as of 09-11-2026 3:46pm EST
Workday is a software company that offers human capital management, financial management, and business planning solutions for enterprises. Known for being a cloud-only software provider, Workday was founded in 2005 and is headquartered in Pleasanton, California.
| Founded: | 2005 | Country: | United States |
| Employees: | N/A | City: | PLEASANTON |
| Market Cap: | 42.1B | IPO Year: | 2012 |
| Target Price: | $202.50 | AVG Volume (30 days): | 4.5M |
| Analyst Decision: | Buy | Number of Analysts: | 34 |
| Dividend Yield: | N/A | Dividend Payout Frequency: | N/A |
| EPS: | 3.41 | EPS Growth: | 32.82 |
| 52 Week Low/High: | $110.36 - $249.85 | Next Earning Date: | 05-21-2026 |
| Revenue: | $2,143,050,000 | Revenue Growth: | 36.55% |
| Revenue Growth (this year): | 13.8% | Revenue Growth (next year): | 11.30% |
| P/E Ratio: | 54.84 | Index: | |
| Free Cash Flow: | 2.8B | FCF Growth: | +26.69% |
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10% Owner
Avg Cost/Share
$199.48
Shares
90,615
Total Value
$17,954,367.64
Owned After
181,998
10% Owner
Avg Cost/Share
$201.25
Shares
94,961
Total Value
$18,924,543.79
Owned After
181,998
| Insider | Ticker | Relationship | Date | Transaction | Avg Cost | Shares | Total Value | Owned After | SEC Forms |
|---|---|---|---|---|---|---|---|---|---|
| DUFFIELD DAVID A | WDAY | 10% Owner | Sep 4, 2026 | Sell | $199.48 | 90,615 | $17,954,367.64 | 181,998 | |
| DUFFIELD DAVID A | WDAY | 10% Owner | Sep 1, 2026 | Sell | $201.25 | 94,961 | $18,924,543.79 | 181,998 |
SEC 8-K filings with transcript text
Aug 27, 2026 · 100% conf.
1D
+4.30%
$204.10
Act: +4.48%
5D
+8.14%
$211.62
20D
+2.02%
$199.64
Transcript text not available. View on SEC.gov →
May 21, 2026 · 100% conf.
1D
-4.63%
$115.97
Act: +5.19%
5D
-7.19%
$112.86
Act: +19.53%
20D
-7.61%
$112.34
2 wday-04302026x991.htm
Document
Exhibit 99.1
Workday Announces Fiscal 2027 First Quarter Financial Results
Fiscal First Quarter Total Revenues of $2.542 Billion, Up 13.5% Year-Over-Year
Subscription Revenues of $2.354 Billion, Up 14.3% Year-Over-Year
PLEASANTON, Calif., May 21, 2026 – Workday, Inc. (NASDAQ: WDAY), the enterprise AI platform for HR, finance, and IT, today announced results for the fiscal 2027 first quarter ended April 30, 2026.
Fiscal 2027 First Quarter Results
•Total revenues were $2.542 billion, an increase of 13.5% from the first quarter of fiscal 2026. Subscription revenues were $2.354 billion, an increase of 14.3% from the same period last year.
•Operating income was $338 million, or 13.3% of revenues, compared to an operating income of $39 million, or 1.8% of revenues, in the same period last year. Operating income in the first quarter of fiscal 2026 was impacted by restructuring expenses of $166 million. Non-GAAP operating income for the first quarter was $809 million, or 31.8% of revenues, compared to a non-GAAP operating income of $677 million, or 30.2% of revenues, in the same period last year.1
•Diluted net income per share was $0.87, compared to diluted net income per share of $0.25 in the same period last year. Diluted net income per share in the first quarter of fiscal 2026 was impacted by restructuring expenses of $166 million. Non-GAAP diluted net income per share was $2.66, compared to non-GAAP diluted net income per share of $2.23 in the same period last year.1
•12-month subscription revenue backlog was $8.806 billion, up 15.5% from the same period last year. Total subscription revenue backlog was $27.294 billion, increasing 10.9% year-over-year.
•Operating cash flows were $696 million compared to $457 million in the same period last year. Free cash flows were $616 million compared to $421 million in the same period last year.1
•Workday repurchased approximately 12.0 million shares of Class A common stock for $1.6 billion as part of its share repurchase programs.
•Cash, cash equivalents, and marketable securities were $4.353 billion as of April 30, 2026.
1See the section titled “About Non-GAAP Financial Measures” in the accompanying financial tables for further details.
Comments on the News
“We had a great Q1, and it makes one thing clear: Workday is ready for this AI moment. Our core business is strong, our AI strategy is working, and we’re moving with the speed and focus required to lead,” said Aneel Bhusri, co-founder, CEO, and chair, Workday. “I am very excited about Workday’s position and our path ahead. We have the platform, the trust, and the innovation to lead this next chapter, just as we did when we founded the company.”
“Our first quarter results demonstrate ongoing customer adoption across our platform, as enterprises around the globe turn to Workday to manage and empower their most important assets,” said Zane Rowe, CFO, Workday. “We are reiterating our fiscal 2027 subscription revenue outlook of $9.925 billion to $9.950 billion, while increasing our fiscal 2027 non-GAAP operating margin guidance to 30.5%. Our focus remains on executing on our agentic AI roadmap while driving operational efficiencies as we scale.”
Recent Business Highlights
•Workday welcomed new customers including ACHM Hotels by Marriott, Australian Gas Infrastructure Group, Del Monte Fresh Produce Company, Smiths Group, and State of Delaware, and expanded existing relationships with Bank OZK, GE Vernova, and Queensland University of Technology.
•The number of customers using Workday’s organically developed agents has more than doubled quarter-over-quarter, with over 4,000 customers using at least one of these agents, as of today, to support their business processes.
•In Q1, Workday supported 14 million hiring processes with its Recruiting Agent, up 44% year-over-year.
•The Workday customer community now represents more than 80 million users under contract.
•Sana from Workday – superintelligence for work – is now available to customers worldwide. Workday also introduced Sana for IT Service Management (ITSM) to handle common service tasks from HR, finance, and IT, and a new Travel Agent to bring travel and expenses together in one seamless experience.
•The Workday Agent System of Record is now generally available, giving customers visibility and control over all of their AI agents.
•Workday introduced new innovations to support the public sector and veteran workforce, including the Personnel Action Request Agent to modernize federal HR transactions and Military Skills Mapper to help organizations more effectively identify and hire military veteran talent.
•Workday expanded into Vietnam, its sixth market in the ASEAN region, joining Singapore, Malaysia, Thailand, Indonesia, and the Philippines.
•Workday announced EU-based data residency in Frankfurt and multilingual support for Workday Contract Lifecycle Management, providing organizations with a cont
Feb 24, 2026
2 wday-01312026x991.htm
Document
Exhibit 99.1
Workday Announces Fiscal 2026 Fourth Quarter and Full Year Financial Results
Fiscal Fourth Quarter Total Revenues of $2.532 Billion, Up 14.5% Year-Over-Year
Subscription Revenues of $2.360 Billion, Up 15.7% Year-Over-Year
Fiscal Year 2026 Total Revenues of $9.552 Billion, Up 13.1% Year-Over-Year
Subscription Revenues of $8.833 Billion, Up 14.5% Year-Over-Year
Operating Cash Flows of $2.939 Billion, Up 19.4% Year-Over-Year
PLEASANTON, Calif., February 24, 2026 – Workday, Inc. (NASDAQ: WDAY), the enterprise AI platform for managing people, money, and agents, today announced results for the fiscal 2026 fourth quarter and full year ended January 31, 2026.
Fiscal 2026 Fourth Quarter Results
•Total revenues were $2.532 billion, an increase of 14.5% from the fourth quarter of fiscal 2025. Subscription revenues were $2.360 billion, an increase of 15.7% from the same period last year.
•Operating income was $174 million, or 6.9% of revenues, compared to an operating income of $75 million, or 3.4% of revenues, in the same period last year. Non-GAAP operating income for the fourth quarter was $774 million, or 30.6% of revenues, compared to a non-GAAP operating income of $584 million, or 26.4% of revenues, in the same period last year.1
•Diluted net income per share was $0.55, compared to diluted net income per share of $0.35 in the same period last year. Non-GAAP diluted net income per share was $2.47, compared to non-GAAP diluted net income per share of $1.92 in the same period last year.1
Fiscal Year 2026 Results
•Total revenues were $9.552 billion, an increase of 13.1% from fiscal 2025. Subscription revenues were $8.833 billion, an increase of 14.5% from the prior year.
•Operating income was $721 million, or 7.5% of revenues, compared to an operating income of $415 million, or 4.9% of revenues, in fiscal 2025. Operating income in fiscal 2026 was impacted by restructuring expenses of $303 million, compared to restructuring expenses of $84 million in the prior year. Non-GAAP operating income was $2.824 billion, or 29.6% of revenues, compared to a non-GAAP operating income of $2.186 billion, or 25.9% of revenues, in the prior year.1
•Diluted net income per share was $2.59, compared to diluted net income per share of $1.95 in fiscal 2025. Diluted net income per share in fiscal 2026 was impacted by restructuring expenses of $303 million, compared to restructuring expenses of $84 million in the prior year. Non-GAAP diluted net income per share was $9.23, compared to non-GAAP diluted net income per share of $7.30 in the same period last year.1
•12-month subscription revenue backlog was $8.833 billion, up 15.8% from the same period last year. Total subscription revenue backlog was $28.101 billion, increasing 12.2% year-over-year. 12-month subscription revenue backlog and total subscription revenue backlog include the impact from the acquisitions of Paradox and Sana, which closed in the third and fourth quarters of fiscal 2026, respectively.
•Operating cash flows were $2.939 billion, an increase of 19.4% from fiscal 2025. Free cash flows were $2.777 billion an increase of 26.7% from the prior year.1
•Workday repurchased approximately 12.8 million shares of Class A common stock for $2.9 billion as part of its share repurchase programs.
•Cash, cash equivalents, and marketable securities were $5.443 billion as of January 31, 2026.
1See the section titled “About Non-GAAP Financial Measures” in the accompanying financial tables for further details.
Comments on the News
“We built Workday to bring innovation back to the worlds of HR and finance, and AI gives us the chance to do it all again,” said Aneel Bhusri, co-founder, CEO and chair, Workday. “We operate at the heart of the global enterprise, where trust and accuracy matter most. That gives Workday a unique opportunity to bring AI directly into the HR and finance workflows our customers rely on every day and to deliver real, measurable value.”
“Our fourth quarter results reflect the deep trust customers place in Workday to manage their most critical assets,” said Zane Rowe, CFO, Workday. “We expect fiscal 2027 subscription revenues of approximately $9.925 billion to $9.950 billion, representing 12% to 13% growth, and we expect fiscal 2027 non-GAAP operating margin of approximately 30.0%. We are prioritizing investment in our agentic AI roadmap to capture a larger market opportunity.”
Recent Business Highlights
•Workday co-founder and chair Aneel Bhusri returned as chief executive officer to lead the company’s next chapter.
•Workday welcomed new customers including Boston Children’s Hospital, Copenhagen Airports A/S, Fruit of the Loom, Insomnia Cookies, Lavazza, Sargent & Lundy, State of New York Unified Court System, and Queensland University of Technology, and expanded existing relationships with Accenture, Ally Financial, Anthropic, eBay Inc., Iron Mountain, Merck, and Otis Elevator Comp
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