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

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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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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

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Earnings data Q4 2022

Earnings data Q1 2023

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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.

Workday is on track to meet its $10 billion mark. It continues to strengthen its product portfolio and customer base with a 100% net retention rate.

Workday: More Upside Awaits

The Workday (WDAY) platform will help drive process standardization across Genpact's teams to ensure secure data access for better decision-making.

Workday (WDAY) to Help Expand Genpact's Global Business

More Global Organizations Deploy Workday to Support Accelerating Digital Finance Transformation Strategies PLEASANTON, Calif. , March 23, 2022 /PRNewswire/ -- Workday (NASDAQ:WDAY), a leader in enterprise cloud applications for finance and human resources , today announced continued momentum for its office of finance solutions, as large enterprises around the world continue deploying Workday to help drive digital finance transformation strategies.

Workday Sees Continued Momentum with Large Enterprises Deploying Its Finance Solutions

PLEASANTON, Calif., March 22, 2022 /PRNewswire/ --  Workday Inc.  (NASDAQ: WDAY), a leader in enterprise cloud applications for finance  and human resources , today announced that Genpact (NYSE: G), a global professional services firm focused on delivering digital transformation, has selected Workday Financial Management , Workday Human Capital Management (HCM) , and Workday Professional Services Automation (PSA) to help scale its global business and support better data governance across the organization and its customer ecosystem.

Genpact Selects Workday to Help Scale its Business and Support Long-Term Growth

PLEASANTON, Calif. , March 17, 2022 /PRNewswire/ -- Workday, Inc.  (NASDAQ: WDAY), a leader in enterprise cloud applications for finance and human resources , today announced that Terrance Wampler, group general manager of the office of the chief financial officer (CFO) at Workday, will present at the Wolfe Research Virtual "March Madness" Software Conference on Tuesday, Mar. 22, at 10:05 a.m.

Workday Group General Manager, Office of the CFO, to Present Virtually at Upcoming Investor Conference

Workday, Inc. (WDAY) Presents at Morgan Stanley Technology, Media and Telecom Conference 2022 (Transcript)

Analysts mostly raised their price targets on Workday Inc (NASDAQ: WDAY) post Q4 results. Wells Fargo analyst Michael Turrin raised the PT to $340 from $325 (39.1% upside) and kept an Overweight.

Here's How Analysts Reacted To Workday's Q4 Results

Lucid Group

Tuesday brought continued skittishness to the Nasdaq.

Lucid Hits the Brakes, but It's a Great Day for This Nasdaq Cloud Stock

Workday Inc (NASDAQ:WDAY ) is up 5.7% at $242.12 this morning, after the software concern reported better-than-expected fourth-quarter earnings of 78 cents per share, as well as a revenue beat.

Options Traders, Analysts Blast Workday Stock After Earnings

Higher subscription revenues led by higher customer contracts and strong customer renewals help Workday (WDAY) to beat fourth-quarter fiscal 2022 earnings estimates.

Workday (WDAY) Q4 Earnings Beat Estimates on Revenue Growth

Workday Inc (NASDAQ: WDAY) is trading higher Tuesday after the company reported better-than-expected fourth-quarter fiscal 2022 financial results.  Workday said quarterly revenue increased 21.6% year-over-year to $1.38 billion, which beat the $1.36 billion estimate.

Why Workday Shares Are Rising Today

Workday Inc's (WDAY) Management on Q4 2021 Results - Earnings Call Transcript

Shares of Workday Inc. (NASDAQ: WDAY) rallied during Monday's after hours session following the release of the company's Q4 earnings beat. Management highlighted a 21.6% year-over-year increase in total revenues to $1.38 billion with subscription revenues showcasing a similar 22.2% year.

Why Workday Stock Is Trading Higher During Monday's After-Hours Session

Workday Inc. shares rallied in the extended session Monday after the human-resources cloud-software company beat estimates for the quarter and forecast a subscription revenue range that exceeded the Wall Street consensus.

Earnings Results: Workday stock rallies after earnings beat, strong guidance

PLEASANTON, Calif., Feb. 28, 2022 /PRNewswire/ -- Workday, Inc. (NASDAQ: WDAY), a leader in enterprise cloud applications for finance and human resources, today announced results for the fiscal 2022 fourth quarter and full year ended January 31, 2022.

Workday Announces Fiscal 2022 Fourth Quarter and Full Year Financial Results

Boston Scientific

Fidelity National Information

Roivant Sciences Ltd

Twilio

Viking Global leader Andreas Halvorsen (Trades, Portfolio) disclosed his portfolio for the final quarter of 2021 last week.

Andreas Halvorsen Loads Up on Health Care, Tech Stocks

PLEASANTON, Calif., Feb. 8, 2022 /PRNewswire/ --  Workday, Inc.  (NASDAQ: WDAY), a leader in enterprise cloud applications for  finance  and  human resources , plans to announce its fiscal 2022 fourth quarter and full year financial results after market close on Monday, Feb. 28, 2022.

Workday Announces Date of Fiscal 2022 Fourth Quarter and Full Year Financial Results

PLEASANTON, Calif., Feb. 3, 2022 /PRNewswire/ -- Workday, Inc. (NASDAQ: WDAY), a leader in enterprise cloud applications for finance and human resources , today announced continued investment in leadership with the appointment of Patrick Blair to president of the Americas.

Workday Appoints Patrick Blair to President of the Americas

Bill.com

The broad correction in high-growth software shares over the past quarter has presented opportunities to gain exposure to “category winners at attractive levels on a long-term basis,” according to BMO Capital Markets. The Software Analyst: Daniel Jester upgraded the rating for Workday Inc WDAY from Market Perform to Outperform, while reducing the price target from $330 to $295.

Why This Is The Right Time To Buy Workday, Bill.Com

American Airlines

Novavax

Palo Alto Networks

Pinterest

Block

Target

In these inflationary times, analysts predict robust earnings growth especially in old economy stocks. Here are seven names to consider.

7 Stocks to Watch in This Current Earnings Season

PLEASANTON, Calif., Jan. 20, 2022 /PRNewswire/ -- Workday Inc.  (NASDAQ: WDAY), a leader in enterprise cloud applications for finance  and human resources , today published the results of its latest chief financial officer (CFO) survey , which focuses on examining how finance leaders are growing and developing their teams, as well as what investments are needed, to meet the evolving demands of the finance function.

Workday Global CFO Survey: Finance Chiefs Reveal Top Priorities for Future-proofing Teams

The shares of Workday have gained 27% since February 2020, almost comparable to the market leader Automatic Data Processing. In recent years, Workday's revenues have grown at an annual rate of 26% pushing investor confidence in the stock.

Workday Stock Is A Good Pick To Realize Gains

PLEASANTON, Calif., Jan. 13, 2022 /PRNewswire/ -- Workday Inc.  (NASDAQ: WDAY), a leader in enterprise cloud applications for finance  and human resources , today announced continued momentum within the retail industry with nearly 50% of the 2021 NRF Top 100 Retailers having selected Workday.

Workday Sees Continued Momentum in Retail, Helps Global Retail Organizations Drive Transformation Through Operational Insights

Workday sells software applications for financial management, spend management, human capital management, and analytics. With a massive target market and know-how acquired for many years in the United States, WDAY is easily selling subscriptions abroad. I expect that international sales growth will continue.

Workday's DCF Model Shows Upside Potential For The Share Price

Adobe

Salesforce

ServiceNow

In just a blink of an eye, the software stocks have been hammered. Some of the top stocks actually have fallen back enough to become very attractive for growth stock investors with a somewhat higher risk tolerance.

News for Workday Stock (WDAY)