Federal Business Isn't Easy, But It Pays - Initiating Workday With A Buy

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]