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Calendar quarter Q3 2026Earnings call Aug 27, 2026 · most recent call
WDAY’s newest analyzed quarter is part of Tellvest Pro: its score, breakdown, narrative and analyst Q&A. Every prior quarter is free.
Sources. 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.
All prior quarters are free. How to browse earnings-call scores without Pro. How to read a company earnings-call score.
The breakdown for this quarter is part of Tellvest Pro.
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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 Q1 | $2.54B | +13.5% | $0.87 | +248.0% | 13.3% | 8.7% | $616M |
| FY2027 Q2Selected | $2.65B | +12.8% | $2.57 | +206.0% | 11.8% | 23.9% | $460M |
Management-stated figures from WDAY’s newest call are part of Tellvest Pro.
On October 12, 2026, Workday entered into a definitive agreement to acquire all outstanding stock of ConductorOne, Inc. (C1.ai), which the accompanying press release describes as an agentic identity platform for people and AI agents. Terms were not disclosed. The deal is expected to close in Workday's fiscal fourth quarter ending January 31, 2027, subject to customary closing conditions.
On September 29, 2026, Workday announced reorganizations reducing its workforce by about 2.5%, primarily in its Product and Technology team, plus select leased office-space reductions. It estimates $65 million to $80 million in charges (about $55-70 million in Q3 FY2027 and $10 million in Q4): roughly $40-55 million in cash severance and benefits, about $10 million in stock-based compensation, and about $15 million in lease impairment. Employee actions are expected substantially complete by Q1 FY2028.
What each event means for WDAY’s sentiment score is part of Tellvest Pro.