Workday, Inc. (WDAY) Guidance & Earnings Results

On 2026-09-29 Workday, Inc. lowered guidance: "FY27 Q3 GAAP operating margin ~20-21ppts lower than non-GAAP; FY27 full-year GAAP operating margin ~19ppts lower than non-GAAP; charges…" — from its own filing, as read by EquiReason.

Source: SEC EDGAR filings · figures as of 2026-07-31 · read by EquiReason

WDAYWorkday, Inc.Follow WDAY — free

Software - Application · Technology

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Market cap: 50.6B
P/E TTM: 42.5
Dividend yield: —
52-week: —
Next earnings: 23 Nov, in 30 days

What management guided

each earnings 8-K · figures checked against the filing text

Release	Direction	What they said
29 Sep 26	Lowered	FY27 Q3 GAAP operating margin ~20-21ppts lower than non-GAAP; FY27 full-year GAAP operating margin ~19ppts lower than non-GAAP; charges $65M-$80M · full year
27 Aug 26	Raised	FY27 subscription revenue raised to $9.940-9.950B from prior guidance (not stated); FY27 non-GAAP operating margin raised to 31.0% from prior guidance (not stated); Q3 subscription revenue $2.515B; Q3 non-GAAP operating margin 30.0% · full year
21 May 26	Raised	FY2027 subscription revenue $9.925-9.950B (reiterated); non-GAAP op margin guidance raised to 30.5% · full year
24 Feb 26	Raised	FY2027 subscription revenues $9.925-9.950B, 12-13% growth · full year
4 Feb 26	Reaffirmed	FY2026 Q4 and full-year financial results expected in-line with guidance except GAAP operating margin due to restructuring charges · full year
25 Nov 25	Raised	FY2026 subscription revenue guidance raised to $8.828B (+14.4%); Q4 subscription revenue guidance $2.355B (+15.5%); non-GAAP operating margin ~29%. · full year
21 Aug 25	Raised	FY2026 subscription revenue guidance raised to $8.815B (14% growth); non-GAAP operating margin guidance raised to ~29% · full year

Workday, Inc. — questions

What guidance did Workday, Inc. give?: On 2026-09-29: "FY27 Q3 GAAP operating margin ~20-21ppts lower than non-GAAP; FY27 full-year GAAP operating margin ~19ppts lower than non-GAAP; charges $65M-$80M"
When does Workday, Inc. report earnings?: Workday, Inc.'s next earnings report is expected on 2026-11-23.

Every figure on this page comes from Workday, Inc.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.

How these figures are read: methodology · EquiReason.

Important information. Figures on this page are taken from filings submitted to the U.S. Securities and Exchange Commission (SEC) and processed automatically by EquiReason. They may contain errors, omissions or delays, and EquiReason makes no representation or warranty as to their accuracy, completeness or timeliness. Always verify figures against the original filing on SEC EDGAR before relying on them.

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