WDAY
FY2027 Q1 · Calendar Q2 2026
Workday, Inc.
Workday's Q1 FY27 results showed its AI-first strategy translating into measurable commercial traction, with AI agent ARR approaching $500M and the strongest new ACV growth in five years. The company beat consensus on both EPS ($2.66 vs. $2.51) and revenue ($2.54B vs. $2.52B), expanded non-GAAP operating margin to 31.8%, and raised FY27 margin guidance. However, subscription revenue growth decelerated to 14% from 16% in the prior quarter, and the stock's initial 5.2% post-earnings pop was followed by a 10.2% drift lower, suggesting investors are weighing AI monetization strength against a decelerating top line.
EPS surprise+6.0%
Market move+5.2%
