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Sentiment · FY2027 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Brent Thill | Jefferies | 11 | 36% |
| Karl Keirstead | UBS | 9 | 11% |
| Alex Zukin | Wolfe Research | 8 | 0% |
| Kirk Materne | Evercore ISI | 8 | 0% |
| Brad Sills | Bank of America | 7 | 0% |
| Raimo Lenschow | Barclays | 7 | 14% |
| Mark Murphy | JPMorgan | 7 | 0% |
| Brad Zelnick | Deutsche Bank | 6 | 0% |
| Mike Turrin | Wells Fargo | 6 | 0% |
| Kash Rangan | Goldman Sachs | 5 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Jefferies | 1 | 11 | 36% |
| UBS | 1 | 9 | 11% |
| Wolfe Research | 1 | 8 | 0% |
| Evercore ISI | 1 |
| 8 |
| 0% |
| Goldman Sachs | 2 | 7 | 14% |
| JPMorgan | 1 | 7 | 0% |
| Barclays | 1 | 7 | 14% |
| Bank of America | 1 | 7 | 0% |
Workday delivered its strongest Q1 new ACV growth in five years, with subscription revenue rising 14% to $2.354 billion and 12-month CRPO growing 15.5% to $8.81 billion. Agentic AI was the primary catalyst, with AI-related new ACV surging over 200% year-over-year and approaching $500 million in ARR, while over 4 thousand customers now use at least one organically developed agent. Non-GAAP operating margin expanded to 31.8%, prompting a 50-basis-point raise in full-year margin guidance to 30.5%, with management targeting flat headcount as AI-driven productivity gains accelerate. Workday also announced TAM-expanding initiatives including Sana for ITSM and a Travel Agent, signaling a strategic shift from incremental feature additions to AI-powered market expansion.
Cloud & AI | Revenue Growth | Demand | Competitive Dynamics | Guidance Reliability | Macroeconomic | Geographic Expansion | Product Launch | |
|---|---|---|---|---|---|---|---|---|
| 2025Q3 | 3 | 6 | 2 | 1 | 3 | 3 | 1 | 1 |
| 2025Q4 | 6 | 3 | 1 | 4 | 1 | 2 | 1 | |
| 2026Q1 | 5 | 4 | 4 | 1 | 4 | 1 | 2 | |
| 2026Q2 | 5 | 6 | 6 | 5 | 2 | 1 | 1 | 1 |
| 2026Q3 | 7 | 7 | 4 | 3 | 1 | 1 | 1 | |
| 2026Q4 | 7 | 4 | 4 | 2 | 1 | |||
| 2027Q1 | 7 | 3 | 5 | 4 | 1 |
| '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | '26Q4 | '27Q1 | |
|---|---|---|---|---|---|---|---|
| Cloud & AI | 3 | 6 | 5 | 5 | 7 | 7 | 7 |
| Revenue Growth | 6 | 3 | 4 | 6 | 7 | 4 | 3 |
| Demand | 2 | 1 | 4 | 6 | 4 | 5 | |
| Competitive Dynamics | 1 | 4 | 5 | 3 | 4 | 4 | |
| Guidance Reliability | 3 | 1 | 2 | 1 | 2 | ||
| Macroeconomic | 3 | 1 | 4 | 1 | |||
| Geographic Expansion | 1 | 2 | 1 | 1 | 1 | 1 | |
| Product Launch | 1 | 1 | 2 | 1 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
WDAY Workday, Inc. | 9 | +13.5% | |
| ADSK Autodesk | 10 | +18.4% | |
| APP Applovin Corp | 9 | +24.1% | |
| CDNS Cadence Design Systems | 9 | +18.7% | |
| CRM Salesforce, Inc. | 9 | +13.3% | |
| DDOG Datadog | 10 | +32.1% | |
| FICO Fair Isaac | 9 | +38.7% | |
| INTU Intuit | 9 | +10.4% | |
| MSTR MicroStrategy Inc. | 7 | +11.9% | |
| NOW ServiceNow | 7 | +22.1% | |
| PTC PTC Inc. | 9 | +21.7% | |
| SHOP Shopify | 8 | +34.3% | |
| TEAM Atlassian | 7 | +31.7% | |
| TTD The Trade Desk, Inc. | 8 | +11.8% | |
| TYL Tyler Technologies | 8 | +8.6% | |
| UBER Uber | 8 | +14.5% |