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

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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.

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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

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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.

Chewy

Sprinklr

Phillips 66

Yum China Hlds

These top-ranked stocks are likely to beat on the bottom line in their next release. Tap Yum China (YUMC), Chewy (CHWY), Phillips 66 (PSX), Workday (WDAY) and Sprinklr (CXM).

5 Top Stocks Likely to Come Up With an Earnings Beat

Shares of Workday have declined 40% this year, despite consistent fundamental performance. Despite its ~$6 billion annual revenue run rate, the company continues to grow at a ~20% y/y pace, which is unusual for a company of its size.

Workday: Buy While It's Quietly Hitting Targets

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

Here's Why Workday (WDAY) is a Promising Portfolio Pick

Workday (WDAY) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Investors Heavily Search Workday, Inc. (WDAY): Here is What You Need to Know

Workday announced that Chano Fernandez has stepped down as co-CEO and will be replaced by a former, top executive at VMware. The post Workday Announces New CEO Succession Plan appeared first on Investor's Business Daily.

Workday Announces New CEO Succession Plan

Salesforce

Fortinet

Southern Copper

Wells Fargo

It will be prudent to invest in beaten-down U.S. corporate giants in 2022 that have solid potential for 2023. Five such stocks are: FTNT, WDAY, WFC, CRM and SCCO.

Top 5 U.S. Corporate Giants at Attractive Valuation for 2023

Carl Eschenbach, a longtime enterprise software executive who joined Sequoia Capital in 2016 and went on to lead a number of lucrative deals for the venture firm, is going back to an operating role.

Sequoia's Carl Eschenbach, who led deals for Zoom and Snowflake, to run Workday as co-CEO

Workday named Carl Eschenbach, who spent almost seven years at Sequoia Capital, as its new co-CEO, replacing Chano Fernandez.

Workday names Sequoia's Carl Eschenbach as co-CEO, alongside Aneel Bhusri

Workday Inc. WDAY, +1.21% said late Tuesday it appointed Carl Eschenbach to serve as co-chief executive along with co-founder and chairman Aneel Bhusri effective immediately. Eschenbach is a partner at private equity firm Sequoia Capital, and will stay with the firm in a “venture partner capacity.

Workday appoints Carl Eschenbach as co-CEO

Aneel Bhusri, Co-CEO, Co-Founder, and Chair to Remain Co-CEO through January 2024; Expected to Assume Full-Time Role as Executive Chair at that Time Chano Fernandez has Stepped Down as Co-CEO and as a Member of the Workday Board of Directors PLEASANTON, Calif. , Dec. 20, 2022 /PRNewswire/ -- Workday, Inc. (NASDAQ: WDAY), a leader in enterprise cloud applications for finance and human resources, today announced the appointment of Carl Eschenbach to co-CEO, effective immediately.

Workday Appoints Carl Eschenbach to Co-CEO

Workday was a stock that I was bearish on, as I believed that its operations would struggle over the next twelve months. But its guidance for fiscal 2024 points to yet another year of strong revenue growth.

Workday: I Called This Wrong, Why I'm Bullish

Caterpillar

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Netflix

Cigna

Across the market, Cowen & Co. analysts see undervalued stocks.

Netflix, Workday, Costco, Caterpillar and more: These stocks are Cowen's favorites for 2023

Workday (WDAY) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Here is What to Know Beyond Why Workday, Inc. (WDAY) is a Trending Stock

Expedia

iCAD

Plug Power

Shoals Technologies Group

Tesla

United Continental Hlds

On Dec. 5, U.S. stocks were dragged down in part by renewed bearishness on the part of Morgan Stanley (NYSE: MS ) analyst Mike Wilson. However, with the U.S. services sector, the job market, and consumer spending holding up quite well, it's  difficult for me to imagine how the profit collapse predicted by Wilson could materialize.

Our 7 Top Nasdaq Stock Picks for 2023

FRAMINGHAM, Mass. & DUBLIN--( BUSINESS WIRE )--Workhuman, a Workday (NASDAQ:WDAY) certified software partner, today announced that it has recertified its Workday integration to continue providing customers with a seamless experience that connects Workday HCM with the Workhuman Cloud. The integration makes it easy for employees to utilize features such as Social Recognition, Celebrations, Conversations, and more - right where they are working, without disrupting their workflow.

Workhuman Completes Workday Certified Integration

Healthy top-line growth driven by solid demand trends enable Workday (WDAY) to beat third-quarter fiscal 2023 earnings estimates.

Workday (WDAY) Q3 Earnings Beat on Solid Revenues, Shares Up

Although the cloud-computing segment represented one of the hardest hit within the broad technology ecosystem, financial and human-capital management software provider Workday (NASDAQ: WDAY ) cut through the muck, surging 11% in Wednesday's morning session. Providing the boost for WDAY stock was a strong earnings performance that beat expectations for the top and bottom lines.

Workday (WDAY) Stock Jumps 11% on Q3 Earnings Beat

Workday Inc (NASDAQ:WDAY) is up 11.5% to trade at $159.78 this morning after the software name shared better-than-expected third-quarter earnings and revenue.

Upbeat Quarterly Results Boost Workday Stock

Human resources cloud-software company Workday Inc. is showing its resilience in an uncertain economic environment, analysts say.

‘Resilient' Workday weathering macro uncertainty well, analysts say

CrowdStrike

The latest financial reports from two key players offer different looks at the software industry.

Nasdaq SaaS Stocks Are Making Big Moves. Here's Why.

Workday (WDAY) delivered earnings and revenue surprises of 17.86% and 1.18%, respectively, for the quarter ended October 2022. Do the numbers hold clues to what lies ahead for the stock?

Workday (WDAY) Q3 Earnings and Revenues Beat Estimates

Workday reported earnings that fell from a year earlier but topped estimates. The company slightly raised its full-year subscription outlook.

Workday Stock Climbs As Earnings Manage To Top Wall Street Views

Workday Inc. shares rallied in the extended session Tuesday after the human-resources cloud-software company hiked its outlook and launched a share buyback program.

Workday stock rises 5% following hiked outlook, share buybacks announced

Fiscal Third Quarter Total Revenues of $1.60 Billion, Up 20.5% Year Over Year Subscription Revenues of $1.43 Billion, Up 22.3% Year Over Year 24-Month Subscription Revenue Backlog of $8.62  Billion, Up 21.1% Year Over Year Total Subscription Revenue Backlog of $14.10 Billion, Up 28.5% Year Over Year PLEASANTON, Calif. , Nov. 29, 2022 /PRNewswire/ -- Workday, Inc. (NASDAQ: WDAY), a leader in enterprise cloud applications for finance and human resources, today announced results for the fiscal 2023 third quarter ended October 31, 2022.

Workday Announces Fiscal 2023 Third Quarter Financial Results

Program Authorizes up to $500 Million of Shares of Class A Common Stock to be Repurchased PLEASANTON, Calif. , Nov. 29, 2022 /PRNewswire/ -- Workday, Inc. (NASDAQ: WDAY), a leader in enterprise cloud applications for finance and human resources , today announced that its Board of Directors approved a new share repurchase program with authorization to purchase up to $500 million of shares of its Class A common stock.

News for Workday Stock (WDAY)