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

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.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

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Cash & equivalents

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Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

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Cash from investing

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Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

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 stock fell after the company told investors it expected weaker subscription sales this fiscal year than Wall Street expected.

Workday Stock Falls After Earnings Report. What to Know.

Workday Enterprise Finance Solution to Equip Zumiez with Advanced Analytics and Enterprise Planning Workday Enterprise Finance Solution to Equip Zumiez with Advanced Analytics and Enterprise Planning

Zumiez Selects Workday to Help Transform Finance

Shares of Workday (NASDAQ:WDAY) decreased 6.1% in after-market trading after the company reported Q4 results. Quarterly Results Earnings per share were up 46.00% over the past year to $0.73, which beat the estimate of $0.55.

Recap: Workday Q4 Earnings

Workday Inc. WDAY shares declined in the extended session Thursday even as the human-resources cloud-software company's quarterly results topped Wall Street estimates. Workday shares declined 3% after hours, following a 4.4% drop in the regular session to close at $251.19.

Workday stock slips after earnings beat Street

Fiscal Fourth Quarter Total Revenues of $1.13 Billion, Up 15.9% Year Over Year Subscription Revenue of $1.01 Billion, Up 19.8% Year Over Year 24-Month Subscription Revenue Backlog of $6.53 Billion, Up 19.2% Year Over Year Total Subscription Revenue Backlog of $10.09 Billion, Up 21.6% Year Over Year

Workday Announces Fiscal Fourth Quarter and Full Year 2021 Financial Results

Workday's business was initially slowed by COVID. But, post-covid, the lessons of WFH should accelerate Workday's business.

Workday SaaS Reopening Trade

Former U.S. Chairman and CEO of KPMG Brings Extensive Experience in Risk Management and Information Security to Workday Former U.S. Chairman and CEO of KPMG Brings Extensive Experience in Risk Management and Information Security to Workday

Workday Elects Lynne Doughtie to Board of Directors

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

Here's How Workday (WDAY) Looks Just Ahead of Q4 Earnings

Autodesk

ANSYS

CrowdStrike

Microsoft

PayPal

Sapiens International

Here we pick five software stocks - CRWD, ANSS, ADSK, WDAY and SPNS that are likely to pull off a beat this earnings season.

5 Software Stocks Poised to Top Estimates This Earnings Season

PLEASANTON, Calif., Feb. 23, 2021 (GLOBE NEWSWIRE) -- Workday, Inc. (NASDAQ: WDAY), a leader in enterprise cloud applications for finance and human resources, today announced that Aneel Bhusri, co-founder and co-CEO of Workday, will present at the Morgan Stanley Technology, Media and Telecom Conference on Monday, March 1, at 12:30 p.m. Pacific Time / 3:30 p.m. Eastern Time. Individuals may access the live webcast of the presentation here.

Workday Co-Founder and Co-CEO Aneel Bhusri to Present Virtually at the Morgan Stanley Technology, Media and Telecom Conference

Twilio

Here's a sneak peek into four software stocks, which hold the potential to surpass estimates this earnings season.

4 Software Stocks Set to Beat Estimates This Earnings Season

Apple

Anaplan Inc

Digital transformation continues to boost the cloud computing space, which calls for investing in Microsoft (MSFT), Workday (WDAY), Apple (AAPL), CrowdStrike (CRWD) and Anaplan (PLAN).

5 Stocks to Buy as Cloud Computing Adoption Accelerates

Marvell Technology

Technology impacts nearly every aspect of our lives and the economy, and with a bullish setup for 2021, investors might want to add a few tech names to their portfolios.

Top Tech Stocks to Buy Amid Strong Earnings and Bullish Outlook

Nelnet

LINCOLN, Neb., Feb. 10, 2021 /PRNewswire/ -- Nelnet Campus Commerce (NYSE:NNI) a Workday (NASDAQ:WDAY) Select software partner, today announced that it has achieved Workday Certified Integration status. Nelnet Campus Commerce provides customers with a seamless integration that connects...

Nelnet Campus Commerce Completes Workday Certified Integration

Automatic Data Processing

Las Vegas Sands

These three stocks were the S&P 500's biggest losers for January. Does that mean it's time for investors to pounce?

Is It Time to Buy the S&P 500's 3 Worst-Performing Stocks of January?

PLEASANTON, Calif., Feb. 04, 2021 (GLOBE NEWSWIRE) -- Workday, Inc. (NASDAQ: WDAY), a leader in enterprise cloud applications for finance and human resources, plans to announce its fiscal 2021 fourth quarter and full year financial results after market close on Thursday, Feb. 25, 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 2021 Fourth Quarter and Full Year Financial Results

Workday saw its IBD SmartSelect Composite Rating jump to 97 Wednesday, up from 94 the day before. The post Workday, In A Buy Zone, Sees Composite Rating Climb To 97 appeared first on Investor's Business Daily.

Workday, In A Buy Zone, Sees Composite Rating Climb To 97

Workday saw its IBD SmartSelect Composite Rating jump to 97 Wednesday, up from 94 the day before. The post Top-Rated Stocks: Workday Sees Composite Rating Climb To 97 appeared first on Investor's Business Daily.

Top-Rated Stocks: Workday Sees Composite Rating Climb To 97

Workday Inc (NASDAQ: WDAY) announced recently that it is buying Peakon ApS for $700 million in cash. These are the details about the deal.

Why Workday Is Buying Peakon For $700 Million

Robinson to Help Drive Growth Globally, Reporting to Co-CEO Chano Fernandez Robinson to Help Drive Growth Globally, Reporting to Co-CEO Chano Fernandez

Workday Appoints Doug Robinson to Executive Vice President of Global Sales

Workday has announced plans to acquire Danish human resources (HR) startup Peakon in an all-cash deal worth $700 million.

Workday acquires Peakon for $700 million to capture real-time employee sentiment data

Workday started the work day with some big news today. It's acquiring employee feedback platform Peakon for $700 million in cash.

Workday nabs employee feedback platform Peakon for $700M

Adobe

Salesforce

ServiceNow

Splunk

Without a doubt, one of the biggest technology stories over the last 10 years has been the migration to the cloud for computing, storage and a host of additional applications.

Goldman Sachs Very Bullish on Cloud Software: 6 Red-Hot Stocks to Buy Now

Amazon

Expedia

Fortinet

Oracle

Snowflake

VMware

With the trading day about half over, the broad markets were sliding into the weekend.

Apple, Amazon, Facebook, Nio and More Friday Afternoon Analyst Calls

Asana

Alteryx

Datadog

Dynatrace Inc

Shift4 Payments

JFrog

Medallia Inc

Nutanix

Pegasystems

Pure Storage

Smartsheet

Enterprise software turned in a spectacular performance in 2020. My tea leaves suggest that space will continue to outperform broad indices in 2021.

News for Workday Stock (WDAY)