Revenue segments as reported by the company.

Subscription Services

Professional Services

Revenue Segments

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.

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

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Growth

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 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 reported earnings that fell from a year earlier but topped estimates. The company slightly raised its full-year subscription outlook.

Workday Stock Climbs As Earnings Manage To Top Wall Street Views

Workday Inc. shares rallied in the extended session Tuesday after the human-resources cloud-software company hiked its outlook and launched a share buyback program.

Workday stock rises 5% following hiked outlook, share buybacks announced

Fiscal Third Quarter Total Revenues of $1.60 Billion, Up 20.5% Year Over Year Subscription Revenues of $1.43 Billion, Up 22.3% Year Over Year 24-Month Subscription Revenue Backlog of $8.62  Billion, Up 21.1% Year Over Year Total Subscription Revenue Backlog of $14.10 Billion, Up 28.5% Year Over Year PLEASANTON, Calif. , Nov. 29, 2022 /PRNewswire/ -- Workday, Inc. (NASDAQ: WDAY), a leader in enterprise cloud applications for finance and human resources, today announced results for the fiscal 2023 third quarter ended October 31, 2022.

Workday Announces Fiscal 2023 Third Quarter Financial Results

Program Authorizes up to $500 Million of Shares of Class A Common Stock to be Repurchased PLEASANTON, Calif. , Nov. 29, 2022 /PRNewswire/ -- Workday, Inc. (NASDAQ: WDAY), a leader in enterprise cloud applications for finance and human resources , today announced that its Board of Directors approved a new share repurchase program with authorization to purchase up to $500 million of shares of its Class A common stock.

Workday Announces Share Repurchase Program

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CNBC's Jim Cramer on Tuesday named hammered tech stocks that he believes can make a comeback after the Federal Reserve finishes tightening the economy.

Jim Cramer says these 10 tech and software stocks can make a comeback

Workday (WDAY) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Analysts Estimate Workday (WDAY) to Report a Decline in Earnings: What to Look Out for

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Following Friday's SAAS sell-off, Workday, the leading SAAS ERP company has fallen over 50% in 2022, despite a strong operational performance. With a broad product offering and customer base, Workday has a long runway for double digit revenue growth.

Workday Has Fallen 50% And I'm Buying

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The lining in cloud-software stocks Friday was blood red instead of silver.

The cloudburst is upon us: Cloud-software stocks suffering worst declines on record

PLEASANTON, Calif. , Nov. 4, 2022 /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 2022 Gartner® Magic Quadrant™ for Cloud HCM Suites for 1,000+ Employee Enterprises for Seventh Consecutive Year

PLEASANTON, Calif. , Nov. 3, 2022 /PRNewswire/ -- Workday, Inc.  (NASDAQ: WDAY), a leader in enterprise cloud applications for  finance  and  human resources , plans to announce its fiscal 2023 third quarter financial results after market close on Tuesday, Nov. 29, 2022.

Workday Announces Date of Fiscal 2023 Third Quarter Financial Results

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Software Growth Stocks: How 2023 Guidance Plays Out Will Be Key

Down 50% from all-time highs and trading at levels seen in 2018, Workday, Inc. has grown its business tremendously over the years. Hyper-growth phase is over, but Workday management is projecting 20%+ growth for the next 3 years.

Workday: The Selloff Has Created An Opportunity

Cloud concern Workday Inc (NASDAQ:WDAY) just pulled back below a pivot zone between the $152 and $154 levels.

Cloud Stock for Options Bears to Watch

Workday shares, like almost all other equities in the IT space, have been pummeled mercilessly the last 10 months. The company continues to grow at consistent rates of greater than 20% and has yet to see elongating sales cycles or downsized deals.

Workday: One Of The Better GARP Investments In The Enterprise Software Space

Workday's (WDAY) Enterprise Management Cloud is leveraged by Salesforce to make informed decisions regarding HR and finance.

Workday (WDAY) Enterprise Management Cloud Used by Salesforce

Workday, which offers a set of services that helps companies manage people and finances, was one of the earlier enterprise SaaS companies, launching way back in 2005, coming online about six years after Salesforce.

Workday turns more modern and personalized with new interface makeover

Helping Customers to Adapt With More Personalized Experiences, a More Open and Connected Ecosystem, and Insights to Drive Digital Transformation Efforts  PLEASANTON, Calif. and ORLANDO, Fla.

Workday Announces New Innovations to Support Customers in the Changing World of Work

New Open and Connected Ecosystem Helps Enable Organizations to Bring Skills Data In and Out of Workday to Deliver More Personalized Employee Experiences PLEASANTON, Calif. and ORLANDO, Fla.

Workday Introduces Next-Generation Skills Technology to Help Organizations Support Evolving Talent Strategies

Workday Helps Accounting, Planning, and Procurement Teams Drive Greater Adaptability in Today's Dynamic Environment PLEASANTON, Calif. and ORLANDO, Fla.

Workday Innovations Help Power a New Era for the Office of the CFO

Low-Code/No-Code Capabilities in Workday Extend Will Help Enable Developers to More Quickly and Easily Build Apps to Support New Needs UX Evolves to Help Make Work Effortless, Delivering a More Seamless and Personalized Experience for Every Type of User PLEASANTON, Calif. and ORLANDO, Fla.

Workday Unveils New Technology Innovations, Redesigns User Experience to Help Customers Adapt in a Changing World

Key Investments Announced to Further Expand Partner Program and Accelerate Customer Success PLEASANTON, Calif. and ORLANDO, Fla.

Workday Announces Vision for Transforming Partner Ecosystem

Transportation Industry Sees Greatest Increase in Scale of Higher Burnout Risk PLEASANTON, Calif. and ORLANDO, Fla.

News for Workday Stock (WDAY)