Core Insights - Workday reported $2.35 billion in revenue for the quarter ended July 2025, marking a year-over-year increase of 12.6% and exceeding the Zacks Consensus Estimate by 0.35% [1] - The earnings per share (EPS) for the same period was $2.21, up from $1.75 a year ago, representing a surprise of 5.74% over the consensus estimate of $2.09 [1] Financial Performance Metrics - Subscription revenue backlog stood at $25.37 billion, below the average estimate of $26.48 billion [4] - Subscription services revenue was reported at $2.17 billion, slightly above the average estimate of $2.16 billion, reflecting a year-over-year increase of 14% [4] - Professional services revenue was $179 million, slightly below the average estimate of $180.17 million, indicating a year-over-year decline of 1.7% [4] Stock Performance - Workday's shares have returned -5.6% over the past month, contrasting with the Zacks S&P 500 composite's increase of 1.7% [3] - The stock currently holds a Zacks Rank 4 (Sell), suggesting potential underperformance relative to the broader market in the near term [3]
Here's What Key Metrics Tell Us About Workday (WDAY) Q2 Earnings