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What is the market's earnings forecast for Workday next quarter?

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What were the key takeaways from Workday's earnings call?

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- **AI-Driven Growth**: 1.5% ARR from AI solutions (Evisort, Paradox), 75% core customers use AI agents. 
- **Federal Contracts**: DIA $15M Q4, expanding defense/intelligence opportunities. 
- **Workday GO Expansion**: Global Payroll, deployment agent cuts implementation time by 25%. 
- **Buyback Acceleration**: $3.6B through FY27. 
- **Market Penetration**: Healthcare ARR surpasses $1B. 
- **AI Security/Trust**: Workday's data integrity and compliance优势。

**【CEO Summary Section】**
- Q3 subscription revenue grew 15% to $2.244B, with 28.5% non-GAAP operating margin. AI adoption drove 1.5% ARR growth, including Paradox and Sana acquisitions. Key wins in healthcare (e.g., Ardent Health) and public sector (DIA contract). Workday GO expansion with Global Payroll and AI deployment agent reducing implementation time by 25%. Federal contracts (e.g., DIA) and buyback plans ($3.6B through FY27). 

**【CFO Financial Commentary】**
- Q3 subscription revenue $2.244B (+15%), cRPO up 17.6%. FY26 guidance: $8.828B subscription (+14%). Q4 cRPO 15-16%, including Sana and Paradox contributions. Federal contracts (e.g., DIA) add $15M in Q4. Buyback acceleration ($5B total). 

**【Q&A Highlights】**
- AI solutions (Evisort,50% growth, HiredScore 2.5x uplift). Workday GO mid-market expansion. Federal contracts (DIA) and AI security/trust. Paradox as land-and-expand opportunity. 

**【Key Themes】**
- AI-driven growth (1.5% ARR, 75% core customers use AI). Federal contracts (DIA $15M Q4). Workday GO expansion. Buyback acceleration ($3.6B). 

**【Customer & Product Innovation】**
- Workday GO 2.0 with Global Payroll, deployment agent. Sana AI learning/UI platform. Pipedream integration. 

**【Financial Outlook】**
- FY26 subscription +14%, cRPO 15-16% Q4. Sana/Paradox contributions. Federal contracts and buyback plans. 

**【Market Expansion】**
- EMEA, APAC, Japan wins (Bayer,ING Bank). Workday GO mid-market growth. 

**【Risks & Opportunities】**
- Federal funding delays offset by Paradox/Sana growth. Workday GO deployment efficiency. 


Workday, Inc. (WDAY) Q3 2026 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

WDAY

WDAY fundamentals

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