Workday Q4 revenue rises 15% to $2.211 billion; GAAP EPS falls to $0.35
Workday reported fiscal fourth-quarter 2025 total revenues of $2.211 billion, up 15.0% year over year, and full-year revenues of $8.446 billion, up 16.4%. GAAP diluted EPS fell to $0.35 from $4.42 a year earlier, which the company attributes to $75 million of restructuring expenses and to a $1.1 billion deferred tax benefit recorded in the prior-year period, while non-GAAP diluted EPS rose to $1.92 from $1.57. The company guided fiscal 2026 subscription revenue to $8.800 billion (14% growth) and a non-GAAP operating margin of approximately 28.0%.
Key points
- Q4 fiscal 2025 total revenues $2.211 billion, up 15.0%; subscription revenues $2.040 billion, up 15.9%
- Q4 GAAP diluted EPS $0.35 vs. $4.42 a year earlier; non-GAAP diluted EPS $1.92 vs. $1.57
- Full-year fiscal 2025 operating cash flows $2.461 billion; free cash flows $2.192 billion; repurchased shares for $700 million
- Fiscal 2026 restructuring plan expected to reduce current workforce by approximately 8%
The filing
Written by AI on Nov 8, 2026, 1:30 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 25, 2025.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.