Workday(US:WDAY) ZACKSยท2025-11-21 16:11Core Insights - Workday, Inc. (WDAY) is expected to report third-quarter fiscal 2026 results on November 25, with a history of earnings surprises, including 9.35% over the last four quarters and 5.74% in the last quarter [1][8] Revenue Expectations - The company is anticipated to record higher revenues due to strong demand for its human capital management and financial management solutions across various markets, with Subscription Services revenues estimated at $2.23 billion, reflecting a 14.1% year-over-year growth [2][7] - The Zacks Consensus Estimate for total revenues is pegged at $2.41 billion, an increase from $2.16 billion reported in the same quarter last year [8] Earnings Projections - The consensus estimate for adjusted earnings per share is $2.12, up from $1.89 reported in the prior year [8] Strategic Developments - Workday acquired Floewise, enhancing its AI ecosystem, and completed the acquisition of Paradox, which will improve its hiring process through AI integration [3] - A strategic partnership with Kinaxis Inc. aims to deliver a connected solution integrating AI-powered supply chain orchestration with Workday Adaptive Planning [4] - Collaboration with Microsoft focuses on secure management of people and AI agents, alongside the introduction of a new customer AI model library for the Workday Contract Intelligence Agent [5] Investment Impact - Elliott Investment Management L.P. has invested over $2 billion in Workday, which is expected to drive innovation and positively impact third-quarter earnings [6]