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
10 questions for WDAY
Also covers: ADBE, AMZN, ASAN +27 more
KK
Karl Keirstead
UBS
10 questions for WDAY
Also covers: DDOG, GTLB, MDB +5 more
MM
Mark Murphy
JPMorgan Chase & Co.
10 questions for WDAY
Also covers: ADBE, AKAM, CFLT +24 more
BZ
Brad Zelnick
Credit Suisse
9 questions for WDAY
Also covers: ADBE, CFLT, CHKP +20 more
MT
Michael Turrin
Wells Fargo
9 questions for WDAY
Also covers: ADBE, ADSK, CFLT +29 more
Raimo Lenschow
Barclays
8 questions for WDAY
Also covers: APPN, BASE, BIGC +35 more
SK
S. Kirk Materne
Evercore ISI
8 questions for WDAY
Also covers: ADBE, AVPT, BLKB +16 more
BS
Bradley Sills
Bank of America
6 questions for WDAY
Also covers: ADBE, BILL, CRM +14 more
AZ
Aleksandr Zukin
Wolfe Research
5 questions for WDAY
Also covers: ADBE, DAY, DOCU +20 more
Keith Weiss
Morgan Stanley
5 questions for WDAY
Also covers: ADBE, APPN, BILL +19 more
AZ
Alex Zukin
Wolfe Research LLC
4 questions for WDAY
Also covers: ADBE, ASAN, CFLT +26 more
John DiFucci
Guggenheim Securities
3 questions for WDAY
Also covers: AKAM, ARM, CHKP +12 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
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
GB
Gabriela Borges
Goldman Sachs
2 questions for WDAY
Also covers: AVPT, BIGC, BRZE +27 more
JW
James Wood
TD Cowen
2 questions for WDAY
Also covers: BRZE, CFLT, DOMO +4 more
KM
Kirk Materne
Evercore Partners
2 questions for WDAY
Also covers: CRM, HUBS, IOT +2 more
Rishi Jaluria
RBC Capital Markets
2 questions for WDAY
Also covers: AKAM, BOX, COUR +21 more
Scott Berg
Needham & Company, LLC
2 questions for WDAY
Also covers: AMPL, BILL, BRZE +24 more
Recent press releases and 8-K filings for WDAY.
Workday Reports Q4 FY26 Results and Provides FY27 Guidance with Focus on AI Investment
WDAY
Earnings
Guidance Update
New Projects/Investments
- Workday reported Q4 FY26 subscription revenue of $2.360 billion, an increase of 16%, and full-year FY26 subscription revenue of $8.833 billion, up 14%. Total revenue for Q4 was $2.532 billion, growing 15%, and for the full year was $9.552 billion, up 13%.
- For FY27, the company expects subscription revenue between $9.925 billion and $9.950 billion, representing 12%-13% growth, and anticipates a non-GAAP operating margin of approximately 30%. This outlook incorporates an accelerated pace of AI investment across product and go-to-market.
- Workday's AI initiatives saw 1.7 billion AI actions delivered across its platform in FY26, with emerging AI products generating over $100 million in new ACV in Q4 and an overall ARR from these solutions now exceeding $400 million. The company repurchased $2.9 billion of its shares for the full year FY26.
3 days ago
Workday Announces Q4 Fiscal Year 2026 Results and Fiscal Year 2027 Guidance
WDAY
Earnings
Guidance Update
CEO Change
- For Fiscal Year 2026, Workday reported total revenues of $9.552 billion, a 13.1% year-over-year increase, with subscription revenues at $8.833 billion, up 14.5% year-over-year, and a Non-GAAP operating margin of 29.6%.
- In Q4 Fiscal Year 2026, total revenues reached $2.532 billion, growing 14.5% year-over-year, while subscription revenues were $2.360 billion, an increase of 15.7% year-over-year, achieving a Non-GAAP operating margin of 30.6%.
- Workday provided Fiscal Year 2027 guidance, forecasting total revenues between $10.635 billion and $10.660 billion (11%-12% year-over-year growth) and subscription revenues between $9.925 billion and $9.950 billion (12%-13% year-over-year growth), with a projected Non-GAAP operating margin of 30.0%.
- Co-founder and chair Aneel Bhusri returned as chief executive officer, and the company acquired Pipedream, an integration platform for AI agents. Workday also expanded its global customer base to over 11,500.
3 days ago
Workday Reports Q4 FY26 Results and FY27 Guidance Amid Strong AI Momentum
WDAY
Earnings
Guidance Update
New Projects/Investments
- Workday reported Q4 FY26 subscription revenue of $2.360 billion, up 16%, and total revenue of $2.532 billion, up 15%. For the full year FY26, subscription revenue reached $8.833 billion, a 14% increase, and total revenue was $9.552 billion, up 13%. The company achieved a Q4 non-GAAP operating margin of 30.6% and a full-year non-GAAP operating margin of 29.6%. Free cash flow for FY26 was $2.78 billion, up 27%, and $2.9 billion in shares were repurchased during the full year.
- For FY27, Workday anticipates subscription revenue between $9.925 billion and $9.950 billion, representing 12%-13% growth, and a non-GAAP operating margin of approximately 30%. Q1 FY27 subscription revenue is projected at $2.335 billion, a 13% increase, but this is impacted by the DIA contract not continuing from Q4.
- The company demonstrated strong momentum in AI, delivering 1.7 billion AI actions across the platform in FY26 and generating over $100 million in new ACV from emerging AI products in Q4, with overall ARR from these solutions now exceeding $400 million. Key products like Sana Core and Sana Enterprise went into general availability on February 15th.
- Workday's strategy emphasizes organic AI development, with CEO Aneel Bhusri expressing optimism about surpassing the conservative FY27 guidance, particularly as the Flex Credits consumption model and agentic offerings gain traction in the second half of the year. Gross revenue retention remained strong at 97%, and net expansion rates were consistent, contributing roughly 60% of subscription revenue growth.
3 days ago
Workday Reports Q4 2026 Results and Provides FY27 Guidance
WDAY
Earnings
Guidance Update
New Projects/Investments
- Workday reported Q4 FY26 subscription revenue of $2.360 billion, a 16% increase, and full-year FY26 subscription revenue of $8.833 billion, up 14%.
- For FY27, the company expects subscription revenue between $9.925 billion and $9.950 billion, representing 12%-13% growth, and projects a non-GAAP operating margin of approximately 30%.
- CEO Aneel Bhusri has returned to focus on "chapter four", emphasizing innovation and AI, aiming to re-accelerate growth through agentic AI solutions.
- AI solutions are gaining traction, generating over $100 million in new ACV in Q4 and contributing over $400 million in overall ARR.
3 days ago
Workday Provides FY2027 and Q1 Sales Guidance Below Expectations
WDAY
Guidance Update
Demand Weakening
- Workday forecasts its fiscal 2027 subscription revenue between $9.93 billion and $9.95 billion, which is below the approximately $10 billion Wall Street estimate.
- The company's FY2027 sales guidance of $10.635 billion to $10.66 billion also fell short of the analyst expectation of $10.721 billion.
- Workday's Q1 sales guidance of approximately $2.515 billion was lower than the consensus estimate of $2.532 billion.
- Management attributed the weaker outlook to corporations reducing technology spending amid economic uncertainty, which has impacted new client acquisitions.
3 days ago
Workday Announces Fiscal 2026 Fourth Quarter and Full Year Financial Results and Fiscal 2027 Guidance
WDAY
Earnings
Guidance Update
CEO Change
- Workday reported fiscal 2026 fourth quarter total revenues of $2.532 billion, a 14.5% increase year-over-year, and full year total revenues of $9.552 billion, up 13.1%.
- For fiscal year 2026, diluted net income per share was $2.59 and non-GAAP diluted net income per share was $9.23.
- The company generated $2.939 billion in operating cash flows for fiscal 2026, an increase of 19.4%, and repurchased approximately 12.8 million shares for $2.9 billion.
- Workday provided fiscal 2027 subscription revenue guidance of $9.925 billion to $9.950 billion, representing 12% to 13% growth, and anticipates a non-GAAP operating margin of approximately 30.0%.
- Aneel Bhusri returned as chief executive officer to lead the company.
3 days ago
Workday Announces Fiscal 2026 Fourth Quarter and Full Year Financial Results
WDAY
Earnings
Guidance Update
Share Buyback
- Workday reported fiscal 2026 fourth quarter total revenues of $2.532 billion, an increase of 14.5% year-over-year, with subscription revenues of $2.360 billion, up 15.7%.
- For the full fiscal year 2026, total revenues were $9.552 billion, a 13.1% increase from fiscal 2025, and subscription revenues reached $8.833 billion, up 14.5%.
- The company provided fiscal 2027 subscription revenue guidance of $9.925 billion to $9.950 billion, representing 12% to 13% growth, and projected a non-GAAP operating margin of approximately 30.0%.
- Workday repurchased approximately 12.8 million shares of Class A common stock for $2.9 billion during fiscal 2026.
- Aneel Bhusri returned as chief executive officer, and the company delivered 1.7 billion AI actions across its platform in fiscal 2026, alongside the acquisition of Pipedream.
3 days ago
Workday Announces CEO Change
WDAY
CEO Change
Layoffs
Guidance Update
- Carl Eschenbach has stepped down as CEO and from the board, with co-founder Aneel Bhusri returning as CEO permanently.
- The leadership change is intended to position Workday for a generational shift toward artificial intelligence (AI), which Bhusri views as a larger transformation than SaaS.
- This follows recent cost-cutting measures, including workforce reductions of approximately 8.5% in early 2025 and a more recent 2% reduction.
- Workday reiterated that fiscal 2026 Q4 and full-year results are expected to be in line with prior guidance.
Feb 9, 2026, 1:46 PM
Workday Announces CEO Transition; Aneel Bhusri Returns to Lead
WDAY
CEO Change
Management Change
Executive Compensation
- Workday, Inc. announced that co-founder Aneel Bhusri is returning as Chief Executive Officer, effective February 6, 2026, replacing Carl Eschenbach, who stepped down from the role and the board.
- Mr. Bhusri's compensation includes an initial annual base salary of $1,250,000 and an annual target cash bonus of up to 200% of his base salary starting in fiscal year 2027.
- Mr. Bhusri is also expected to be granted equity awards on March 5, 2026, including an RSU award valued at $60,000,000 and a performance-based RSU award valued at $75,000,000.
- Carl Eschenbach will receive a lump sum cash payment of $3,601,355 and accelerated vesting of 139,773 shares of outstanding time-based and previously achieved price-based RSUs, plus an additional 24,153 shares from his April 2025 RSU award.
- Workday reaffirmed its Fiscal 2026 Fourth Quarter and Full-Year Outlook.
Feb 9, 2026, 1:31 PM
Workday Announces CEO Transition
WDAY
CEO Change
Management Change
Guidance Update
- Co-founder and current executive chair Aneel Bhusri is returning as chief executive officer of Workday, effective immediately.
- Carl Eschenbach is stepping down as CEO and as a member of the board, and will continue to support the company as a strategic advisor to the CEO.
- Workday reaffirms its fiscal 2026 fourth quarter and full-year financial outlook, with the exception of its GAAP operating margin.
Feb 9, 2026, 1:30 PM
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