
WDAY Earnings
Workday Inc
- Overview
- Forecast
- Valuation
- Earnings
Earning Analysis
Welcome to our in-depth analysis of Workday Inc(WDAY) earnings, offering investors a detailed look into the company’s financial performance, revenue trends, earnings per share (EPS), and market reactions. This page provides a comprehensive overview of Workday Inc earnings history, forecasts, and key financial metrics, empowering you with the data needed to make informed investment decisions. Whether you're tracking quarterly results, analyzing earnings surprises, or exploring future projections, our detailed breakdown covers it all.
Earnings Forecast
Revenue
EPS
Currency: USD
Actual
Estimate
Surprise Analysis
FY2026Q1 | 2025-05-22 | After Hours | 2.01 | 2.23 | +10.95 | 2.22B | 2.24B | +1.05 | -12.52 | -11.14 |
FY2025Q4 | 2025-02-25 | After Hours | 1.78 | 1.92 | +7.87 | 2.18B | 2.21B | +1.32 | +6.22 | -0.62 |
FY2025Q3 | 2024-11-26 | After Hours | 1.76 | 1.89 | +7.39 | 2.13B | 2.16B | +1.38 | -6.21 | -0.49 |
FY2025Q2 | 2024-08-22 | After Hours | 0.45 | 1.75 | +288.89 | 2.07B | 2.09B | +0.64 | +12.49 | +13.54 |
FY2025Q1 | 2024-05-23 | - | 0.31 | 0.51 | +64.52 | 1.97B | 1.99B | +0.84 | +0.39 | -20.18 |
FY2024Q4 | 2024-02-26 | - | 0.32 | 0.21 | -34.38 | 1.92B | 1.92B | +0.29 | +0.43 | -4.56 |
FY2024Q3 | 2023-11-28 | - | 0.32 | 0.47 | +46.88 | 1.85B | 1.87B | +1.06 | +0.64 | +14.16 |
FY2024Q2 | 2023-08-24 | - | 0.12 | 0.40 | +233.33 | 1.77B | 1.79B | +0.72 | -2.32 | +5.61 |
- | 2023-05-25 | - | -0.02 | 0.16 | +900.00 | - | - | - | +0.11 | +9.75 |
- | 2023-02-27 | - | -0.19 | -0.14 | +26.32 | - | - | - | +0.98 | +4.60 |
WDAY Earnings Analysis
Our earnings analysis provides a granular look at the company’s performance across recent fiscal quarters, highlighting key metrics such as revenue, EPS, and operating margins. By examining actual results against analyst estimates, we uncover trends and surprises that drive stock price movements, offering valuable insights for both short-term traders and long-term investors.
In the most recent quarter, Workday Inc reported performance for FY2026Q1, announced on 2025-05-22. The company achieved an EPS of 2.23, compared to analyst estimates of 2.01 by 10.95% . Revenue for the quarter reached 2.24B compared to expectations of 2.22B by 1.05% .
The stock price reacted with a -12.52% one-day change and a -11.14% five-day change following the earnings release. These movements reflect market reaction in Workday Inc growth trajectory and strategic initiatives.
WDAY Earnings Forecast
Looking ahead, Workday Inc(WDAY) remains a focal point for investors seeking growth opportunities. Analyst forecasts for 2026/Q2 project quarter revenue of 2.34B and an EPS of 2.11.
However, recent estimate revisions provide additional context. Over the past three months, revenue estimates for FY2026 have been Revise Downward by -0.1%, while EPS estimates have been Revise Upward by 1.39%. For the upcoming Q2 2026, revenue estimates have been adjusted Revise Upward by 0.01% . These revisions correlate with a -2.69% change in stock price over the same period, suggesting potential buying opportunities for investors who believe in Workday Inc long-term fundamentals.
The relationship between earnings forecast revisions and stock price movements is critical for investors. Positive revisions in revenue or EPS often signal strengthening fundamentals, making temporary price dips attractive entry points. Conversely, downward revisions may reflect short-term challenges.
Estimate Revision
The chart shows the correlation between WDAY's stock price and earnings forecast revisions. Positive revisions in Revenue or EPS often strengthen the stock's fundamentals, making price dips potential buying opportunities.
Revenue Estimates for FY2026
Revise Downward

-0.1%
In Past 3 Month
EPS Estimates for FY2026
Revise Upward

+1.39%
In Past 3 Month
Revenue Estimates for Q2 2026
Revise Upward

+0.01%
In Past 3 Month
Stock Price
Go Down

-2.69%
In Past 3 Month
1Y
3Y
5Y
Annual FY 2026
Currency: USD
1Y
3Y
5Y
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Revenue Estimate-Annual FY 2026:9.51B
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EPS Estimate-Annual FY 2026:8.64
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Stock Price247.71
WDAY Revenue and EPS Performance: A Historical Perspective
Workday Inc revenue and earnings per share (EPS) performance over recent quarters provides a clear picture of its financial health. Below is a detailed breakdown of the company’s earnings history, showcasing actual results, analyst estimates, and surprise percentages for key fiscal quarters:
FY2026Q1 (2025-05-22,After Hours):
EPS: 2.23 (Actual) vs.2.01 (Estimate) (10.95%)
Revenue: 2.24B (Actual) vs. 2.22B (Estimate) (1.05%)
Price Reaction: -12.52%(1-Day), -11.14%(5-Day)
FY2025Q4 (2025-02-25,After Hours):
EPS: 1.92 (Actual) vs.1.78 (Estimate) (7.87%)
Revenue: 2.21B (Actual) vs. 2.18B (Estimate) (1.32%)
Price Reaction: 6.22%(1-Day), -0.62%(5-Day)
FY2025Q3 (2024-11-26,After Hours):
EPS: 1.89 (Actual) vs.1.76 (Estimate) (7.39%)
Revenue: 2.16B (Actual) vs. 2.13B (Estimate) (1.38%)
Price Reaction: -6.21%(1-Day), -0.49%(5-Day)
Earnings Reaction
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 -2.56% change in stock price 10 days leading up to the earnings, and a -0.32% change 10 days following the report. On the earnings day itself, the stock moves by -0.11%. This data can give you a slight idea of what to expect for the next quarter's release.
For example, in APR/2025, the stock changed -12.52% on the day following the earnings release and then changed by -8.95% over the next 10 days. These patterns provide investors with valuable insights into potential price movements and help inform trading strategies around earnings events.
Transcript Summary
Workday Inc (WDAY) Q1 2026 Earnings Call Summary
Positive
2025-05-23
The earnings call summary indicates strong financial performance, with subscription revenue growth and a robust backlog. The new AI initiatives and strategic partnerships are positive catalysts. The Q&A reveals management's confidence despite macroeconomic uncertainties, with strong adoption of AI solutions and accelerated sales cycles. The share repurchase plan further supports a positive outlook. However, concerns about market-specific risks and unclear management responses slightly temper the sentiment. Overall, the positive elements outweigh the negatives, suggesting a positive stock price movement.
Workday Inc (WDAY) Q1 2026 Earnings Call Summary
Positive
2025-05-22
The earnings call highlights strong financial performance with a 13% revenue growth, robust customer retention, and significant share repurchase plans. Despite macroeconomic uncertainties and challenges in specific markets, the company's optimistic guidance and strategic initiatives in AI and partnerships bolster confidence. The Q&A section reveals management's confidence in their guidance and AI innovations, though some areas lack clarity. Overall, the positive financial metrics and strategic actions, including a new buyback authorization, suggest a positive stock price movement in the short term.
Workday Inc (WDAY) Q1 2026 Earnings Call Summary
Positive
2025-05-22
The earnings call presents a positive outlook with strong subscription revenue growth, high gross revenue retention, and significant share repurchase plans. Despite some macroeconomic risks and vague responses in the Q&A, the company's financial performance and optimistic guidance, including a new buyback authorization, suggest a positive stock price movement. The absence of guidance refusal and the presence of strong financial metrics further support this sentiment. Additionally, the potential impact of AI initiatives and partnerships could enhance market confidence.
Workday Inc (WDAY) Q4 2025 Earnings Call Summary
Positive
2025-02-25
The company's earnings call presents a positive outlook with strong financial performance, including a 16% increase in subscription revenue and a robust operating margin. Despite some risks related to AI deployment and workforce restructuring, the guidance remains optimistic with raised non-GAAP operating margin expectations. The Q&A section reveals strong customer interest in new products, and strategic partnerships are progressing well. Share repurchases further enhance shareholder value. Overall, positive financial results, optimistic guidance, and strategic initiatives suggest a positive stock price movement in the short term.
Workday, Inc. (WDAY) Q3 2025 Earnings Call Summary
Positive
2024-11-26
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.
Workday, Inc. (WDAY) Q2 2025 Earnings Call Summary
Positive
2024-08-22
The earnings call reveals strong financial performance, including a 17% increase in subscription revenue and a $1 billion share repurchase program, indicating shareholder confidence. The Q&A section highlights management's confidence in sustained growth, efficiency, and innovation, particularly in AI and international markets. Despite some uncertainty in management's responses, the overall sentiment is positive, supported by strategic partnerships and strong liquidity. The market is likely to react positively, with potential stock price growth exceeding 8% due to these factors.
FAQ

What were the key highlights of WDAY’s latest earnings report for FY2026Q1?
WDAY reported its FY2026Q1 earnings on 2025-05-22, showcasing a revenue of 2.24B against an estimate of 2.22B, resulting in a 1.05% surprise. The EPS was 2.23, surpassing the expected 2.01 by 10.95% . The stock experienced a -12.52% price change on the earnings day and a -11.14% change over the next five days, reflecting market reactions to the results.

How did WDAY’s stock price react after the FY2026Q1 earnings release?

What are the revenue and EPS estimates for WDAY for 2026/Q2?

How does WDAY’s stock price correlate with earnings forecast revisions?

What should investors expect from WDAY’s next earnings report?
