Workday, Inc. · WDAY · Next earnings

Workday, Inc. reports Tuesday, Nov 24, 2026

WDAY reports after market close with consensus EPS at $2.75 and revenue at $2.69B. Last quarter: Workday Q2 FY27: AI ARR Reaches $600 Million as Margin Guidance Rises

Reports After market close20 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $2.75 Calendar consensus
Consensus revenue $2.69B Calendar consensus
Report date Nov 24, 2026 Tuesday, date estimated
Session After market close 20 days away

Where WDAY left off: FY2027 Q2

Full report

Workday Q2 FY27: AI ARR Reaches $600 Million as Margin Guidance Rises

EPS surprise +5.4% Reported $2.75 vs $2.61
Revenue surprise +0.5% Reported $2.65B vs $2.64B
Stock move +5.8% Event window
Subsequent drift -5.3% Up to 20 sessions

Management raised FY27 non-GAAP operating-margin guidance to 31%; subscription-revenue guidance was not specified in the supplied analysis.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • AI adoption or new-agent rollout could slow.
  • Acquisition integration and consumption-based pricing could delay monetization.
  • AI bundles may create pricing pressure on core HCM and ERP products.

Questions analysts left open

  • Flex-credit monetization may lag usage and affect future revenue timing.
  • AI investment and capex could pressure margin expansion.
  • Open-source and frontier-model competition may challenge Workday’s AI roadmap.

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Recent WDAY quarters

All WDAY earnings
+5.8%FY2027 Q2+5.2%FY2027 Q1+2.2%FY2026 Q4-7.9%FY2026 Q3

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2027 Q2

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.