earnings
confidence high
sentiment positive
materiality 0.75
Workday Q4 rev $1.9B (+17% YoY); FY2024 subs rev $6.6B (+19%); guides FY2025 subs $7.725B-7.775B
Workday, Inc.
2024-FY EPS reported
$5.21
revenue$7,259,000,000
- Q4 total revenues $1.9B (+17% YoY); subscription revenues $1.8B (+18% YoY).
- Q4 GAAP diluted EPS $4.42 (benefits from $1.1B deferred tax asset release); non-GAAP diluted EPS $1.57.
- FY2024 total revenues $7.3B (+17%); subscription revenues $6.6B (+19%); operating cash flows $2.1B (+30%); total subscription backlog $20.9B (+27%).
- Reiterates FY2025 subscription revenue guidance $7.725B-$7.775B (17-18% growth) and non-GAAP operating margin ~24.5%.
- Board authorized new $500M share repurchase program with 18-month term.