Workday said total revenues for the 3 months ended April 30, 2025 were $2.2 billion, an increase of $250 million, or 13%, compared to the prior year period. Subscription services revenues increased $244 million, or 13%, to $2.1 billion.

1. 01

   Workday said total revenues for the 3 months ended April 30, 2025 were $2.2 billion, an increase of $250 million, or 13%, compared to the prior year period. Subscription services revenues increased $244 million, or 13%, to $2.1 billion.

2. 02

   The company said GAAP operating income for the quarter was $39 million, or 1.8% of revenues, compared to $64 million, or 3.2% of revenues, in the prior year period, reflecting the impact of the Fiscal 2026 Restructuring Plan. Restructuring expenses for the quarter were $166 million.

3. 03

   Workday said operating cash flows for the quarter were $457 million, compared to $372 million in the prior year period, and free cash flows were $421 million, compared to $291 million in the same period. The company cited increased cash collections of $205 million from higher sales as a key factor.

4. 04

   The company said total subscription revenue backlog as of April 30, 2025 was $24.6 billion, with $7.6 billion expected to be recognized in revenues over the next 12 months. As of April 30, 2024, total subscription revenue backlog was $20.7 billion, with $6.6 billion expected to be recognized over the next 12 months.

Key figures

Quarter ended April 30, 2025

Revenue

$2.2B

Operating income

$39M

Net income

$68M

EPS

$0.25

Operating cash flow

$457M

Analysis scope · Management's discussion (MD&A)We analyzed the Management's Discussion and Analysis (MD&A) section. Other sections of the report, such as the notes to the financial statements and risk factors, were not reviewed.

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

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