Workday Reports 12.6% Revenue Increase in Fiscal Q3 2026

Pleasanton, California, Nov. 25, 2025 / — Workday, Inc. (NASDAQ: WDAY), the enterprise AI platform, announced its financial results for the third quarter of fiscal 2026, which ended on October 31, 2025. The company’s total revenues reached $2.432 billion, marking a 12.6% increase compared to the same quarter last year.

Subscription revenues alone were reported at $2.244 billion, reflecting a growth of 14.6% year-over-year. CEO Carl Eschenbach commented on the results, stating, “Workday delivered another solid quarter, fueled by the strength and diversity of our business and the momentum we’re seeing across our AI portfolio.” He added that the integration of people, money, and AI on one platform has provided customers with a competitive edge.

CFO Zane Rowe said, “Our Q3 results were driven by continued progress across several key growth initiatives, as we accelerate innovation across the platform.” Workday anticipates a total subscription revenue of approximately $8.828 billion for fiscal 2026, projecting a 14% growth, with a non-GAAP operating margin near 29%.

The company also announced significant developments including a new facility in Dublin, Ireland, with a €175 million investment over three years aimed at creating 200 specialized AI roles. Workday has completed acquisitions of AI-based companies focused on enhancing user experience in job applications and enterprise knowledge management.

Furthermore, Workday introduced new tools to help organizations manage pay equity regulations globally. The company has been recognized as a Leader in the Gartner Magic Quadrant for several categories, underscoring its position within the industry. Workday will host a conference call to review these results and discuss its financial outlook, scheduled for 1:30 p.m. PT today.