NASDAQ$WDAY
Workday Inc A · Q3 2026 earnings
Q3 2026 earnings · · After market close · Investor relations
Briefing
Workday reported fiscal Q3 2026 total revenue of $2.31B with operating income of $277M and diluted EPS of $1.10.
Subscription revenue drove growth in the quarter ended October 31, 2025. The company continued AI platform investments and share repurchases while executing its fiscal 2026 restructuring plan to align cost structure with growth priorities.
- Total revenue growth led by subscription services.
- Operating income and margin reflect restructuring and AI investment.
- Strong cash generation supports buybacks and M&A (e.g., Paradox, Sana Labs).
- Management focuses on full-platform adoption and international expansion.
Headline financials
Revenue & EPS history
Workday · Revenue · Quarterly
$2.43B
Revenue by segment
Workday · $2.54B total across 2 segments · Q1 2027
- Subscription services$2.35B—92.6%
- Professional services$188M—7.4%
Forward guidance
The release discusses Workday's outlook, capital allocation, and key risks for upcoming quarters, including guidance ranges or operating priorities where disclosed.
Tailwinds
- Management provided quantitative forward revenue or EBITDA/EPS ranges.
- Workday cites demand and execution supporting the near-term outlook.
- Liquidity and balance-sheet capacity support operations and shareholder returns.
Headwinds
- Macro, input costs, and FX may pressure margins quarter to quarter.
- Segment mix and one-time items can affect comparability versus prior periods.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 19 quarterly earnings reports · overlaid with Q3 2026
+0.5%
Avg return
Earnings day
-0.4%
Avg return
5 days after
-1.7%
Avg return
30 days after
41%
22 / 54 earnings
Positive
+20.5%
Q4 2016
Best reaction
-15.3%
Q3 2017
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2027 | -4.6% | -7.6% | -12.9% | |
| Q4 2026 | -0.2% | +2.9% | -4.6% | |
| Q3 2026 | -3.0% | -8.7% | -5.6% | |
| Q2 2026 | -2.8% | +0.9% | +2.7% | |
| Q1 2026 | -12.4% | -11.8% | -12.5% | |
| Q4 2025 | +6.2% | -0.3% | -6.6% | |
| Q3 2025 | -5.3% | -6.6% | +0.6% | |
| Q2 2025 | +11.3% | +13.3% | +6.3% | |
| Q1 2025 | -15.0% | -17.1% | -15.7% | |
| Q4 2024 | -3.5% | -4.6% | -10.5% | |
| Q3 2024 | +11.7% | +15.7% | +17.1% | |
| Q2 2024 | +2.9% | +5.0% | +0.3% | |
| Q1 2024 | +10.1% | +6.6% | +13.3% | |
| Q4 2023 | +1.3% | +4.6% | +8.3% | |
| Q3 2023 | +15.6% | +17.7% | +15.5% | |
| Q2 2023 | +3.8% | +2.4% | -5.7% | |
| Q1 2023 | -3.5% | -5.0% | -7.6% | |
| Q4 2022 | +6.7% | +6.7% | +7.3% | |
| Q3 2022 | -4.8% | -8.8% | -9.0% | |
| Q2 2022 | +9.4% | +11.0% | +9.1% | |
| Q1 2022 | -3.1% | -3.3% | +2.7% | |
| Q4 2021 | -6.7% | -5.6% | -5.0% | |
| Q3 2021 | -6.4% | -4.7% | +8.0% | |
| Q2 2021 | +14.2% | +13.2% | +1.0% | |
| Q1 2021 | +8.4% | +5.7% | +11.4% | |
| Q4 2020 | -1.2% | -5.0% | -22.3% | |
| Q3 2020 | -3.8% | -3.3% | -2.6% | |
| Q2 2020 | -4.3% | -5.6% | -9.0% | |
| Q1 2020 | -3.6% | -3.1% | -2.1% | |
| Q4 2019 | -4.2% | -7.8% | -2.3% | |
| Q3 2019 | +12.5% | +13.2% | +9.4% | |
| Q2 2019 | -8.0% | -6.2% | -9.6% | |
| Q1 2019 | -4.2% | -2.3% | -8.1% | |
| Q4 2018 | -0.9% | +2.7% | -0.5% | |
| Q3 2018 | -10.2% | -15.8% | -11.3% | |
| Q2 2018 | +5.1% | +4.2% | +0.9% | |
| Q1 2018 | +4.4% | +2.7% | -3.0% | |
| Q4 2017 | -7.5% | -6.4% | -5.7% | |
| Q3 2017 | -15.3% | -12.8% | -21.6% | |
| Q2 2017 | +6.7% | +4.3% | +12.0% | |
| Q1 2017 | +1.8% | +5.4% | -1.8% | |
| Q4 2016 | +20.5% | — | — | |
| Q3 2016 | -0.7% | — | — | |
| Q2 2016 | +7.6% | — | — | |
| Q1 2016 | -11.0% | — | — | |
| Q4 2015 | -4.7% | — | — | |
| Q3 2015 | -6.1% | — | — | |
| Q2 2015 | -5.4% | — | — | |
| Q1 2015 | +7.3% | — | — | |
| Q4 2014 | +16.9% | — | — | |
| Q3 2014 | +11.5% | — | — | |
| Q2 2014 | -1.6% | — | — | |
| Q1 2014 | -3.4% | — | — | |
| Q4 2013 | -3.2% | — | — | |
| Q3 2013 | — | — | — | |
| Q2 2012 | — | — | — | |
| Q1 2012 | — | — | — | |
| Q4 2011 | — | — | — | |
| Q3 2011 | — | — | — |
Discussion
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