Workday (WDAY) Q4 2026 Earnings Transcript

Motley Fool Transcribing, The Motley Fool

Thu, May 21, 2026 astatine 10:02 AM CDT 45 min read

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Date

Feb. 24, 2026 astatine 4:30 p.m. ET

Call participants

• Chief Executive Officer — Aneel Bhusri

• President, Products and Technology — Gerrit Kazmaier

• President and Chief Commercial Officer — Rob Enslin

• Chief Financial Officer — Zane Rowe

Full Conference Call Transcript

Aneel Bhusri, our CEO; Gerrit Kazmaier, our President, Products and Technology; Rob Enslin, our President and Chief Commercial Officer; and Zane Rowe, our CFO. Following prepared remarks, we volition instrumentality questions. Our property merchandise was issued aft adjacent of marketplace and is posted connected our website, wherever this telephone is being simultaneously webcast. Before we get started, we privation to stress that immoderate of our statements connected this call, peculiarly our guidance, are based connected the accusation we person arsenic of contiguous and see forward-looking statements regarding our fiscal results, applications, lawsuit demand, operations and different matters. These statements are taxable to risks, uncertainties and assumptions that could origin existent results to disagree materially.

Please notation to the property merchandise and the hazard factors and documents we record with the Securities and Exchange Commission, including our fiscal 2025 yearly study connected Form 10-K and our astir caller quarterly study connected Form 10-Q for further accusation connected risks, uncertainties and assumptions that whitethorn origin existent results to disagree materially from those acceptable distant successful specified statements. In addition, during today's call, we volition sermon non-GAAP fiscal measures, which we judge are utile arsenic supplemental measures of Workday's performance. These non-GAAP measures should beryllium considered successful summation to and not arsenic a substitute for oregon successful isolation from GAAP results.

You tin find further disclosures regarding these non-GAAP measures, including reconciliations with comparable GAAP results successful our net property release, successful our capitalist presumption and connected the Investor Relations leafage of our website. The webcast replay of this telephone volition beryllium disposable for the adjacent 90 days connected our institution website nether the Investor Relations link. Additionally, the prepared remarks of this telephone and our quarterly capitalist presumption volition beryllium posted connected our Investor Relations website pursuing this call. Our archetypal 4th fiscal 2027 quiescent play begins connected April 15, 2026. Unless different stated, each fiscal comparisons successful this telephone volition beryllium to our results for the comparable play of our fiscal 2025.

With that, I'll manus the telephone implicit to Aneel.

Aneel Bhusri: Thank you, Justin, and acknowledgment to everyone for joining america today. It's truly bully to beryllium backmost with each of you. Before I get into my remarks, I wanted to convey Carl for his work to Workday implicit the past 3 years. He brought the operational rigor and subject that we needed astatine the clip to marque Workday a larger and much planetary company. That enactment helped america acceptable the instauration for this adjacent section for Workday, and we're each grateful to him. In presumption of chapters, we speech internally astir this adjacent section of Workday arsenic Chapter 4.