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

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

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 operating metrics remain strong despite the murky economic backdrop. WDAY stock is projecting GAAP profitability for the first time in the coming year.

Workday: GAAP Profitability Likely This Year

Workday (WDAY) reported earnings 30 days ago. What's next for the stock?

Why Is Workday (WDAY) Up 2.3% Since Last Earnings Report?

Growth stock Workday is in a flat base with a buy point of 193.74. Workday focuses on innovative technologies for the 'future of work'.

'Future Of Work' Growth Stock Taps AI For Business Tools; Earnings Bounce Back

Arista Networks

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Procore Technologies

Cloud computing stocks Arista Networks, HubSpot, Workday, Procore, Smartsheet and Monday have risen despite the banking crisis. The post Cloud Computing Stocks On Fire Despite Perfect Bank Storm; High-Octane Partnerships With Amazon, Google, Microsoft appeared first on Investor's Business Daily.

Cloud Computing Stocks On Fire Despite Perfect Bank Storm; High-Octane Partnerships With Amazon, Google, Microsoft

Boeing

Aehr Test Systems

Lennar

Monolithic Power Systems

Boeing has a new flat base, while EV chip play Aehr Test Systems is another stock acting well in a tricky market. The post Dow Giant Boeing, EV Chip Play Lead 5 Stocks Near Buy Points In Choppy Market appeared first on Investor's Business Daily.

Dow Giant Boeing, EV Chip Play Lead 5 Stocks Near Buy Points In Choppy Market

Workday, Inc. (NASDAQ:WDAY ) Morgan Stanley Technology, Media & Telecom Conference March 9, 2023 11:35 AM ET Company Participants Carl Eschenbach - Co-Chief Executive Officer Aneel Bhusri - Co-Chief Executive Officer Conference Call Participants Keith Weiss - Morgan Stanley Keith Weiss Thank you, everyone for sticking with us, all the way to day four of the Morgan Stanley TMT Conference. Really pleased to have with us this morning from Workday, both co-CEOs, both Aneel Bhusri and Carl Eschenbach.

Workday, Inc. (WDAY) Presents at Morgan Stanley Technology, Media & Telecom Conference (Transcript)

Fiserv

Kontoor Brands Inc

NVIDIA

Ross Stores

TipRanks analyst ranking service pinpoints Wall Street's best-performing stocks, including Nvidia & Workday.

Top Wall Street analysts pick these stocks for attractive returns

PLEASANTON, Calif. , March 2, 2023 /PRNewswire/ -- Workday, Inc. (NASDAQ: WDAY), a leader in enterprise cloud applications for finance and human resources, today announced that Aneel Bhusri, co-founder, co-CEO, and chair, Workday, and Carl Eschenbach, co-CEO, Workday, will present at the Morgan Stanley Technology, Media and Telecom Conference in San Francisco on Thursday, March 9, at 8:35 a.m.

Workday Co-CEOs to Present at the Morgan Stanley Technology, Media and Telecom Conference on March 9

Workday is a leading Human capital management platform which has over 10,000 customers globally, including 25% of the Fortune 2000. The company reported strong financial results for the fourth quarter of FY23, as it beat both revenue and adjusted earnings growth estimates.

Workday: Revenue Beat With Many Competitive Advantages

Energy Select Sector SPDR Fund

Humana

Uber

The U.S. Securities and Exchange Commission (SEC) has received the latest round of 13F filings from Q4, providing retail investors with a complete picture of institutional equity holdings. Now, investment bank Goldman Sachs has published a report detailing the most — and least — popular stocks among hedge funds.

5 Stocks That Hedge Funds Love Right Now

Workday's (WDAY) approach of continuous innovation, an expanding customer base and strong demand for its finance and human resources applications led to year over year top-line expansion.

Workday (WDAY) Revenues Up Y/Y, Q4 Earnings Beat Estimates

Workday Recruiting, paired with HackerRank's deep expertise in developer skills, helps to accelerate innovation at companies across the globe MOUNTAIN VIEW, Calif. , Feb. 28, 2023 /PRNewswire/ -- HackerRank , the developer skills company and a Workday (NASDAQ: WDAY) Access software partner, today announced that it has achieved Workday Certified Integration status.

HackerRank Completes Workday Certified Integration

Tesla

Zoom Video

Target

Here are some of the most active stocks in morning trading Tuesday, as the S&P 500 SPX, +0.31% was nudging higher.

Target, Tesla and Zoom stocks rise; Workday shares fall over forecast, and more big movers

Workday (WDAY) delivered earnings and revenue surprises of 11.24% and 0.84%, respectively, for the quarter ended January 2023. Do the numbers hold clues to what lies ahead for the stock?

Workday (WDAY) Q4 Earnings and Revenues Top Estimates

Workday, Inc. (NASDAQ:WDAY ) Q4 2023 Earnings Conference Call February 27, 2023 4:30 PM ET Company 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 Kirk Materne - Evercore ISI Kash Rangan - Goldman Sachs Mark Murphy - JPMorgan DJ Hynes - Canaccord Michael Turrin - Wells Fargo Keith Weiss - Morgan Stanley Karl Keirstead - UBS Alex Zukin - Wolfe Research Operator Welcome to Workday's Fourth Quarter and Fiscal Year 2023 Earnings Call. At this time, all participants are in a listen-only mode.

Workday, Inc. (WDAY) Q4 2023 Earnings Call Transcript

Workday Inc. shares fluctuated in the extended session Monday after the human-resources cloud-software company beat on earnings but offered a conservative guidance in a tough cloud software market.

Workday forecast calls for growth of less than 20% as earnings top expectations

Fiscal Fourth Quarter Total Revenues of $1.65 Billion, Up 19.6% Year Over Year Subscription Revenues of $1.50 Billion, Up 21.7% Year Over Year 24-Month Subscription Revenue Backlog of $9.68  Billion, Up 21.3% Year Over Year Total Subscription Revenue Backlog of $16.45 Billion, Up 28.4% Year Over Year Fiscal Year 2023 Total Revenues of $6.22 Billion, Up 21.0% Year Over Year Subscription Revenues of $5.57 Billion, Up 22.5% Year Over Year Operating Cash Flows of $1.66 Billion, Up 0.4% Year Over Year PLEASANTON, Calif. , Feb. 27, 2023 /PRNewswire/ -- Workday, Inc. (NASDAQ: WDAY), a leader in enterprise cloud applications for finance and human resources, today announced results for the fiscal 2023 fourth quarter and full year ended January 31, 2023.

Workday Announces Fiscal 2023 Fourth Quarter and Full Year Financial Results

Robynne Sisco also appointed to vice chair Appointments demonstrate company's continued commitment to artificial intelligence and machine learning and financial management momentum PLEASANTON, Calif. , Feb. 27, 2023 /PRNewswire/ -- Workday, Inc. (NASDAQ:WDAY), a leader in enterprise cloud applications for finance and human resources, today announced the appointment of Sayan Chakraborty to co-president, the appointment of Robynne Sisco to vice chair, and the election of Mark Hawkins as an independent director of its board of directors.

Workday Appoints Sayan Chakraborty to Co-President and Elects Mark Hawkins to Board of Directors

Abercrombie & Fitch

AutoZone

Costco

Occidental Petroleum

A quick look at the Nasdaq chart shows us that the market has been trading in a wide range for the last 10 months

Week Ahead: Resuming a Bear Market, or Time to Buy the Dip?

SAN JOSE, Calif.--(BUSINESS WIRE)--Jade Global today announced that it has been named a Workday Application Management Services (AMS) Partner. Workday (NASDAQ:WDAY) is a leading provider of enterprise cloud applications for finance and human resources. As a Workday AMS Partner, Jade Global will provide customers with continuous functional, technical, and administrative support using Workday Financial Management and Workday Human Capital Management (HCM).

Jade Global Named Workday Application Management Services Partner

The market has been a mess over the last few days, and now more than ever, it's got investors looking for the hot stocks for Monday. Volatility is picking up as earnings continue to drive large moves in individual stocks.

3 Hot Stocks for Monday: Predictions for ZM, WDAY, BRK.B

Salesforce

Snowflake

Splunk

After a bullish move off lows, Salesforce stock has pulled back in light volume as it battles near a key longer-term support level. The post Salesforce Stock Gets Activist Interest Ahead Of Earnings; Software Titans Snowflake, Workday, Splunk Set To Report appeared first on Investor's Business Daily.

Salesforce Stock Gets Activist Interest Ahead Of Earnings; Software Titans Snowflake, Workday, Splunk Set To Report

After a bullish move off lows, Salesforce stock has pulled back in light volume while holding above its 200-day moving average. The post Salesforce Stock Gets Activist Interest Ahead Of Results; Software Titans Snowflake, Workday, Splunk Set To Report appeared first on Investor's Business Daily.

Salesforce Stock Gets Activist Interest Ahead Of Results; Software Titans Snowflake, Workday, Splunk Set To Report

Broadcom

Lowe's

Sempra Energy

About 82% of the companies in the S&P 500 announced their Q4 2022 numbers as of last week.

The 10 Biggest Companies Reporting Earnings in the First Week of March 2023

Alphabet

Intuitive Surgical

With many investors looking for ways to capitalize on the potential of AI stocks, this article will look at some of the hottest opportunities out there. After all, the global AI market, worth $119.78 billion in 2022, is forecast to skyrocket to $1,597.1 billion by 2030, with an impressive CAGR of 38.1% over the same period, according to Precedence Research.

News for Workday Stock (WDAY)