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 Inc. failed to wow Wall Street with its long-term view, and that's weighing on shares of the software company Thursday.

Workday's stock gets slammed as new targets underwhelm. Are they merely conservative?

Software maker Workday lowered its outlook for subscription revenue growth through fiscal 2027. Shares plunged on the revised forecast.

Workday Plunges As New Management Lowers Revenue Outlook

Shares of Workday Inc (NASDAQ:WDAY) are down 10% in pre-open trading after the company provided disappointing long-term guidance at yesterday's Workday Rising event. Workday said it now expects 17%-19% subscription revenue growth through to financial year 2027, which is below the Street consensus of 20.6% growth.

Workday falls after lowering subscription revenue guidance

Lululemon Athletica

Peloton

H.B. Fuller

Micron Technology

Peloton Interactive's PTON, +0.65% stock jumped 14% after the connected-exercise-bike maker and yoga-wear giant Lululemon Athletica LULU, -0.40% announced a five-year partnership.

Peloton stock climbs on Lululemon deal, Workday shares slide on targets, and more stocks on the move

Designed to be an online marketplace of proven, trustworthy, responsible AI and ML apps, the Workday AI Marketplace brings the best of Workday AI and solutions from third-party partners together in one place  SCOTTSDALE, Ariz. , Sept. 27, 2023 /PRNewswire/ -- Paradox , the conversational recruiting software helping global companies like Unilever, General Motors, Pfizer, and Lowe's dramatically improve efficiency by automating manual hiring work with conversational AI, today announced it was named among a curated group of early adopters of the Workday AI Marketplace.

Paradox Highlighted Among Early Adopters of Workday AI Marketplace -- a Curated Group of AI and ML Apps Within Workday Ecosystem

Company Builds on Its AI Platform and Expands Its Partner and Developer Ecosystem to Bring the Power of Workday AI to More Businesses Around the World SAN FRANCISCO , Sept. 27, 2023 /PRNewswire/ --  Workday, Inc.  (NASDAQ: WDAY), a leader in enterprise cloud applications for finance  and human resources , today announced at Workday Rising , the company's annual customer conference, a series of new AI and ML capabilities and partner ecosystem updates to help businesses drive productivity, streamline business processes, empower their people, and make better decisions.

Workday Shapes How the Future Works With New AI and ML Capabilities

REDWOOD CITY, Calif.--(BUSINESS WIRE)--WorkBoard, the leader in enterprise strategy execution, proudly announces its participation in the Workday AI Marketplace early adopter program. The Workday Marketplace brings the best of Workday and partners' AI solutions together in one place to make it easier for companies to find trustworthy AI solutions. The marketplace will feature AI and ML apps that meet Workday's trust standards, and which integrate with Workday data via APIs or are built through.

WorkBoard Selected by Workday as an Inaugural Partner for Launch of its Trustworthy AI Marketplace

Marketplace to Feature Curated Group of Proven, Trustworthy, and Responsible AI and ML Apps Within the Workday Ecosystem SAN FRANCISCO , Sept. 27, 2023 /PRNewswire/ -- Workday, Inc.  (NASDAQ: WDAY), a leader in enterprise cloud applications for finance  and human resources , today announced at Workday Rising , the company's annual customer conference, a new Workday AI Marketplace to help its customers easily find and deploy certified AI and ML partner solutions to propel their businesses into the future.

Workday Announces AI Marketplace to Help Customers Easily Discover and Deploy Industry-Leading AI and ML Solutions

Platform Approach, Unrivaled Dataset, and Commitment to Trust Set Company Apart as a Leader in Generative AI for the Enterprise SAN FRANCISCO , Sept. 27, 2023 /PRNewswire/ --  Workday, Inc. (NASDAQ: WDAY), a leader in enterprise cloud applications for finance and human resources , today announced multiple new generative AI capabilities that will help increase productivity, grow and retain talent, streamline business processes, and drive better decision-making.

Workday Unveils New Generative AI Capabilities to Amplify Human Performance at Work

Just because generative AI is trendy right now, doesn't mean it has to be applied to every application. But try telling that to Workday.

Workday unveils new HR-focused generative AI features

New Headcount Planning and Reconciliation Experiences Improve Organizational Alignment Across Finance and Human Resources SAN FRANCISCO , Sept. 27, 2023 /PRNewswire/ --  Workday, Inc.  (NASDAQ: WDAY), a leader in enterprise cloud applications for finance  and human resources , today previewed new AI capabilities in Workday Adaptive Planning and announced new innovations to help streamline enterprise planning processes across finance and human resources.

Workday Unveils New AI Capabilities in Workday Adaptive Planning to Surface Faster Insights and Drive Agility

Native Integration With AWS Empowers Developers to Build Advanced Capabilities in Workday Extend and Innovate Responsibly at Scale SAN FRANCISCO , Sept. 27, 2023 /PRNewswire/ --  Workday, Inc.  (NASDAQ: WDAY), a leader in enterprise cloud applications for finance  and human resources , today announced significant enhancements to Workday Extend aimed at improving the developer experience and driving business and IT efficiency and innovation.

Workday Unveils New AI and ML Services to Enhance the Developer Experience and Power the Future of Work

New Manager Insights Hub Surfaces Automated Insights and Actions, Empowering Managers to Further Develop and Grow Their Teams SAN FRANCISCO , Sept. 27, 2023 /PRNewswire/ --  Workday, Inc.  (NASDAQ: WDAY), a leader in enterprise cloud applications for finance  and human resources , today announced several new features within Workday Human Capital Management (HCM) that simplify and elevate the manager experience by empowering them with the tools they need to lead efficiently and effectively.

Workday Introduces New AI and ML Innovations to Elevate the Manager Experience

PALO ALTO, Calif.--(BUSINESS WIRE)--SkyHive®, a recognized innovator in generative AI applications that helps companies, governments, and communities reskill and futureproof their workforces, today announces it has partnered with Skillcentrix, the only consultancy to focus solely on Workday customers and their talent lifecycle. Skillcentrix, a Workday-certified AMS partner, will advise Workday customers as they implement SkyHive's workforce intelligence platform, which is backed by leading-edge.

SkyHive and Skillcentrix Announce Partnership to Accelerate Workday Customers' Transition from Jobs-based to Skills-based Workforces

Workday hosts an analyst day to tout strategic and financial goals on Wednesday. The software maker is expected to highlight artificial intelligence initiatives.

Workday Rising's Analyst Day To Trumpet Artificial Intelligence

Leading higher education institutions have selected Workday's (WDAY) solution to optimize administrative functions, streamline workflows and deliver a superior learning experience to students.

Workday (WDAY) Solution Drives Efficiency in Education Sector

PLANO, Texas--(BUSINESS WIRE)--LoopWatch is a valuable tool for organizations that use Workday and need to gain insights from their Workday Integration Event data.

Stormloop Technologies Releases Flagship Product for Workday Integration & Tenant Performance Monitoring

Workday, Inc. aims to capitalize on two major trends: the shift towards digital-native enterprises and the increasing demand for platformization. Workday's strategic focus is on becoming a trusted partner by providing integrated platforms for human capital management and financial management. Workday exhibits stable mid-teens CAGR and improving profitability, positioning it favorably in the evolving enterprise software landscape and potentially offering an attractive valuation at 32x fiscal 2025 operating profits.

Workday's Financial Strength And Growth Story

Workday (WDAY) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, WDAY crossed above the 20-day moving average, suggesting a short-term bullish trend.

Workday (WDAY) Recently Broke Out Above the 20-Day Moving Average

Iowa State University, Santa Clara University, University of Florida, and More Are Leveraging Workday to Elevate Student Experiences and Adapt to Changing Industry Needs PLEASANTON, Calif. , Sept. 19, 2023 /PRNewswire/ -- Workday, Inc.  (NASDAQ: WDAY), a leader in enterprise cloud applications for  finance and human resources , today announced continued momentum in higher education.

Workday Sees Continued Momentum in Higher Education, With More than 70% of Workday Higher Education Customers Live

47% of Leaders Believe AI and ML Will Significantly Amplify Human Potential; 45% of CEOs Believe AI and ML Will Create a More Equitable and Diverse Workforce PLEASANTON, Calif. , Sept. 14, 2023 /PRNewswire/ --  Workday, Inc. (NASDAQ: WDAY), a leader in enterprise cloud applications for finance and human resources , today published its latest global study examining how AI and machine learning (ML) will impact how the future works.

Workday Global Survey: 98% of CEOs Say Their Organizations Would Benefit from Implementing AI, But Trust Remains a Concern

Akamai Technologies

Asana

The so-called Magnificent Seven stocks have been leading the U.S. market this year, but now they look richly valued by many key measures — and they're crowded trades.

For better gains in tech stocks from here, look beyond the ‘Magnificent Seven.'

Freshworks

FTAI Aviation Ltd

Kinsale Capital Group

Remitly Global

These growth stocks did their job producing healthy gains and are now stocks to sell after hitting a profit zone. Here's how to spot the zone.

Why These Winners Are Now Stocks To Sell

Workday (WDAY) joins forces with Accenture to speed up development of highly configurable industry specific financial management solutions for enterprises.

Workday (WDAY), Accenture Team Up to Optimize Finance Management

Immix Biopharma

Shapeways Holdings

A high-ranking official at the Federal Reserve has indicated that the US central bank is planning to maintain its benchmark interest rate during its September policy meeting. This decision comes in response to recent economic data, which, according to the official, does not warrant any immediate need for additional monetary tightening.

News for Workday Stock (WDAY)