$WDAY (-1.36%)

🔹 Non-GAAP EPS: $1.92 (Est. $1.78) 🟢; UP +22.3% YoY

🔹 Revenue: $2.211B (Est. $2.18B) 🟢; UP +15.0% YoY

🔹 Subscription Revenue: $2.040B; UP +15.9% YoY

Q1'26 Guidance:

🔹 Subscription Revenue: $2.050B (Est. $2.235B total revenue) 🔴; UP +13% YoY

🔹 Non-GAAP Operating Margin: 28.0%

FY26 Guidance:

🔹 Subscription Revenue: $8.800B; UP +14% YoY

🔹 Non-GAAP Operating Margin: 28.0%

Q4'25 Segment Highlights:

🔹 Subscription Revenue: $2.040B; UP +15.9% YoY (no further segment breakdown provided)

Q4'25 Geographical Breakdown:

🔹 Total Revenue: $2.211B; UP +15.0% YoY (global, no regional split provided)

Other Q4'25 Metrics:

🔹 Non-GAAP Operating Income: $584M; UP +26.4% YoY

🔹 12-Month Subscription Backlog: $7.63B; UP +15.2% YoY

🔹 Operating Cash Flows: $2.461B (FY25); UP +14.5% YoY

Strategic/Shareholder Updates:

🔹 Repurchased 2.9M shares for $700M in FY25

🔹 Announced Workday Agent System of Record for AI agent management

Management Commentary:

🔸 "Carl Eschenbach (CEO): Our unified platform helps customers unlock value faster, reduce costs, and leverage AI across HR and finance solutions."

🔸 "Zane Rowe (CFO): Solid performance in key growth areas and strong execution drive our confidence in 14% subscription revenue growth for FY26."

APOLLO GLOBAL MANAGEMENT AND WORKDAY SET TO JOIN S&P 500

$APO (+0.27%)
$WDAY (-1.36%)

Replacing Qorvo And Amentum Holdings; Comerica And Carpenter Technology To Enter S&P MidCap 400, Replacing Vishay Intertechnology And Carters; Vishay And Carters To Move To S&P SmallCap 600, Replacing Comerica And Carpenter Technology

Workday Q3 Earnings Surpass Expectations with Strong Growth in Revenue and Margins | $WDAY (-1.36%)

EARNINGS HIGHLIGHTS

- $WDAY delivers Q3 adjusted EPS of $1.89, significantly above $1.75 estimate

- Revenue reaches $2.16B, exceeding $2.13B forecast with 16% YoY growth

- Backlog expands 20% YoY to $22.19B, surpassing $21.93B estimate

- Adjusted operating margin improves to 26.3% from 19.7% YoY

REVENUE BREAKDOWN

- Subscription revenue: $1.96B (16% YoY growth)

- Professional services: $201M (15% YoY growth, beating $174.2M estimate)

- Product development expense: $647M (4.6% YoY increase)

FORWARD GUIDANCE

- FY2025 subscription revenue projected at $7.703B (17% growth)

- FY2025 non-GAAP operating margin target: 25.5%

MANAGEMENT PERSPECTIVE

CEO Carl Eschenbach highlighted three key drivers of Q3 performance:

- Strong cross-industry customer trust

- Momentum in AI-driven innovations

- Robust partner ecosystem performance

PERFORMANCE CONTEXT

- Consistent revenue growth trajectory maintained

- Operating margin significantly exceeded expectations

- Strong backlog growth indicates healthy future revenue pipeline

Do you think this is still a good ETF? A few years ago I bought Wisdom Cloud Computing ETF $WCLD (-1.48%)

It is an ETF where I have the most losses but I personally think it still has a future.

The ETF consists of:

Samsara Inc-Cl A 1.86% $IOT

Gitlab Inc-Cl A 1.86% $GTLB (-2.63%)

Box Inc - Class A 1.82% $BOX (-1.38%)

Zoominfo Technologies Inc-A 1.80% $ZTNO

Zoom Video Communications-A 1.79% $ZM (+1.53%)

Mongodb Inc 1.78% $MDB (-0.58%)

Veeva Systems Inc-Class A 1.75% $VEEV (-1.41%)

AvePoint Inc 1.71% $AVPT

Workday Inc 1.67% $WDAY (-1.36%)

Dropbox Inc-Class A 1.66% $DBX (-1.41%)

Remaining Portfolio 82.30%

I am curious about your opinion!

Workday Earnings $WDAY (-1.36%)

High switching costs serves as one of the best competitive advantages within a business model.

For $WDAY (-1.36%) , is that moat durable, and can the company leverage that in an effective way for the long-term?🤔

$WDAY (-1.36%) Thoughts on Workday🤔 Potentially a solid investment play, but the durability of their competitive advantage (if any) remains to be seen... We're thinking it may be fleeting.