Revenue segments as reported by the company.

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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.

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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.

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Findings Reveal Business Leader Sentiment Around AI in the Enterprise PLEASANTON, Calif. , June 28, 2023 /PRNewswire/ --  Workday, Inc.  (NASDAQ: WDAY), a leader in enterprise cloud applications for finance and human resources , today published the results of its latest study , which examines the state of artificial intelligence (AI) in the enterprise, including the current perception among business leaders about the technology's benefits, challenges, and opportunities.

Workday Global Survey: Majority of Business Leaders Believe Humans Should be Involved in AI Decision-Making; Cite Ethical and Data Concerns

Blount Fine Foods, Elastic, LivaNova, NTT Global Sourcing, Republic Airways, and Sharp HealthCare Use Workday Strategic Sourcing to Simplify the Source-to-Contract Process PLEASANTON, Calif. , June 27, 2023 /PRNewswire/ -- Workday, Inc.  (NASDAQ: WDAY), a leader in enterprise cloud applications for finance and human resources , today announced continued momentum for its Workday Strategic Sourcing  solution, as organizations across industries including Blount Fine Foods, Elastic, LivaNova, NTT Global Sourcing, Republic Airways, and Sharp HealthCare use Workday to help drive cost savings and manage spend.

Workday Sees Continued Momentum for Workday Strategic Sourcing as Organizations Seek to Reduce Costs and Optimize Spend

Workday is well-positioned to capitalize on the long tailwinds of an increasingly digitized world. Market leadership in large TAM markets, high retention rates amongst blue chip clients and robust balance sheet make Workday a compelling long-term hold. One of the rare few SaaS companies that outperforms the Rule of 40.

Workday: Strong Fundamentals, But Staying On The Sidelines For Now

As Workday taps AI and machine learning to garner strong demand among money managers, WDAY stock floats into buy range.

AI, Machine Learning Propel Oracle, SAP Rival Into Buy Zone

Workday is an attractively priced stock that's often overlooked by investors, despite its integration into the IT stack. The company offers cloud-based solutions for finance and human resources, with stable revenue growth rates and a user-friendly interface. WDAY is on track to achieve GAAP profitability soon and has a growing subscription backlog, indicating a strong pipeline of future business.

Workday: Steady Growth, Profitability Beckons, Very Attractive Price

WDAY has experienced a rebound in its backlog and subscription bookings growth, primarily driven by early renewals. The company's significant growth in long-term contracts indicates strong customer engagement. The company has maintained an impressive margin expansion over the past years and guided a 350-bps increase in non-GAAP operating margin in FY2024, indicating a primary focus on operational efficiency. WDAY stock is currently trading at 28x EV/FCF FTM, below the software industry average of 42x, which implies that WDAY may offer a more attractive valuation based on its FCF profile.

Workday: Extending Deals Duration A Positive Signal Amidst Competition

PLEASANTON, Calif. , June 13, 2023 /PRNewswire/ --  Workday, Inc.  (NASDAQ: WDAY), a leader in enterprise cloud applications for finance  and human resources , today announced the appointment of Emma Chalwin to chief marketing officer (CMO), effective July 17, 2023.

Workday Names Emma Chalwin Chief Marketing Officer

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Workday, Inc. (NASDAQ:WDAY ) Bank of America 2023 Global Technology Conference June 6, 2023 10:50 AM ET Company Participants Carl Eschenbach - Co-Chief Executive Officer Conference Call Participants Brad Sills - Bank of America Brad Sills Why don't we get started here. Delighted to be kicking off the conference this year, new venue, looking forward to a great week with everybody.

Workday, Inc. (WDAY) Bank of America 2023 Global Technology Conference (Transcript)

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Workday (WDAY) is a Top-Ranked Momentum Stock: Should You Buy?

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PLEASANTON, Calif. , June 1, 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 be the opening keynote speaker at the BofA Securities 2023 Global Technology Conference in San Francisco on Tuesday, June 6, at 7:50 a.m.

Workday Co-CEO to Keynote at the BofA Securities 2023 Global Technology Conference on June 6

The Gartner® Peer Insights™ Customers' Choice Distinction Is Based on Feedback and Ratings From End-User Professionals Who Have Experience With the Product or Service  PLEASANTON, Calif. , May 31, 2023 /PRNewswire/ -- Workday, Inc.  (NASDAQ: WDAY), a leader in enterprise cloud applications for finance  and human resources , today announced that it was named a Customers' Choice in the 2023 Gartner Peer Insights 'Voice of the Customer': Financial Planning Software.

Workday is Recognized as a 2023 Gartner® Peer Insights™ Customers' Choice for Financial Planning Software

Workday reported quarterly financial performance that sent the stock price soaring higher.

Is It Too Late to Buy Workday Stock?

A melt-up is happening in the tech market, and Workday NASDAQ: WDAY is among the early winners. The melt-up is driven by artificial intelligence (AI) and has already produced spectacular gains for companies like NVDA NASDAQ: NVDA, Advanced Micro Devices NASDAQ: AMD, Marvell Technology NASDAQ: MRVL and even Workday.

Workday: Another AI Winner Melting-Up

Workday reported first-quarter earnings and revenue that topped analyst estimates while the software maker brought in a new CFO. The post Workday Earnings, Revenue Top Estimates; Software Maker Brings In New CFO appeared first on Investor's Business Daily.

Workday Earnings, Revenue Top Estimates; Software Maker Brings In New CFO

Workday beat first-quarter estimates on the top and bottom lines. The company raised its guidance for the full year.

Why Workday Stock Was Climbing Today

Workday (WDAY) witnessed a top-line expansion year over year in the first quarter of fiscal 2024 driven by solid demand for human capital management and financial management solutions.

Workday (WDAY) Q1 Earnings Beat Estimates on Solid Revenues

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Workday, Inc. (NASDAQ:WDAY ) Q1 2024 Earnings Conference Call May 25, 2023 4:30 PM ET Corporate Participants Justin Furby - Vice President of Investor Relations Aneel Bhusri - Co-Chief Executive Officer Carl Eschenbach - Co-Chief Executive Officer Barbara Larson - Chief Financial Officer Doug Robinson - Co-President Conference Call Participants Kash Rangan - Goldman Sachs Mark Murphy - JPMorgan Keith Weiss - Morgan Stanley Kirk Materne - Evercore Brent Thill - Jefferies Brad Sills - Bank of America Alex Zukin - Wolfe Research Karl Keirstead - UBS Brent Bracelin - Piper Sandler Michael Turrin - Wells Fargo David Hynes - Canaccord Operator Welcome to Workday's First Quarter Fiscal 2024 Earnings Call. At this time, all participants are in a listen-only mode.

Workday, Inc. (WDAY) Q1 2024 Earnings Call Transcript

Although the revenue and EPS for Workday (WDAY) give a sense of how its business performed in the quarter ended April 2023, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

News for Workday Stock (WDAY)