Workday Third Quarter Financial Results

Workday, Inc.'s (WDAY) fiscal 2025 third-quarter earnings release and subsequent investor conference call transcript detail the company's strong financial performance, exceeding expectations with 16% subscription revenue growth and a non-GAAP operating margin of 26.3%. The reports highlight significant wins in key sectors like government and higher education, driven by increasing demand for Workday's AI-powered solutions and full-suite platform offerings. Future guidance projects continued mid-teens subscription revenue growth and margin expansion, though near-term results might be slightly impacted by strategic deal timing. Accompanying financial statements and investor presentations provide detailed breakdowns of GAAP and non-GAAP financial metrics, explaining adjustments made to reflect the company's ongoing operational performance.