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

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Earnings data Q1 2025

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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.

Dell Technologies

Gap Inc

Peloton

The markets were up across the board midday Friday, approaching the end of a wild week that saw some big market swings.

Friday Afternoon Analyst Upgrades and Downgrades: Dell, Gap, Peloton, Workday and More

Workday, Inc. (NASDAQ: WDAY) shares are trading higher after the company reported better-than-expected second-quarter financial results and raised its full year 2022 guidance. Workday reported quarterly earnings of $1.23 per share which beat the analyst estimate of $0.78 and sales of $1.26 billion which beat the analyst estimate of $1.24 billion.

Why Is Workday's Stock Trading Higher Today?

The shares of cloud software concern Workday Inc (NASDAQ:WDAY) are on the rise this morning, last seen up 8.6% at $267.61, following a blowout earnings report.

Sentiment Surrounding Workday Stock Spikes After Earnings

Workday has emerged as a leader in the strategic enterprise transformation industry as they work with Alphabet's Google Cloud. As they're set to grow at an accelerating rate, I look at their prospects as well as valuation ranges to determine if it's prime for a long-term investment.

Workday: Amazing Business But Lofty Valuation

Workday, Inc. (WDAY) on Q2 2022 Results - Earnings Call Transcript

Workday (WDAY) delivered earnings and revenue surprises of 57.69% and 1.44%, respectively, for the quarter ended July 2021. Do the numbers hold clues to what lies ahead for the stock?

Workday (WDAY) Surpasses Q2 Earnings and Revenue Estimates

Workday, Peloton Make Waves After Hours as Markets Sink

Subscription revenue and operating cash flow surge for the the cloud-based provider of enterprise HR and financial software

Workday Shares Rise as Earnings Crush Estimates

Workday (NASDAQ: WDAY) shares are trading higher after the company reported better-than-expected Q2 EPS and sales results and raised FY22 guidance. Workday raised FY22 subscription sales guidance to the range of $4.5 billion to $4.51 billion.

Why Workday Stock Is Trading Higher Thursday After Hours

Shares of Workday (NASDAQ:WDAY) rose 0.1% after the company reported Q2 results. Quarterly Results Earnings per share increased 46.43% year over year to $1.23, which beat the estimate of $0.78.

Workday: Q2 Earnings Insights

Workday Inc. shares rose in the extended session Thursday as the human-resources cloud-software company reported a strong quarter that topped Wall Street estimates, and hiked its guidance for the year.

Earnings Results: Workday stock rises on strong quarter, raised outlook

Fiscal Second Quarter Total Revenues of $1.26 Billion, Up 18.7% Year Over Year  Subscription Revenue of $1.11 Billion, Up 19.5% Year Over Year  24-Month Subscription Revenue Backlog of $6.88 Billion, Up 19.0% Year Over Year  Total Subscription Revenue Backlog of $10.58 Billion, Up 23.1% Year Over Year

Workday Announces Fiscal 2022 Second Quarter Financial Results

Workday Inc. stock has seen an impressive rise of more than 6% over the past week and currently trades at around $246 per share. The stock rally was driven by the overall rally in the broader markets and supported by expectations of strong Q2 '22 earnings later this week.

What's Next For Workday Stock After 6% Rise In The Past Week?

Bill.com

Earnings announcements that we had previewed for Tuesday evening and Wednesday morning all topped bottom-line expectations, and just one (Heico) missed on the top line.

Earnings Previews: Bill.com, Peloton, Workday

CINCINNATI, Aug. 24, 2021 /PRNewswire/ -- VNDLY, a Workday (NASDAQ:WDAY) Access software partner, today announced that it has achieved Workday Certified Integration status. VNDLY provides customers with a seamless integration that connects Workday Human Capital Management (HCM) with VNDLY's Workforce Connector.

VNDLY Completes Workday Certified Integration

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.

Will Workday (WDAY) Beat Estimates Again in Its Next Earnings Report?

Launch of Workday Government Cloud Marks a Significant Milestone in the Company's Growth Opportunity Launch of Workday Government Cloud Marks a Significant Milestone in the Company's Growth Opportunity

Workday Announces Entry into the U.S. Federal Market

Align Technology

Activision Blizzard

Their free cash flow is 20% or more of revenue, which should have investors drooling.

3 Growth Stocks That Are Generating Tons of Free Cash

Alphabet

Alphabet Inc's (NASDAQ: GOOG) (NASDAQ: GOOGL) Google Cloud, and Workday Inc (NASDAQ: WDAY) have collaborated to help global businesses further their digital transformations.  Google Cloud will help businesses run Workday enterprise applications for finance, HR, and planning in a public cloud environment under a multi-year partnership.

Google Cloud, Workday Partner To Digitally Transform Global Enterprises

SUNNYVALE, Calif., Aug. 10, 2021 /PRNewswire/ -- Google Cloud and Workday Inc. (NASDAQ: WDAY), a leader in enterprise cloud applications for finance and human resources, today announced a strategic partnership that will enable businesses across the world to further their digital transformations.

Google Cloud and Workday Announce Multi-Year, Strategic Partnership to Digitally Transform Enterprises Around the World

PLEASANTON, Calif., Aug. 05, 2021 (GLOBE NEWSWIRE) -- Workday, Inc. (NASDAQ: WDAY), a leader in enterprise cloud applications for finance and human resources, plans to announce its fiscal 2022 second quarter financial results after market close on Thursday, Aug. 26, 2021. The company will host a conference call at 1:30 p.m. Pacific Time / 4:30 p.m. Eastern Time to review its financial results and business outlook.

Workday Announces Date of Fiscal 2022 Second Quarter Financial Results

Anaplan Inc

Analysts at Barclays believe Anaplan, Inc (NYSE:PLAN) and Workday, Inc. (NASDAQ:WDAY) are positioned for a solid second half of 2021 following underperformance since the onset of the pandemic relative to the broader software sector and SaaS peers. The Anaplan Analyst: Analyst Raimo Lenschow upgraded Anaplan from Equal-Weight to Overweight and raised the price target from $59 to $70.

Is Now the Time To Buy Anaplan And Workday?

Enterprise IT spending is expected to pick up significantly this year, and Anaplan and Workday stock should benefit.

Buy Workday and Anaplan Stock, Analyst Says. IT Spending Is Picking Up.

Findings Highlight Plans to Accelerate Digitization, Prioritize ESG Over the Next One to Three Years Findings Highlight Plans to Accelerate Digitization, Prioritize ESG Over the Next One to Three Years

Workday Global CFO Survey: Finance Chiefs Shed Light on Data Gaps and Digital Priorities Post-Pandemic

Senior engineers at Amazon had warned about migration issues to Workday before the 2017 deal was announced, according to the report.

News for Workday Stock (WDAY)