Latest Financial Results
PLEASANTON, Calif. – Workday, the software giant many companies use to manage their employees and finances, released its latest financial report on Tuesday, showing a year of significant growth fueled by new technology and a steady stream of corporate customers.
For the fiscal year that ended in January 2026, Workday reported total revenue of $9.55 billion—a 13% jump compared to the previous year. The bulk of that money came from “subscription revenue,” which is the fee companies pay regularly to use Workday’s cloud-based software.
The Numbers at a Glance
The company’s “fourth quarter” (the final three months of their business year) was particularly strong:
- Total Revenue: $2.53 billion (up 14.5% from last year).
- Subscription Revenue: $2.36 billion (up 15.7%).
- Cash on Hand: The company ended the year with roughly $5.4 billion in the bank.
Why It Matters
For the average person, Workday’s results are a “temperature check” on how big businesses are doing. When companies are willing to spend billions on software to manage their staff and accounting, it usually signals they are investing in the long term.
Workday’s leadership attributed much of this success to Artificial Intelligence. Aneel Bhusri, the company’s co-founder who recently returned to the CEO role, noted that AI is changing how HR and finance departments work, making them faster and more accurate.
Growing Pains and New Gains
While the company is making more money, it also faced some costs. Workday reported $303 million in “restructuring expenses” this year—costs often associated with reorganizing a company’s workforce or operations to be more efficient.
However, the company continues to win over big names. During the year, they added several high-profile clients, including Boston Children’s Hospital, Fruit of the Loom, and the State of New York Unified Court System.
Looking Ahead
Workday isn’t planning on slowing down. For the coming year, the company expects its subscription revenue to climb even higher, aiming for nearly $10 billion. They also plan to focus heavily on “agentic AI”—essentially AI “agents” that can perform complex tasks on behalf of employees—to keep their competitive edge in the tech world.
The Bottom Line: Workday is successfully turning the AI hype into actual dollars, proving that even as the tech landscape shifts, businesses are still leaning heavily on digital tools to keep their offices running.
