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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Brent Thill | Jefferies | 11 questions · 36% challenging |
| Karl Keirstead | UBS | 10 questions · 10% challenging |
| Kirk Materne | Evercore ISI | 9 questions · 11% challenging |
| Alex Zukin | Wolfe Research | 9 questions · 0% challenging |
| Raimo Lenschow | Barclays | 7 questions · 14% challenging |
| Mark Murphy | JPMorgan | 7 questions · 0% challenging |
| Brad Sills | Bank of America | 7 questions · 0% challenging |
| Michael Turrin | Wells Fargo | 7 questions · 0% challenging |
| Brad Zelnick | Deutsche Bank | 6 questions · 0% challenging |
| Kash Rangan | Goldman Sachs | 5 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Jefferies | 1 analyst | 11 questions · 36% challenging |
| UBS | 1 analyst | 10 questions · 10% challenging |
| Wolfe Research | 1 analyst | 9 questions · 0% challenging |
| Evercore ISI | 1 analyst | 9 questions · 11% challenging |
| JPMorgan | 2 analysts | 8 questions · 0% challenging |
| Goldman Sachs | 2 analysts | 8 questions · 13% challenging |
| Bank of America | 1 analyst | 7 questions · 0% challenging |
| Barclays | 1 analyst | 7 questions · 14% challenging |
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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 4,000 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 | Product Launch | Geographic Expansion | |
|---|---|---|---|---|---|---|---|---|
| 2025Q3 | 3 | 6 | 2 | 1 | 3 | 3 | 1 | 1 |
| 2025Q4 | 6 | 3 | 1 | 4 | 1 | 1 | 2 | |
| 2026Q1 | 5 | 4 | 4 | 1 | 4 | 2 | 1 | |
| 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 | |||
| Product Launch | 1 | 1 | 2 | 1 | 1 | 1 | |
| Geographic Expansion | 1 | 2 | 1 | 1 | 1 | 1 |
Calendar quarter Q2 2026Earnings call May 21, 2026
FY2027 Q1 in brief
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.
Newest quarter FY2027 Q2 is part of Pro · see what Pro adds →
Sources. Tellvest earnings-call sentiment score for Workday, Inc. (WDAY), FY2027 Q1: 9/10. Scores: Workday, Inc.’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: WDAY daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2025 Q3 | $2.16B | +15.8% | $0.72 | +67.4% | 7.6% | 8.9% | $357M |
| FY2025 Q4 | $2.21B | +15.0% | $0.35 | -92.1% | 3.4% | 4.3% | $1.03B |
| FY2026 Q1 | $2.24B | +12.6% | $0.25 | -37.5% | 1.7% | 3.0% | $421M |
| FY2026 Q2 | $2.35B | +12.6% | $0.84 | +71.4% | 10.6% | 9.7% | $588M |
| FY2026 Q3 | $2.43B | +12.6% | $0.94 | +30.6% | 10.6% | 10.4% | $550M |
| FY2026 Q4 | $2.53B | +14.5% | $0.55 | +57.1% | 12.0% | 5.7% | $1.22B |
| FY2027 Q1Selected | $2.54B | +13.5% | $0.87 | +248.0% | 13.3% | 8.7% | $616M |
| FY2027 Q2 | $2.65B | +12.8% | $2.57 | +206.0% | 11.8% | 23.9% | $460M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
GAAP revenue YoY +13.5% → base 7. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
What WDAY and other companies said about each other on FY2027 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“Workday recognition powered by Achievers is live.”
Workday Recognition, powered by partner Achievers, has gone live.
“How NetApp transformed procurement.”
Workday cites NetApp as a customer that transformed procurement on its platform.
“We know how Chipotle and so many others have transformed hiring.”
Workday cites Chipotle as a customer that transformed its hiring using Workday, a customer-success signal.
“we expanded our workday wellness program with Morgan Stanley at work and Perkspot.”
Workday expanded its wellness program in partnership with Morgan Stanley at Work.
“Insperity's HR scale solution is now generally available. Bringing Workday to the PEO market for the first time to deliver full service HR for growing businesses.”
Insperity's HR scale solution built on Workday reaches GA, taking Workday into the PEO market for the first time.
“Q1 was our first quarter with both Sana and Paradox fully integrated.”
Workday's acquired Paradox agent is now fully integrated into the platform.
“Q1 was our first quarter with both Sana and Paradox fully integrated.”
Workday's acquired Sana platform is now fully integrated as its new AI front door and foundation, with Sana's founder named Chief AI Officer.
“we have made self-service agent available in Microsoft Teams Microsoft Copilot, and Google Gemini.”
Workday's self-service agent is available inside Google Gemini, an agentic-AI interoperability signal for Google.
“we have made self-service agent available in Microsoft Teams Microsoft Copilot, and Google Gemini.”
Workday has made its self-service agent available inside Microsoft Teams and Microsoft Copilot, an agentic-AI interoperability signal for Microsoft.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
WDAY Workday, Inc. | 9 | +13.5% | |
| ADSK Autodesk | 10 | +18.4% | |
| AI C3.ai, Inc. | 3 | -52.5% | |
| APP Applovin Corp | 8 | +52.8% | |
| CDNS Cadence Design Systems | 9 | +24.2% | |
| CHYM Chime Financial, Inc. Class A Common Stock | 9 | +26.8% | |
| CRM Salesforce, Inc. | 9 | +13.3% | |
| DDOG Datadog | 10 | +35.6% | |
| DUOL Duolingo, Inc. | 9 | +18.3% | |
| FICO Fair Isaac | 9 | +25.7% | |
| FIG Figma, Inc. | 9 | +48.3% | |
| INTU Intuit | 9 | +10.4% | |
| MSTR MicroStrategy Inc. | 6 | +6.9% | |
| NOW ServiceNow | 8 | +24.0% | |
| PTC PTC Inc. | 4 | -6.8% | |
| SHOP Shopify | 9 | +33.7% | |
| SNOW Snowflake Inc. | 10 | +33.5% | |
| SOUN SoundHound AI, Inc. | 9 | +45.0% | |
| TEAM Atlassian | 10 | +27.6% | |
| TTD The Trade Desk, Inc. | 4 | +3.0% | |
| TYL Tyler Technologies | 5 | +8.2% | |
| U Unity Software Inc. | 9 | +23.9% | |
| UBER Uber | 8 | +12.2% |