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

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

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.

Starbucks

Tesla

Investors should not ignore analysts' sentiment because it can profoundly impact a stock price direction. Upgrades naturally lift sentiment and lead markets higher, while downgrades can lower them.

Top 3 Analyst-Downgraded Stocks: Tesla, Workday, Starbucks

Company Showcases New AI Services for Workday Extend and Launches Workday AI Marketplace at Annual Developer Conference LAS VEGAS , June 3, 2024 /PRNewswire/ -- Workday, Inc.  (NASDAQ: WDAY), a leading provider of solutions to help organizations manage their people and money , today announced new AI innovations to make it easier than ever for developers and partners to build intelligent solutions on the Workday platform – and for customers to discover and benefit from those solutions. This includes AI updates to the company's developer platform, Workday Extend , and the general availability of Workday AI Marketplace , giving customers access to the best AI solutions from Workday and its partners in one centralized place.

Workday Turbocharges Its Partner and Developer Ecosystem with New Workday AI Capabilities

Workday will use Gemini Models and Vertex AI to support software development; Workday solutions are also now available on Google Cloud Marketplace SUNNYVALE, Calif. , June 3, 2024 /PRNewswire/ -- Google Cloud today announced an expanded partnership with Workday, Inc. (NASDAQ: WDAY), a leading provider of solutions that help organizations manage their people and money, that will bring new generative AI capabilities to enhance how customers build and manage apps on Workday.

Google Cloud Expands Partnership with Workday to Enhance App Development With Generative AI

Workday, Inc. (NASDAQ:WDAY ) Jefferies Software Conference May 29, 2024 12:00 PM ET Company Participants Carl Eschenbach - CEO Conference Call Participants Brent Thill - Jefferies Brent Thill Carl, thanks so much for being here. Carl is one of the most respected leaders in our industry, and we're really lucky to have him.

Workday, Inc. (WDAY) Jefferies Software Conference (Transcript)

Analysts at UBS remain optimistic on the long-term value of cloud-based software provider Workday Inc (NASDAQ:WDAY) after it delivered a mixed report for the first quarter. The analysts reiterated their ‘Buy' rating on the stock but lowered their price target from $350 to $330.

Workday continues to present long-term value, analysts believe

The Defense Intelligence Agency selects Workday's (WDAY) solution to accelerate the modernization of the human resource process and optimize the workforce.

Workday (WDAY) Solution to Modernize HR Process in Defense Agency

Workday beat on sales and earnings last night but lowered its sales guidance a bit. Investors reacted harshly, selling off the stock on Friday.

Why Workday Stock Crashed 14% Today

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

Wall Street Bulls Look Optimistic About Workday (WDAY): Should You Buy?

Solid customer wins, strategic expansions and strong contract renewals enable Workday (WDAY) to beat first-quarter fiscal 2025 earnings estimates.

Workday (WDAY) Beats Q1 Earnings Estimates on Solid Revenues

After Workday Inc. lowered its subscription revenue guidance alongside its latest report, Wall Street is wondering whether this cut will be the last one.

Workday earnings add to view that chip stocks trump software stocks now

Workday Inc (NASDAQ:WDAY) shares fell more than 11% in extended trading as the human resources and financial management platform slashed its subscription revenue outlook for fiscal 2025.  For the full year ending in January 2025, it expects subscription revenue in the range of $7.7 billion to $7.73 billion, representing growth of approximately 17%, from its prior forecast of $7.73 billion to $7.78 billion.

Workday lowers full year subscription revenue forecast; shares tumble

PLEASANTON, Calif. , May 24, 2024 /PRNewswire/ -- Workday, Inc. (NASDAQ: WDAY), a leading provider of solutions to help organizations manage their people and money, today announced that Carl Eschenbach, CEO, Workday, will present at the Jefferies Software Conference on May 29, 2024 at 9:00 a.m.

Workday CEO to Present at the Jefferies Software Conference on May 29, 2024

Advanced Micro Devices

Alibaba

Super Micro Computer

Tech stocks were looking to rebound early Friday after even Nvidia's stellar earnings couldn't prevent broader losses in the previous session.

AMD, Workday, Alibaba, Super Micro Computer, and Other Tech Stocks in Focus Today

Workday (WDAY) shares plunged more than 11% in extended trading Thursday after the cloud-based professional services company provided softer-than-expected current-quarter and full-year subscription revenue guidance.

Workday Stock Plunges Amid Soft Subscription Revenue Guidance

Workday, Inc. (NASDAQ:WDAY ) Q1 2025 Earnings Conference Call May 23, 2024 4:30 PM ET Company Participants Justin Furby - VP, IR Carl Eschenbach - CEO & Director Zane Rowe - CFO Doug Robinson - Co-President Conference Call Participants Kash Rangan - Goldman Sachs Group Mark Murphy - JPMorgan Chase & Co. Kirk Materne - Evercore ISI Brent Thill - Jefferies Bradley Sills - Bank of America Merrill Lynch Scott Berg - Needham Karl Keirstead - UBS Aleksandr Zukin - Wolfe Research Michael Turrin - Wells Fargo Securities Rishi Jaluria - RBC Derrick Wood - TD Cowen Brian Schwartz - Oppenheimer Operator Welcome to Workday's Fiscal 2025 First Quarter Earnings Call. At this time, all participants are in a listen-only mode.

Workday, Inc. (WDAY) Q1 2025 Earnings Call Transcript

The headline numbers for Workday (WDAY) give insight into how the company performed in the quarter ended April 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Workday (WDAY) Reports Q1 Earnings: What Key Metrics Have to Say

Workday (WDAY) came out with quarterly earnings of $1.74 per share, beating the Zacks Consensus Estimate of $1.57 per share. This compares to earnings of $1.31 per share a year ago.

Workday (WDAY) Q1 Earnings and Revenues Surpass Estimates

Workday reported Q1 earnings that topped estimates while revenue edged by views. Guidance missed.

Workday Earnings Beat. Guidance Light.

Human resources software provider Workday cut its annual subscription revenue forecast on Thursday, citing concerns about lower customer headcount growth as a hiring slowdown and IT budget cuts soften demand for its payroll services.

Workday cuts full-year subscription revenue forecast

Shares of Workday Inc. were declining in Thursday's extended session after the company, which makes software for businesses, trimmed its full-year forecast on a key metric.

Workday's stock falls as ‘elevated sales scrutiny' drives outlook cut

Fiscal First Quarter Total Revenues of $1.990 Billion, Up 18.1% Year Over Year Subscription Revenues of $1.815 Billion, Up 18.8% Year Over Year PLEASANTON, Calif. , May 23, 2024 /PRNewswire/ -- Workday, Inc. (NASDAQ: WDAY), a leading provider of solutions to help organizations manage their people and money , today announced results for the fiscal 2025 first quarter ended April 30, 2024.

Workday Announces Fiscal 2025 First Quarter Financial Results

New Relationship Underscores Potential for Workday to Transform U.S. Intelligence Community and Federal Government Business Processes PLEASANTON, Calif. , May 23, 2024 /PRNewswire/ -- Workday, Inc. (NASDAQ: WDAY), a leading provider of solutions to help organizations manage their people and money, today announced the Defense Intelligence Agency (DIA) has selected Workday Government Cloud to accelerate its human resources modernization efforts, marking Workday's formal entry into the U.S. Intelligence Community (IC) and its growing momentum in the U.S. Federal Government market.

Defense Intelligence Agency (DIA) Selects Workday to Accelerate its Human Resources Modernization Efforts

Booz Allen Hamilton Hld

As beneficiaries of strong business industries, Intuit (INTU), Workday (WDAY), and Booz Allen Hamilton's (BAH) stock all sport a Zacks Rank #2 (Buy) ahead of their quarterly reports this week.

3 Intriguing Stocks to Watch as Earnings Approach

Leadership Position Based on Market Impact and Vision, and Capabilities PLEASANTON, Calif. , May 22, 2024 /PRNewswire/ --  Workday, Inc.  (NASDAQ: WDAY), a leading provider of solutions to help organizations manage their people and money , today announced that Workday VNDLY was named a Leader and Star Performer in Everest Group's Vendor Management Systems (VMS) PEAK Matrix® Assessment 2024.

Workday VNDLY Named a Leader in Everest Group's Vendor Management Systems (VMS) PEAK Matrix® Assessment 2024

Looking beyond Wall Street's top -and-bottom-line estimate forecasts for Workday (WDAY), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended April 2024.

News for Workday Stock (WDAY)