Workday reiterated its fiscal 2027 third-quarter and full-year guidance from August 27, 2026, except for GAAP operating margin, which it now expects to be roughly 20 to 21 percentage points below non-GAAP margin in the third quarter and about 19 points below for the full year. The company is reducing about 2.5% of its workforce, mainly in Product and Technology, and reducing leased office space, with charges of $65 million to $80 million that shareholders will see in GAAP results.
Reorganizations announced September 29, 2026 include a reduction of about 2.5% of current workforce, mainly in Product and Technology.
Charges of $65 million to $80 million: about $55 million to $70 million in fiscal Q3 and $10 million in fiscal Q4 2027.
Charges include $40 million to $55 million in cash severance and benefit costs, about $10 million in stock-based compensation, and about $15 million in office space impairment.
Employee actions are expected to be substantially complete by Q1 fiscal 2028; office actions by Q4 fiscal 2027.
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From Workday, Inc.'s 10-Q and 10-K filings (SEC XBRL). YoY compares each quarter with the same quarter a year earlier; it is blank when the year-ago figure is missing or negative.
Annual results
Fiscal year
Revenue
Growth
EPS (diluted)
Growth
Net margin
FY2026
$9.55B
+13.1%
$2.59
+32.8%
7.3%
FY2025
$8.45B
+16.4%
$1.95
-62.6%
6.2%
FY2024
$7.26B
+16.8%
$5.21
—
19.0%
FY2023
$6.22B
+21.0%
$-1.44
-1300.0%
-5.9%
FY2022
$5.14B
+19.0%
$0.12
—
0.6%
Frequently asked questions
When is Workday's next earnings date?
Workday (WDAY) is scheduled to report on Tuesday, November 24, 2026 after the market closes. Analysts expect EPS of $1.28.
What did Workday earn last quarter?
For the quarter ended Jul 2026, Workday reported diluted EPS of $2.57 (+206.0% year over year) on revenue of $2.65B (+12.8%).
Where do these numbers come from?
Reported revenue, net income and EPS come from the company's own 10-Q and 10-K filings with the SEC (XBRL data). The report date and consensus estimate come from the Nasdaq earnings calendar.
Not investment advice. Figures can be restated by the company in later filings.