Workday, Inc. filed its Form 10-Q for the quarterly period ended July 31, 2026, with the Securities and Exchange Commission, disclosing unaudited financial results for the three and six months ended July 31, 2026.

Key Highlights

  • Total revenues of $2.649 billion for the three months ended July 31, 2026, up from $2.348 billion in the same period of the prior year, according to the filing.
  • Net income of $632 million for the second quarter, compared to $228 million in the prior-year quarter, as reported in the condensed consolidated statements of operations.
  • Subscription services revenue of $2.471 billion for the three months ended July 31, 2026, versus $2.169 billion in the prior-year period.
  • Diluted earnings per share of $2.57 for the quarter, compared to $0.84 in the three months ended July 31, 2025.
  • Treasury stock totaled $7.151 billion as of July 31, 2026, reflecting $2.931 billion in common stock repurchases during the six months ended July 31, 2026.
  • Approximately 196 million Class A shares and 45 million Class B shares were outstanding as of August 25, 2026.
  • Total assets of $15.857 billion as of July 31, 2026, compared to $18.074 billion as of January 31, 2026.

Workday Fiscal Q2 2027 Revenue, Income, and Balance Sheet Overview

According to the filing, Workday, Inc. (NASDAQ:WDAY) reported total revenues of $2.649 billion for the three months ended July 31, 2026, compared to $2.348 billion for the three months ended July 31, 2025. Subscription services contributed $2.471 billion of that total, with professional services accounting for $178 million. For the six months ended July 31, 2026, total revenues reached $5.191 billion versus $4.588 billion in the comparable prior-year period.

The company reported net income of $632 million for the second quarter of fiscal 2027, compared to $228 million in the prior-year quarter. The filing attributes a significant portion of the quarterly swing to a provision for income taxes that shifted to a benefit of $305 million in the three months ended July 31, 2026, compared to a provision of $76 million in the same period of fiscal 2026. Total share-based compensation expense was $462 million for the quarter, the filing disclosed. Operating income for the quarter was $313 million, up from $248 million a year earlier.

On the balance sheet, total assets declined to $15.857 billion as of July 31, 2026, from $18.074 billion as of January 31, 2026, driven in part by a decrease in marketable securities from $3.942 billion to $2.742 billion and in trade and other receivables from $2.332 billion to $1.895 billion. The filing also shows current debt of $999 million as of July 31, 2026, which was zero at January 31, 2026. Total stockholders' equity was $6.460 billion, reflecting treasury stock of $7.151 billion following share repurchase activity during the period.

What Was Disclosed

Workday filed its quarterly report for the period ended July 31, 2026, disclosing revenues, net income, earnings per share, balance sheet figures, share repurchase activity, and share-based compensation for the three and six months ended July 31, 2026, and 2025.