Workday Inc.: An Enhanced Global Workforce Strategy, A Partnership With Salesforce

Workday’s recent earnings report presents a mixed picture, offering both promising and challenging aspects that
investors should consider. On the positive side, Workday demonstrated solid fiscal fourth-quarter 2025 performance, with subscription revenue growing by 16% to $2.04 billion, and a notable non-GAAP operating margin of 26.4%. For the full fiscal year 2025, the company saw its total revenue climb by 16% to $8.45 billion, underscoring strong demand for Workday’s offerings. This growth was driven by significant customer wins across various industries, including financial services, healthcare, and education, coupled with expansive geographic market penetration, especially in the U.S. and to some extent, internationally.