Workday, Inc. Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
16.8%projected annual EPS growth
Analyst Coverage
39analysts covering
FY Revenue (est.)
$10.7Bnext fiscal year
FY EPS (est.)
$10.77next fiscal year
Monitoring Framework
Key Performance Indicators
Quarterly subscription-revenue growth Quarterly13.9%Target: Fiscal 2027 guidance: 13% growth and $9.940 billion-$9.950 billion of subscription revenue
12-month subscription-revenue-backlog growth Quarterly14.2%
Non-GAAP operating margin Quarterly31.1%Target: Fiscal 2027 guidance: 31.0%
Customers using at least one organic Workday AI agent Quarterly5.5K
Watch Items
- Durability of contracted demandAction: Reassess the revenue-growth outlook, sales execution, competitive position, and scenario probabilities.
- Conversion of agentic AI adoption into commercial growthAction: Review AI attach rates, customer expansion, monetization, implementation friction, and competitive displacement.
Research as of 29 Aug 2026