WDAY Q3 2026

Q4 2026 Q3 2026 Q2 2026 Q1 2026

Earnings

Workday delivered a clean beat on both lines in fiscal Q3 2026, with revenue of $2.43 billion growing 12.6% year-over-year and non-GAAP diluted EPS of $2.32 clearing the $2.17 consensus by 6.74%, reinforcing the narrative that the enterprise software… Read more Workday delivered a clean beat on both lines in fiscal Q3 2026, with revenue of $2.43 billion growing 12.6% year-over-year and non-GAAP diluted EPS of $2.32 clearing the $2.17 consensus by 6.74%, reinforcing the narrative that the enterprise software giant is finding its stride amid a broader AI-driven HR and finance transformation. Heading into the print, investors were watching closely for signs of subscription momentum, and Workday delivered, with subscription revenues reaching $2.24 billion, up 14.6% year-over-year, while 12-month subscription revenue backlog swelled 17.6% to $8.21 billion, partly aided by the Paradox acquisition. Non-GAAP operating margin expanded to 28.5% from 26.3% a year ago, and free cash flow surged to $550 million from $359 million. Looking ahead, management guided Q4 subscription revenues of $2.35 billion, representing 15.5% growth, with full-year FY2026 subscription revenue guidance updated to $8.83 billion at roughly 29% non-GAAP operating margin, signaling continued confidence in its AI-product pipeline.