Workday Inc Stock Price, News & Analysis

Workday (NASDAQ: WDAY) announced that Gerrit Kazmaier, president of product and technology, will present at the Barclays 23rd Annual Global Technology Conference on December 11, 2025 at 1:55 p.m. PT / 4:55 p.m. ET.

A live webcast will be available on Workday's Investor Relations site and a replay will be accessible for a minimum of 90 days after the conference.

Workday (NASDAQ: WDAY) reported fiscal 2026 third quarter results for the period ended October 31, 2025. Total revenue was $2.432 billion (+12.6% YoY) and subscription revenue was $2.244 billion (+14.6% YoY). GAAP operating income was $259 million (10.7% margin) and non-GAAP operating income was $692 million (28.5% margin).

Other highlights: diluted EPS $0.94 (non-GAAP $2.32); 12-month subscription backlog $8.21 billion (+17.6%); operating cash flow $588 million; free cash flow $550 million; repurchased ~3.4 million shares for $803 million; cash and marketable securities $6.84 billion. Full-year subscription revenue guide updated to $8.828 billion (~14.4% growth) with ~29% non-GAAP operating margin.

Workday (NASDAQ: WDAY) launched the Workday EU Sovereign Cloud on Nov 19, 2025, enabling EU organizations to run Workday's AI-powered HR and finance solutions with full EU data residency and EU-based operational control.

The offering uses EU personnel for operations, end-to-end encryption, geographically separated EU data centers, independent audits, and is built on AWS infrastructure; availability to European customers is planned for 2026.

Workday (NASDAQ: WDAY) entered a definitive agreement to acquire Pipedream, an integration platform with more than 3,000 pre-built connectors and over 5,000 customers. The deal aims to give Workday's AI agents the ability to initiate workflows, pull data, and execute tasks across Workday and external apps such as Asana, Hubspot, Jira, Recurly, and Slack.

The transaction is expected to close in the fourth quarter of Workday's fiscal 2026 (fiscal year ending Jan 31, 2026), subject to closing conditions. Advisors include Orrick for Workday and Gunderson and J.P. Morgan Securities for Pipedream.

Workday (NASDAQ: WDAY) announced on November 19, 2025 an expansion of Workday GO to include Global Payroll, a Partner Network, and an AI-powered Deployment Agent aimed at midsize companies. Workday GO packages HR, payroll, and Workday AI into a single, fast-to-deploy solution to help organizations reduce complexity and scale.

Key facts: Deployment Agent can cut implementation time by up to 25%; a customer reported a 42 working-day kickoff-to-go-live. Launch partners include Remote, Benefit Harbor, BNB, HR Path, Kainos, OneSource Virtual, TopBloc, and Three Link Solutions. Availability begins February 2026 in the U.S., Canada, U.K., Ireland, Germany, and France.

Workday (NASDAQ: WDAY) announced a new global developer network and a partnership adding Google BigQuery to Workday Data Cloud on Nov 19, 2025. The developer network opens access to Workday Build, offers learning paths, hands‑on training, and a Workday Pro Developer Certification, and will go live in early 2026 with initial universities and staffing partners. BigQuery integration provides secure, zero‑copy access to Workday HR and finance data in Google Cloud (BigQuery and BigLake) for AI and analytics, and enables bringing AI insights back into Workday. Workday also announced a planned acquisition of Pipedream (3,000+ prebuilt connectors) to expand agent integrations; Workday Data Cloud availability begins for early adopters in the first half of 2026 with general availability later in 2026.

Workday (NASDAQ: WDAY) announced a new office in Reston, Virginia to serve as a regional hub for its expanding public sector business.

The Reston Town Center location is expected to create more than 200 new jobs in the Washington D.C., Maryland, and Virginia region and will replace the company's current Tysons, Virginia space. The office is set to open in the spring of 2026.

Workday said the expansion supports its government-focused unit launched in July 2025, named Workday Government, and aims to help U.S. government agencies modernize HR and finance systems with secure, AI-powered solutions.

Workday (NASDAQ: WDAY) announced Advocate Health went live on Workday Human Capital Management, Workday Financial Management, and Workday Supply Chain Management for Healthcare on Nov. 6, 2025. The deployment centralizes HR, finance, and procurement data for Advocate Health's 160,000 employees, spanning more than 60 hospitals and over 1,000 sites of care across six states. Workday and PwC aim to improve efficiency with AI features such as automated receipt scanning, real-time financial views, and smarter inventory tracking to free staff time for patient care.

Workday (NASDAQ: WDAY) completed its acquisition of Sana on November 4, 2025, adding Sana's AI-powered search, agents, and learning capabilities to Workday's enterprise platform.

The deal aims to create a unified, AI-native "new front door for work" that connects systems, people, and financial context to deliver proactive, personalized employee experiences and no-code agent automation. A combined learning suite (Sana Learn and Workday Learning) and an agent-driven experience are planned to launch next year.