Workday (WDAY) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
Workday (WDAY) reported $2.53 billion in revenue for the quarter ended January 2026, representing a year-over-year increase of 14.5%. EPS of $2.47 for the same period compares to $1.92 a year ago.
The reported revenue represents a surprise of +0.36% over the Zacks Consensus Estimate of $2.52 billion. With the consensus EPS estimate being $2.30, the EPS surprise was +7.21%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Workday performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:- Subscription Revenue Backlog: $28.1 billion compared to the $29.86 billion average estimate based on two analysts.
- Revenues- Subscription services: $2.36 billion versus $2.36 billion estimated by 10 analysts on average. Compared to the year-ago quarter, this number represents a +15.7% change.
- Revenues- Professional services: $172 million compared to the $167.85 million average estimate based on nine analysts. The reported number represents a change of +0.6% year over year.
View all Key Company Metrics for Workday here>>>
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This article originally published on Zacks Investment Research (zacks.com).
