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.

Workday (WDAY) closed the most recent trading day at $257.93, moving +0.53% from the previous trading session.

Workday (WDAY) Outperforms Broader Market: What You Need to Know

Despite macroeconomic headwinds, Workday (WDAY) will likely report a revenue expansion year over year in first-quarter fiscal 2025, backed by healthy demand trends in several end markets.

Will Workday (WDAY) Q1 Earnings Gain From Top-Line Expansion?

MCLEAN, Va. , May 16, 2024 /PRNewswire/ -- M, D, Year – The Groove, a modern enterprise consultancy renowned for its innovative approach and strategic insights, is proud to announce a partnership with Workday, Inc. (NASDAQ: WDAY), a leading provider of solutions to help organizations manage their  people and money.

The Groove Named Workday Partner to Help Businesses Optimize Their Use of The Workday Platform

Skillsoft

DENVER--(BUSINESS WIRE)--Skillsoft (NYSE: SKIL), a leading platform for transformative learning experiences, today announced that it has achieved Workday Certified Integration Status. Skillsoft, which is a Workday, Inc. (NASDAQ: WDAY) software partner, now integrates with Workday Human Capital Management (HCM) and Workday Skills Cloud. The integration of Skillsoft Percipio with Workday gives joint customers a new skills-based approach to learning, career development, and talent optimization. Wo.

Skillsoft Completes Workday Certified Integration to Accelerate Enterprise Skills Transformation

CrowdStrike

DraftKings

Investors are always looking for lesser-known stocks to buy. The public's attention is sometimes only driven to the largest and most well-known stocks.

3 Lesser-Known Stocks That Could Skyrocket in 2024

PLEASANTON, Calif. , May 2, 2024 /PRNewswire/ -- Workday, Inc. (NASDAQ: WDAY), a leading provider of solutions to help organizations manage their people and money, plans to announce its fiscal 2025 first quarter financial results after market close on Thursday, May 23, 2024.

Workday Announces Date of Fiscal 2025 First Quarter Financial Results

Adobe

C3.ai

Asana

Salesforce

Datadog

iShares North American Tech-Software ETF

ServiceNow

PagerDuty

Palantir Technologies

Atlassian

Microsoft stock has gained 5% in 2024 but the IGV software index is down 3%, after falling 7% in April. The bellwether index soared 59% last year amid AI hype.

Why April Brought Grief To Software Stocks As IGV Index Tumbles

SAP SE

Symbotic Inc

So far only a few software stocks have benefited tremendously from the AI revolution, including Microsoft (NASDAQ: MSFT ) and Alphabet (NASDAQ: GOOG , NASDAQ: GOOGL ). But, according to Investor's Business Daily, it's widely believed that most AI software stocks will not monetize AI in a material way until late 2024 or 2025.

Beyond Microsoft and Google: 3 Stealth AI Software Stocks to Buy Now

Randstad selects Workday's (WDAY) AI native solution to drive efficiency in financial and human resources processes across enterprise operations.

Workday (WDAY), Randstad Team Up to Transform HR Operations

Companies Also to Explore Mutual Service Offering to Provide Businesses Around the World With Greater Access to Talent Management Tools  PLEASANTON, Calif. , April 11, 2024 /PRNewswire/ --  Workday, Inc. (NASDAQ: WDAY), a leading provider of solutions to help organizations manage their people and money , today announced that Randstad (AMS: RAND), the world's leading talent company, will extend its existing Workday agreement to roll out Workday Financial Management and Workday Human Capital Management (HCM) across its 39 markets.

Randstad Selects Workday for Global Finance, HR, and Talent Solutions

In the most recent trading session, Workday (WDAY) closed at $271.10, indicating a +0.93% shift from the previous trading day.

Workday (WDAY) Laps the Stock Market: Here's Why

I reiterate my buy rating for WDAY. The company's total revenue and subscription revenue grew by 16.7% and 17.7%, respectively, in FY24, with strong operating leverage and FCF performance. Workday's overseas market is demonstrating growth acceleration, particularly in the UK, Spain, France, and Japan, indicating a positive demand environment.

Workday: Business Still Has Plenty Of Room To Grow

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

Why Is Workday (WDAY) Down 6% Since Last Earnings Report?

PLEASANTON, Calif. , March 27, 2024 /PRNewswire/ -- Workday, Inc. (NASDAQ: WDAY), a leading provider of solutions to help organizations manage their people and money , today announced that its 2024 annual meeting of stockholders will be held virtually on Tuesday, June 18, 2024 at 9:00 a.m.

Workday Announces Annual Stockholder Meeting

Workday's (WDAY) new solution offers a starting point for organizations seeking to enhance financial efficiency, streamlining processes without necessitating a complete transformation.

Workday (WDAY) Unveils Solution to Improve Business Agility

New Enterprise Performance Management (EPM) Solution Unifies Planning with Close and Consolidation Capabilities PLEASANTON, Calif., March 19, 2024 /PRNewswire/ --  Workday, Inc.  (NASDAQ: WDAY), a leading provider of solutions to help organizations manage their people and money , today announced the availability of Workday Adaptive Planning and Consolidation , a new solution that brings together the robust and agile planning of Workday Adaptive Planning with the comprehensive close and consolidation capabilities in Workday Financial Management.

Workday Adaptive Planning and Consolidation Delivers Efficiency, Agility, and Ease of Use to Finance Organizations

Advanced Micro Devices

Cisco Systems

Dell Technologies

Intel

Oracle

The news hit like a thunderbolt across the artificial-intelligence landscape: Apple Inc. and Alphabet Inc.'s Google are in discussions to bring the latter's Gemini AI tools to iPhone software.

These older tech companies are playing catch-up in genAI

NVIDIA

Autodesk

Microsoft

Nutanix

Snowflake

Generative AI, hailed for more than a year now as tech's new frontier, is steadily scoring enterprise sales. And it isn't just Nvidia Corp. NVDA, -5.55% that is racking up stratospheric revenue and margins.

It's not just Nvidia: These companies are finally making real money from AI

The heavy selling pressure might have exhausted for Workday (WDAY) as it is technically in oversold territory now. In addition to this technical measure, strong agreement among Wall Street analysts in revising earnings estimates higher indicates that the stock is ripe for a trend reversal.

Down -6.41% in 4 Weeks, Here's Why Workday (WDAY) Looks Ripe for a Turnaround

Workday, Inc. (NASDAQ:WDAY ) Morgan Stanley Technology, Media & Telecom Conference Call March 4, 2024 11:45 AM ET Company Participants Carl Eschenbach - CEO Conference Call Participants Keith Weiss - Morgan Stanley Michael Lippert - Baron Capital Keith Weiss Excellent. Thank you, everyone, for joining us this morning.

Workday, Inc. (WDAY) Morgan Stanley Technology, Media & Telecom Conference Call Transcript

Workday Inc (NASDAQ:WDAY) recently hit a Feb. 26 record high of $311.28, before a sharp pullback on the heels of its fourth-quarter earnings report.

How Workday Stock Is Faring After Record High, Earnings

SAN JOSE, Calif.--(BUSINESS WIRE)--SimplrOps, a leading Cloud ERP management platform, is thrilled to announce the extension of its long-term strategic alliance with Deloitte, a global leader in consulting, audit, and advisory services. Over the years, SimplrOps has played an important role in Deloitte's Workday and SuccessFactors Implementation and Operate offering, enabling the delivery of faster, consistent results, and exceptional value to clients. The collaboration has been instrumental in.

SimplrOps and Deloitte Extend Strategic Alliance to Propel Innovation in Workday and SuccessFactors Ecosystem

Workday, Inc. NASDAQ: WDAY issued a lackluster FQ2 report that left the market wishing for more. However, as tepid as the results are, underperformance is relative to analysts' consensus estimates.

Workday Stock Price is Working on a Buy-the-Dip Opportunity

Workday (WDAY) reports top-line growth year over year in the fourth quarter of fiscal 2024, driven by solid demand for its human capital management and financial management solution.

Workday (WDAY) Q4 Earnings Beat Estimates on Higher Revenues

PLEASANTON, Calif. , Feb. 27, 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 Morgan Stanley Technology, Media & Telecom Conference on March 4, 2024 at 8:45 a.m.

News for Workday Stock (WDAY)