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Workday's Subscriptions Surge 15% to $2.24 Billion as AI Acquisitions Fuel Backlog to $26 Billion

WDAY10-QFiling Date: 11/26/2025
Workday, Inc.
Description

What this story covers

Workday reported Q3 FY2026 revenues of $2.43B, up 13%, driven by 15% subscription growth and 97% retention. AI strategy and acquisitions like Paradox bolster backlog to $26B. Strong liquidity at $6.8B supports repurchases and expansion, amid macro risks and competition.

Story snapshot

CompanyWorkday, Inc.
TickerWDAY
VariantStandard detailed
Duration11:44
Filing type10-Q
PeriodQ3 2026
IndustryTechnology
Accession0001327811-25-000198

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