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Workday (WDAY)
NASDAQ:WDAY
Earnings Data
Report Date
Aug 21, 2025TBA Not Confirmed
Period Ending
2026 (Q2)Consensus EPS Forecast
2.12Last Year’s EPS
1.75Same Quarter Last Year
Moderate Buy
Based on 30 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 22, 2025
|% Change Since: -12.04%
|Next Earnings Date:Aug 21, 2025
Earnings Call Sentiment|Positive
The earnings call reflected a strong start to the fiscal year with solid growth in key areas such as subscription revenue, AI product adoption, and industry engagement. Despite some macroeconomic challenges, the company has shown resilience and is confident in its strategic initiatives. The positive aspects significantly outweigh the challenges, indicating a positive overall sentiment.Company Guidance
During Workday's first quarter fiscal 2026 earnings call, the company reported a 13% increase in subscription revenue, reaching $2.059 billion, and a total revenue growth of 13% to $2.24 billion. The non-GAAP operating margin stood at 30.2%, supported by moderated headcount growth and revenue outperformance. The company also noted a 15.6% increase in the 12-month subscription revenue backlog (CRPO) to $7.63 billion and a total subscription revenue backlog of $24.62 billion, up 19%. Workday's investment in AI showed promising results, with new ACV across AI products more than doubling year over year in Q1. Additionally, 25% of customer expansions included AI products. Workday reiterated its subscription revenue guidance for FY 2026 at $8.8 billion and expects Q2 subscription revenue to be approximately $2.16 billion, projecting a 13% growth. The company also announced a new $1 billion open-ended buyback authorization, further emphasizing its strategic focus on driving long-term growth and market expansion.Strong Subscription Revenue Growth
Workday reported a 13% growth in subscription revenue, reaching $2.059 billion, which is in line with their guidance for the fiscal year.
Successful AI Product Adoption
New ACV across AI products more than doubled year-over-year, with around 25% of customer expansions including at least one AI product.
Robust Financials Performance
Non-GAAP operating margin was reported at 30%, exceeding expectations due to moderated headcount growth and revenue outperformance.
Significant New Customer Wins
Established new HCM relationships with major companies, including United Airlines, Pilot Travel Centers, and Mutual of Omaha Insurance Company.
Expansive Partner Ecosystem
Partners contributed more than 20% to net new ACV, and 25 new partner apps were added to the Workday marketplace.
Diverse Industry Growth
Five industries exceeded $1 billion in annual recurring revenue, including Manufacturing, Tech, Media, Financial Services, Retail and Hospitality, and Professional and Business Services.
Increased Federal Sector Engagement
Federal forum attendance was up 65%, highlighting successful engagement with senior government leaders.
Positive Cash Flow and Share Buyback Authorization
Operating cash flow was $457 million, and the board approved a new $1 billion open-ended buyback authorization.
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 22, 2025 | $272.07 | $238.01 | -12.52% |
Feb 25, 2025 | $255.22 | $271.09 | +6.22% |
Nov 26, 2024 | $270.19 | $253.40 | -6.21% |
Aug 22, 2024 | $231.08 | $259.95 | +12.49% |
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 21, 2025, TBA Not Confirmed.
What is Workday (WDAY) earnings time?
Workday (WDAY) earnings time is at Aug 21, 2025, TBA Not 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 2026 (Q2) is 2.12.
