Strong subscription growth and AI …

• Subscription income: $ 2.059 billion, by 13% compared to the previous year.

• Total turnover: 2.240 billion US dollars, growth of 13%.

• 12-month subscription revenue behind (CRPO): 7.63 billion US dollars to increase 15.6%.

• Total subscription to deficit: 24.62 billion US dollars, by 19%.

• Gross revenue -Removal of the retention: 98%.

• Non-GAAP operating income: $ 677 million, which corresponds to a non-GAAP operating margin of 30.2%.

• GAAP operating income: 39 million US dollars, affected by a restructuring fee of 166 million US dollars.

• Operating cash flow: 457 million US dollars, growth of 23%.

• Cash and marketable securities: 8 billion US dollars at the end of the quarter.

• Burden: About 19,300 employees.

• Q2 FY26 Subscription Revenue Guidance: Approx. 2.160 billion US dollars, growth of 13%.

• GJ26 Subscription Revenue Guidance: 8.8 billion US dollars.

• GJ26 non-GAAP operating manual: Approximately 28.5%.

• GJ26 Operation Cashflow Outlook: 2.75 billion US dollars.

• GJ 26 Investment editions: Approx. 250 million US dollars.

Appearance date: May 22, 2025

You can find the complete copy of the earnings call in the complete earnings call.

• Workday Inc (NASDAQ: WDAY) recorded a solid quarter with a sales growth of 13% and a non -GaAP surgical margin of 30%.

• The company recorded a strong customer option in important industries, geographies and customer segments, including new HCM relationships with United Airlines and Expansions with Fedex and CVS Health.

• Workday Inc (NASDAQ: WDAY) is still innovative with AI, whereby the new ACV product in the AI ​​products in the first quarter is more than doubled in the first quarter of the year.

• The company started Workdaygo to target the aspiring and medium -sized company market, and offered faster implementations and a clear price model.

• Workday Inc (NASDAQ: WDAY) has five industries that exceed annual recurring income of $ 1 billion and show the strength and diversity of its business.

• The economic environment remains uncertain, with potential effects on certain markets such as sledges and international business.

• There is an increased macro uncertainty, especially in certain markets and verticals that could affect growth prospects.

• The GAAP operating result was influenced by a fee of $ 166 million in connection with the restructuring at the beginning of the year.

• The company observes the international markets based on potential macro counterwind that could influence the investment decisions.

• Despite strong results, Workday Inc (Nasdaq: WDay) recognizes that no company in the current economic climate is immune to potential headwind.

Q: Can you discuss the current macroeconomic environment and its effects on the instructions of working day? A: Carl Eschenbach, Co-CEO, emphasized that Workday's promise of value is still strong due to the ROI and TCO advantages that he granted. He found that while they monitor certain sectors such as sledges and international markets, give them the different opportunities and AI innovations of the company to maintain their total annual instructions.