WDAY · Workday, Inc.
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| 12-month subscription revenue backlog | $2.35B | FY2027 Q1 | +14.3% |
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| Customers using Workday's organically developed agents | 4,000 | fiscal 2027 first quarter ended April 30, 2026 | — |
| Free cash flows non-GAAP | 616M | fiscal 2027 first quarter ended April 30, 2026 | — |
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GAAP → non-GAAP reconciliationGAAP Net cash provided by operating activities 696M
-80M Capital expenditures
= Free cash flows 616M
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| Hiring processes supported with Recruiting Agent | 14M | fiscal 2027 first quarter ended April 30, 2026 | — |
| Non-GAAP diluted net income per share non-GAAP | $2.66 | Three Months Ended April 30, 2026 | — |
| Non-GAAP net income non-GAAP | $676M | Three Months Ended April 30, 2026 | — |
GAAP → non-GAAP reconciliationGAAP Net income 222M
+409M Share-based compensation expense
+19M Employer payroll tax-related items on employee stock transactions
+36M Amortization of acquisition-related intangible assets
+7M Acquisition-related costs
+0M Restructuring costs
+9M Net (gains) losses on strategic investments
-26M Income tax effects
= Non-GAAP net income 676M
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| Non-GAAP operating income non-GAAP | 809M | fiscal 2027 first quarter ended April 30, 2026 | — |
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GAAP → non-GAAP reconciliationGAAP Operating income 338M
+409M Share-based compensation expense
+19M Employer payroll tax-related items on employee stock transactions
+36M Amortization of acquisition-related intangible assets
+7M Acquisition-related costs
+0M Restructuring costs
= Non-GAAP operating income 809M
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| Non-GAAP operating margin non-GAAP | 31.8% | fiscal 2027 first quarter ended April 30, 2026 | +0.0% |
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| Total subscription revenue backlog | 27.29B | fiscal 2027 first quarter ended April 30, 2026 | — |
| Users under contract | 80M | fiscal 2027 first quarter ended April 30, 2026 | — |
| AI actions delivered across its platform | 1.7B | FY2026 | — |
| Core Workday Financial Management and Workday HCM customers | 7,000 | FY2026 | — |
| Customers | 11,500 | FY2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Software - Application — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
WDAY
this stock
Workday, Inc.
|
$48.74B | -8.1% | +36.1% | 61.5 | 10.3% |
|
SAP
Sap SE
|
$249.56B | -10.6% | — | — | 0.7% |
|
SHOP
Shopify Inc.
|
$188.60B | -8.6% | +30.1% | 98.4 | 1.6% |
|
CRM
Salesforce, Inc.
|
$168.25B | -22.5% | +25.9% | 23.8 | 3.6% |
|
UBER
Uber Technologies, Inc
|
$160.44B | -3.9% | +18.3% | — | 2.3% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| WDAY | -4.4% | +54.3% | +47.5% | +23.1% | -8.1% |
| SPY | -2.0% | +3.3% | +11.2% | +2.1% | +11.8% |
| vs SPY | -2.5% | +51.0% | +36.4% | +21.0% | -20.0% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.