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.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

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.

Company Unleashes the Power of the Workday Partner Ecosystem to Streamline and Simplify the Payroll Experience PLEASANTON, Calif. , Aug. 20, 2024 /PRNewswire/ --  Workday, Inc. (NASDAQ: WDAY), a leading provider of solutions to help organizations manage their people and money , today announced Global Payroll Connect, a unified global payroll solution that can seamlessly connect with payroll providers to deliver an end-to-end global payroll experience.

Workday Announces Global Payroll Connect - One Solution to Manage All of an Organization's Payroll Needs

Now Available in 57 Countries, New Solution Leverages AI to Analyze Global HR and Payroll Data, Anticipate Trends, and Customize Payroll Services All Within Workday PLEASANTON, Calif. , Aug. 20, 2024 /PRNewswire/ --  Workday, Inc. (NASDAQ: WDAY), a leading provider of solutions to help organizations manage their people and money , and Strada (formerly the Payroll and Professional Services business of Alight Solutions), a technology-enabled, people-powered company which blends leading-edge technology and human ingenuity, today announced the global availability of Workday Payroll provided by Strada.

Workday Announces Workday Payroll Provided by Strada, Extending its AI-Powered Unified Payroll Experience to Organizations Around the World

Get a deeper insight into the potential performance of Workday (WDAY) for the quarter ended July 2024 by going beyond Wall Street's top -and-bottom-line estimates and examining the estimates for some of its key metrics.

Insights Into Workday (WDAY) Q2: Wall Street Projections for Key Metrics

Positive outlook for HCM & Payroll software market growth, with Workday positioned to benefit from increasing demand for digital HR solutions. Workday demonstrates strong competitiveness in the market, with the second-largest total feature count and potential for future revenue growth. Workday's profitability is expected to improve gradually, with a forecasted net margin of 11% by 2028, supported by efficient expense management and revenue growth.

Workday: Leadership In HCM And Payroll Software Market

Workday (WDAY) is expected to report top-line growth year over year, backed by healthy demand trends in several end markets. Efforts to integrate AI capabilities across the product suite are a positive.

Will Top-Line Expansion Improve Workday's (WDAY) Q2 Earnings?

Robert Half Int.

Partnership Provides Protiviti Additional Strength to Deliver Technology Modernization and Business Transformations for Clients MENLO PARK, Calif., Aug. 12, 2024 /PRNewswire/ -- Global consulting firm Protiviti today announced it has been named a Workday Services Partner by Workday, Inc. (NASDAQ: WDAY), a leading provider of solutions to help organizations manage their people and money.

Protiviti Named a Workday Services Partner

In the latest trading session, Workday (WDAY) closed at $211.25, marking a +1.68% move from the previous day.

Workday (WDAY) Surpasses Market Returns: Some Facts Worth Knowing

LAS VEGAS, Aug. 06, 2024 (GLOBE NEWSWIRE) -- WHAT: During Workday Rising 2024, Avaap will showcase two Workday transformation success stories to help leaders in the higher education and non-profit sectors prepare for change and modernization in their organizations and institutions. These sessions will address the benefits, preparation, and considerations required when transforming systems with Workday.

Media Alert: Avaap Spotlights Digital Transformation Success Stories at Workday Rising 2024

Lincoln National

RADNOR, Pa.--(BUSINESS WIRE)--Lincoln Financial Group (NYSE: LNC) today announced it has been named an Innovation Partner by Workday, Inc. (NASDAQ: WDAY), a leading provider of solutions to help organizations manage their people and money. As a Workday partner, Lincoln will help increase joint customers' access to seamless benefits administration and customized solutions from Lincoln's insurance technology (InsurTech) experience, LincSmart. LincSmart helps streamline benefits management experie.

Lincoln Financial Group named Workday Innovation Partner to help bring ease and efficiency to employee benefits

PLEASANTON, Calif. , Aug. 2, 2024 /PRNewswire/ -- Workday, Inc. (NASDAQ: WDAY), a leading provider of solutions to help organizations manage their people and money, today announced that it will host its financial analyst day on Tuesday, September 17, 2024 in Las Vegas at 2:00 p.m.

Workday Announces 2024 Financial Analyst Day

PLEASANTON, Calif. , Aug. 2, 2024 /PRNewswire/ -- Workday, Inc. (NASDAQ: WDAY), a leading provider of solutions to help organizations manage their people and money, plans to announce its fiscal 2025 second quarter financial results after market close on Thursday, August 22, 2024.

Workday Announces Date of Fiscal 2025 Second Quarter Financial Results

HiredScore AI for Recruiting and Talent Mobility Solutions Are Now Available Through Workday to Boost Recruiter Productivity and Empower Hiring Managers and Employees Company Unveils AI Enhancements to Workday Job Architecture to Accelerate Skills-Based Talent Strategies PLEASANTON, Calif. , Aug. 1, 2024 /PRNewswire/ -- Workday, Inc.  (NASDAQ: WDAY), a leading provider of solutions to help organizations manage their people and money , today announced that HiredScore AI for Recruiting and HiredScore AI for Talent Mobility are now available through Workday.

Workday Transforms How Companies Hire and Manage Talent with New AI-Powered HR Solutions

Workday (WDAY) closed at $227.12 in the latest trading session, marking a +0.28% move from the prior day.

Here's Why Workday (WDAY) Gained But Lagged the Market Today

Workday has only penetrated 5% of its total addressable market. The company faces headwinds from high interest rates and a sluggish economy. It focuses on monetizing AI through platform integration and offers advanced AI features as premium add-ons to customers.

Why Workday's Stock Is A Smart Investment Choice For Growth Investors

I believe paying 28x forward non-GAAP operating profits for Workday, Inc. is justified given its consistent growth and robust financial position. Workday's strong balance sheet, with over 6% of its market cap in cash and marketable securities, provides significant investment and acquisition opportunities. The current enterprise spending environment, as indicated by Alphabet and Juniper Networks, supports the resilience and growth prospects of Workday.

Workday: The Backbone Of Enterprise Growth, 28x Forward Operating Profits

Workday (WDAY) and Salesforce collaborate to unveil an advanced AI service agent poised to redefine workplace efficiency and employee support.

Workday (WDAY), Salesforce Unite to Enhance Workplace Efficiency

PLEASANTON, Calif. and LONDON , July 25, 2024 /PRNewswire/ --  Workday, Inc.  (NASDAQ: WDAY), a leading provider of solutions to help organizations manage their people and money, and Kainos  Group plc (KNOS), a global digital technology provider, today announced an expanded strategic partnership to jointly advance the development and distribution of purpose-built apps for Workday customers through Built on Workday.

Kainos and Workday Expand Strategic Partnership to Bolster Co-Innovation and Provide Purpose-Built Apps to Customers via Built on Workday

Salesforce

In a Wednesday interview with CNBC's Jim Cramer, the CEOs of Salesforce and Workday discussed their companies' new partnership to create an assistant powered by artificial intelligence. Both CEOs said the strength of this venture stems from the confluence of their large data sets.

Salesforce and Workday CEOs explain their new joint AI venture

SAN FRANCISCO & PLEASANTON, Calif.--(BUSINESS WIRE)--Salesforce (NYSE: CRM), the #1 AI CRM, and Workday, Inc. (NASDAQ: WDAY), a leading provider of solutions to help organizations manage their people and money, today announced plans for a new AI employee service agent that will automate time-consuming tasks, provide personalized support, and surface data-driven insights that help employees work smarter and faster. The combination of Salesforce's new Agentforce Platform and Einstein AI with the.

Salesforce and Workday Form Strategic Partnership, Unveil New AI Employee Service Agent

Analog Devices

Datadog

GE HealthCare Technologies Inc

Keurig Dr Pepper Inc

MercadoLibre

Monster Beverage

The Nasdaq 100 is a list of the 100 most valuable companies traded on the Nasdaq index as measured by market capitalization. The Nasdaq index is generally associated with the technology sector.

The 7 Most Undervalued Stocks in the Nasdaq-100 You Must Not Ignore

Workday (WDAY) closed at $228.99 in the latest trading session, marking a +0.66% move from the prior day.

Workday (WDAY) Rises Yet Lags Behind Market: Some Facts Worth Knowing

HubSpot

Software-as-a-service (SaaS) stocks are gaining traction as the cloud computing revolution reshapes the way businesses operate. Leading this transformative wave, SaaS companies offer subscription-based access to essential applications and services.

3 High-Growth SaaS Stocks to Watch in July

Palantir Technologies

Block

On March 1st of this year, S&P announced that Super Micro Computer (Nasdaq: SMCI) would be joining the S&P 500.

3 Growth Stocks That Could Join the S&P 500 Next

Workday (WDAY) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

What Makes Workday (WDAY) a New Buy Stock

DALLAS--(BUSINESS WIRE)--Three Link Solutions announced the addition of Bryan Bacon as V.P. of Activation. Bacon will lead strategic initiatives tailored to the SMB market.

News for Workday Stock (WDAY)