Workday Inc
WDAY
$222.49 1.15%
Exchange: NASDAQ | Sector: Technology | Industry: Software Application
Q4 2025
Published: Mar 11, 2025

Earnings Highlights

  • Revenue of $2.21B up 15.8% year-over-year
  • EPS of $0.35 decreased by 92.3% from previous year
  • Gross margin of 75.6%
  • Net income of 94.00M
  • ""Our AI has evolved and is delivering tangible ROI, we have new monetization opportunities that will fuel our long-term growth." - Carl Eschenbach" - Carl Eschenbach
WDAY
Workday Inc

Executive Summary

In Q4 2025, Workday Inc. (WDAY) demonstrated robust financial performance, achieving $2.21 billion in total revenue, marking a 15% year-over-year growth. Subscription revenue reached $2.04 billion, reflecting a 16% increase, underscoring continued demand for its cloud-based enterprise applications. During the earnings call, CEO Carl Eschenbach highlighted the company’s successful execution across key sectors, including financial services and healthcare, while emphasizing the increasing integration of AI within its offerings. The launch of the Agent System of Record aims to streamline management of AI agents in organizational frameworks and further bolster customer services, reflecting Workday's commitment to innovation and efficiency. As the company navigates a transformative year, its robust customer base and strategic initiatives position it well for sustained growth and resilience.

Key Performance Indicators

Revenue
Increasing
2.21B
QoQ: 2.36% | YoY: 15.81%
Gross Profit
Increasing
1.67B
75.62% margin
QoQ: -8.68% | YoY: 15.45%
Operating Income
Increasing
75.00M
QoQ: -54.55% | YoY: 13.26%
Net Income
Decreasing
94.00M
QoQ: -51.30% | YoY: -92.09%
EPS
Decreasing
0.35
QoQ: -52.05% | YoY: -92.26%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q2 2026 2,348.00 0.84 +12.6% View
Q1 2026 2,240.00 0.25 +13.0% View
Q4 2025 2,211.00 0.35 +15.8% View
Q3 2025 2,160.00 0.72 +15.8% View
Q2 2025 2,085.00 0.49 +16.7% View