WDAY · Workday, Inc. · Earnings Call Transcripts & Audio
$194.21
+8.51 (+4.58%)
At close · Sep 14
Market Cap
$44.75B
Shares
241.00M
Workday, Inc. Earnings Call Transcripts
Quarterly earnings calls for Workday, Inc. (WDAY), with available speaker-labelled transcripts, captured audio replays, call highlights, 8-K earnings releases and periodic filings. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲20.5%
$1.60B
−$74.72M
'23 Q3
22-11-29
▲19.6%
$1.65B
−$125.95M
'23 Q4
23-02-27
▲17.4%
$1.68B
$
'24 Q1
23-05-25
▲16.4%
$1.79B
$79.00M
'24 Q2
23-08-24
▲16.7%
$1.87B
$114.00M
'24 Q3
23-11-28
▲16.7%
$1.92B
$1.19B
'24 Q4
24-02-26
▲18.2%
$1.99B
$107.00M
'25 Q1
24-05-23
▲16.7%
$2.08B
$132.00M
'25 Q2
24-08-22
▲15.8%
$2.16B
$193.00M
'25 Q3
24-11-26
▲15%
$2.21B
$94.00M
'25 Q4
25-02-25
▲12.6%
$2.24B
$68.00M
'26 Q1
25-05-22
▲12.6%
$2.35B
$228.00M
'26 Q2
25-08-21
▲12.6%
$2.43B
$252.00M
'26 Q3
25-11-25
▲14.5%
$2.53B
$145.00M
'26 Q4
26-02-24
▲13.5%
$2.54B
$222.00M
'27 Q1
26-05-21
LATEST
▲12.8%
$2.65B
$632.00M
'27 Q2
26-08-27
Capital Markets Day
Investor event
2026-10-13
Workday, Inc. (WDAY) October 2026 Capital Markets Day
Scheduled
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY27 · Q2
2026-08-27
Workday, Inc. (WDAY) Q2 2027 Earnings Call Transcript
Confident tone
Agent adoption and customer deployments
Data Cloud and Developer Agent / platform strategy
Rising conference and analyst day
Revenue
$2.65B
▲ 12.8% YoY Diluted EPS
$2.57
▲ 206% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY27 · Q1
2026-05-21
Workday, Inc. (WDAY) Q1 2027 Earnings Call Transcript
Confident tone
Acquisition integration (SANA, Paradox)
Deferred revenue / RPO and contract duration
Customer base and seat/FTE dynamics
Revenue
$2.54B
▲ 13.5% YoY Diluted EPS
$0.87
▲ 248% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q4
2026-02-24
Workday, Inc. (WDAY) Q4 2026 Earnings Call Transcript
Confident tone
Agentic AI / Re-acceleration of Growth
Guidance and Operating Margin Framework
Acquired AI Products (Sana, HiredScore, Evisort, Paradox)
Revenue
$2.53B*
▲ 14.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY26 · Q3
2025-11-25
Workday, Inc. (WDAY) Q3 2026 Earnings Call
Revenue
$2.43B
▲ 12.6% YoY Diluted EPS
$0.94
▲ 30.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q2
2025-08-21
Workday, Inc. (WDAY) Q2 2026 Earnings Call Transcript
Confident tone
Partner Ecosystem
International Expansion
Paradox Acquisition
Revenue
$2.35B
▲ 12.6% YoY Diluted EPS
$0.84
▲ 71.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2025-05-22
Workday, Inc. (WDAY) Q1 2026 Earnings Call Transcript
Confident tone
Agentic AI and product innovation
Leadership transition and return of Aneel Bhusri as CEO
AI monetization and consumption pricing (FlexCredits)
Revenue
$2.24B
▲ 12.6% YoY Diluted EPS
$0.25
▼ 37.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2025-02-25
Workday, Inc. (WDAY) Q4 2025 Earnings Call Transcript
Confident tone
Partner Ecosystem and Global Payroll Connect
AI Agents and Agent System of Record
Restructuring and Reinvestment
Revenue
$2.21B*
▲ 15% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2024-11-26
Workday, Inc. (WDAY) Q3 2025 Earnings Call Transcript
Confident tone
Industry and geographic performance
AI and Illuminate platform
Subscription revenue growth
Revenue
$2.16B
▲ 15.8% YoY Diluted EPS
$0.72
▲ 67.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2024-08-22
Workday, Inc. (WDAY) Q2 2025 Earnings Call Transcript
Confident tone
Financials / ERP Product Momentum
Financial Performance
Medium / Emerging Enterprise Strategy
Revenue
$2.08B
▲ 16.7% YoY Diluted EPS
$0.49
▲ 63.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2024-05-23
Workday, Inc. (WDAY) Q1 2025 Earnings Call Transcript
Positive tone
Financials and full platform momentum
Customer headcount and renewals
Large deal scrutiny and EMEA slowdown
Revenue
$1.99B
▲ 18.2% YoY Diluted EPS
$0.40
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2024-02-26
Workday, Inc. (WDAY) Q4 2024 Earnings Call Transcript
Confident tone
CRPO and Renewal Timing
Customer Wins and Expansions
Subscription Revenue Guidance
Revenue
$1.92B*
▲ 16.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2023-11-28
Workday, Inc. (WDAY) Q3 2024 Earnings Call Transcript
Revenue
$1.87B
▲ 16.7% YoY Diluted EPS
$0.43
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2023-08-24
Workday, Inc. (WDAY) Q2 2024 Earnings Call Transcript
Revenue
$1.79B
▲ 16.4% YoY Diluted EPS
$0.30
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2023-05-25
Workday, Inc. (WDAY) Q1 2024 Earnings Call Transcript
Revenue
$1.68B
▲ 17.4% YoY Diluted EPS
$0.00
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2023-02-27
Workday, Inc. (WDAY) Q4 2023 Earnings Call Transcript
Revenue
$1.65B*
▲ 19.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2022-11-29
Workday, Inc. (WDAY) Q3 2023 Earnings Call Transcript
Revenue
$1.60B
▲ 20.5% YoY Diluted EPS
$-0.29
▼ 270.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2022-08-25
Workday, Inc. (WDAY) Q2 2023 Earnings Call Transcript
Revenue
$1.54B
▲ 21.9% YoY Diluted EPS
$-0.25
▼ 161% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2022-05-26
Workday, Inc. (WDAY) Q1 2023 Earnings Call Transcript
Revenue
$1.43B
▲ 22.1% YoY Diluted EPS
$-0.41
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2022-02-28
Workday, Inc. (WDAY) Q4 2022 Earnings Call Transcript
Revenue
$1.38B*
▲ 21.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2021-11-18
Workday, Inc. (WDAY) Q3 2022 Earnings Call Transcript
Revenue
$1.33B
▲ 20% YoY Diluted EPS
$0.17
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2021-08-26
Workday, Inc. (WDAY) Q2 2022 Earnings Call Transcript
Revenue
$1.26B
▲ 18.7% YoY Diluted EPS
$0.41
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2021-05-26
Workday, Inc. (WDAY) Q1 2022 Earnings Call Transcript
Revenue
$1.18B
▲ 15.4% YoY Diluted EPS
$-0.19
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2021-02-25
Workday, Inc. (WDAY) Q4 2021 Earnings Call Transcript
Revenue
$1.13B
▲ 15.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2020-11-19
Workday, Inc. (WDAY) Q3 2021 Earnings Call
Revenue
$1.11B
▲ 17.9% YoY Diluted EPS
$-0.10
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2020-08-27
Workday, Inc. (WDAY) Q2 2021 Earnings Call Transcript
Revenue
$1.06B
▲ 19.6% YoY Diluted EPS
$-0.12
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2020-05-27
Workday, Inc. (WDAY) Q1 2021 Earnings Call Transcript
Revenue
$1.02B
▲ 23.4% YoY Diluted EPS
$-0.68
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2020-02-27
Workday, Inc. (WDAY) Q4 2020 Earnings Call Transcript
Revenue
$976.30M
▲ 23.8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2019-10-31
Workday, Inc. (WDAY) Q3 2020 Earnings Call Transcript
Revenue
$938.10M
▲ 26.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2019-04-30
Workday, Inc. (WDAY) Q1 2020 Earnings Call Transcript
Revenue
$825.05M
▲ 33.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Showing 1–30 of 30 earnings calls
Key facts
CIK
1327811
CUSIP
98138H101
13F (30d)
37 filings
36 filers
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