Workday Stock Soars as Results Top Estimates, CEO Sees AI Growth Opportunities

Core Insights - Workday's shares surged over 10% in premarket trading following the release of its fiscal 2025 fourth-quarter results, which exceeded analysts' expectations [2][5] - The company reported revenue of $2.21 billion, including$2.04 billion in subscription revenue, both surpassing Visible Alpha consensus [2] - Adjusted earnings per share (EPS) were $1.92, also exceeding estimates [2] Financial Performance - Workday projected first-quarter subscription revenue of$2.05 billion and $8.80 billion for fiscal 2026, aligning closely with analysts' estimates [3] Strategic Opportunities - CEO Carl Eschenbach highlighted growth opportunities with the U.S. federal government due to the administration's focus on efficiency and IT modernization [4] - The growth of Workday's AI products is central to discussions with customers, as they seek significant returns on investment to drive business growth [4][5]