Leadership transition with Aneel Bhusri returning as CEO, emphasizing innovation and AI-driven growth, and launching several new AI-powered products and platform enhancements.
Achieved $9.552B in total revenue for FY26, up 13.1% year-over-year, with $8.833B in subscription revenue, up 14.5% year-over-year.
Surpassed 11,500 global customers and 75M+ users under contract, with high customer retention and expansion rates.
Strategic shift to agentic AI solutions, both organic and inorganic, aiming to re-accelerate growth and deepen customer ROI.
Flex Credits consumption model gaining traction, supporting broader adoption of AI agents and third-party integrations.
Q4 FY26 subscription revenue reached $2.36B, up 16% year-over-year; full-year subscription revenue was $8.83B, up 14.5%.
Total Q4 FY26 revenue was $2.53B, up 15%; full-year total revenue was $9.55B, up 13.1%.
Q4 non-GAAP operating income was $774M (30.6% margin); full-year non-GAAP operating income was $2.82B (29.6% margin).
Q4 operating cash flow was $1.28B; full-year operating cash flow was $2.94B, up 19.4%. Free cash flow for the year was $2.78B, up 26.7%.
Gross revenue retention rate remained strong at 97%.
FY27 subscription revenue expected at $9.925–$9.95B, representing 12–13% growth.
Q1 FY27 subscription revenue guidance is $2.335B, up 13% year-over-year.
FY27 non-GAAP operating margin expected at ~30%; Q1 non-GAAP margin at 30.5%.
FY27 operating cash flow projected at $3.45B; free cash flow at $3.18B, up 15%.
Guidance reflects incremental AI investment and a shift to a consumption-based model, with stronger growth expected in the second half of FY27.
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Workday is a provider of cloud-based software solutions focused on human capital management (HCM) and financial management. Established in 2005, the platform integrates a wide range of organizational processes including payroll, procurement, talent management, and analytics. Designed for businesses of varying sizes, it offers a centralized system that prioritizes real-time data and insights to optimize operations and decision-making. Workday's unified approach simplifies complex workflows and promotes efficient management of both human and financial resources.
Workday was founded in 2005 when Dave Duffield and Aneel Bhusri, both seasoned in the enterprise software industry, identified a gap in the market for flexible, cloud-based solutions catered to human capital and financial management. Disappointed by the limitations of existing systems and sensing an opportunity, they envisioned a platform that was both user-centric and adaptive to the evolving needs of modern enterprises. Their collaboration resulted in the creation of Workday, which through its innovative design and continuous refinement swiftly grew. The company had its IPO in 2012.
Workday provides cloud-based software solutions aimed at helping organizations manage their finance and HR tasks. Their products offer tools for human capital management (HCM) and financial management, catering to various industries. With these tools, companies can better understand their operations through data insights, making decision-making more straightforward. The platform emphasizes user-friendliness and is designed with the evolving needs of businesses in mind. Some of their publicly traded competitors include Oracle, SAP, ADP, and several others.
Workday's cloud-based software solutions are designed to cater to businesses of all sizes, from fledgling startups to established global enterprises. Their products offer adaptability and scalability, allowing companies to customize features based on their unique requirements. Small businesses can benefit from its tools that simplify HR and financial processes, eliminating the need for multiple disparate systems. Meanwhile, larger organizations can use the platform's advanced analytics, integrations, and features to manage vast employee bases and intricate financial operations. By providing flexibility and scalability in its offerings, Workday ensures that businesses, irrespective of their size, can efficiently manage their administrative tasks.
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