Announces Intent to Acquire HiredScore

Software firm Workday reported a strong fiscal fourth quarter, and agreed to acquire start-up HiredScore.

Workday Earnings Beat Estimates, Agrees to Buy HR Software Firm

ServiceNow

Snowflake

Investor interest in the cloud computing industry has exploded recently due primarily to the innovative technology movement occurring with data centers, machine learning, and generative artificial intelligence (AI). Companies such as Alphabet (NASDAQ: GOOGL ) have increased their total cloud revenue year-over-year by 26% while Salesforce (NYSE: CRM ), one of a handful of pure-play cloud stocks, saw its share price grow by over 75% last year.

3 Cloud Stocks to Ride the Unstoppable Wave of Remote Work

Duolingo

Uber

Uber is poised to dominate the mobility and delivery sectors. Duolingo will disrupt legacy education software developers.

Forget Palantir: Consider These 3 Millionaire-Maker Stocks to Buy Instead

Workday (WDAY) is likely to have witnessed a healthy top-line expansion in the fourth quarter of fiscal 2024, backed by an increasing demand for its diversified product portfolio.

Will Solid Revenue Growth Boost Workday's (WDAY) Q4 Earnings?

BGSF

PLANO, Texas--(BUSINESS WIRE)--BGSF, Inc. (NYSE: BGSF) (“BGSF”), a growing provider of consulting, managed services, and professional workforce solutions, announced it has been named a Workday Partner. Workday (NASDAQ: WDAY) is a leading provider of enterprise cloud applications for finance and human resources. BGSF has consistently demonstrated its commitment to meeting customers' demands for Workday talent. Through a robust network of highly skilled consultants and an in-depth understanding o.

BGSF Named a Workday Partner

Workday is set to announce its Q4 results, with expectations of 16.2% YoY growth in subscription revenue. The company has seen strategic expansions and renewals, providing a solid growth foundation for future quarters. Workday's international growth ambitions and new leadership appointments are expected to tap into the massive international market.

Workday Q4 Earnings Preview: Expect Strong Subscription Growth To Continue In FY25

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

What Analyst Projections for Key Metrics Reveal About Workday (WDAY) Q4 Earnings

Workday (WDAY) concluded the recent trading session at $299.09, signifying a -1.9% move from its prior day's close.

Why Workday (WDAY) Dipped More Than Broader Market Today

Nutanix

LiveRamp Holdings Inc

Cloud computing is a burgeoning industry that is only projected to keep growing fairly rapidly due to the data optimization within large businesses, the greater adoption of hybrid working models, and the growing use of omni-cloud systems. This led us to create this list of the top cloud computing stocks.

The Next Salesforce? 3 Cloud Computing Stocks That Investors Shouldn't Ignore

PLEASANTON, Calif. , Feb. 8, 2024 /PRNewswire/ --  Workday, Inc.  (NASDAQ: WDAY), a leader in enterprise cloud applications for  finance  and  human resources , plans to announce its fiscal 2024 fourth quarter and full year financial results after market close on Monday, February 26, 2024.

Workday Announces Date of Fiscal 2024 Fourth Quarter and Full Year Financial Results

Insperity

PLEASANTON, Calif. & HOUSTON--(BUSINESS WIRE)--Workday, Inc. (NASDAQ: WDAY), a leader in enterprise cloud applications for finance and human resources, and Insperity, Inc. (NYSE: NSP), a leading provider of human resources and business performance solutions, today announced an exclusive strategic partnership and plans to jointly develop, brand, market, and sell a preeminent full service HR solution for small and midsize businesses. The combination of Workday's best in class technology platform.

Workday and Insperity Announce Exclusive Strategic Partnership to Provide Best in Class HR Service and Technology to Small and Midsize Businesses

RingCentral

Zscaler

Work-from-home setups are experiencing growing acceptance as the economy continues to show signs of recovery. Employers and employees have embraced the benefits of offsite options to promote a healthy work-life balance.

Remote Revolution: 3 Unstoppable Work-From-Home Stocks Defying Corporate Resistance

The latest trading day saw Workday (WDAY) settling at $291.73, representing a -1.02% change from its previous close.

Workday (WDAY) Falls More Steeply Than Broader Market: What Investors Need to Know

Workday (WDAY) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Why Workday (WDAY) is Poised to Beat Earnings Estimates Again

The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.

Why Workday (WDAY) is a Top Momentum Stock for the Long-Term

Official Appointment Follows a Year of Strong Business Momentum, International Expansion, and Leadership Team Growth PLEASANTON, Calif. , Jan. 31, 2024 /PRNewswire/ -- Workday (NASDAQ: WDAY), a leader in enterprise cloud applications for finance and human resources , today announced it has officially named Carl Eschenbach CEO effective February 1, 2024.

News for Workday Stock (WDAY)