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.

Having just joined the S&P 500 and unveiled new AI features, Workday stock has crafted a new buy point with a telltale sign. The post AI 'Illuminates' New Buy Point After This Stock's Positive Reset appeared first on Investor's Business Daily.

AI 'Illuminates' New Buy Point After This Stock's Positive Reset

OMAHA, Neb.--(BUSINESS WIRE)--Mutual of Omaha is excited to announce its relationship with Workday, Inc. to help employer-provided insurance customers improve their benefits programs and deliver a more streamlined benefits experience for employees. Workday Wellness is an AI-powered solution designed to connect employers with top benefit providers. Leveraging Illuminate and Workday Peakon Employee Voice, Workday Wellness will enable employers to gain insights into which benefits their employees.

Mutual of Omaha and Workday to Help Companies Enhance Employee Benefits and Experience

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

Wall Street Analysts Think Workday (WDAY) Is a Good Investment: Is It?

Apollo Global Management

The broader benchmark S&P 500 will soon undergo its quarterly rebalancing on Dec. 23. This involves dropping certain stocks from the index and adding others to replace them.

Meet 2 of the Newest Additions to the S&P 500 Index. Their Stocks Have Rocketed 868% and 460% Since Their IPOs, Although Things Could Change in 2025, According to Wall Street.

Workday saw an improvement in its IBD SmartSelect Composite Rating Friday, from 94 to 97. The post Workday Stock Joins The 95-Plus Composite Rating Club appeared first on Investor's Business Daily.

Workday Stock Joins The 95-Plus Composite Rating Club

Riding on a robust earnings surprise history and favorable Zacks Rank, WDAY appears primed for further stock price appreciation.

Will Improved AI-Powered Illuminate Insights Benefit WDAY Stock?

Hartford Financial Services Group

HIG expands its partnership with Workday to enhance employee wellness solutions.

Hartford Financial, Workday Unite to Enhance Employee Benefit Solutions

WDAY expands its partner program by incorporating GoodTime and DISA into Workday platform. This will likely diversify product offerings, increase market reach and boost customer retention.

Workday Expands Innovation Partner Program: Will the Stock Gain?

AI Advances Will Help People Managers Retain Top Talent, Build Stronger Employee Engagement and Drive Organizational Success Around the World AMSTERDAM , Dec. 11, 2024 /PRNewswire/ -- Workday Rising EMEA –  Workday, Inc. (NASDAQ: WDAY), a leading provider of solutions to help organizations manage their people and money , today unveiled new Illuminate capabilities in Workday Peakon Employee Voice . New AI features will help today's overburdened managers by analyzing large volumes of employee feedback and delivering the insights and recommendations they need to make important decisions that help them retain top talent and build highly engaged, loyal teams.

Workday Unveils New Illuminate Capabilities for Peakon Employee Voice to Unlock Deeper and Faster Employee Insights with AI

MetLife

MET collaborates with Workday to optimize employer benefit programs according to employee preferences.

MetLife Partners With Workday to Enhance Employer Benefit Programs

DISA's Comprehensive Screening and Compliance Solutions Now Integrated with the Workday Platform HOUSTON , Dec. 10, 2024 /PRNewswire/ -- DISA Global Solutions, a Workday, Inc. (NASDAQ: WDAY) partner, today announced that it has achieved Workday Design Approved Integration status. This integration provides joint customers with a streamlined integration that connects DISA's comprehensive employee screening and compliance solutions with Workday Human Capital Management (HCM).

DISA Completes Workday Design Badge Integration

SAN FRANCISCO--(BUSINESS WIRE)-- #OracleDB--Airbyte announced the availability of data connectors for Oracle databases and Workday.

Airbyte Launches Enterprise-Grade Data Connectors for Oracle Databases and Workday

SAN FRANCISCO, Dec. 10, 2024 (GLOBE NEWSWIRE) -- GoodTime, a leader in human-centric AI for hiring, is excited to announce it has achieved its Design Approved badge from Workday, Inc. (NASDAQ: WDAY), a leading provider of solutions to help organizations manage their people and money . This partnership recognizes GoodTime's ongoing commitment to driving value for enterprise customers and expanding its innovative solutions in talent acquisition.

GoodTime Named a Workday Innovation Partner

RALEIGH, N.C.--(BUSINESS WIRE)-- #GlobalPayroll--Workday Awards CloudPay Platinum Partner Status for Innovation and Partnership in Payroll Solutions.

CloudPay Achieves Platinum Partner Status with Workday, Strengthening Leadership in Global Payroll Solutions

Workday Inc (NASDAQ:WDAY) shares added almost 6% on Monday morning at about $282 after it was announced the software firm will join the S&P 500. The company will join the index ahead of the start of trading on Monday, December 23, as part of its quarterly rebalance.

Workday shares surge on S&P 500 inclusion

Shares of asset manager Apollo Global Management (APO) and human resources software provider Workday (WDAY) are surging more than 5% and 8%, respectively, in premarket trading Monday on news the companies will become the newest members of the S&P 500 Index.

Apollo Global Management, Workday Stocks Jump on S&P 500 Inclusion

NEW YORK--(BUSINESS WIRE)--MetLife announces a strategic relationship with Workday, Inc. as one of its inaugural Workday Wellness partners. This collaboration is another step forward in MetLife's continued commitment to provide benefit offerings to meet the needs of employers and their workforces. As a Workday Wellness partner, MetLife will be able to help employers achieve their wellness goals and optimize their benefits portfolios. Workday Wellness is an AI-powered solution that will be desig.

MetLife Teams Up with Workday to Drive Benefit Program Efficiency for Employers

Apollo Global Management and Workday will join the benchmark S&P 500 later this month, S&P Dow Jones Indexes said Friday.

Apollo Global Management, Workday to Join S&P 500

Amentum Holdings, Inc.

Comerica

Carter's

Carpenter Technology

Hudson Pacific Properties

Kelly Services

Qorvo

REGENXBIO

Skyline Corp.

Service Properties Trust

Terreno Realty

Vishay Intertechnology

NEW YORK , Dec. 6, 2024 /PRNewswire/ -- S&P Dow Jones Indices ("S&P DJI") will make the following changes to the S&P 500, S&P MidCap 400, and S&P SmallCap 600 indices effective prior to the open of trading on Monday, December 23, to coincide with the quarterly rebalance. The changes ensure each index is more representative of its market capitalization range.

Apollo Global Management and Workday Set to Join S&P 500; Others to Join S&P MidCap 400 and S&P SmallCap 600

Shares of investment firm Apollo Global Management and workplace cloud-services platform Workday rallied after hours on Friday, after S&P Dow Jones Indices said the two companies would join the S&P 500 index later this month.

Apollo and Workday are joining the S&P 500. Their shares are rallying.

The two companies will replace Qorvo and Amentum Holdings.

Apollo Global Stock, Workday to Join S&P 500 Index

Workday, which sells human resources and finance software, will replace Amentum Holdings in the S&P 500 stock index. After years of losses, Workday turned profitable in the 2022 fiscal year, and expects 14% subscription revenue growth in fiscal 2026.

Workday shares pop 9% on inclusion in S&P 500

AUSTIN, Texas--(BUSINESS WIRE)--Today BetterUp®, the human transformation company and inventor of virtual coaching, announced an expanded integration with Workday, Inc. (NASDAQ: WDAY), a leading provider of solutions to help organizations manage their people and money. As part of the expanded partnership, BetterUp will leverage insights from Workday Peakon Employee Voice to more effectively deploy coaching, measure the impact of transformation initiatives, and enable customers to turn engagemen.

BetterUp Expands Partnership with Workday to Help Managers Act on Employee Feedback and Drive Measurable Results

Workday (WDAY) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Workday (WDAY) Upgraded to Buy: What Does It Mean for the Stock?

Workday (WDAY) reached a significant support level, and could be a good pick for investors from a technical perspective. Recently, WDAY broke through the 20-day moving average, which suggests a short-term bullish trend.

News for Workday Stock (WDAY)