WDAYWorkday, Inc.
Workday is the enterprise AI platform for managing people, money, and agents. 10-K, Item 1
- Headquarters
- Pleasanton, CA
- CEO
- Aneel Bhusri
- Next results
- around Nov 24, 2026
The numbers WDAY said it expected, in its earnings releases of the last 3 years, next to what it then reported for the same period. Each target links to the sentence in the release; each result to the 10-Q or 10-K it was first reported in.
Of 2 range targets with a reported result: 2 came in above the last range given, 0 within it, 0 below it.
| Target | What the company said | Reported | Result |
|---|---|---|---|
| Revenue Fiscal 2027 |
Given $9.93B to $9.95B release 2026-02-24
Kept $9.93B to $9.95B release 2026-05-21
Narrowed $9.94B to $9.95B release 2026-08-27
|
– | Not reported yet |
The company's words“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%. release 2026-02-24 “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%. release 2026-05-21 “We now expect fiscal 2027 subscription revenue of $9.940 billion to $9.950 billion, growth of 13%, while increasing our fiscal 2027 non-GAAP operating margin guidance to 31.0%. release 2026-08-27 | |||
| Revenue Fiscal 2026 (ended 2026-01-31) |
Given $8.80B release 2025-02-25
Kept $8.80B release 2025-05-22
Raised $8.83B release 2025-11-25
|
$9.55B 10-K filed 2026-03-06 |
Above the range |
The company's words“We continue to expect fiscal 2026 subscription revenue of $8.800 billion, representing 14% growth, and we now expect fiscal 2026 non-GAAP operating margin of approximately 28.0%. release 2025-02-25 “We remain focused on executing in this uncertain environment and are reiterating our fiscal 2026 subscription revenue guidance of $8.8 billion while increasing our fiscal 2026 non-GAAP operating margin guidance to approximately 28.5%.” release 2025-05-22 “We now expect fiscal 2026 subscription revenue of $8.828 billion, growth of 14%, and non-GAAP operating margin of approximately 29%.” release 2025-11-25 | |||
| Revenue Fiscal 2025 (ended 2025-01-31) |
Given $7.72B to $7.78B release 2024-02-26
Lowered $7.70B to $7.72B release 2024-05-23
Kept $7.70B to $7.72B release 2024-08-22
Lowered $7.70B release 2024-11-26
|
$8.45B 10-K filed 2025-03-11 |
Above the range |
The company's words“We are reiterating our fiscal year 2025 subscription revenue guidance of $7.725 billion to $7.775 billion, representing growth of 17% to 18%. release 2024-02-26 Workday is updating its guidance for the fiscal 2025 full year ending January 31, 2025 as follows: … Subscription revenue between $7.700 billion to $7.725 billion, representing growth of approximately 17% release 2024-05-23 Workday is updating its guidance for the fiscal 2025 full year ending January 31, 2025 as follows: … Subscription revenue between $7.700 billion to $7.725 billion, representing growth of approximately 17% release 2024-08-22 “Looking ahead, we expect fiscal 2025 subscription revenue of $7.703 billion, growth of 17%, and fiscal 2025 non-GAAP operating margin of 25.5%. release 2024-11-26 | |||
Targets are read from the sentences of the EX-99 exhibits of 8-K item 2.02 filings (13 releases since 2023-11-28), without AI; in outlook tables only the first column is read. The result compares the reported number with the last range given before the period was reported. Results come from SEC's XBRL company facts, as first reported. A company's target can use its own definition (META's capital expenditures include finance lease payments, for example), so read the quote.
Work on WDAY in a spreadsheet:
Excel workbook (a sheet per section, ten years by column, charts, links to the filings) ·
CSV.
For a Google Sheet that stays up to date, paste =IMPORTDATA("https://tickdelta.com/company/WDAY/export.csv") into a cell.