Workday Inc (WDAY) — the earnings record
As of the 2026-08-28 card — updated after each print. An investment research diary, not advice.
The record at a glance
Reactions across the covered prints span -18.9% to +14.5% — the beat column and the reaction column frequently disagree, which is the whole reason the record scores them separately. The street carries est revenue ~$2.70B into the next print.
Print by print
| Date | EPS | Revenue | |
|---|---|---|---|
| Aug 26 | 2026-08-27 | ✓ beat | ✓ beat |
| May 26 | 2026-05-21 | ✓ beat | ✓ beat |
| Feb 26 | 2026-02-24 | ✓ beat | ✓ beat |
| Nov 25 | 2025-11-25 | ✓ beat | ✓ beat |
| Aug 25 | 2025-08-21 | ✓ beat | ✓ beat |
| May 25 | 2025-05-22 | ✓ beat | ✓ beat |
| Feb 25 | 2025-02-26 | ✓ beat | ✓ beat |
| Nov 24 | 2024-11-26 | ✓ beat | ✓ beat |
| Aug 24 | 2024-08-22 | ✓ beat | ✓ beat |
| May 24 | 2024-05-23 | ✓ beat | ✓ beat |
| Feb 24 | 2024-02-26 | ✓ beat | ✓ beat |
The per-print reaction chart, the load-bearing metric and the behavior read live on the full WDAY print-record card — free registration.
FAQ · from the current data · as of 2026-08-28
Quick answers
How often does Workday Inc beat earnings estimates?
Across the last 11 covered prints (as of the 2026-08-28 card), Workday Inc beat EPS estimates 11 of 11 times and revenue estimates 11 of 11 times, with 11 double beats.
How does WDAY stock react to earnings?
Measured close-of-print-day to the close three sessions later: 1 of the last 11 prints resolved up (beyond +3%), 4 flat, 6 down — reactions spanning -18.9% to +14.5%. Beat-or-miss and reaction are scored separately because they frequently disagree.
What was WDAY's biggest earnings reaction?
-18.9% over the three sessions after the May 24 print (2024-05-23).
When does Workday Inc report earnings next?
2026-11-24 (Window closed 1 September: +2.5% — flat by the bands, a dollar under the 199.38 paid line. Next print late November — est EPS $2.65 · est revenue ~$2.70B). The full print-record card — reaction chart, the load-bearing metric and the behavior read — updates after each print; registration is free. An investment research diary, not advice.
Mentioned on Closelook
Where WDAY appears in the diary — 14 pieces, newest first. Every link is our own writing.
Go deeper
- The Agentic Winners 25A Leading Indicator for the Agentic Software RotationDossier · $49 one-time, or included in C+
- Agentic Application Software: The SaaSpocalypse MapVertical agents, copilots, and which enterprise software companies survive AI disruption — and which don't.Dossier · $39 one-time, or included in C+
Long reads
- The Agentic Winners 25
Workday holds the human capital management record: payroll, benefits, compliance, org structure.
- Agentic Application Software: The SaaSpocalypse Map
Workday owns years of HR and payroll data that agents need.
Dailies
- Oil knocks on $100 and Wall Street sells everything but the AI pipe: Intel +9%, Lumentum +11%, Dow −1.2% — Seoul buys the dip and the Kospi is back above 7,000
On the other side, the iShares software ETF fell 1.8%: Shopify −7.6%, UiPath −7.8%, Atlassian −6.9%, ServiceNow −5.0%, Workday −4.9%, Zscaler −4.6%, Intuit −4.1%, Adobe −3.5%.
- Chips up again, software down again — Friday's split is turning into a trend
Second session of the same trade, and it is widening: the optical and hardware names are up 7% to 12%, Intel 9%, AMD through $500, while Shopify falls 7%, Intuit, Workday and Booking 6%, and ServiceNow, Salesforce and Adobe 3% to 4%.
- From Silicon Scarcity to Software Scarcity: The Next AI Bottleneck Is Permission to Act, and the Market Graded It This Week
Snowflake and Databricks are strongest on governed context; MongoDB on live state; SAP, Salesforce, Workday and Oracle own the authoritative objects.
- Great numbers, falling stocks — the market has stopped rewarding even record earnings
Marvell, Autodesk and IREN fell too; only Elastic was rewarded, and Workday finished a dollar short.
- The bar moves overnight: three beat-and-raise prints get sold after hours.
Rubrik, Autodesk and Marvell are all punished despite beating or raising, Elastic is paid +20.9% and Workday shrugs, and Friday stacks the Warsh keynote onto IEF's weekly close at 93.04.
- Daylight pays the five-print evening at scale — Salesforce +20%, Okta +27%, CrowdStrike +18%, Nvidia +7.6% — while ten of eleven sectors trade red and technology alone carries the index.
Five more prints land tonight: Rubrik — a print-record card with zero flat reactions in its history — alongside Workday, which trades +3.25% to 196.94 into its own report, Autodesk, Elastic and IREN.
- The five-print evening resolves bullish — Nvidia's supply-constrained 70% guide flips a muted release into a paid call, and Salesforce and CrowdStrike are paid double digits.
Rubrik — a card with zero flat reactions in its history — reports tonight alongside Workday, Autodesk and Dollar General; PDD's three-session print-record window closes at today's close, and all five of Wednesday's prints score theirs on…
- The Treasury buys duration with bills, hard assets read it first — Bitcoin toward 70,000, gold through 4,400, as the minutes turn hawkish and Korea answers its crash with a buyback
Software kept its bid — IGV +0.83%, Salesforce +5.07% to 206.09, Workday +4.08% to 198.42, Cloud ETF +0.36% — and health care led every sector, XLV +3.51% to 175.68, up 4.34% over five days.
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