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.

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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.

Adobe

Amazon

Salesforce

Alphabet

Hewlett Packard

Intuit

Microsoft

Oracle

SAP SE

VMware

The unprecedented amount of liquidity is having profound implications for high growth tech companies.

The Cloud Space In Numbers: What Matters The Most

PITTSBURGH, Oct. 26, 2021 /PRNewswire/ -- Prodigo Solutions, Inc., a Workday (NASDAQ: WDAY) Access software partner, today announced that it has achieved Workday Certified Integration status. Prodigo Solutions provides customers with a seamless integration that connects Workday Supply Chain Management with Prodigo's virtual item master and marketplace, Prodigo Marketplace Connect for Workday.

Prodigo Solutions, Inc. Completes Workday Certified Integration

Continued Investment in Strategy and Innovation Leadership to Help Accelerate Company's Path to $10 Billion in Revenue Continued Investment in Strategy and Innovation Leadership to Help Accelerate Company's Path to $10 Billion in Revenue

Workday Appoints Pete Schlampp to Chief Strategy Officer and Sayan Chakraborty to Executive Vice President of Product and Technology

NEW YORK, Oct. 20, 2021 /PRNewswire/ -- Deloitte, a Workday (NASDAQ:WDAY) services partner, announced today it has been named a leader among Workday Implementation Partners in Forrester's recent report, The Forrester New Wave™: Workday Implementation Partners, Q3 2021 . Deloitte's Workday team prides itself on leveraging its global scale, breadth of service and transformation expertise to deliver value and outcomes for clients.

Deloitte named as a leader in Workday Implementation Partners evaluation by independent research firm

Borderless Experience Brings Workday Into Popular Workspaces and Enterprise Apps to Help Workers Stay Engaged, Productive, and Connected Borderless Experience Brings Workday Into Popular Workspaces and Enterprise Apps to Help Workers Stay Engaged, Productive, and Connected

Workday Announces a More Immersive Digital Experience for Employees With Workday Everywhere

DA Davidson analyst Robert Simmons initiated coverage of Workday Inc (NASDAQ:WDAY) with a Buy rating and $300 price target, implying a 13% upside. Simmons said that the company is a dominant Cloud HCM provider in the U.S. with a financial management suite that has matured to take the baton on driving growth.

Workday Shares Pop On Bullish Analyst Rating

Both software-as-a-service players have strong past growth and bright futures.

Salesforce vs. Workday: Which Is the Better Buy?

Workday's growth has stalled to the teens in recent quarters, contrasting against a still-premium valuation.

Workday: Slated For Further Correction

Google Leverages Workday to Plan, Execute, Analyze, and Extend in a Single System Google Leverages Workday to Plan, Execute, Analyze, and Extend in a Single System

Workday Announces Expanded Use of Its Applications Across Google's Global Workforce

Should investors be excited or worried when a stock crosses above the 20-day simple moving average?

Workday (WDAY) Crossed Above the 20-Day Moving Average: What That Means for Investors

Workday Helps Customers Accelerate the Adoption of Skills-Based People Strategies Workday Helps Customers Accelerate the Adoption of Skills-Based People Strategies

Workday Announces Nearly 1,000 Customers Are Live on Skills Cloud

European Research Shows Many Executives Understand the Importance of Prioritising Diversity Initiatives, Yet Need to Ensure Actions Result in Lasting Change European Research Shows Many Executives Understand the Importance of Prioritising Diversity Initiatives, Yet Need to Ensure Actions Result in Lasting Change

Organisations are at an Inflection Point When it Comes to the Next Level of Equity, Diversity, and Inclusion

After losing 2.7% in the past month, Paychex stock looks fairly priced based on its current P/S multiple of 10.2x. However, the market is pricing Paychex's competitor Workday at a slightly higher P/S multiple of 11.7x.

Finding Paychex Stock Expensive? Why Not Consider Workday

Shopify

Investors should watch out for Shopify (SHOP), Microsoft (MSFT), Alphabet (GOOGL), Workday (WDAY) & Oracle (ORCL) amid rising demand for platform-as-a-service.

5 Stocks to Watch as Cloud-Based Platform Service Demand Rises

Good things could be on the horizon when a stock experiences a golden cross event. How should investors react?

Workday (WDAY)'s Technical Outlook is Bright After Key Golden Cross

Finance and HR enterprise cloud platform Workday, Inc. has signed a definitive agreement to acquire configure price quote platform Zimit, giving the company a new way to help those in service industries. Workday “will provide organizations with a comprehensive quote-to-cash process automation offering for services industries, including communications, media, technology and professional and business services,” […]

Workday Plans To Buy Price Quote Platform Zimit

Combination Will Provide Customers with One of the First Fully Automated Quote-to-Cash Offerings for Services Industries Combination Will Provide Customers with One of the First Fully Automated Quote-to-Cash Offerings for Services Industries

Workday Announces Intent to Acquire Zimit

MercadoLibre

NVIDIA

Pinduoduo Inc - ADR

Invesco QQQ

Synopsys

Most of the rally was powered by renewed buying in the high-growth tech giants as tapering fears ease as well as optimism over a sustained economic recovery.

5 Tech Stocks Leading the Latest Nasdaq ETF Rally

The company crushed with its latest earnings, and it's raised its full-year guidance.

Why Workday Zoomed Higher Today

Lam Research

U.S. indices were trading higher Friday as investors eye Fed Chairman Powell's speech at the Jackson Hole Symposium and gauge Fed tapering policy. The Invesco QQQ Trust Series 1 (NASDAQ: QQQ) gained 0.97% to $376.04

Workday And Lam Research Lead The QQQ

Workday's (WDAY) fiscal second-quarter results benefit from high demand for its cloud-based HCM and financial management solutions.

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

"We continue to view Workday as well positioned to take share over the long-term," Goldman Sachs said in a post-earnings note.

Workday jumps 11% after 2nd-quarter earnings beat and another raise in its full-year guidance

Dell Technologies

Gap Inc

Peloton

The markets were up across the board midday Friday, approaching the end of a wild week that saw some big market swings.

Friday Afternoon Analyst Upgrades and Downgrades: Dell, Gap, Peloton, Workday and More

Workday, Inc. (NASDAQ: WDAY) shares are trading higher after the company reported better-than-expected second-quarter financial results and raised its full year 2022 guidance. Workday reported quarterly earnings of $1.23 per share which beat the analyst estimate of $0.78 and sales of $1.26 billion which beat the analyst estimate of $1.24 billion.

Why Is Workday's Stock Trading Higher Today?

The shares of cloud software concern Workday Inc (NASDAQ:WDAY) are on the rise this morning, last seen up 8.6% at $267.61, following a blowout earnings report.

News for Workday Stock (WDAY)