earnings
confidence high
sentiment positive
materiality 0.75
Workday Q4 revenue up 15% to $2.21B, Non-GAAP EPS $1.92; FY revenue up 16.4%
Workday, Inc.
2025-FY EPS
reported $1.95
vs consensus $2.23
▼ miss
(-12.5%)
- Q4 total revenues $2.211B (+15.0%); subscription revenues $2.040B (+15.9% YoY).
- Non-GAAP Q4 diluted EPS $1.92 (vs $1.57 YoY); GAAP EPS $0.35 including $75M restructuring.
- FY 2025 total revenues $8.446B (+16.4%); subscription revenues $7.718B (+16.9% YoY).
- 12-month subscription backlog $7.63B (+15.2%); total backlog $25.06B (+19.7%).
- Operating cash flow $2.461B (+14.5%); free cash flow $2.192B; repurchased 2.9M shares for $700M.