Workday said total revenues for the 3 months ended July 31, 2025 were $2.3 billion, an increase of $263 million or 13% from $2.1 billion in the prior year period, and subscription services revenues were $2.2 billion, an increase of $266 million or 14%.

1. 01

   Workday said total revenues for the 3 months ended July 31, 2025 were $2.3 billion, an increase of $263 million or 13% from $2.1 billion in the prior year period, and subscription services revenues were $2.2 billion, an increase of $266 million or 14%.

2. 02

   The company said GAAP operating income for the 3 months ended July 31, 2025 was $248 million, or 10.6% of revenues, compared to $111 million, or 5.3% of revenues, in the prior year period, citing revenue growth outpacing headcount growth and restructuring-related cost savings as factors for the increase.

3. 03

   Workday said operating cash flows for the 6 months ended July 31, 2025 were $1.1 billion, compared to $943 million in the prior year period, and free cash flow was $1.0 billion, compared to $807 million in the prior year period, citing increased cash collections of $427 million as the primary factor.

4. 04

   The company said total subscription revenue backlog as of July 31, 2025 was $25.4 billion, with $7.9 billion expected to be recognized in revenues over the next 12 months. As of the same date in the prior year, total subscription revenue backlog was $21.6 billion, with $6.8 billion expected to be recognized over the next 12 months.

Key figures

Quarter ended July 31, 2025

Revenue

$2.3B

Operating income

$248M

Net income

$228M

EPS

$0.84

Analysis scope · Management's discussion (MD&A)We analyzed excerpts of the Management's Discussion and Analysis (MD&A) section (with omissions). 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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