Loading...
01/10 16:11
Loading...
Access earnings results, analyst expectations, report, slides, earnings call, and transcript.
The earnings call summary and Q&A reveal strong financial performance, strategic acquisitions, and growing AI solutions. The company increased its FY '26 subscription revenue and operating margin guidance, indicating confidence in future growth. Acquisitions like Paradox and Sana are positively impacting growth, and AI solutions are contributing significantly to ARR. Despite some lack of specific guidance, overall sentiment is positive, with strong international growth and a robust M&A strategy. The positive outlook on subscription revenue and AI growth suggests a likely stock price increase in the short term.
Workday's earnings call reflects positive sentiment with strong subscription revenue growth, AI product expansion, and strategic acquisitions like Paradox. Despite concerns about AI disruption, Workday's robust customer base and high retention rates mitigate these fears. The Q&A highlights positive AI adoption, strong international performance, and strategic government sector focus. While some financial details were vague, the overall tone and strategic initiatives suggest a positive market reaction, likely resulting in a 2% to 8% stock price increase.
All transcripts are sourced directly from the official live webcast or the company’s official investor relations website. We use the exact words spoken during the call with no paraphrasing of the core discussion.
Full verbatim transcripts are typically published within 4–12 hours after the call ends. Same-day availability is guaranteed for all S&P 500 and most mid-cap companies.
No material content is ever changed or summarized in the “Full Transcript” section. We only correct obvious spoken typos (e.g., “um”, “ah”, repeated 10 times”, or clear misspoken ticker symbols) and add speaker names/titles for readability. Every substantive sentence remains 100% as spoken.
When audio quality is poor or multiple speakers talk over each other, we mark the section instead of guessing. This ensures complete accuracy rather than introducing potential errors.
They are generated by a specialized financial-language model trained exclusively on 15+ years of earnings transcripts. The model extracts financial figures, guidance, and tone with 97%+ accuracy and is regularly validated against human analysts. The full raw transcript always remains available for verification.
