Workday (WDAY)
NASDAQ:WDAY
Want to see WDAY full AI Analyst Report?
Earnings Data
Report Date
Aug 20, 2026After Close (Confirmed)
Period Ending
2027 (Q2)Consensus EPS Forecast
2.6Last Year’s EPS
2.21Same Quarter Last Year
Moderate Buy
Based on 27 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlighted strong financial results (double-digit subscription and total revenue growth), healthy backlog and retention, substantial operating and cash flow improvement, and pronounced AI momentum (big YoY growth in agentic ACV, usage metrics, and product rollouts). Key positives include raised margin guidance, active share repurchases, significant platform and international progress, and early signs that AI drives larger expansion deals. Lowlights were largely execution- and timing-related: AI monetization remains early, RPO mix/timing effects, a meaningful GAAP/non-GAAP margin gap, and the operational challenge of scaling provisioning and delivery to meet rising AI demand. Overall, the positives materially outweigh the caveats, but continued execution on AI adoption and monetization is required.Company Guidance
Strong Top-Line Revenue Growth
Subscription revenue of $2.354B, up 14% year-over-year; total revenue $2.542B, up 13%.
Robust Backlog and Retention
12-month subscription revenue backlog (CRPO) of $8.81B, up 15.5% YoY; total subscription revenue backlog $27.29B, up 11%; gross revenue retention of 97%.
Improved Profitability and Cash Generation
Non-GAAP operating income of $809M and non-GAAP operating margin of 31.8%; Q1 operating cash flow $696M (+52% YoY) and free cash flow $616M (+46% YoY).
Share Repurchase and Strong Liquidity
Repurchased $1.6B of shares during the quarter with $1.3B remaining authorization; $4.4B in cash and marketable securities at quarter end.
AI Momentum — Agentic Product Growth
New ACV from agentic AI products grew >200% YoY; approaching $500M ARR from agentic AI solutions; 20 organic agents GA or EA; customers using organic agents doubled QoQ with >4,000 customers using at least one agent.
Meaningful Usage Metrics for AI Agents
Recruiting agent supported 14 million hiring processes (up 44% YoY); contract intelligence analyzed >1.1M contracts (up 53% QoQ); Deployment Agent delivering ~30% reduction in implementation hours/cost with a 50% target for next wave.
AI Driving Expansion and Larger Deals
More than a quarter of new ACV from customer base expansions came from AI; expansion deals that included AI were >50% larger on average; roughly 60% of subscription revenue growth driven by expansions.
Product and Platform Progress
Workday Extend Pro (developer platform) ACD nearly doubled YoY; self-service agent and Sana being provisioned broadly (Sana integrated and planned as default for HCM/finance customers on AI terms).
International and Partner Momentum
US revenue $1.89B (+13%); international revenue $649M (+16%); APAC expansion into Vietnam; EU data residency launched in Frankfurt; EMEA medium enterprise new ACV grew >50% in the quarter; ~30% of net new ACV sourced by partners.
Reiterated Guidance and Raised Margin Target
Reiterated FY27 subscription revenue outlook of $9.925B–$9.95B (growth 12%–13%); raised fiscal 2027 non-GAAP operating margin guidance to 30.5% (Q2 non-GAAP margin ~30%).
WDAY Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
WDAY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 21, 2026 | $121.85 | $128.14 | +5.16% |
Feb 24, 2026 | $130.23 | $133.15 | +2.24% |
Nov 25, 2025 | $233.69 | $215.34 | -7.85% |
Aug 20, 2025 | $227.49 | $227.58 | +0.04% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Workday (WDAY) report earnings?
Workday (WDAY) is schdueled to report earning on Aug 20, 2026, After Close (Confirmed).
What is Workday (WDAY) earnings time?
Workday (WDAY) earnings time is at Aug 20, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is WDAY EPS forecast?
WDAY EPS forecast for the fiscal quarter 2027 (Q2) is 2.6.
