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

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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.

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Earnings data Q1 2025

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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.

WDAY stock has gained 62% year to date and is trading tightly. The stock gapped up after earnings and a strong outlook for subscription growth.

Big Cap Hides In Plain Sight Amid Fierce Software Wars with 62% Gain

Amazon

Salesforce

The cloud has completely changed how companies access and manage their applications and data. Instead of relying on locally hosted services, there has been a shift to cloud hosting.

3 Cloud Computing Stocks You'll Regret Not Buying Soon: December Edition

Company Positioned as a Leader Based on Completeness of Vision and Ability to Execute PLEASANTON, Calif. , Dec. 8, 2023 /PRNewswire/ --  Workday  (NASDAQ: WDAY), a leader in enterprise cloud applications for  finance and human resources , today announced it has been named a Leader in the 2023 Gartner Magic Quadrant for Financial Planning Software * for the second time since the category's inception last year.

Workday Named a Leader in the 2023 Gartner® Magic Quadrant™ for Financial Planning Software

Workday, Inc. (WDAY) Management Presents at Barclays Global Technology Conference (Transcript)

Workday's fiscal year Q3 2024 performance exceeded expectations, with strong revenue and subscription income growth. The company's ability to secure significant subscription contracts and expand into international markets has strengthened its position in the industry. Workday's financial and valuation analysis shows robust growth, improved profitability, and potential undervaluation compared to peers.

Workday's Strategic Growth: An Analysis Of Fiscal Year Q3, 2024 Performance

Workday is a leader in the human capital management market and is expanding into financial management. The company has a strong position in the HCM market, offering cloud-based solutions and automation for workforce management. Workday's expansion into financial services is strategically sound, and they have a strong pipeline for sales to new and existing clients.

Workday: Early Renewals Support Growth In 2024

PLEASANTON, Calif. , Nov. 30, 2023 /PRNewswire/ -- Workday, Inc.  (NASDAQ: WDAY), a leader in enterprise cloud applications for  finance  and  human resources , today announced that Carl Eschenbach, co-CEO, Workday, will keynote the Barclays Global Technology Conference on December 6, 2023 at 4:15 p.m.

Workday Co-CEO to Keynote the Barclays Global Technology Conference on December 6, 2023

Workday (WDAY) shares soared over 12% in early trading Wednesday as the finance and human resources software provider posted better-than-expected results and boosted its guidance as subscription sales jumped on demand for its artificial intelligence (AI) products.

Workday Beats Estimates and Raises Its Guidance as Subscription Sales Soar, Lifting Shares

Workday (WDAY) reports higher revenues year over year in the fiscal third quarter, backed by multiple customer wins in several end markets. Efforts to diversify portfolio offerings, AI integration are positives.

Workday (WDAY) Q3 Earnings Beat Estimates, Revenues Surge Y/Y

NetApp

Some smaller tech stocks are finally starting to participate in stock market rallies. Workday shares climbed as the HR software company reported solid financial results.

Good News for Tech Investors: These 2 Stocks Are Jumping

Workday, Inc. (NASDAQ:WDAY ) Q3 2023 Earnings Call Transcript November 28, 2023 4:30 PM ET Company Participants Justin Furby - Vice President, Investor Relations Carl Eschenbach - Co-Chief Executive Officer Aneel Bhusri - Co-Chief Executive Officer Doug Robinson - Co-President Zane Rowe - Chief Financial Officer Conference Call Participants Mark Murphy - JPMorgan Kash Rangan - Goldman Sachs Kirk Materne - Evercore Luv Sodha - Jefferies Brad Sills - Bank of America Alex Zukin - Wolfe Research Raimo Lenschow - Barclays Derrick Wood - TD Cowen Karl Keirstead - UBS Pat Walravens - JMP Securities Scott Berg - Needham & Company Brian Schwartz - Oppenheimer Operator Welcome to Workday's Fiscal 2024 Third Quarter Earnings Call. At this time, all participants are in a listen-only mode.

Workday, Inc. (WDAY) Q3 2023 Earnings Call Transcript

Workday Inc (NASDAQ:WDAY) shares moved higher in afterhours trade on Tuesday as the provider of enterprise cloud applications for finance and human resources professionals reported estimate-topping third quarter results. For 3Q, Workday said its revenue rose 16.7% year-over-year to $1.87 billion, ahead of estimates of $1.84 billion.

Workday shares rise on quarterly earnings beat and improved guidance

Enterprise software maker Workday reported Q3 earnings that topped estimates and raised its fiscal 2024 revenue outlook.

Workday Earnings Beat, Software Maker Hikes 2024 Outlook

Shares of Workday Inc. ran higher after hours on Tuesday after the cloud-based workplace-management software reported third-quarter results that beat expectations and raised its full-year subscription-revenue forecast.

Workday's stock rallies on estimate-beating results, subscription-revenue forecast

Fiscal Third Quarter Total Revenues of $1.87 Billion, Up 16.7% Year Over Year Subscription Revenues of $1.69 Billion, Up 18.1% Year Over Year 12-Month Subscription Revenue Backlog of $6.05  Billion, Up 21.9% Year Over Year PLEASANTON, Calif. , Nov. 28, 2023 /PRNewswire/ -- Workday, Inc. (NASDAQ: WDAY), a leader in enterprise cloud applications for finance and human resources, today announced results for the fiscal 2024 third quarter ended October 31, 2023.

Workday Announces Fiscal 2024 Third Quarter Financial Results

Workday is scheduled to report earnings after Tuesday's close. Here is a closer look at what the Street expects.

What To Expect From Workday Earnings Today

CrowdStrike

Snowflake

Currently in the top 13% of over 250 Zacks industries, these Zacks Internet-Software Industry stocks are expected to post stellar quarterly growth as easing inflation continues to bode well for the broader technology sector.

3 Intriguing Internet-Software Stocks to Buy as Earnings Approach

Workday (WDAY) is likely to report a top-line growth year over year in the third quarter of fiscal 2024 driven by solid demand for its financial and human capital management solution.

Will Top-Line Expansion Boost Workday's (WDAY) Q3 Earnings?

Samsara

Nutanix

Zscaler

The post-Thanksgiving earnings calendar is filled with reports in the software sector, including Dow Jones stock Salesforce.com.

Earnings Calendar Spotlight: 7 Fast-Growing Software Stocks To Watch

Evaluate the expected performance of Workday (WDAY) for the quarter ended October 2023, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

Wall Street's Insights Into Key Metrics Ahead of Workday (WDAY) Q3 Earnings

Air Products and Chemicals

Twenty-First Century Fox

The Globe and Mail, Canada's national newspaper, recently ran a story about a CEO buying $1.2 million in a Canadian large-cap energy stock. That got me thinking about large-cap stocks south of the border.

Power Picks: 3 CEOs and the Large-Cap Stocks They're Betting On

CHICAGO--(BUSINESS WIRE)--Grant Thornton LLP, one of America's largest audit, tax and advisory firms, has been named a Services Partner by Workday (NASDAQ: WDAY), a leader in enterprise cloud applications for finance and human resources. Since 2019, Grant Thornton has been teaming up with Workday to help businesses adopt the software company's cloud-enabled solutions, including Workday Financial Management and Workday Human Capital Management (HCM). Since becoming a Workday Advisory Partner in.

Grant Thornton named Workday Services Partner

Cloudflare

NVIDIA

Here, we have discussed four growth-rated tech stocks - NVDA, META, NET and WDAY - that have outperformed the broader equity market year to date and have the potential to increase further.

Buy These 4 Tech Stocks That Can Carry the Momentum Further

Adobe

Splunk

The most upgraded stocks in November, the top seven listed on MarketBeat's platform, all have two things that aren't surprising in common. The first is that they are all monetizing AI.

The most upgraded stocks in November have two things in common

With healthy fundamentals and upward estimate revisions, Workday (WDAY) appears to be an enticing investment option at the moment.

News for Workday Stock (WDAY)