OpenNashEarnings

Software · Nasdaq: WDAY

Workday earnings: results, call transcripts & KPI history

2 quarters · fiscal year ends January · next results expected around 24 Nov 2026

Investor relations ↗SEC filings ↗KPIs as CSV

Latest: Q2 FY2027

Workday reported fiscal 2027 second quarter total revenues of $2.649 billion, up 12.8% year-over-year, with subscription revenues of $2.471 billion, up 13.9% year-over-year.

Workday's second quarter revenue was $2.649 billion, up 12.8% from a year ago, and subscription revenue (the recurring part) was $2.471 billion, up 13.9%. Non-GAAP operating margin was 31.1% versus 29.0% a year earlier. Reported diluted EPS of $2.57 included a $1.52 per share tax benefit from an internal restructuring of intellectual property rights. Workday repurchased about 9.8 million shares for $1.3 billion, and operating cash flow fell to $520 million.

Read the Q2 FY2027 summary →Q2 FY2027 slides (PDF) ↗

Quarters

KPI history

Revenue$2.6B+12.8% y/yQ2 FY27
Q3 FY25: $2.2BQ3 25$2.2BQ4 FY25: $2.2B (worked out from the annual figure)Q4 25$2.2BQ1 FY26: $2.2BQ1 26$2.2BQ2 FY26: $2.3BQ2 26$2.3BQ3 FY26: $2.4BQ3 26$2.4BQ4 FY26: $2.5B (worked out from the annual figure)Q4 26$2.5BQ1 FY27: $2.5BQ1 27$2.5BQ2 FY27: $2.6BQ2 27$2.6B

Fourth quarter worked out from the annual figure.

Data
Q3 FY25$2.2B
Q4 FY25$2.2B *
Q1 FY26$2.2B
Q2 FY26$2.3B
Q3 FY26$2.4B
Q4 FY26$2.5B *
Q1 FY27$2.5B
Q2 FY27$2.6B
Diluted EPS (GAAP)$2.57+206.0% y/yQ2 FY27
Q3 FY25: $0.72Q3 25$0.72Q1 FY26: $0.25Q1 26$0.25Q2 FY26: $0.84Q2 26$0.84Q3 FY26: $0.94Q3 26$0.94Q1 FY27: $0.87Q1 27$0.87Q2 FY27: $2.57Q2 27$2.57
Data
Q3 FY25$0.72
Q1 FY26$0.25
Q2 FY26$0.84
Q3 FY26$0.94
Q1 FY27$0.87
Q2 FY27$2.57

Fourth-quarter EPS appears once the press release is read; filings report it only for the full year.

Operating margin11.8%+1.2 pts y/yQ2 FY27
Q3 FY25: 7.6%Q3 257.6%Q4 FY25: 3.4%Q4 253.4%Q1 FY26: 1.7%Q1 261.7%Q2 FY26: 10.6%Q2 2610.6%Q3 FY26: 10.6%Q3 2610.6%Q4 FY26: 6.9%Q4 266.9%Q1 FY27: 13.3%Q1 2713.3%Q2 FY27: 11.8%Q2 2711.8%
Data
Q3 FY257.6%
Q4 FY253.4%
Q1 FY261.7%
Q2 FY2610.6%
Q3 FY2610.6%
Q4 FY266.9%
Q1 FY2713.3%
Q2 FY2711.8%
Free cash flow$460.0M−21.8% y/yQ2 FY27
Q3 FY25: $359.0MQ3 25$359.0MQ4 FY25: $1.0BQ4 25$1.0BQ1 FY26: $421.0MQ1 26$421.0MQ2 FY26: $588.0MQ2 26$588.0MQ3 FY26: $550.0MQ3 26$550.0MQ4 FY26: $1.2BQ4 26$1.2BQ1 FY27: $616.0MQ1 27$616.0MQ2 FY27: $460.0MQ2 27$460.0M
Data
Q3 FY25$359.0M
Q4 FY25$1.0B
Q1 FY26$421.0M
Q2 FY26$588.0M
Q3 FY26$550.0M
Q4 FY26$1.2B
Q1 FY27$616.0M
Q2 FY27$460.0M

Operating cash flow minus capital expenditure, from cash flow statements.

Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26Q4 FY26Q1 FY27Q2 FY27
Revenue$2.2B$2.2Bd$2.2B$2.3B$2.4B$2.5Bd$2.5B$2.6B
Operating income$165.0M$75.0Md$39.0M$248.0M$259.0M$174.0Md$338.0M$313.0M
Operating margin7.6%3.4%1.7%10.6%10.6%6.9%13.3%11.8%
Net income$193.0M$94.0Md$68.0M$228.0M$252.0M$145.0Md$222.0M$632.0M
Diluted EPS$0.72—$0.25$0.84$0.94—$0.87$2.57
Operating cash flow$406.0M$1.1Bd$457.0M$616.0Md$588.0Md$1.3Bd$696.0M$519.0Md
Capital expenditure$47.0M$86.0Md$36.0M$28.0Md$38.0Md$60.0Md$80.0M$59.0Md
Free cash flow$359.0M$1.0B$421.0M$588.0M$550.0M$1.2B$616.0M$460.0M
R&D expense$647.0M$674.0Md$663.0M$660.0M$666.0M$691.0Md$705.0M$747.0M

From XBRL data in 10-Q and 10-K filings. d derived: a fourth quarter is the full year minus the first nine months, and cash flows are year-to-date figures differenced.

10-Q and 10-K filings