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.

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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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These 2 Nasdaq Stocks Are Giving Investors a Happy Friday

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.

Workday Announces Fiscal 2024 Second Quarter Financial Results

Workday (WDAY) is expected to record a top-line expansion year over year in the second quarter of fiscal 2024, backed by healthy demand for finance and human resources applications.

Will Healthy Revenue Growth Boost Workday's (WDAY) Q2 Earnings?

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AI Stocks Nvidia, Marvell Technology Highlight Earnings Calendar, Along With Software Giants Snowflake, Workday

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Top-ranked stocks Yum China (YUMC), Amazon.com (AMZN), Workday (WDAY), aTyr Pharma (LIFE) and D.R. Horton (DHI) are likely to beat on the bottom line in their upcoming releases.

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Workday (WDAY) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Workday (WDAY) Earnings Expected to Grow: Should You Buy?

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We have narrowed our search to three stocks that are set to declare earnings results next week. These are: NVDA, WDAY, COTY.

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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 Workday (WDAY) Could Beat Earnings Estimates Again

Software stock Workday holds above a key chart level after a brief pullback. Workday uses AI and machine learning in its applications.

Software Stock Workday's Profit Expected To Rise 46%

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Let us look at some software stocks ??? WDAY, CACI, BILL and HUYA?

4 Software Stocks Likely to Top Earnings Estimates This Season

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Synopsys

Recently, the nation's gross domestic product report came out and resulted in the United States economy surging 2.4% in the second quarter. Comerica Bank reveals that California, which represents roughly 15% of total output, Texas, and Florida account for 29% of the economic growth for 2023 so far.

3 ‘Strong Buy' Stocks You Should Be Loading Up On Now

PLEASANTON, Calif. , Aug. 3, 2023 /PRNewswire/ -- Workday, Inc.  (NASDAQ: WDAY), a leader in enterprise cloud applications for  finance  and  human resources , plans to announce its fiscal 2024 second quarter financial results after market close on Thursday, August 24, 2023.

Workday Announces Date of Fiscal 2024 Second Quarter Financial Results

PLEASANTON, Calif. , Aug. 3, 2023 /PRNewswire/ -- Workday, Inc. (NASDAQ: WDAY), a leader in enterprise cloud applications for finance and human resources, today announced that it will host its financial analyst day on Wednesday, Sept.

Workday Announces 2023 Financial Analyst Day

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We have narrowed our search to five Internet software stocks with strong potential for the rest of 2023. These are: CRWD, FTNT, PANW, WDAY, STNE.

Invest in 5 Internet Software Stocks for Sparkling Returns

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For those who are unaware, the “Magnificent Seven” stocks are Microsoft (NASDAQ: MSFT ), Apple (NASDAQ: AAPL ), Nvidia (NASDAQ: NVDA ), Tesla (NASDAQ: TSLA ), Alphabet (NASDAQ: GOOG , NASDAQ: GOOGL ), and Amazon (NASDAQ: AMZN ). With the exception of Nvidia, those top tech stocks are largely focused on the cloud (MSFT and AMZN), the internet (GOOG and AMZN), software (MSFT), or hardware (Apple).

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The unprecedented COVID-19 correction of 2020 forced investors to "throw out the baby with the bath water." Quality software stocks are a beneficiary.

Exploit Market Inefficiencies, Buy Software

Used by clients like Pfizer, Unilever, and more, Paradox's Conversational Interview Scheduling saves recruiters and hiring managers countless hours every week — shortening time to schedule by more than 90%. SCOTTSDALE, Ariz.

News for Workday Stock (WDAY)