Exhibit 99.1 Workday Announces Fiscal 2026 First Quarter Financial Results Fiscal First Quarter Total Revenues of $2.240 Billion, Up 12.6% Year Over Year Subscription Revenues of $2.059 Billion, Up 13.4% Year Over Year PLEASANTON, Calif., May 22, 2025 – Workday, Inc. (NASDAQ: WDAY), the AI platform for managing people, money, and agents, today announced results for the fiscal 2026 first quarter ended April 30, 2025. Fiscal 2026 First Quarter Results Comments on the News "Workday delivered another solid quar ...

Fiscal First Quarter Total Revenues of $2.240 Billion, Up 12.6% Year Over YearSubscription Revenues of $2.059 Billion, Up 13.4% Year Over YearPLEASANTON, Calif., May 22, 2025 /PRNewswire/ -- Workday, Inc. (NASDAQ: WDAY), the AI platform for managing people, money, and agents, today announced results for the fiscal 2026 first quarter ended April 30, 2025.Fiscal 2026 First Quarter Results Workday FY26 Q1 Earnings Results Total revenues were $2.240 billion, an increase of 12.6% from the first quar ...

Core Insights - Workday, Inc. (WDAY) is expanding its AI-driven capabilities with the introduction of new Illuminate Agents aimed at enhancing productivity in Human Resource Management and finance functions [1][7] - The Illuminate platform utilizes a vast dataset from over one trillion transactions annually, providing a comprehensive understanding of business context to improve decision-making and workflow automation [2] Product Innovations - The Contingent Sourcing Agent accelerates the recruitment of temporary workers by optimizing candidate screening and improving quality [3] - The Contract Intelligence Agent aids legal and business teams by reviewing contracts quickly, identifying risks, and tracking milestones [3] - The Document Driven Accounting Agent automates billing and invoicing through direct data extraction from documents, enhancing efficiency for finance teams [4] - The Self-Service Agent empowers employees by providing instant answers and assisting with complex processes [5] Market Position and Growth - WDAY's revenue growth is driven by high demand for its Human Capital Management (HCM) and financial management solutions, with expansion into diverse industries such as education and public services [6] - The launch of the new Illuminate agents reinforces Workday's leadership in financial management and human resources, addressing the evolving needs of the industry [7] Competitive Landscape - The HCM and financial management software market is becoming increasingly competitive, which may lead to pricing pressures affecting Workday's margins [8] - Workday is facing legal challenges related to allegations of bias in its AI-powered screening tools, which could impact its commercial prospects [8] Stock Performance - Workday's stock has increased by 5.4% over the past year, while the industry has seen a growth of 30.6% [9]

Core Insights - Workday, Inc. has been recognized as a Leader in the 2025 Gartner Magic Quadrant for ERP for US Local Government, indicating its strong execution and vision in the market [1][5] - The Workday platform integrates Human Capital Management and Financial Management, enabling local governments to manage finances and resources effectively in a unified system [2][3] Company Performance - Workday's unified platform provides real-time insights, streamlines processes, and enhances decision-making capabilities for local governments [3] - Local government customers have reported significant improvements, including a 60% faster payroll process, a 15% reduction in unapproved spending, and annual savings of $1.6 million [4] Industry Impact - The platform addresses unique challenges faced by local governments, such as managing complex budgets and delivering essential services [3] - Workday's features, including self-service capabilities and real-time reporting, contribute to operational efficiency and improved service delivery [4][7]

Core Insights - Workday has appointed Edward Charter as the country leader for Canada to accelerate growth in the Canadian market [1][3] - Charter has over 20 years of experience in technology business development and sales leadership, with 18 years at Salesforce [2] - The Canadian market is significant for Workday, being one of its largest markets globally, with over 1,000 employees and more than 450 customers [4] Company Strategy - Charter will focus on deepening customer and partner relationships and directing Workday's regional sales strategy in Canada [3] - Workday aims to leverage modern cloud-based technologies to support Canadian businesses in their HR and finance transformations [5] - The company has been operating in Canada for over two decades, emphasizing its commitment to the region [4] Market Context - The appointment comes at a time when Canadian businesses are increasingly adopting cloud-based technologies [5] - Workday's platform is designed to help organizations manage people, money, and agents effectively [9] - The company serves over 11,000 organizations globally, including more than 60% of the Fortune 500 [10]

Core Insights - Workday is set to announce its earnings on May 22, 2025, with historical data indicating a 60% chance of a positive one-day return post-announcement, averaging 8.1% [1][6] - Consensus estimates for the upcoming quarter project earnings per share of $2.01 and revenues of $2.22 billion, compared to $1.74 EPS and $1.99 billion in the same quarter last year [2] - Workday's current market capitalization stands at $73 billion, with $8.4 billion in revenue, $499 million in operating profit, and $526 million in net income over the last twelve months [3] Historical Performance - Over the past five years, there have been 20 earnings data points for Workday, with 12 positive and 8 negative one-day returns, resulting in a 60% positive return rate [6] - The positive return rate increases to 67% when considering the last three years, with an average positive return of 8.1% and an average negative return of -4.9% [6] Trading Strategies - Traders can utilize historical patterns to inform pre-earnings positioning and post-earnings adjustments based on immediate market reactions and medium-term performance [5] - Analyzing correlations between short-term and medium-term returns can provide insights for trading strategies, particularly if the 1D and 5D returns exhibit strong correlation [4] Peer Performance - The performance of peers can influence Workday's post-earnings stock reaction, with historical data showing the relationship between Workday's stock performance and that of its peers [7]

Core Viewpoint - Intel's market cap is at risk of being surpassed by Dell and Workday due to Intel's declining performance and growth prospects [6][10][14] Intel - Intel's stock price has significantly dropped from its peak of $74.88 in 2000 to about $21 today, resulting in a market cap of $94.5 billion [2] - The company has experienced a net income decline for six consecutive years, paused buybacks for four years, and suspended its dividend at the end of 2024 [2][4] - Intel has fallen behind competitors like TSMC and AMD in chip manufacturing and has struggled to enter the mobile and AI markets [4] - Analysts project Intel's revenue will grow at a CAGR of only 2% from 2024 to 2027, with profitability expected to return by 2027, but the stock remains expensive at 23 times its projected earnings [5] Dell Technologies - Dell is a major player in the PC and server markets, generating 51% of its revenue from client solutions and 46% from infrastructure solutions [7] - The infrastructure segment is expected to benefit from the growth of the AI market, with Dell anticipating at least $15 billion in revenue from AI servers by fiscal 2026 [8] - Dell's market cap is currently $79.7 billion, with projected revenue and EPS growth rates of 6% and 15% respectively from fiscal 2025 to fiscal 2028 [9] - If Dell meets analysts' expectations, its stock could rise nearly 30% to $147 per share, potentially increasing its market cap to about $102 billion by 2027 [10] Workday - Workday has expanded from finance and HR services to include human capital management tools, achieving a CAGR of 27% in revenue from fiscal 2015 to fiscal 2025 [11] - The company serves over 11,000 customers, including 60% of the Fortune 500, and is well-positioned to navigate economic fluctuations [12] - Analysts expect Workday's revenue and EPS to grow at a CAGR of 13% and 41% respectively from fiscal 2025 to fiscal 2028 [13] - If Workday meets expectations, its stock price could increase by 85% to $506 per share, raising its market cap from $73 billion to $135 billion by 2027 [14]

Core Viewpoint - Workday, Inc. is expected to report strong first-quarter fiscal 2026 results, driven by solid demand for its solutions and AI integration across its portfolio [1][2]. Financial Performance - Subscription Services revenues are estimated at $2.05 billion, reflecting a 13% year-over-year growth [5]. - Professional Services revenues are projected at $165 million [5]. - The Zacks Consensus Estimate for total revenues is $2.22 billion, up from $1.99 billion in the same quarter last year [5]. - Adjusted earnings per share are expected to be $1.99, an increase from $1.74 reported in the prior year [5]. Product Innovations - Workday introduced the Workday Agent System of Record, enhancing AI management for enterprises [3]. - New features include AI-Powered Talent Rediscovery, Personalized Preboarding and Onboarding Experiences, Document Intelligence, and AI-Powered Accounts Payable, aimed at streamlining various business processes [3]. Client Engagement - Sovereign Network Group, a major U.K. housing association, has chosen Workday solutions to enhance operational efficiency and customer service, likely contributing positively to the company's fiscal first-quarter performance [4].

Core Viewpoint - Wall Street analysts predict that Workday will report quarterly earnings of $1.99 per share, reflecting a year-over-year increase of 14.4%, with revenues expected to reach $2.22 billion, an 11.3% increase compared to the previous year [1]. Earnings Projections - The consensus EPS estimate for the quarter has been revised downward by 0.1% over the past 30 days, indicating a collective reassessment by analysts [2]. - Revisions to earnings projections are crucial for predicting investor behavior, as empirical studies show a strong correlation between earnings estimate trends and short-term stock price performance [3]. Revenue Estimates - Analysts project 'Revenues- Subscription services' to be $2.05 billion, indicating a year-over-year increase of 13% [4]. - 'Revenues- Professional services' are expected to be $165.09 million, suggesting a year-over-year decline of 5.7% [5]. - The 'Subscription Revenue Backlog' is forecasted to reach $25.32 billion, up from $20.68 billion reported in the same quarter last year [5]. Stock Performance - Workday shares have shown a return of 23.5% over the past month, outperforming the Zacks S&P 500 composite, which increased by 13.1% [6]. - With a Zacks Rank of 3 (Hold), Workday is expected to perform in line with the overall market in the near future [6].

Core Insights - Workday has introduced new Illuminate Agents aimed at enhancing hiring processes, improving frontline worker experiences, streamlining financial processes, and empowering employees to access information quickly [1][2][3] - The company emphasizes the importance of reshaping business operations to unlock real value from AI, leveraging its expertise in HR and finance to deliver measurable business outcomes [2][3] - Workday's Illuminate platform is built on a vast dataset, processing over 1 trillion transactions annually, which allows it to provide deep contextual understanding of business operations [6] Product Offerings - New Illuminate Agents include: - Contingent Sourcing Agent: Accelerates temporary hiring by identifying talent for contingent roles [4] - Contract Intelligence Agent: Enhances decision-making by reviewing contracts for risks and key dates [4] - Contract Negotiation Agent: Expedites negotiations by drafting contract language and recommending revisions [4] - Document Driven Accounting Agent: Automates billing and accounting entries by extracting data from documents [4] - Frontline Agent: Saves time for frontline workers by enabling absence reporting and identifying replacements [4] - Self-Service Agent: Provides instant answers to employee inquiries and assists with complex tasks [4] - Supplier Contracts Agent: Reviews supplier contracts to align procurement processes with obligations [4] Availability - Contract Intelligence Agent and Contract Negotiation Agent are now generally available, while the Self-Service Agent will be available by the end of 2025 [7] - Other agents, including the Contingent Sourcing Agent and Document Driven Accounting Agent, will be available to early adopters by the end of 2025, with general availability planned for early 2026 [7] Company Overview - Workday is an AI platform designed for managing people, money, and agents, serving over 11,000 organizations globally, including more than 60% of the Fortune 500 [8]