AI brief of an SEC Form 8-K · Workday (WDAY)

Workday Q3 revenue rises 12.6% to $2.432 billion; GAAP EPS $0.94

Positive Impact 3 of 5 earnings Written later

Workday reported fiscal 2026 third-quarter revenue of $2.432 billion, up 12.6% year over year, with GAAP diluted earnings of $0.94 per share versus $0.72 a year earlier. The company also issued fourth-quarter guidance and updated its full-year fiscal 2026 subscription revenue outlook to $8.828 billion, which shareholders can compare against future results.

Key points

  • Total revenues were $2.432 billion, up 12.6%; subscription revenues were $2.244 billion, up 14.6%.
  • GAAP diluted EPS was $0.94 versus $0.72; non-GAAP diluted EPS was $2.32 versus $1.89.
  • Q4 fiscal 2026 subscription revenue guidance is $2.355 billion (15.5% growth); full-year guidance is $8.828 billion (14.4% growth).
  • Workday repurchased about 3.4 million Class A shares for $803 million in the quarter.

The filing

CompanyWorkday (WDAY)
Form8-K, current report
Filed with the SECNov 25, 2025, 4:03 PM ET
Accession number0001327811-25-000196

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

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 November 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.