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Inferra AI / Company / WDAY

Workday, Inc.

WDAY · Information Technology

Last earnings Aug 27, 2026

Important announcements

Workday to Acquire C1.ai, a Leading Agentic Identity Platform for People and AgentsOct 13, 2026

Key results

Total revenuequarter

$2.348 Billion

htm EX-99.1 Document Exhibit 99.1 Workday Announces Fiscal 2026 Second Quarter Financial Results Fiscal Second Quarter Total Revenues of $2.348 Billion, Up 12.6% Year-Over-Year Subscription

SEC original ↗Workday, Inc. — Earnings release (8-K exhibit)EX-99Aug 21, 2025

Growthquarter

Up 12.6%

htm EX-99.1 Document Exhibit 99.1 Workday Announces Fiscal 2026 Second Quarter Financial Results Fiscal Second Quarter Total Revenues of $2.348 Billion, Up 12.6% Year-Over-Year Subscription

SEC original ↗Workday, Inc. — Earnings release (8-K exhibit)EX-99Aug 21, 2025

Revenuequarter

$2.169 Billion

Revenues of $2.169 Billion, Up 14.0% Year-Over-Year PLEASANTON, Calif.

SEC original ↗Workday, Inc. — Earnings release (8-K exhibit)EX-99Aug 21, 2025

Fiscal 2026 Second Quarter Results Total revenues were $2.348 billion, an increase of 12.6% from the second quarter of fiscal 2025.

SEC original ↗Workday, Inc. — Earnings release (8-K exhibit)EX-99Aug 21, 2025

Subscription revenuequarter

$2.169 billion

Subscription revenues were $2.169 billion, an increase of 14.0% from the same period last year.

SEC original ↗Workday, Inc. — Earnings release (8-K exhibit)EX-99Aug 21, 2025

Operating incomequarter

$248 million

Operating income was $248 million, or 10.6% of revenues, compared to an operating income of $111 million, or 5.3% of revenues, in the same period last year.

SEC original ↗Workday, Inc. — Earnings release (8-K exhibit)EX-99Aug 21, 2025

Non-GAAP operating incomequarter

$680 million

Non-GAAP operating income for the second quarter was $680 million, or 29.0% of revenues, compared to a non-GAAP operating income of $518 million, or 24.9% of revenues, in the same period last year.

SEC original ↗Workday, Inc. — Earnings release (8-K exhibit)EX-99Aug 21, 2025

Diluted net incomequarter

$0.84

1 Diluted net income per share was $0.84, compared to diluted net income per share of $0.49 in the second quarter of fiscal 2025.

SEC original ↗Workday, Inc. — Earnings release (8-K exhibit)EX-99Aug 21, 2025

Net incomequarter

$2.21

Non-GAAP diluted net income per share was $2.21, compared to non-GAAP diluted net income per share of $1.75 in the same period last year.

SEC original ↗Workday, Inc. — Earnings release (8-K exhibit)EX-99Aug 21, 2025

AI analysis

Q2 FY2026 · reported Aug 21, 2025

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Total revenue · Q2 FY2026
$2.348B
EX-99 · Aug 21, 2025
Operating income · Q2 FY2026
$248M
EX-99 · Aug 21, 2025
Revenue · Q2 FY2026
$2.169B
EX-99 · Aug 21, 2025
Subscription revenue · Q2 FY2026
$2.169B
EX-99 · Aug 21, 2025

The quarter in charts

Guidance ladder — revenue

Delivered vs the company's guided range

EX-99 · Aug 21, 2025 Guide as stated by the company; range and midpoint computed from the stated figure.

Headline figures

MetricQ2 FY2026Prior qtrYear ago
Total revenue$2.348 Billion——
GrowthUp 12.6%——
Revenue$2.169 Billion——
Subscription revenue$2.169 billion——
Operating income$248 million——
Non-GAAP operating income$680 million——
Diluted net income$0.84——
Net income$2.21——

EX-99 · Aug 21, 2025

Guidance · company-stated

Direction: Raised

Revenue$8.815 billion

“Following our first half momentum and also incorporating the acquisition of Paradox we are increasing our fiscal 2026 subscription revenue guidance to $8.815 billion, representing growth of 14%, and increasing our fiscal 2026 non-GAAP operating margin guidance to approximately 29%.”

Midpoint vs latest-quarter revenue+275.4%computed from stated figures

Classified from the release's primary full-year outlook statement.

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

1 Workday repurchased approximately 1.2 million shares of Class A common stock for $299 million as part of its share repurchase programs.

Three Months Ended July 31, Six Months Ended July 31, 2025 2024 2025 2024 Net cash provided by operating activities $ 616 $ 571 $ 1,073 $ 943 Less Capital expenditures (28) (55) (64) (136) Free cash flows $ 588 $ 516 $ 1,009 $ 807 About Non-GAAP Financial Measures To provide investors and others with additional information regarding Workday s results, the following non-GAAP financial measures are disclosed non-GAAP operating income, non-GAAP operating margin, non-GAAP diluted net income per share, and free cash flows.

What changed vs last quarter

  • Guide midpoint vs latest-quarter revenue +275.4% computed from stated figures
General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Workday Announces Fiscal 2026 Second Quarter Financial Results Fiscal Second Quarter Total Revenues of $2.348 Billion, Up 12.6% Year-Over-Year Subscription Revenues of $2.169 Billion, Up 14.0% Year-Over-Year

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

Direction: Raised

Revenue: “Following our first half momentum and also incorporating the acquisition of Paradox we are increasing our fiscal 2026 subscription revenue guidance to $8.815 billion, representing growth of 14%, and increasing our fiscal 2026 non-GAAP operating margin guidance to approximately 29%.”

Revenue — Raised (“increasing”)
“Following our first half momentum and also incorporating the acquisition of Paradox we are increasing our fiscal 2026 subscription revenue guidance to $8.815 billion, representing growth of 14%, and increasing our fiscal 2026 non-GAAP operating margin guidance to approximately 29%.”

Classified from the release's primary full-year outlook statement.

Capital allocation

1 Workday repurchased approximately 1.2 million shares of Class A common stock for $299 million as part of its share repurchase programs.

SEC original ↗Workday, Inc. — Earnings release (8-K exhibit)EX-99Aug 21, 2025

Three Months Ended July 31, Six Months Ended July 31, 2025 2024 2025 2024 Net cash provided by operating activities $ 616 $ 571 $ 1,073 $ 943 Less Capital expenditures (28) (55) (64) (136) Free cash flows $ 588 $ 516 $ 1,009 $ 807 About Non-GAAP Financial Measures To provide investors and others with additional information regarding Workday s results, the following non-GAAP financial measures are disclosed non-GAAP operating income, non-GAAP operating margin, non-GAAP diluted net income per share, and free cash flows.

SEC original ↗Workday, Inc. — Earnings release (8-K exhibit)EX-99Aug 21, 2025

Free cash flows differ from GAAP cash flows from operating activities in that it treats capital expenditures as a reduction to cash flows.

SEC original ↗Workday, Inc. — Earnings release (8-K exhibit)EX-99Aug 21, 2025

Additionally, with regards to free cash flows, Workday s management believes that reducing cash provided by operating activities by capital expenditures is meaningful to investors and others because it provides an enhanced view of cash flow generation from the ongoing operations of our business, and it balances operating results, cash management, and capital efficiency.

SEC original ↗Workday, Inc. — Earnings release (8-K exhibit)EX-99Aug 21, 2025

Our CODM also reviews Total assets, as reported on the Condensed Consolidated Balance Sheets, and Capital expenditures, as reported on the Condensed Consolidated Statements of Cash Flows.

SEC original ↗Workday, Inc. — 10-Q Quarterly report10-QAug 27, 2026

Concentrations of Risk and Significant Customers Our financial instruments that are exposed to concentrations of credit risk consist primarily of cash and cash equivalents, debt securities, derivative instruments, and trade and other receivables.

SEC original ↗Workday, Inc. — 10-Q Quarterly report10-QAug 27, 2026

Strategy & priorities

Our second quarter results reflect the strength of our platform and our continued progress across several of our growth initiatives, said Zane Rowe, CFO, Workday.

SEC original ↗Workday, Inc. — Earnings release (8-K exhibit)EX-99Aug 21, 2025

DailyPay was named Workday s strategic partner for on-demand pay , giving employees easier access to earned wages before payday.

SEC original ↗Workday, Inc. — Earnings release (8-K exhibit)EX-99Aug 21, 2025

Non-GAAP diluted net income per share differs from GAAP in that it excludes share-based compensation expense, employer payroll tax-related items on employee stock transactions, amortization expense for acquisition-related intangible assets, acquisition-related costs, restructuring costs, gains and losses on strategic investments, and income tax effects.

SEC original ↗Workday, Inc. — Earnings release (8-K exhibit)EX-99Aug 21, 2025

Gains and losses on strategic investments.

SEC original ↗Workday, Inc. — Earnings release (8-K exhibit)EX-99Aug 21, 2025

Our strategic investments include investments in early stage companies that are valuable to Workday customers and complementary to Workday products.

SEC original ↗Workday, Inc. — Earnings release (8-K exhibit)EX-99Aug 21, 2025

Risks & headwinds

Because forward-looking statements relate to the future, they are subject to risks, uncertainties, assumptions, and changes in circumstances that are difficult to predict and many of which are outside of our control.

SEC original ↗Workday, Inc. — Earnings release (8-K exhibit)EX-99Aug 21, 2025

Legal Proceedings 40 Item 1A.

SEC original ↗Workday, Inc. — 10-Q Quarterly report10-QAug 27, 2026

Legal Matters We are a party to various legal proceedings and claims that arise in the ordinary course of business.

SEC original ↗Workday, Inc. — 10-Q Quarterly report10-QAug 27, 2026

We record liabilities related to uncertain tax positions and believe that we have provided adequate reserves for income tax uncertainties in all open tax years.

SEC original ↗Workday, Inc. — 10-Q Quarterly report10-QAug 27, 2026

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Microsoft (MSFT) Information TechnologyTeradyne (TER) Information TechnologyASML Holding (ASML) Information TechnologyMicron Technology (MU) Information TechnologySeagate Technology (STX) Information TechnologyUnited Microelectronics (UMC) Information TechnologyMonolithic Power Systems (MPWR) Information TechnologyCoherent Corp. (COHR) Information Technology
Documents

Filings

65 documents

Earnings releases

16 documents

Presentations

0 documents

No presentations for Workday, Inc. are held in this edition of the library.

Transcripts

0 documents

No transcripts for Workday, Inc. are held in this edition of the library.

Mentioned by

12 companies

Other tracked companies whose held documents mention Workday, Inc. by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.