WDAY Earnings Prediction
The chart below shows how WDAY performed 10 days before and after its earnings report, based on data from the past quarters. Typically, WDAY sees a -1.80% change in stock price 10 days leading up to the earnings, and a +2.31% change 10 days following the report. On the earnings day itself, the stock moves by +0.10%. This data can give you a slight idea of what to expect for the next quarter's release.
WDAY Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
2.16B
15.78%
3.60%
Gross Margin
75.46%
-0.89%
-0.04%
Operating Margin
7.96%
69.00%
40.64%
Net Margin
8.94%
46.80%
41.23%
EPS
0.86
68.63%
45.76%
No Data Available
WDAY Earnings Analysis
Workday, Inc. Class A Common Stock Corporation (WDAY.O) Earnings Conference Call
Positive
Subscription Revenue Increase: Subscription revenue in the third quarter was $1.959 billion, up 16%.
Professional Services Revenue Growth: Professional services revenue was $201 million, resulting in total revenue of $2.160 billion, growth of 16%.
Revenue Growth Overview: U.S. revenue in Q3 totaled $1.62 billion, and international revenue totaled $537 million, both growing 16%.
Subscription Revenue Backlog Growth: 12-month subscription revenue backlog was $6.98 billion at the end of Q3, increasing 15%.
Subscription Revenue Backlog Growth: Total subscription revenue backlog at the end of the quarter was $22.19 billion, up 20%.
Negative
Revenue Growth Slowdown: In Q3, total revenue was $2.16 billion, which is a growth of only 16%, indicating a slowdown compared to previous quarters.
Revenue Growth Analysis: U.S. revenue totaled $1.62 billion, while international revenue was $537 million, both growing at just 16%, suggesting limited expansion in key markets.
Operating Cash Flow Decline: Operating cash flow was $406 million, down year-over-year, impacted by stronger than expected collections activity in Q2.
Non-GAAP Operating Income Decline: Non-GAAP operating income for Q3 was $569 million, resulting in a non-GAAP operating margin of only 26.3%, which is lower than expected.
Share Repurchase Analysis: The company repurchased $157 million of its shares at an average price of $242.42 per share, indicating a potential overvaluation of its stock.
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WDAY Earning Call Sentiment
Workday, Inc. (WDAY) Q3 2025 Earnings Call Transcript
1.0x
00:00
00:00
WDAY.O
2.29%Positive
The earnings call summary shows strong financial performance with 16% revenue growth, solid international demand, and a robust subscription backlog. Management's confidence in AI monetization and strategic partnerships further supports positive sentiment. Despite some concerns about delayed revenue recognition and potential budget constraints, the company's operational efficiency and shareholder return plan with share repurchases indicate a positive outlook. The Q&A session did not reveal significant negative sentiment, and the guidance remains optimistic. Overall, these factors suggest a likely stock price increase in the short term.