🔹 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."