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

Gross Margin

Operating Margin

Profit Margin

Margins

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.

Revenue Y/Y

OpEx Y/Y

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 Q4 2022

Earnings data Q1 2023

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Earnings data Q4 2023

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Earnings data Q2 2024

Earnings data Q3 2024

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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.

Workday, Inc. (WDAY) Management Presents at Wells Fargo Fifth Annual TMT Conference (Transcript)

The shares of Workday Inc (NASDAQ: WDAY) have received a $360 price target from Needham. These are the details.

Workday (WDAY) Stock: $360 Price Target From Needham

PLEASANTON, Calif., Nov. 23, 2021 (GLOBE NEWSWIRE) -- Workday, Inc. (NASDAQ: WDAY), a leader in enterprise cloud applications for finance and human resources , today announced that Robynne Sisco, co-president and chief financial officer of Workday, will present virtually at Wells Fargo Fifth Annual TMT Summit on Tuesday, Nov. 30, at 11:40 a.m. Pacific Time / 2:40 p.m. Eastern Time. Individuals may access the live webcast of the presentation here.

Workday Co-Presidents Robynne Sisco and Doug Robinson to Present Virtually at Two Upcoming Investor Conferences

On Friday, Workday Inc. (NASDAQ:WDAY) shares edged lower by 3.59% despite posting better-than-expected fiscal third-quarter results. The company reported its most recent quarterly results Thursday after markets closed, beating the consensus for analyst expectations on revenue and earnings.

Is it safe to buy Workday stock as shares plunge despite solid Q3 results?

Applied Materials

Investors aren't pleased with what these companies had to say about their future prospects.

Nasdaq Stays Strong, but These 2 Stocks Are Weighing on the Market Friday

Analysts lifted their price targets on Workday Inc (NASDAQ:WDAY) post Q3 earnings. Oppenheimer analyst Ray McDonough recommends using today's post-earnings selloff in Workday shares as a buying opportunity.

Analysts Raise Price Targets On Workday Amidst Post-Earnings Sell-Off

Workday, Inc.'s (WDAY) CEO Aneel Bhusri on Q3 2022 Results - Earnings Call Transcript

Workday (WDAY) delivered earnings and revenue surprises of 26.44% and 1.26%, respectively, for the quarter ended October 2021. Do the numbers hold clues to what lies ahead for the stock?

Workday (WDAY) Beats Q3 Earnings and Revenue Estimates

Workday Inc (NASDAQ: WDAY) swung to a profit in Q3 and raised guidance for the future, but shares still fell about 10% in extended trading. Jefferies' Thill explains the sell-off on CNBC's ‘Closing Bell' On CNBC's “Closing Bell”, Jefferies' Brent Thill attributed the sell-off to billing growth that fell shy of Street estimates.

Workday Inc: ‘a slow but consistently growing SaaS story'

Workday announced this afternoon that it intends to acquire VNDLY, a Mason, OH startup that helps companies manage external workforce personnel for $510 million. Workday helps companies manage finance and human resources tasks, and VNDLY fits nicely into the latter category providing them with software to manage contractors, a service that should come in handy […]

Workday to acquire external workforce management startup VNDLY for $510M

Workday stock lost ground in late trading, even though the provider of HR and financial software posted earnings that were slightly ahead of guidance.

Workday Stock Slides Despite Better-Than-Expected Earnings

Workday (NASDAQ:WDAY) reported its Q3 earnings results on Thursday, November 18, 2021 at 04:00 PM. Here's what investors need to know about the announcement.

Workday: Q3 Earnings Insights

Shares of Workday Inc. WDAY, -0.60% were initially down 6% in extended trading Thursday after the software company reported fiscal third-quarter results that surpassed Street estimates, named Barbara Larson as new chief financial officer, and its intention to acquire VNDLY, a cloud-based vendor-management software company. Workday reported net income of $43.3 million, or 17 cents a share, vs.

Workday names new CFO, acquires cloud company VNDLY

Combination Will Provide Customers with a Unified Workforce Optimization Solution for Managing All Types of Workers Combination Will Provide Customers with a Unified Workforce Optimization Solution for Managing All Types of Workers

Workday Announces Intent to Acquire VNDLY

Fiscal Third Quarter Total Revenues of $1.33 Billion, Up 20.0% Year Over Year Subscription Revenue of $1.17 Billion, Up 21.0% Year Over Year 24-Month Subscription Revenue Backlog of $7.12 Billion, Up 19.7% Year Over Year Total Subscription Revenue Backlog of $10.97 Billion, Up 23.7% Year Over Year

Workday Announces Fiscal 2022 Third Quarter Financial Results

Company Continues to Invest in Proven Leaders to Accelerate Growth Company Continues to Invest in Proven Leaders to Accelerate Growth

Workday Promotes Doug Robinson to Co-President and Barbara Larson to Chief Financial Officer

Foot Locker

Ross Stores

This week's earnings dump from retailers continued Wednesday morning, with reports from Target, TJX and Lowe's.

Earnings Previews: Applied Materials, Foot Locker, Ross Stores, Workday

After a strong fiscal Q2, investors are hoping for the tech company's momentum to persist in fiscal Q3.

Workday Earnings: What to Watch

Workday Inc's (NASDAQ:WDAY) prospects have improved, with customers and partners projecting stronger-than-expected spending and practice growth and indicating a greater focus on their Human Resource systems due to labor constraints, according to UBS. The Workday Analyst: Karl Keirstead upgraded Workday from Neutral to Buy, while raising the price target from $255 to $370.

UBS Upgrades Workday On Back-Office Recovery

Workday's (WDAY) fiscal third-quarter performance is expected to benefit from high demand for its cloud-based HCM and financial management solutions.

Workday (WDAY) to Report Q3 Earnings: What's in Store?

The shares of Workday Inc  (NASDAQ:WDAY) are up 1.8% to trade at $300.97 at last check, after earlier surging to a record high of $303.33.

Bull Notes Push Workday Stock to Pre-Earnings Record

Amgen

QUALCOMM

There's no question that stocks in the Nasdaq composite index have seen massive gains over the last year and a half. Even after taking a back seat to cyclicals late last year, the index continues to hit new heights.

3 Nasdaq Stocks to Buy and Hold for Years

Workday Scheduling and Labor Optimization Tools Help Organizations Prioritize the Needs of Frontline Workers

Workday Delivers New Innovations to Elevate the Frontline Worker Experience

LONDON, Nov. 08, 2021 (GLOBE NEWSWIRE) -- 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 1. Workday was recognised as a Leader for the sixth consecutive year and positioned the highest for overall Ability To Execute.

Workday Named a Leader in 2021 Gartner® Magic Quadrant™ for Cloud HCM Suites for 1,000+ Employee Enterprises for Sixth Consecutive Year

PLEASANTON, Calif., Nov. 03, 2021 (GLOBE NEWSWIRE) -- Workday, Inc. (NASDAQ: WDAY), a leader in enterprise cloud applications for finance and human resources, plans to announce its fiscal 2022 third quarter financial results after market close on Thursday, Nov. 18, 2021. The company will host a conference call at 1:30 p.m. Pacific Time / 4:30 p.m. Eastern Time to review its financial results and business outlook.

News for Workday Stock (WDAY)