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.

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 2023

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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 (WDAY) signed a Memorandum of Understanding (MoU) with U.K.-based Crown Commercial Service to aid in acceleration of digital transformation of the country's public sector.

Workday (WDAY) Teams Up With Crown Commercial: Main Takeaways

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Workday's (WDAY) fiscal first-quarter results are likely to reflect gains from ongoing momentum in its cloud-based HCM and financial management solutions.

Workday (WDAY) to Report Q1 Earnings: What's in Store?

Memorandum of Understanding (MOU) Will Help UK Public Sector Organisations Benefit From Access to Cloud Applications for Finance, Human Resources and Planning Memorandum of Understanding (MOU) Will Help UK Public Sector Organisations Benefit From Access to Cloud Applications for Finance, Human Resources and Planning

Workday Partners With Crown Commercial Service to Help Accelerate Innovation in the Public Sector

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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.

Workday (WDAY) Reports Next Week: Wall Street Expects Earnings Growth

Positioned as a Leader for Fifth Year in a Row Based on Completeness of Vision and Ability to Execute Positioned as a Leader for Fifth Year in a Row Based on Completeness of Vision and Ability to Execute

Workday Named a Leader in Gartner Magic Quadrant for Cloud Core Financial Management Suites for Midsize, Large, and Global Enterprises

Workday could benefit from a wave of IT investment and continued digitization of workplace functions. Workday's forecasted billings growth may be understated, potentially resulting in market mispricing, especially given the firm's relatively strong competitive positioning.

Workday: A Strong Growth-At-A-Reasonable-Price Pick For SaaS Investors

RICHMOND, Va., May 6, 2021 /PRNewswire/ -- CapTech Consulting (CapTech) today announced that it has been named a Workday Application Management Services (AMS) Partner.

CapTech Consulting Named Workday Application Management Services Partner

PLEASANTON, Calif., May 05, 2021 (GLOBE NEWSWIRE) -- Workday, Inc.  (NASDAQ: WDAY), a leader in enterprise cloud applications for  finance  and  human resources , plans to announce its fiscal 2022 first quarter financial results after market close on Wednesday, May 26, 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.

Workday Announces Date of Fiscal 2022 First Quarter Financial Results

Workday (WDAY) integrates new orchestration, data, and logic functionalities to its Workday Extend solution.

Workday (WDAY) Adds New Features to Workday Extend Offering

New App Development Tools and Features Help Businesses Innovate Faster, Increase Organizational Agility, and Drive More Value From Their Existing Workday Investment

Workday Accelerates Customer Time-to-Value With New Workday Extend Capabilities

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

Workday (WDAY) Down 0.6% Since Last Earnings Report: Can It Rebound?

Workday (WDAY) is set to expand its headcount in Dublin by 30%. The recruitment process will begin with immediate effect.

Workday (WDAY) Set to Expand Ireland Headcount by 30%

New Jobs in Product and Technology Development Will Help Support Regional Growth and Continued Company Innovation New Jobs in Product and Technology Development Will Help Support Regional Growth and Continued Company Innovation

Workday Announces the Creation of 400 New Jobs at its European Headquarters in Dublin

The Ohio State University, University of Arkansas System, and Washington State University Meet Go-Live Dates with Virtual Deployments During Pandemic The Ohio State University, University of Arkansas System, and Washington State University Meet Go-Live Dates with Virtual Deployments During Pandemic

Workday Sees Continued Momentum with Higher Education Customers, Empowering Institutions Amid a Changing World

Workday (WDAY) concludes the buyout of Denmark-based Peakon in an all cash transaction.

Workday (WDAY) Completes Peakon Buyout: Major Takeaways

SAN FRANCISCO, March 9, 2021 /PRNewswire/ -- CodePath, the nonprofit working to transform computer science education for underrepresented students, today announced that it is partnering with Workday, Inc. (NASDAQ:WDAY), a leader in enterprise cloud applications for finance and human resources, to host a 10-week, paid pre-internship program to help prepare rising college juniors for professional internships. The Summer Internship for Tech Excellence (SITE) is a hands-on experience that will enable early-to-intermediate level computer science students to deepen their understanding of full stack web development, gain technical work experience, and establish meaningful relationships with mentors and technology leaders at Workday.

CodePath Launches Pre-Internship Program with Workday to Help Prepare Rising College Juniors for Careers in Technology

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Here we discuss four top-ranked stocks -- CSOD, UPWK,WDAY, and MSFT -- that are well-poised to flourish in 2021 and make the most of improvement in employment levels.

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Will Operate as Peakon, a Workday Company, to Help Organizations Elevate Employee Voice and Take Action Will Operate as Peakon, a Workday Company, to Help Organizations Elevate Employee Voice and Take Action

Workday Completes Acquisition of Peakon

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Workday, Inc. (WDAY) Management Presents at Morgan Stanley 2021 TMT Conference (Transcript)

Workday Inc (NASDAQ: WDAY) reported fourth-quarter earnings Thursday that surpassed analyst estimates. Fourth-quarter adjusted EPS came in at 73 cents, topping the Street estimate of 55 cents, and revenue of $1.13 billion beat the Street estimate of $1.12 billion.

4 Workday Analysts Break Down Earnings, Look Ahead To Fiscal 2022

Workday's (WDAY) fiscal fourth-quarter results benefit from a high demand for its cloud-based HCM and FINS plus solutions, and synergies from the Scout RFP acquisition.

Workday (WDAY) Q4 Earnings Surpass Estimates, Stock Down

Workday stock fell as fourth-quarter earnings topped expectations while revenue edged by estimates. Full-year fiscal 2022 subscription revenue guidance missed.

News for Workday Stock (WDAY)