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

Gross Margin

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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.

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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.

Earnings data Q1 2022

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Earnings data Q1 2023

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Earnings data Q4 2023

Earnings data Q1 2024

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Earnings data Q4 2024

Earnings data Q1 2025

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Earnings data Q3 2025

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.

Accenture Plc

NEW YORK--(BUSINESS WIRE)--Accenture and Workday announced an expanded collaboration to help companies accelerate their adoption of skills-based talent strategies.

Accenture and Workday Collaborate to Help Organizations Move to a Skills-Based Approach to Succeed in the Future of Work

Restaurant Brands

Blue-chip stocks are always profitable or on the verge of entering the black, and the Street is currently in love with profitable companies. In my own portfolio, nearly all of the stocks of profitable companies have climbed significantly in 2023, and the reverse is true for the unprofitable firms whose shares I own.

3 Blue-Chip Stocks That Are a Buy for All Investors

ATLANTA and LONDON, Nov. 7, 2023 /PRNewswire/ -- Corsearch, a provider of intelligent trademark and brand protection solutions, today announced its partnership with Workday, Inc. (NASDAQ: WDAY), a leader in enterprise cloud applications for finance and human resources, and the successful deployment of  Workday Human Capital Management (HCM) with the help of Invisors, a Workday Services Partner. Corsearch needed a partner that had deep Workday experience and could get them live quickly and successfully.

Corsearch Deploys Workday for Its 1,600 Employees Across 35 Countries With Workday Services Partner Invisors

PLEASANTON, Calif. , Nov. 2, 2023 /PRNewswire/ --  Workday, Inc.  (NASDAQ: WDAY), a leader in enterprise cloud applications for  finance  and  human resources , plans to announce its fiscal 2024 third quarter financial results after market close on Tuesday, November 28, 2023.

Workday Announces Date of Fiscal 2024 Third Quarter Financial Results

Archer-Daniels-Midland Company

Advanced Micro Devices

Amgen

Amazon

Deckers Outdoor

Halliburton

Lululemon Athletica

Merck

Matador Resources

Rexford Industrial Realty

T-Mobile US

Our list of the best stocks to buy now reflect the lesson of the past few years: Be ready for anything.

The 12 Best Stocks to Buy Now

Deloitte, KPMG, and PwC offer the Workday Industry Accelerator for Insurance to Speed Time to Value for Insurance Industry Customers LAS VEGAS , Oct. 31, 2023 /PRNewswire/ -- InsureTech Connect (Booth #1961) -- Workday, Inc.  (NASDAQ: WDAY), a leader in enterprise cloud applications for  finance and human resources , today announced continued momentum within the insurance industry, as organizations including American Financial Group, AssuredPartners, Farmers Mutual of Nebraska, Penn Mutual, Reliance Matrix, Resolution Life, and Telesure Group Services are using or have selected Workday to drive agility and keep pace with an evolving industry. The company also announced that the Workday Industry Accelerator for Insurance — an industry-first approach to how Workday and its partner ecosystem drive more value for customers — now includes the deep industry experience of Deloitte (InsureAcceleration Solution), KPMG, and PwC.

Workday Sees Insurance Industry Momentum as Organizations Seek to Create Agility and Build Resilience Amid Unprecedented Change

Used by numerous Fortune 500 global clients, including Southwest Airlines, Allstate, and more, HiredScore enables HR teams to instantly identify priority candidates among active and passive applicants, circulate employees to new job opportunities, and balances D&I and HR productivity goals NEW YORK , Oct. 27, 2023 /PRNewswire/ -- HiredScore , a Workday (NASDAQ: WDAY) Access Software Partner, today announced that it has achieved Workday Certified Integration status. HiredScore provides customers with a seamless integration that connects Workday Recruiting with HiredScore's Talent Orchestration Solutions.

HiredScore Earns Workday Certified Badge for Integration With Workday Recruiting

CrowdStrike

MercadoLibre

Buying the dip is an effective way to lower your cost basis for long-term positions. This strategy helps people realize a great upside when stocks recover, but not every stock is a buy the dip candidate.

Nasdaq Bear Market: 3 Stocks to Buy on the Dip

PLEASANTON, Calif. , Oct. 23, 2023 /PRNewswire/ --  Workday, Inc.  (NASDAQ: WDAY), a leader in enterprise cloud applications for finance  and human resources , today announced it has been named a Leader in the Gartner Magic Quadrant for Cloud HCM Suites for 1,000+ Employee Enterprises*.

Workday Named a Leader in the Gartner® Magic Quadrant™ for Cloud HCM Suites for 1,000+ Employee Enterprises for Eighth Consecutive Year

Workday is a leading provider of enterprise cloud applications for finance and human resources, known for user-friendly design and real-time insights. The company has shown consistent revenue growth, with a compound annual growth rate of approximately 15.5% over the past three years. Workday's strong financial performance, deep market penetration, and strategic initiatives position it as a leader in the enterprise software space. However, its current stock price indicates limited potential for capital gains.

Workday: Stellar Growth And Prospects But Eclipsed By High Valuation

Adobe

Salesforce

Technology Select Sector SPDR Fund

Considering the growing demand for generative AI-enabled enterprise software and a possible improvement in profitability due to cost-cutting initiatives, we believe that there is still upward potential left in ADBE, CRM and WDAY stocks.

3 Enterprise Software Stocks to Bet On Amid GenAI-Driven Rally

PALO ALTO, Calif.--(BUSINESS WIRE)--SkyHive®, a generative AI software company and a Workday (NASDAQ: WDAY) Ventures partner helping companies and communities around the world move from jobs-based to skills-based, today announced that it has achieved a Workday Certified Integration with Workday Human Capital Management (HCM). Joint Workday and SkyHive customers using Workday HCM and Workday Skills Cloud can manage their job catalogs and job architectures in Workday with labor market benchmarkin.

SkyHive Earns Workday Certified Integration

Cloudflare

NVIDIA

Nvidia's sales of chips will keep soaring as the AI market expands. Cloudflare's content delivery network will process more data as more websites deploy AI services.

3 AI Stocks You Can Confidently Buy After a Market Downturn

Workday is rolling out a new AI Marketplace and generative AI tools. But it unexpectedly reduced its long-term revenue guidance.

1 Green Flag and 1 Red Flag for Workday's Future

Workday (WDAY) is technically in oversold territory now, so the heavy selling pressure might have exhausted. This along with strong agreement among Wall Street analysts in raising earnings estimates could lead to a trend reversal for the stock.

Workday (WDAY) Loses -13.61% in 4 Weeks, Here's Why a Trend Reversal May be Around the Corner

Management cut its forecast for subscription revenue growth. The company's adjusted operating margin guidance also disappointed Wall Street.

Why Workday Stock Sank Today

Shares of Workday (WDAY) sank over 8% on Thursday after the human resources technology provider slashed its revenue outlook because of economic uncertainties.

Workday Shares Tumble After Cutting Its Revenue Outlook Because of Economic Uncertainty

Workday's integrated cloud native platform is a big competitive advantage. Its future prospects look strong with the introduction of new AI products, I expect revenues to grow 18% for the next three years. Workday is a market leader in HCM with a long runway of growth.

Workday: Integrated Finance And HCM Platform Driving Growth And Competitive Advantage

Workday (WDAY) introduces cutting edge AI capabilities in Workday Adaptive Planning to address complex multi-dimensional planning requirements in business operations.

Workday (WDAY) Boosts Adaptive Planning With Advanced AI

Automatic Data Processing

Deeper Partnership Will Help Customers Navigate Increasing Payroll and HR Complexities in the Changing World of Work SAN FRANCISCO , Sept. 28, 2023 /PRNewswire/ --  Workday, Inc. (NASDAQ: WDAY), a leader in enterprise cloud applications for  finance and  human resources , and ADP (NASDAQ: ADP), a global technology company providing human capital management (HCM) solutions, today announced an extended partnership to provide an enhanced frictionless global payroll, compliance, and HR experience for joint customers.

Workday and ADP Expand Partnership to Deliver Enhanced Global Payroll, Compliance, and HR for Joint Customers

Shares of Workday plunged Thursday after management lowered its outlook for subscription revenue growth.

Jim Cramer says the slide in shares of enterprise cloud provider Workday may be an overreaction

Workday Inc  ( NASDAQ:WDAY) attracted price-target cuts from three brokerages this morning, with the lowest from Barclays to $249 from $262.

Workday Stock Moves Lower on Revenue Growth Outlook

Morgan Stanley

Constellation Brands

Wells Fargo

Advance Auto Parts

Diageo

Netflix

Paychex

Trade Desk

Take-Two Interactive Software

Walgreens

Here are some of the tickers on my radar for Thursday, Sept. 28, taken directly from my reporter's notebook.

Here are the 12 stocks Jim Cramer is watching, including a dire consumer forecast

Workday Inc. failed to wow Wall Street with its long-term view, and that's weighing on shares of the software company Thursday.

Workday's stock gets slammed as new targets underwhelm. Are they merely conservative?

Software maker Workday lowered its outlook for subscription revenue growth through fiscal 2027. Shares plunged on the revised forecast.

News for Workday Stock (WDAY)