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Workday Inc Stock Price, News & Analysis

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Welcome to our dedicated page for Workday news (Ticker: WDAY), a resource for investors and traders seeking the latest updates and insights on Workday stock.

News about Workday, Inc. (NASDAQ: WDAY) centers on its role as an enterprise AI platform for managing people, money, and agents, along with regular updates on its financial performance, product innovations, acquisitions, and ecosystem partnerships. Company announcements frequently highlight how Workday embeds AI into HR and finance to help organizations adapt quickly, make better decisions, and improve workforce and financial outcomes.

Investors and followers of WDAY news can expect coverage of quarterly earnings releases, such as fiscal 2026 results reported via press releases and accompanying Form 8-K filings. These updates describe subscription revenue trends, operating performance, cash flows, and share repurchase activity, as well as commentary from Workday’s leadership on business momentum and AI portfolio progress.

News also covers Workday’s AI research and thought leadership, including reports on how organizations capture value from AI and how reinvesting AI-driven time savings into people and skills can improve results. Product-focused stories describe advances in areas like frontline workforce management, demand forecasting, conversational hiring, and embedded AI agents such as Workday Frontline Agent, Payroll Agent, and Deployment Agent.

Additional updates highlight strategic moves such as acquisitions of AI and integration companies (for example, Paradox and Sana, and a definitive agreement to acquire Pipedream), the launch of offerings like Workday GO for midsize organizations, Workday EU Sovereign Cloud for EU data residency, and partnerships around Workday Data Cloud and Google BigQuery. For anyone tracking WDAY, this news stream provides insight into Workday’s platform evolution, sector focus, and AI-driven strategy.

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Workday (WDAY) reported strong fiscal 2025 fourth quarter and full year results. Q4 total revenues reached $2.211 billion, up 15.0% year-over-year, with subscription revenues of $2.040 billion increasing 15.9%. Full-year revenues totaled $8.446 billion, a 16.4% increase, while subscription revenues grew 16.9% to $7.718 billion.

Q4 operating income was $75 million (3.4% of revenues), impacted by $75 million in restructuring expenses. The company's 12-month subscription revenue backlog grew 15.2% to $7.63 billion, while total subscription backlog increased 19.7% to $25.06 billion. Operating cash flows improved 14.5% to $2.461 billion.

Workday now serves over 11,000 organizations globally, including 30% of Forbes Global 2000. The company expects fiscal 2026 subscription revenue of $8.800 billion (14% growth) with a non-GAAP operating margin of 28.0%.

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Workday (NASDAQ: WDAY) has appointed Gerrit Kazmaier as president of product and technology, effective March 10, succeeding retiring executive Sayan Chakraborty. Kazmaier joins from Google Cloud, where he led the data analytics and business intelligence division and oversaw AI-ready data cloud strategy. Prior to Google, he spent nearly 11 years at SAP in various leadership roles, including president of SAP HANA and Analytics.

The appointment aims to drive Workday's next phase of innovation, particularly in AI transformation for HR and finance applications. CEO Carl Eschenbach praised Kazmaier's enterprise software experience and track record in cloud and AI transformation, while acknowledging Chakraborty's decade-long contributions to the company's innovation strategy.

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Workday (NASDAQ: WDAY), the AI platform for managing people and money, has announced that CEO Carl Eschenbach will deliver a presentation at the Morgan Stanley Technology, Media & Telecom Conference. The presentation is scheduled for March 4, 2025, at 7:45 a.m. Pacific Time / 10:45 a.m. Eastern Time.

The event will feature a live webcast accessible to the public. Following the conference, a replay of the presentation will remain available on the Workday Investor Relations site for at least 90 days.

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Workday (NASDAQ: WDAY) has announced its new Agent System of Record, a centralized platform for managing AI agents across organizations. This system will help businesses govern, manage, and optimize their digital workforce by providing tools for agent deployment, security, compliance, and cost management.

The company unveiled new role-based AI agents for Contracts, Payroll, Financial Auditing, and Policy management. These agents are designed with configurable skills, offering more autonomy than traditional task-based agents. The system will be available through Workday Marketplace, allowing customers to discover and deploy AI agents from Workday and partners.

The platform aims to address challenges organizations face with growing AI agent complexity, including deployment management, security risks, and ROI measurement. Key benefits include centralized management, streamlined agent onboarding, cost optimization, secure deployment, and real-time operational visibility.

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Workday (NASDAQ: WDAY) has been named Best in KLAS 2025 for enterprise resource planning (ERP) in large organizations for the eighth consecutive year. The company achieved top rankings across all categories including Culture, Loyalty, Operations, Product, Relationship, and Value for its Human Capital Management (HCM), Financial Management, and Supply Chain Management (SCM) solutions.

Notable healthcare organizations including Advocate Health, Bon Secours Mercy Health, and Corewell Health trust Workday's solutions. The company's platform, enhanced by Workday Illuminate™, their next-generation AI technology, helps healthcare providers improve efficiency, reduce costs, and scale business processes.

Customer testimonials highlight successful system consolidation, improved supply chain management, and better financial control through Workday's integrated platform. The recognition comes from KLAS Research's extensive evaluations and conversations with thousands of end users, reflecting Workday's commitment to innovation in healthcare IT solutions.

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Workday (NASDAQ: WDAY) has announced it will release its fiscal 2025 fourth quarter and full year financial results after market close on Tuesday, February 25, 2025. The company will host a conference call at 1:30 p.m. Pacific Time / 4:30 p.m. Eastern Time to discuss the financial results and business outlook. A live webcast will be available on the Workday Investor Relations site, with the replay accessible for at least 90 days following the conference call.

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Workday (NASDAQ: WDAY) announced a partnership with TechWolf to implement AI-powered skills intelligence across its global workforce of over 20,400 employees. The integration will enhance Workday's existing skills management capabilities by leveraging AI to identify employee skills from various systems like Salesforce and Jira.

The partnership will complement Workday Skills Cloud, powered by Workday Illuminate™, which helps organizations optimize their workforce by aligning skills with business goals and promoting internal mobility. Employees will be able to review and update their skills profiles directly in their workflow, facilitating better matches to training and job opportunities.

TechWolf has been designated as a Workday Innovation Partner, and its Skill Engine API is now available on Workday Marketplace. The implementation is expected to be available for Workday employees in Workday Human Capital Management (HCM) this year.

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Nayya and Workday (NASDAQ: WDAY) have announced a strategic partnership to enhance employee benefits management through AI-powered solutions. Nayya will become the first U.S. benefits technology provider to build applications on the Built on Workday platform, focusing on personalized benefits selection, year-long support, claims management, and retirement planning.

The partnership aims to leverage millions of data points to optimize the annual $3 trillion spent on employee health and wealth benefits. Nayya's applications will be available through the Workday Marketplace, with a growing waitlist of employers. The integration will combine Nayya's advanced data analytics capabilities with Workday's platform to deliver better utilization, outcomes, and ROI for both employers and employees.

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Workday (NASDAQ: WDAY) has announced the formation of its AI Advisory Board, comprising distinguished academics to drive research and thought leadership on AI's impact in the workplace. The board will focus on important areas including workforce readiness, responsible AI implementation, and technology-driven societal changes.

The advisory board includes notable members: Toby Stuart (Chair) from UC Berkeley-Haas, Hamsa Sridhar Bastani from UPenn, Danielle Li and Sendhil Mullainathan from MIT, and Duncan Watts from UPenn. The initiative aims to advance responsible AI development in workplace settings and guide organizations through technological transformation.

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Zuora (NYSE: ZUO) has announced a partnership agreement with Workday (NASDAQ: WDAY) to integrate its monetization suite with Workday Financial Management solutions. The certified Zuora Connector for Workday Financial Management aims to enhance financial process accuracy and eliminate manual integration of general ledger journal entries.

The integration addresses key market challenges, noting that less than one-third of enterprises have fully automated order-to-cash processes, and 54% of CFOs find legacy ERP systems insufficiently flexible. The partnership will enable organizations to streamline recurring billing processes, simplify ASC 606 compliance, automate revenue recognition, and maximize business agility through real-time customer and revenue data insights.

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FAQ

What is the current stock price of Workday (WDAY)?

The current stock price of Workday (WDAY) is $119.76 as of April 24, 2026.

What is the market cap of Workday (WDAY)?

The market cap of Workday (WDAY) is approximately 29.5B.