Earnings summaries and quarterly performance for Workday.
Executive leadership at Workday.
Carl M. Eschenbach
Detailed
Chief Executive Officer
CEO
AB
Aneel Bhusri
Detailed
Co-Founder and Executive Chair
GK
Gerrit Kazmaier
President, Product and Technology
MG
Mark Garfield
Chief Accounting Officer
RH
Richard H. Sauer
Chief Legal Officer, Head of Corporate Affairs, and Corporate Secretary
RE
Robert Enslin
President, Chief Commercial Officer
ZR
Zane Rowe
Chief Financial Officer
Board of directors at Workday.
EC
Elizabeth Centoni
Detailed
Director
GJ
George J. Still, Jr.
Detailed
Director
JY
Jerry Yang
Detailed
Director
LM
Lynne M. Doughtie
Detailed
Director
MJ
Mark J. Hawkins
Detailed
Lead Independent Director
ML
Michael L. Speiser
Detailed
Director
MM
Michael M. McNamara
Detailed
Director
RJ
Rhonda J. Morris
Detailed
Director
TF
Thomas F. Bogan
Detailed
Director
WA
Wayne A.I. Frederick, M.D.
Detailed
Director
Research analysts who have asked questions during Workday earnings calls.
Brent Thill
Jefferies
8 questions for WDAY
Also covers: ADBE, AMZN, ASAN +26 more
KK
Karl Keirstead
UBS
8 questions for WDAY
Also covers: DDOG, GTLB, MDB +4 more
MM
Mark Murphy
JPMorgan Chase & Co.
8 questions for WDAY
Also covers: ADBE, AKAM, CFLT +23 more
SK
S. Kirk Materne
Evercore ISI
8 questions for WDAY
Also covers: ADBE, AVPT, BLKB +16 more
BZ
Brad Zelnick
Credit Suisse
7 questions for WDAY
Also covers: ADBE, CFLT, CHKP +20 more
MT
Michael Turrin
Wells Fargo
7 questions for WDAY
Also covers: ADBE, ADSK, CFLT +29 more
BS
Bradley Sills
Bank of America
6 questions for WDAY
Also covers: ADBE, BILL, CRM +14 more
Raimo Lenschow
Barclays
6 questions for WDAY
Also covers: APPN, BASE, BIGC +35 more
AZ
Aleksandr Zukin
Wolfe Research
5 questions for WDAY
Also covers: ADBE, DAY, DOCU +20 more
Kash Rangan
Goldman Sachs
3 questions for WDAY
Also covers: ADBE, CRM, CRWV +18 more
KR
Kasthuri Rangan
Goldman Sachs
3 questions for WDAY
Also covers: ADBE, BASE, CFLT +21 more
Keith Weiss
Morgan Stanley
3 questions for WDAY
Also covers: ADBE, APPN, BILL +19 more
AZ
Alex Zukin
Wolfe Research LLC
2 questions for WDAY
Also covers: ADBE, ASAN, CFLT +25 more
BS
Brad Sills
Bank of America Corporation
2 questions for WDAY
Also covers: CRM, DOCU
DW
Derrick Wood
TD Cowen
2 questions for WDAY
Also covers: APPN, AVPT, BRZE +13 more
JW
James Wood
TD Cowen
2 questions for WDAY
Also covers: BRZE, CFLT, DOMO +4 more
Rishi Jaluria
RBC Capital Markets
2 questions for WDAY
Also covers: AKAM, BOX, COUR +19 more
Scott Berg
Needham & Company, LLC
2 questions for WDAY
Also covers: AMPL, BILL, BRZE +23 more
John DiFucci
Guggenheim Securities
1 question for WDAY
Also covers: AKAM, ARM, CHKP +11 more
Recent press releases and 8-K filings for WDAY.
Workday Outlines Growth Strategy, AI Innovation, and Monetization at Barclays Conference
WDAY
Product Launch
New Projects/Investments
M&A
- Workday's President of Product and Technology, Gerrit, detailed a growth strategy to expand market penetration within its $200 billion total addressable market (TAM), where it currently holds 4-5% market share. This strategy includes broadening the product portfolio into frontline work and finance, geographic expansion into Europe and India, and targeting the mid-market segment.
- The company's AI strategy is built on three pillars: transforming the user experience (AI as the new UI), automating backend processes with AI agents (with 10 organic agents currently and 50 more planned), and creating an open platform. Workday emphasizes its single data model and process model as a key differentiator for high-accuracy enterprise AI.
- Workday is evolving its monetization model by introducing Flex Credits for usage-based pricing of AI features, complementing its existing seat-based model. This approach aims to align value capture with AI-driven outcomes.
- The company balances organic innovation with strategic acquisitions, such as Sana for AI user experience, Paradox for recruiting AI, and Flowise and Pipedream for platform connectivity and agent building. Workday plans to continue aggressive investments in AI while simultaneously expanding its margins.
Dec 11, 2025, 9:55 PM
Workday Outlines Growth Strategy and AI Monetization at Barclays Conference
WDAY
New Projects/Investments
M&A
Product Launch
- Workday's President of Product and Technology, Gerrit Kazmaier, detailed a $200 billion total addressable market with only 4-5% market penetration, outlining growth through portfolio expansion into frontline work and finance, geographic expansion, and targeting the mid-market.
- The company's AI strategy centers on transforming user experience with AI as the new UI, automating backend processes with 1.2 billion AI actions year-to-date and 10 organically developed AI agents, and fostering an open platform via standard APIs and an agent builder.
- Workday introduced Flex Credits as a usage-based monetization model for its AI features, designed to capture value from AI outcomes and complement its existing seat-based pricing structure.
- Management expressed confidence in aggressively expanding investments in AI and its core platform while simultaneously increasing margins by realizing operating leverage.
Dec 11, 2025, 9:55 PM
Workday Outlines Growth Strategy and AI Monetization Plans
WDAY
New Projects/Investments
M&A
Product Launch
- Workday identifies a $200 billion total addressable market (TAM) for its HR and Finance solutions, with its current market penetration at 4-5%, indicating significant growth potential through portfolio expansion, geographic reach (Europe, India), and targeting the mid-market with offerings like Workday Go and Workday Accelerated.
- The company's AI strategy is built on three pillars: transforming user experience with AI as the new UI (e.g., via Sana acquisition), automating backend processes with 80 GA features and 1.2 billion AI actions year-to-date, and creating an open platform ecosystem through Workday Data Cloud and acquisitions like Pipedream.
- Workday is shifting its AI monetization model from seat-based to usage-based with Flex Credits, allowing customers to pay for AI features based on consumption, which aims to capture value from AI-driven outcomes and efficiency gains.
- Workday emphasizes its competitive advantage in AI due to its extensive HR and Finance datasets, process context, and the critical need for 100% accuracy in enterprise applications like payroll and financial reporting, which poses a high barrier to entry for new competitors.
Dec 11, 2025, 9:55 PM
Workday Reports Solid Q3 2026 Results with Strong AI Momentum and Increased Share Buyback Plan
WDAY
Earnings
Guidance Update
New Projects/Investments
- Workday delivered solid Q3 2026 financial results, with subscription revenue growing 15% to $2.244 billion and a non-GAAP operating margin of 28.5%. Total revenue for the quarter was $2.432 billion, reflecting a 13% growth.
- The company is significantly advancing its AI strategy, with AI products contributing over 1.5 points of ARR growth this quarter. Workday closed the acquisitions of Paradox and Sana in Q3 and announced its intent to acquire Pipedream, aiming to enhance its AI capabilities and user experience.
- Workday provided an optimistic outlook, guiding for Q4 2026 subscription revenue of $2.355 billion (15% growth) and an FY26 non-GAAP operating margin of approximately 29%. The FY26 operating cash flow outlook was increased to $2.90 billion, with free cash flow expected to be $2.70 billion.
- The company demonstrated a commitment to shareholder returns, repurchasing $803 million of shares in Q3 2026 and planning an additional $3.6 billion through FY27, bringing total planned repurchases to $5 billion.
Nov 25, 2025, 9:30 PM
Workday Reports Strong Q3 2026 Results and Updates Financial Outlook
WDAY
Earnings
Guidance Update
New Projects/Investments
- Workday delivered Q3 2026 subscription revenue of $2.244 billion, a 15% increase, and achieved a non-GAAP operating margin of 28.5%. The 12-month subscription revenue backlog (CRPO) grew 17.6% to $8.21 billion.
- For Q4 2026, the company expects subscription revenue of $2.355 billion, representing 15% growth, and has raised its FY26 operating cash flow outlook to $2.90 billion.
- Workday is targeting a subscription revenue compound annual growth rate (CAGR) of 12%-15% through FY28, with FY27 growth specifically expected at approximately 13%.
- Strategic initiatives include significant investments in AI, with AI products contributing over 1.5 points of ARR growth in Q3, and the expansion of its Workday Go offering. The company also repurchased $803 million in shares during Q3 and plans an additional $3.6 billion buyback through FY27.
Nov 25, 2025, 9:30 PM
Workday Reports Strong Q3 2026 Results, Driven by AI and Acquisitions
WDAY
Earnings
Guidance Update
M&A
- Workday delivered solid Q3 2026 results, with 15% subscription revenue growth and a 28.5% non-GAAP operating margin. Total revenue for the quarter was $2.432 billion, representing 13% growth.
- The company increased its FY26 operating cash flow outlook to $2.90 billion and expects FY26 subscription revenue of $8.828 billion, a 14% growth. Workday is targeting a subscription revenue CAGR of 12%-15% through FY28.
- AI products contributed significantly, adding over 1.5 points of ARR growth in Q3. Workday closed the acquisitions of Paradox and Sana in Q3 and announced the intent to acquire Pipedream, further enhancing its AI capabilities and market position.
- Customer momentum continued with healthcare becoming the sixth industry to exceed $1 billion in ARR. The company also repurchased $803 million of shares during Q3 2026.
Nov 25, 2025, 9:30 PM
Workday Reports Q3 FY26 Results and Provides FY26 Guidance
WDAY
Earnings
Guidance Update
New Projects/Investments
- Workday reported strong Q3 FY26 financial results, with Total Revenues reaching $2.432 billion, a 12.6% increase year-over-year, and Subscription Revenues growing 14.6% year-over-year to $2.244 billion. The company also achieved a Non-GAAP Operating Margin of 28.5% and Operating Cash Flows of $588 million.
- The company provided Q4 FY26 guidance, projecting Total Revenues of $2.523 billion (14% increase YoY) and Subscription Revenues of $2.355 billion (15% increase YoY). For the full year FY26, Workday expects Total Revenues of $9.543 billion (13% increase YoY) and a Non-GAAP Operating Margin of approximately 29%.
- Workday is making significant strategic investments in AI, including a €175 million investment for a new AI Centre of Excellence in Dublin and the acquisitions of AI companies Paradox and Sana. The company also launched new AI innovations such as Workday Illuminate™ AI agents and Workday Data Cloud.
- Customer growth continued with new wins and expansions, and the Healthcare industry became Workday's sixth industry to surpass $1 billion in annual recurring revenue.
Nov 25, 2025, 9:30 PM
Workday Announces Strong Fiscal Q3 2026 Financial Results and Updates Full-Year Guidance
WDAY
Earnings
Guidance Update
Share Buyback
- Workday reported fiscal Q3 2026 total revenues of $2.432 billion, an increase of 12.6% from the prior year, with subscription revenues reaching $2.244 billion, up 14.6%.
- Non-GAAP diluted net income per share for Q3 2026 was $2.32, compared to $1.89 in the same period last year.
- The company updated its fiscal 2026 full-year guidance, now expecting subscription revenues of $8.828 billion, representing 14.4% growth, and a non-GAAP operating margin of approximately 29%.
- Workday repurchased approximately 3.4 million shares of Class A common stock for $803 million during the quarter.
- The 12-month subscription revenue backlog grew 17.6% year-over-year to $8.21 billion, and the company completed the acquisitions of Paradox and Sana.
Nov 25, 2025, 9:03 PM
Workday Announces Fiscal 2026 Third Quarter Financial Results and Updates Full-Year Guidance
WDAY
Earnings
Guidance Update
M&A
- Workday reported fiscal 2026 third-quarter total revenues of $2.432 billion, an increase of 12.6% year-over-year, with subscription revenues reaching $2.244 billion, up 14.6% from the prior year.
- Diluted net income per share for the quarter was $0.94, and non-GAAP diluted net income per share was $2.32.
- The company's 12-month subscription revenue backlog increased 17.6% to $8.21 billion, and the total subscription revenue backlog grew 17.0% to $25.96 billion.
- Workday updated its fiscal 2026 full-year guidance, projecting subscription revenues of $8.828 billion, representing 14.4% growth, and a non-GAAP operating margin of approximately 29%.
- During the quarter, Workday repurchased approximately 3.4 million shares of Class A common stock for $803 million and closed the acquisitions of Paradox and Sana.
Nov 25, 2025, 9:01 PM
Workday Reports Strong Q3 Earnings and Raises FY26 Outlook
WDAY
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Workday (WDAY) reported strong fiscal third-quarter earnings with an adjusted EPS of $2.32 and revenue of $2.432 billion, exceeding analyst expectations.
- The company's growth was primarily driven by increasing demand for its AI-enhanced human capital and financial management software, contributing to a robust subscription revenue base of $2.24 billion.
- Workday projects a non-GAAP operating margin of approximately 29% for fiscal year 2026 and expects subscription revenue to grow by 14-16%, reaching about $8.8 billion.
- The company maintains strong financial health with a current ratio of 2.1 and a debt-to-equity ratio of 0.41, although insider selling activity involving 413,446 shares has been noted.
Nov 24, 2025, 11:56 PM
Quarterly earnings call transcripts for Workday.
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