Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended January 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-35680 WORKDAY, INC. (Exact name of registrant as specified in its charter) Delaware 20-2480422 (State or other juris ...

WELLESLEY, Mass., March 5, 2025 /PRNewswire/ -- Sun Life U.S., a leading provider of employee benefits and human resource technology solutions, is now a strategic Workday Wellness partner. Workday Wellness, an AI-powered solution, vastly improves the benefits management experience by offering employers a real-time view into the benefits and wellness programs employees utilize and value most. Sun Life and Workday are building connectors to allow Sun Life to integrate its wellness and benefits offerings, maki ...

Leaders Turn to Skills-Based Talent Strategies to Navigate Uncertainty and Boost Productivity in the Age of AI PLEASANTON, Calif., March 5, 2025 /PRNewswire/ -- Workday, Inc. (NASDAQ: WDAY), the AI platform for managing people and money, today released "The Global State of Skills", revealing a pressing challenge for businesses worldwide: More than half (51%) of business leaders are worried about future talent shortages, and only 32% are confident their organization has the skills needed for long-term succes ...

Workday Inc. (WDAY) , a leading provider of enterprise-level software solutions for financial management and human resource domains, reported better-than-expected fiscal fourth-quarter results. Non-GAAP earnings of $1.92 per share surpassed the Zacks Consensus Estimate by 17 cents.Revenues surged 15% year over year to $2.21 billion. The figure surpassed the Zacks Consensus Estimate by $31 million. Healthy traction in multiple verticals boosted the top line.Find the latest EPS estimates and surprises on Zack ...

With shares trading slightly below where they finished trading at toward the end of 2021, Workday (WDAY 1.06%) needs to reinvigorate its stock price. Its shares got a boost following the software-as-a-service (SaaS) company's Q4 reports and guidance as it leans into artificial intelligence (AI) to help drive growth.Despite the recent gains, the financial and human capital management software company is still down more than 10% over the past year, as of this writing. Let's dig into its Q4 results and guidanc ...

Core Insights - Workday reported strong 4Q25 results, with revenue of $2.21 billion, a 15% year-over-year increase, surpassing estimates of $2.18 billion [1] - The company also exceeded EPS expectations, reporting $1.92 per share compared to the estimated $1.78 [1] - Following the earnings report, Workday's stock jumped 12% [1] Financial Performance - Revenue for 4Q25 was $2.21 billion, reflecting a 15% increase year-over-year [1] - Earnings per share (EPS) was reported at $1.92, beating the estimate of $1.78 [1] Market Reaction - The stock price increased by 12% after the earnings announcement [1]

Core Viewpoint - The stock of Workday is considered too expensive despite the company's achievements and potential for growth [10][11]. Company Overview - Workday (NASDAQ: WDAY) is a US-based SaaS company founded in 2005 and went public in 2012. Since its IPO, it has delivered a total return of 456.77%, outperforming the S&P 500's 419.26% [2][3]. - The company specializes in cloud-based enterprise software for human resources and finance departments, targeting Fortune 500 companies [3]. Financial Performance - Workday achieved GAAP profitability last year, with positive free cash flow (FCF) since 2016. The company reported a revenue CAGR of 31.5% over the past 10 years [3][4]. - Recent earnings history shows consistent revenue growth, with Q4 2025 revenue expected to be $2.21 billion, a 15.04% year-over-year increase [6]. Market Position and Strategy - Workday has a strong market share in its category, providing services that large companies prefer to maintain due to their complexity [7]. - The company has completed 19 acquisitions to enhance its service offerings, focusing on large clients rather than acquiring competitors [3][4]. Valuation Metrics - Workday's valuation metrics indicate a high EV/Sales ratio of 7.8 and an EV/EBITDA ratio of 87.8, suggesting that the stock is priced at a premium compared to peers like SAP and Oracle [9][10]. - The historical price-to-earnings (P/E) ratio shows a decline, reflecting a slowdown in revenue growth as the company transitions from a high-growth phase [10]. Future Outlook - Analysts remain optimistic about Workday's potential for growth, particularly in expanding operating margins and maintaining market share due to the stickiness of its services [10]. - The company has a significant total addressable market (TAM) for future growth, but current stock prices rely heavily on earnings growth for returns [10][11].

Workday, Inc. (NASDAQ: WDAY ) is an American enterprise SaaS company. They were founded in 2005 and became publicly traded in 2012. Below are their share price returns since IPO:I am an independent analyst and investor interested in investing at the intersection of value and growth. My method is a highly qualitative focus on mostly small caps, looking for both long term compounders as well as some special situations. On Twitter @GrowthyValueAnalyst’s Disclosure: I/we have no stock, option or similar derivat ...

Workday Inc. (WDAY) reported solid fourth-quarter fiscal 2025 results, with adjusted earnings and revenues surpassing the respective Zacks Consensus Estimate.Find the latest EPS estimates and surprises on Zacks Earnings Calendar.The company reported revenue growth year over year, driven by solid customer wins across various industries, including education, financials and healthcare. Strategic expansions and strong contract renewals within the existing customer base also drove the top line. Management’s stro ...

Workday Inc (NASDAQ:WDAY) stock is up 7.8% at $275.15, after the software name posted fourth-quarter earnings of $1.92 per share on revenue of $2.21 billion, beating estimates of $1.78 on $2.18 billion. The software company is seeing a greater demand for artificial intelligence (AI) tools and benefited from a "$1.1 billion release of the valuation allowance related to U.S. federal and state deferred tax assets." Year over year, the equity is down 6.8%. In the options pits so far, WDAY has seen 11,000 calls ...