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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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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.

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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.

Earnings data Q1 2022

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Earnings data Q4 2022

Earnings data Q1 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.

Shares of Workday Inc. WDAY, +1.21% rose nearly 6% in the extended session Wednesday after the cloud-software company reported sales above Wall Street expectations and announced a partnership with Salesforce.com Inc.

Workday stock jumps on fiscal Q1 sales, Salesforce partnership

Workday Q1 earnings topped estimates amid lowered expectations. Workday stock gained in extended trading as subscription revenue guidance also came in better than feared.

Workday Earnings, Guidance Top Lowered Expectations; Stock Rises

Workday Adaptive Planning to Run on Microsoft Azure Cloud  Workday on Microsoft Teams, Microsoft Azure Active Directory to Create Greater Integrated Customer Experience

Microsoft, Workday Announce Strategic Partnership to Accelerate Planning for Today’s World

Workday and Salesforce’s Work.com Come Together to Help Customers Better Prepare the Workforce and More Safely and Securely Reopen the Workplace Workday and Salesforce’s Work.com Come Together to Help Customers Better Prepare the Workforce and More Safely and Securely Reopen the Workplace

Workday Announces New Partnership with Salesforce to Help Organizations Safely Return to Work

Workday Shares Have Become A GARP Story - And A Good One At That

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Workday (WDAY) is seeing favorable earnings estimate revision activity and has a positive Zacks Earnings ESP heading into earnings season.

Why Earnings Season Could Be Great for Workday (WDAY)

Let Workday Work For You

Workday's (WDAY) fiscal first-quarter performance is likely to reflect high demand for its cloud-based HCM and financial management solutions.

Workday (WDAY) Gearing Up for Q1 Earnings: What's in Store?

Workday: Long-Term Cloud-Related Growth Ahead

Workday (WDAY) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Why the Earnings Surprise Streak Could Continue for Workday (WDAY)

Workday: Defensive And Unduly Punished

Workday: Hiding In Plain Sight

EGOV vs. WDAY: Which Stock Is the Better Value Option?

EGOV or WDAY: Which Is the Better Value Stock Right Now?

The enterprise software stock has fallen roughly 26% over the last year, while the S&P 500 index is down 3% over the same stretch.

Why Workday Stock Jumped 18.2% in April

Splunk

Shares of Workday Inc. WDAY, -1.52% are off 1.8% in premarket trading Friday while shares of Splunk Inc.

Workday, Splunk stocks fall after downgrades at Cowen

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Economic concerns tied to the coronavirus pandemic pushed the enterprise software company to a 52-week low last month.

Why Workday Stock Sank 24.8% in March

Workday Inc. WDAY, +3.58% disclosed in a Monday filing that it received a term-loan facility of $750 million and a revolver of $750 million on April 2.

Workday gets $750 million term-loan facility

Don't get caught up chasing WDAY stock's rally as there will be better buying opportunities in the weeks ahead. 
The post Don’t Run After the Rally in WDAY Stock Just Yet appeared first on InvestorPlace.

Don’t Run After the Rally in WDAY Stock Just Yet

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

Why Is Workday (WDAY) Down 20.4% Since Last Earnings Report?

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These growth stocks all jumped, even as the S&P 500 rose just 0.5%. Here's why.

4 Tech Companies That Soared on Thursday

The software company expects the move will add $80 million in expenses in the quarter.

Workday will give employees a cash bonus worth two weeks of pay amid coronavirus outbreak

Workday's (WDAY) HCM solutions have been adopted by Wells Fargo in a bid to enhance HR capabilities and improve employee experience.

Workday's HCM Solutions to Aid Wells Fargo With HR Overhaul

Shares of Workday Inc (NASDAQ: WDAY) are sharply lower despite the company reporting forecast-beating fourth-quarter results on Thursday.

News for Workday Stock (WDAY)