Education
About Us
Working with TipRanks
Follow Us
Workday (WDAY)
NASDAQ:WDAY
Earnings Data
Report Date
Mar 02, 2026After Close (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
2.32Last Year’s EPS
1.92Same Quarter Last Year
Moderate Buy
Based on 30 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The earnings call highlighted robust subscription revenue growth, significant adoption of AI products, and successful international expansion. New acquisitions and strategic investments in AI were well-received, with strong customer and partner momentum. While there were some challenges in the higher education sector and specific markets, these were outweighed by the positive overall performance and future outlook.Company Guidance
Strong Subscription Revenue Growth
Workday reported a 15% growth in subscription revenue, reaching $2.244 billion in Q3. The total subscription revenue backlog rose by 17% to $25.96 billion.
AI Product Adoption and Impact
AI products contributed to a 1.5% ARR growth this quarter. More than 75% of core customers are using Workday Illuminate AI, contributing to over 1 billion AI actions on the platform this year.
Expansion and New Customer Wins
Workday added new customers such as Sunnybrook Health Sciences, Fuji Electric, and Magnum Ice Cream. Healthcare exceeded $1 billion in ARR with strategic wins like Arden Health and Northeast Georgia Medical Center.
International Performance
Solid performance in EMEA, APAC, and Japan with notable wins at Bayer, ING Bank, and Tandem Bank. A new AI center of excellence was established in Dublin.
Acquisitions and Strategic Investments
The acquisition of Sana and Paradox, along with a planned acquisition of Pipedream, are aimed at enhancing Workday's AI capabilities and user experience.
High Gross Revenue Retention
Workday maintained strong gross revenue retention rates at 97%.
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 |
|---|---|---|---|
Nov 25, 2025 | $233.69 | $215.34 | -7.85% |
Aug 20, 2025 | $227.49 | $227.58 | +0.04% |
May 22, 2025 | $272.07 | $238.01 | -12.52% |
Feb 25, 2025 | $255.22 | $271.09 | +6.22% |
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 Mar 02, 2026, After Close (Confirmed).
What is Workday (WDAY) earnings time?
Workday (WDAY) earnings time is at Mar 02, 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 2026 (Q4) is 2.32.
