Workday, Inc. · WDAY · Next earnings

Workday, Inc. reports Tuesday, Nov 24, 2026

WDAY reports after market close with consensus EPS at $2.74 and revenue at $2.69B. Last quarter: Workday Q1 FY27: AI Agent Surge Drives Strongest New ACV Growth in Five Years, Margins Expand

Reports After market close65 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $2.74 Calendar consensus
Consensus revenue $2.69B Calendar consensus
Report date Nov 24, 2026 Tuesday, date estimated
Session After market close 65 days away

Where WDAY left off: FY2027 Q1

Full report

Workday Q1 FY27: AI Agent Surge Drives Strongest New ACV Growth in Five Years, Margins Expand

EPS surprise +6.0% Reported $2.66 vs $2.51
Revenue surprise +1.0% Reported $2.54B vs $2.52B
Stock move +5.2% Event window
Subsequent drift -10.2% Up to 20 sessions

FY27 subscription revenue growth outlook maintained at 12-13%. Non-GAAP operating margin guidance for FY27 was raised. Overall guidance sentiment was maintained with an AI-first strategic emphasis.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Potential slower AI adoption than projected.
  • Execution risk around rapid rollout of new agents and integration of acquisitions.
  • Margin pressure if headcount does not stay flat or if AI investments do not translate to incremental revenue.
  • Regulatory and data-privacy compliance across new EU and APAC locations.

Questions analysts left open

  • Total cost of ownership versus building AI solutions in-house.
  • Gap between sandbox demo performance and real-world customer value.
  • Impact of Deployment Agent on project seasonality and TCO.
  • Sustaining margin expansion while investing heavily in AI.
  • Duration mix affecting RPO vs CRPO growth.

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Recent WDAY quarters

All WDAY earnings
+5.2%FY2027 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2027 Q1

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.