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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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.

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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.

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

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Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

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Earnings data Q1 2025

Earnings data Q2 2025

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.

Workday, Inc. (NASDAQ:WDAY ) Goldman Sachs Communacopia & Technology Conference September 5, 2023 6:05 PM ET Company Participants Carl Eschenbach - Co-CEO Conference Call Participants Kash Rangan - Goldman Sachs Carl Eschenbach So I don't think you need an introduction to Carl Eschenbach at all. Carl Eschenbach What were you Kash?

Workday, Inc. (WDAY) Presents at Goldman Sachs Communacopia & Technology Brokers Conference (Transcript)

Apple

Atlanta Braves Holdings Inc

Energy Transfer LP Unit

Liberty Media Corp-Liberty Formula One

Globalstar

Liberty Media Corp-Liberty SiriusXM

Lyft

QUALCOMM

Cassava Sciences Inc

Sirius XM Holdings Inc

Energy Transfer LP, Cassava Sciences, and PENN Entertainment Inc. were discussed in last week's insider trades update. CEO of Sirius XM Holdings Inc., Jennifer Witz, purchased 250,000 shares for over $1 million. Lyft, Inc. shares have risen nearly 20% since the introduction of new CEO David Risher in April, and insiders like the stock also.

Week Of 08/28 Notable Insider Buys

Amazon

Axon Enterprise

Salesforce

First Solar

General Electric

Lululemon Athletica

Experts and investors are bullish on U.S. stocks at this point. For example, multi-billionaire Ken Fisher recently called on investors to avoid selling their stocks.

The 7 Best Forever Stocks to Buy Now: September 2023

Company Positioned as a Leader Based on Completeness of Vision and Ability to Execute PLEASANTON, Calif. , Sept. 5, 2023 /PRNewswire/ --  Workday, Inc.  (NASDAQ: WDAY), a leader in enterprise cloud applications for  finance and  human resources , today announced it has been positioned by Gartner, Inc. in the Leaders quadrant of the 2023 Gartner Magic Quadrant for Cloud ERP for Service-Centric Enterprises based on completeness of vision and ability to execute.

Workday Once Again Named a Leader in 2023 Gartner® Magic Quadrant™ for Cloud ERP for Service-Centric Enterprises

Adobe

C3.ai

Dynatrace Inc

monday.com

ServiceNow

Oracle

Palantir Technologies

Snowflake

Software growth stocks outperformed in the first half of 2023. But will the artificial intelligence-driven rally be sustainable for software stocks?

Software Stocks To Watch Amid Artificial Intelligence-Generated Rally

American Woodmark

aTyr Pharma

Modine Manufacturing

Skechers U.S.A.

These top-ranked stocks are likely to beat on the bottom line in their upcoming releases. Tap American Woodmark (AMWD), Skechers (SKX), Workday (WDAY), aTyr Pharma (LIFE) and Modine Manufacturing (MOD).

5 Top Stocks to Play Earnings Beat Potential

NVIDIA

Paylocity Hlds

Super Micro Computer

Splunk

We have narrowed our search to five U.S. technology behemoths that have strong earnings growth potential for the rest of 2023. These are: NVDA, PCTY, WDAY, SMCI, SPLK.

Will Tech Rally Continue for the Rest of 2023? 5 Picks

Nextdoor

PAR Technology

In a market landscape teeming with potential, up-and-coming tech stocks often stand as the unsung heroes of portfolio growth. Many investors may have their sights glued to established giants.

3 Up-and-Coming Tech Stocks to Put on Your Must-Buy List

Despite several headwinds, a handful of stocks are available with strong momentum for September. Five such stocks are: NVDA, SMCI, SPLK, WDAY, AMZN.

5 Momentum Stocks for September After a Disappointing August

Domo

NetEase

The bottom line expansion of these tech companies is very attractive right now and they give investors plenty of options for growth in the portfolio.

Top-Rated Tech Stocks to Buy After Earnings

Caterpillar

JPMorgan Chase & Co

Sherwin-Williams

We have narrowed our search to five U.S. corporate giants. These are: NVDA, CAT, JPM, WDAY, SHW.

Weak Economic Data Turns Good for Wall Street: Top 5 Picks

Companies will continue to use Workday to optimize their hiring and spending. ServiceNow remains a crucial tool for streamlining digital workflows.

3 Unstoppable Growth Stocks That Are Screaming Buys in September

PLEASANTON, Calif. , Aug. 31, 2023 /PRNewswire/ -- Workday, Inc. (NASDAQ: WDAY), a leader in enterprise cloud applications for finance and human resources, today announced Carl Eschenbach, co-CEO, Workday, will present at the Goldman Sachs Communacopia & Technology Conference on September 5 at 3:05 p.m.

Workday Co-CEO to Present at the Goldman Sachs Communacopia & Technology Conference on September 5

PHILADELPHIA--(BUSINESS WIRE)--Workday Software Alliance partner Reliance Matrix to sponsor Workday Rising 2023. VP Shera Chase will present during “Workday in Insurance” session.

Reliance Matrix to Speak at Workday Rising 2023

PLEASANTON, Calif. , Aug. 30, 2023 /PRNewswire/ --  Workday, Inc. (NASDAQ: WDAY), a leader in enterprise cloud applications for  finance and  human resources , today announced the partner sponsors and exhibitors of its annual customer conference  Workday Rising, taking place September 26-29, at the Moscone Center in San Francisco.

Workday Announces Partner Sponsors and Exhibitors to Celebrate 15th Annual Workday Rising in San Francisco

Workday's second-quarter earnings exceeded Wall Street's expectations. The enterprise software provider raised its full-year revenue guidance.

Is Workday Stock a Buy Now?

Innovator IBD(R) Breakout Opportunities ETF

The AI boom continues despite the market correction, with Nvidia and Google showing strength. And Workday also taps that demand.

Searching For Top AI Stocks? Look Beyond Nvidia And Google

EVgo

MGM Resorts

Powell Industries

Quanta Services

Vertiv Holdings Co

XPeng

Nearly everyone in the financial media missed what was by far the most important line of  Fed Chairman Jerome Powell's speech. Specifically, Powell said, “We are prepared to raise rates further if appropriate, and intend to hold policy at a restrictive level until we are confident that inflation is moving sustainably down toward our objective.

Don't Sleep on These 7 Growth Stocks That Will Mint Millionaires

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

Workday (WDAY) is a Solid Portfolio Pick Now: Here's Why

Manhattan Associates

We have selected five Nasdaq Composite-listed technology stocks that have strong potential for the rest of 2023. These are: NVDA, PCTY, WDAY, SMCI, MANH.

5 Nasdaq Stocks to Buy as Index Returned to Green Last Week

The stock climbed 5.38% on August 25, after the company reported better-than-expected quarterly results, as you can see using MarketBeat's Workday earnings data.

3 Reasons Workday Stock Is Setting Up For A New Rally

Workday (WDAY) reports higher revenues year over year in the second quarter of fiscal 2024, backed by healthy demand for financial, human capital and supply chain management solutions.

Workday (WDAY) Q2 Earnings Beat Estimates, Revenues Rise Y/Y

Workday Inc (NASDAQ: WDAY) shared better-than-expected second-quarter earnings and revenue after yesterday's close, and raised its 2024 subscription revenue target after this quarter's 18.8% year-over-year jump to $1.62 billion.

Options Traders, Analysts Respond to Workday's Q2 Win

Affirm

Investors are hoping to get clarity from the Federal Reserve today. Affirm reported solid financial results as consumer spending remained strong.

News for Workday Stock (WDAY)