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

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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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Cost of revenue

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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.

A slowing core business, expansions into more competitive markets, and a lofty valuation all raise tough questions about Workday’s future.

Does Workday Still Deserve Its Premium Valuation?

Apple

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Autodesk

DocuSign

ServiceNow

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Machine Learning, Blockchain, y las mejoras en Analytics personalizan la experiencia que ayudan a incrementar la productividad Machine Learning, Blockchain, y las mejoras en Analytics personalizan la experiencia que ayudan a incrementar la productividad

Workday amplía su tecnología innovadora para el sector de los RRHH en constante transformación

Wall Street wasn't particularly impressed with analysts' updates on the human capital management specialist.

Why Workday Stock Plunged Today

Abbott Labs

Netflix

Adobe, Netflix, ServiceNow, Workday and Abbott Labs were our top stock trades from Wednesday. Here's a look at the charts.

5 Top Stock Trades for Thursday: ADBE, NFLX, ABT, NOW & WDAY

WDAY’s looks to be gaining momentum after a 3-month slide of 20%.

Workday Inc. Looks To Get Back To 'Work' After Recent Slide.

Amazon

Workday dives on analyst caution, while Amazon rises ahead of earnings.

Stock Market News Today: Oct. 16, 2019

Workday Inc (NASDAQ: WDAY) shares dropped 12.8% on Wednesday after the company held its analyst day event this week.

More Work To Do: Workday Plummets After Analyst Event

Workday Inc. shares WDAY, -11.10% are off more than 11% in Wednesday morning trading and pacing the declining software sector after the company held its user conference and analyst day.

Workday leads software stocks lower after analyst day

Machine Learning, Blockchain, and Analytics Advancements Unlock Opportunity and Personalize Experiences to Help Improve Productivity Machine Learning, Blockchain, and Analytics Advancements Unlock Opportunity and Personalize Experiences to Help Improve Productivity

Workday Extends Technology Leadership With Innovations for the Changing World of HR

Data and Machine Learning Innovations Enable Greater Operational Efficiencies and Faster, More Strategic Decision-Making to Help Boost Business Agility Data and Machine Learning Innovations Enable Greater Operational Efficiencies and Faster, More Strategic Decision-Making to Help Boost Business Agility

Workday Upends Legacy Technology With Innovations for the Changing World of Finance

Workday Inc. shares WDAY, +0.59% are up 3.3% in premarket trading Friday after Goldman Sachs analyst Heather Bellini upgraded the stock to buy from neutral.

Workday stock gains after Goldman upgrades to buy

Salesforce

Microsoft

Atlassian

Hedge funds have led a quiet rotation from consumer-facing tech shares into enterprise-software stocks

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Cronos Group

HubSpot

Snap

These companies dole out a ton of stock as employee compensation, and that may be contributing to overvalued stocks.

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Sogou

SOGO vs. WDAY: Which Stock Is the Better Value Option?

SOGO vs. WDAY: Which Stock Should Value Investors Buy Now?

Twilio

The Nasdaq fell below the 50-day moving average on Friday, and software stocks were slammed. Here are three vulnerable stocks to sell.

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Workday (WDAY) reported earnings 30 days ago. What's next for the stock?

Why Is Workday (WDAY) Down 10.1% Since Last Earnings Report?

Though its last quarterly report was strong, the market has lost some optimism for this cloud software company.

Is Workday a Buy After Its 20% Share Price Slide?

Annual Customer Conference Will Feature Livestreams  of Workday Innovation Keynote and Product Strategy and Vision Keynotes Annual Customer Conference Will Feature Livestreams  of Workday Innovation Keynote and Product Strategy and Vision Keynotes

Workday Announces Livestreams and On-Demand Sessions for Workday Rising 2019

Positioned as a Leader for the Third Consecutive Year Based on Completeness of Vision and Ability to Execute Positioned as a Leader for the Third Consecutive Year Based on Completeness of Vision and Ability to Execute

Adaptive Insights, a Workday Company, Named a Leader in Gartner Magic Quadrant for Cloud Financial Planning and Analysis Solutions

Management talks tough comps, important revenue drivers, and more.

3 Must-See Quotes From Workday's Q2 Earnings Call

Millennials, plugged in 24/7, are revolutionizing the way we work — 75% eschew the 9-to-5 workday for a more flexible environment — but now a growing number of these harried, overworked professionals are turning to teletherapy to cope with burnout.

Teletherapy is on the rise as employees try to cope with the '24/7 workday'

Workday has fallen roughly 25% since its 52 weeks high.

Workday: Buy The Pullback

CEO of Workday Inc (30-Year Financial, Insider Trades) Aneel Bhusri (insider trades) sold 300,000 shares of WDAY on 09/03/2019 at an average price of $175.27 a share.

Workday Inc (WDAY) CEO Aneel Bhusri Sold $52.6 million of Shares

PLEASANTON, Calif., Sept.  04, 2019  (GLOBE NEWSWIRE) --  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 Tuesday, Oct.15, 2019 in Orlando, Fla. at 11:30 a.m. Pacific Time / 2:30 p.m. Eastern Time. The event will take place during  Workday Rising , the company's annual customer conference.

News for Workday Stock (WDAY)