Revenue segments as reported by the company.

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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.

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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 Q4 2021

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Earnings data Q1 2024

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Earnings data Q1 2025

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Earnings data Q3 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.

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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.

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PLEASANTON, Calif. , Aug. 31, 2023 /PRNewswire/ -- Workday, Inc. (NASDAQ: WDAY), a leader in enterprise cloud applications for finance and human resources, today announced Carl Eschenbach, co-CEO, Workday, will present at the Goldman Sachs Communacopia & Technology Conference on September 5 at 3:05 p.m.

Workday Co-CEO to Present at the Goldman Sachs Communacopia & Technology Conference on September 5

PHILADELPHIA--(BUSINESS WIRE)--Workday Software Alliance partner Reliance Matrix to sponsor Workday Rising 2023. VP Shera Chase will present during “Workday in Insurance” session.

Reliance Matrix to Speak at Workday Rising 2023

PLEASANTON, Calif. , Aug. 30, 2023 /PRNewswire/ --  Workday, Inc. (NASDAQ: WDAY), a leader in enterprise cloud applications for  finance and  human resources , today announced the partner sponsors and exhibitors of its annual customer conference  Workday Rising, taking place September 26-29, at the Moscone Center in San Francisco.

Workday Announces Partner Sponsors and Exhibitors to Celebrate 15th Annual Workday Rising in San Francisco

Workday's second-quarter earnings exceeded Wall Street's expectations. The enterprise software provider raised its full-year revenue guidance.

Is Workday Stock a Buy Now?

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With healthy fundamentals and upward estimate revisions, Workday (WDAY) appears to be an enticing investment option at the moment.

Workday (WDAY) is a Solid Portfolio Pick Now: Here's Why

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The stock climbed 5.38% on August 25, after the company reported better-than-expected quarterly results, as you can see using MarketBeat's Workday earnings data.

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Workday (WDAY) reports higher revenues year over year in the second quarter of fiscal 2024, backed by healthy demand for financial, human capital and supply chain management solutions.

Workday (WDAY) Q2 Earnings Beat Estimates, Revenues Rise Y/Y

Workday Inc (NASDAQ: WDAY) shared better-than-expected second-quarter earnings and revenue after yesterday's close, and raised its 2024 subscription revenue target after this quarter's 18.8% year-over-year jump to $1.62 billion.

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Workday Inc (NASDAQ:WDAY) has delivered second-quarter revenue and earnings that beat analysts' consensus, sending its shares higher in Friday premarket trading. The California-based company, which provides cloud-based software solutions for human resources and financial management, also raised its full-year 2024 guidance, saying the momentum going into the second half of the year highlights “the compelling opportunity ahead.

Workday stock rises on 2Q earnings beat as ‘momentum' builds

Workday, Inc. (NASDAQ:WDAY ) Q2 2024 Earnings Conference Call August 24, 2023 4:30 PM ET Company Participants Justin Furby - Vice President, Investor Relations Carl Eschenbach - Co-Chief Executive Officer Aneel Bhusri - Co-Chief Executive Officer Zane Rowe - Chief Financial Officer Doug Robinson - Co-President Conference Call Participants Kash Rangan - Goldman Sachs Mark Murphy - JPMorgan Brad Sills - Bank of America Kirk Materne - Evercore Alex Zukin - Wolfe Research Keith Weiss - Morgan Stanley Brent Thill - Jefferies Karl Keirstead - UBS Brad Zelnick - Deutsche Bank Michael Turrin - Wells Fargo Rishi Jaluria - RBC Operator Welcome to Workday's Fiscal 2024 Second Quarter Earnings Call. At this time, all participants are in a listen-only mode.

Workday, Inc. (WDAY) Q2 2024 Earnings Call Transcript

Although the revenue and EPS for Workday (WDAY) give a sense of how its business performed in the quarter ended July 2023, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Compared to Estimates, Workday (WDAY) Q2 Earnings: A Look at Key Metrics

Workday (WDAY) came out with quarterly earnings of $1.43 per share, beating the Zacks Consensus Estimate of $1.25 per share. This compares to earnings of $0.83 per share a year ago.

Workday (WDAY) Tops Q2 Earnings and Revenue Estimates

Workday reported second-quarter earnings late Thursday that topped analyst estimates. WDAY stock climbed after-hours.

Workday Stock Surges As Earnings Top Views, Revenue Jumps 16%

Workday Inc. WDAY, -2.32% stock climbed 4.5% in extended trading Thursday after the company reported quarterly results that edged the estimates of analysts. Workday reported fiscal second-quarter net income of $78.7 million, or 30 cents a share, compared with a net loss of $64.2 million, or 25 cents a share, in the year-ago quarter.

Workday's stock is rising after another quarterly earnings beat

Fiscal Second Quarter Total Revenues of $1.79 Billion, Up 16.3% Year Over Year Subscription Revenues of $1.62 Billion, Up 18.8% Year Over Year 24-Month Subscription Revenue Backlog of  $10.27  Billion, Up 22.7% Year Over Year Total Subscription Revenue Backlog of $17.85 Billion, Up 32.5% Year Over Year PLEASANTON, Calif. , Aug. 24, 2023 /PRNewswire/ --  Workday, Inc. (NASDAQ: WDAY), a leader in enterprise cloud applications for finance and human resources , today announced results for the fiscal 2024 second quarter ended July 31, 2023.

News for Workday Stock (WDAY)