Q2 FY2027 EarningsQ2 FY27 beat consensus on the top and bottom lines: revenue $2.65B vs. $2.64B expected, and non-GAAP EPS $2.75 vs. $2.61. Subscription revenue grew 13.9% YoY, while AI-driven deals fueled 25% of new ACV. Management raised full-year non-GAAP operating margin guidance to 31.0% and subscription revenue to $9.95B, slightly exceeding consensus, despite a significant miss in operating and free cash flows due to working capital timing.
Financial report interval: 2026.05.01 - 2026.07.31
Overview: Workday(WDAY) the Revenue is 2.649 B (+12.82%), Beat estimate;the EBIT is 824 M (+21.18%), Beat estimate;the EPS is 2.57 (+206%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
2.65B12.82%
2.64B12.24%
+0.01B0.58%
EBITExceed expectations
0.82B21.18%
0.79B16.58%
+0.03B4.60%
EPSExceed expectations
2.57205.95%
0.996918.67%
+1.5731187.28%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf