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WDAY - Workday, Inc.

Company Overview

Enterprise software company providing business solutions for digital transformation.

Key Characteristics

Employees
8,000
Founded
2005
Revenue (TTM)
$5.0B
Revenue (Prior Year)
$4.5B
R&D Spend (TTM)
$800.0M
R&D Spend (Prior Year)
$700.0M

Products & Services

Workday, Inc. Core Product

Primary product/service offering from Workday, Inc..

Pricing Model
Contact for pricing
Marketing Approach
Main offering from Workday, Inc.

Customer Segments

Direct Customers
  • Businesses
  • Enterprises
Indirect/End Customers
  • End users
Problems Solved / Use Cases
  • Business operations
  • Digital transformation

Geographic Presence

Headquarters
United States
Operating Regions (3)
United StatesEuropeAsia-Pacific
Revenue by Region
Europe25%
Asia-Pacific15%
North America60%

SEC Filing Analyses (12)

10-Q

Q3 2025

Positive
Nov 26, 2025

Workday Accelerates Growth with 16% Jump in Cloud Revenue, Margins Expand

Workday demonstrated robust growth with subscription revenue reaching $2.24B (+14.5% YoY) while expanding operating margins to 10.6% (+260bps YoY). The company's restructuring efforts ($172M charge) a...

10-Q

Q2 2025

Positive
Aug 22, 2025

Workday's AI Integration and Platform Expansion Drive Record Q2 Growth

Workday delivered exceptional Q2 results with subscription revenue accelerating to 22.3% YoY growth, reaching $1.47B. The company's strategic focus on AI-powered solutions and platform expansion is dr...

10-Q

Q2 2024

Positive
Aug 28, 2024

Workday Shows Resilient Growth with 17% Revenue Jump Despite Enterprise Tech Slowdown

Workday delivered strong Q2 results with total revenue growing 16.6% YoY to $1.79B, demonstrating resilience in enterprise spending. Subscription revenue accelerated to 18.1% YoY growth, reaching $1.6...

10-Q

Q1 2024

Positive
May 29, 2024

Workday Shows Accelerating Growth and Margin Expansion Amid Enterprise AI Push

Workday delivered strong Q1 results with subscription revenue growth accelerating to 20% YoY reaching $1.68B, while operating margins expanded 460bps to 25.2%. The company is seeing increased traction...

10-K

FY 2024

Positive
Mar 8, 2024

Workday's AI-First Evolution Signals Major Enterprise Platform Transformation

Workday is executing a strategic pivot to embed AI across its enterprise platform, launching the Workday AI Marketplace and new generative AI capabilities. The company now serves over 10,000 organizat...

10-Q

Q2 2023

Positive
Aug 24, 2023

Workday Accelerates Growth as Enterprise Spending Resilience Drives 16.4% Revenue Jump

Workday delivered strong Q2 results with revenue growing 16.4% YoY to $1.79B, demonstrating enterprise software spending resilience despite macro uncertainty. Subscription revenue accelerated to 17.5%...

10-Q

Q1 2023

Positive
May 25, 2023

Workday Shows Resilient Growth Despite Tech Slowdown, Operating Leverage Improves

Workday delivered strong Q1 results with subscription revenue growing 20% YoY to $1.43B, demonstrating resilience in enterprise spending. Operating margin expanded 310bps to 23.1% as operational effic...

10-K

FY 2023

Positive
Feb 27, 2023

Workday Accelerates Enterprise Cloud Leadership Through AI-Driven Platform Evolution

Workday continues to strengthen its position as the leading enterprise cloud platform for HR and finance through strategic AI/ML integration and industry-specific solutions. The company now serves ove...

10-Q

Q3 2022

Positive
Nov 29, 2022

Workday Shows Resilient Enterprise Demand Despite Macro Headwinds with 20.5% Growth

Workday delivered strong Q3 results with subscription revenue growing 22.3% YoY to $1.43B, demonstrating resilient enterprise demand. Professional services growth moderated to 8.5% but margins expande...

10-Q

Q2 2022

Positive
Aug 25, 2022

Workday Shows Resilient Enterprise Demand Despite Macro Headwinds with 22% Growth

Workday delivered strong Q2 results with subscription revenue growing 22.8% YoY to $1.24B, demonstrating continued enterprise software demand despite macro uncertainty. Professional services growth mo...

10-Q

Q1 2022

Positive
May 26, 2022

Workday Shows Resilient Growth Despite Tech Slowdown, Margins Expand Significantly

Workday delivered strong Q1 results with subscription revenue growing 23% YoY to $1.27B, demonstrating resilience in enterprise spending. Operating margins expanded 450bps to 21.6% through improved sa...

10-K

FY 2022

Positive
Feb 28, 2022

Workday Accelerates Enterprise Cloud Dominance Through Strategic Acquisitions and Platform Expansion

Workday continues strengthening its position as the leading enterprise cloud platform for HR and finance through strategic acquisitions and product expansion. The company has grown its customer base t...