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Workday jumps 14% as it bumps up margin forecast on AI strength

Cnbc · · 338 words · By Jordan Novet
open_in_new Read the original article: https://www.cnbc.com/2026/05/21/workday-wday-q1-earnings-report-2027.html

fact_checkFact-Check Results

16 claims extracted and verified against multiple sources including cross-references, web search, and Wikipedia.

info Single Source 6
schedule Pending 6
cancel Disputed 2
help Insufficient Evidence 2
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“Workday shares surged as much as 14% in extended trading on Thursday”
DISPUTED
Multiple sources report a surge in extended trading on Thursday, but the percentages vary significantly: one source says 'as much as 10 percent', while another mentions a '9% jump' (though that was on a Friday for S&P 500 inclusion). The claim of 14% is not supported by the provided evidence, which suggests lower figures.
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web search NEUTRAL — Workday rushed as much as 10 percent in extended trading on Thursday after the provider of cloud-based human resources software disclosed quarterly results that topped analysts’ estimates. Here are th…
https://alekbo.com/news/u-s-news/workday-shares-surge-on-clo…
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web search NEUTRAL — Workday Inc WDAY shares are moving higher in extended trading Thursday after the company reported better-than-expected quarterly results.
https://www.tradingview.com/news/benzinga:4bb1bd9ca094b:0-wh…
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web search NEUTRAL — Workday shares jumped 9% in extended trading on Friday after S&P Dow Jones Indices said the cloud software vendor will be added to the S&P 500.Workday, founded in 2005 and based in Pleasanton, Califor…
https://www.nbcnewyork.com/news/business/money-report/workda…
info
“Earnings per share: $2.66 adjusted vs. $2.51 expected”
SINGLE SOURCE
The provided evidence for this claim consists of general company descriptions and app store links, none of which contain financial data regarding earnings per share.
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web search NEUTRAL — Workday, Inc., is an American on‑demand (cloud -based) financial management, human capital management, and student information system software vendor. Workday was founded by David Duffield, founder an…
https://en.wikipedia.org/wiki/Workday,_Inc.
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web search NEUTRAL — AI agents that understand work. Are you ready for AI agents that can actually act instead of just assist? With Workday, our agents are able to find, build, act, and automate in ways that support and e…
https://www.workday.com/
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web search NEUTRAL — The Workday app is the ultimate mobile solution that gives you instant access to nearly all your Workday tasks, from checking in to work and requesting time off to connecting with teammates and...
https://play.google.com/store/apps/details?id=com.workday.wo…
info
“Revenue: $2.54 billion vs. $2.52 billion expected”
SINGLE SOURCE
The provided evidence for this claim consists of general company descriptions and app store links, none of which contain revenue figures.
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web search NEUTRAL — Workday, Inc., is an American on‑demand (cloud -based) financial management, human capital management, and student information system software vendor. Workday was founded by David Duffield, founder an…
https://en.wikipedia.org/wiki/Workday,_Inc.
travel_explore
web search NEUTRAL — AI agents that understand work. Are you ready for AI agents that can actually act instead of just assist? With Workday, our agents are able to find, build, act, and automate in ways that support and e…
https://www.workday.com/
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web search NEUTRAL — The Workday app is the ultimate mobile solution that gives you instant access to nearly all your Workday tasks, from checking in to work and requesting time off to connecting with teammates and...
https://play.google.com/store/apps/details?id=com.workday.wo…
info
“Workday's revenue grew 13% in the fiscal first quarter, which ended on April 30”
SINGLE SOURCE
One source mentions revenue growing 23% ending April 30, and another mentions a 13% growth in a different context (fiscal 2026 Q1). There is no consistent corroboration for exactly 13% growth for a quarter ending April 30 across multiple sources.
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web search NEUTRAL — Workday Announces Fiscal 2016 First Quarter Financial Results. Download PDF.Workday, Inc. Reconciliation of GAAP to Non-GAAP Data. Three Months Ended April 30, 2014. (in thousands, except per share da…
https://investor.workday.com/2015-05-26-Workday-Announces-Fi…
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web search NEUTRAL — Snowflake Revenue Grows 84%, Workday 23%, Salesforce 24%.1 and ending April 30 — all three of those companies were unequivocal in emphasizing that current and forward-looking demand from customers rem…
https://cloudwars.com/cloud/be-not-afraid-salesforce-snowfla…
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web search NEUTRAL — Workday's quarterly revenue was $2.35 B in the quarter ending Jul 2025.Workday's annual revenue was $7.20 B in fiscal year 2024.
https://bullfincher.io/companies/workday/revenue
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“The company reported net income of $222 million, or 87 cents per share, up from $68 million, or 25 cents per share, one year earlier.”
SINGLE SOURCE
The evidence provided for this claim discusses other companies (Fresh Del Monte, Eagle Bulk, Horace Mann) and contains no data regarding Workday's net income.
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web search NEUTRAL — Adjusted net income was US$29.9 million, or US$0.63 per diluted share, compared with reported net income of US$10.0 million. Published May 12, 2026.
https://www.foodbusinessmea.com/fresh-del-monte-q1-sales-rea…
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web search NEUTRAL — Realized record net income of $78.3 million, or $6.12 per basic share.Repaid the $50.0 million revolver with the cash generated from operations bringing our revolver availability to $100.0 million. Es…
https://www.shippingherald.com/eagle-bulk-posts-q3-net-incom…
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web search NEUTRAL — Share. Net income below year-ago level as prior year revenue and net income included $107 million in after-tax realized gains on assets transferred as consideration in annuity reinsurance transaction.…
https://www.businesswire.com/news/home/20200806005947/en/Hor…
info
“Workday called for a 30% adjusted operating margin and $2.46 billion in subscription revenue for the fiscal second quarter.”
SINGLE SOURCE
While sources mention subscription revenue and operating margins generally, none of the provided evidence confirms the specific guidance of a 30% adjusted operating margin and $2.46 billion in subscription revenue for the fiscal second quarter.
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web search NEUTRAL — Workday’s subscription revenue growth of 13.4% remains a cornerstone of its value proposition. This figure outpaces the broader SaaS market’s average growth rate and aligns with its $8.80 billion full…
https://www.ainvest.com/news/workday-fy26-q1-results-sustain…
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web search NEUTRAL — Forward-Looking Statements This press release contains forward-looking statements including, among other things, statements regarding Workday's third quarter and fiscal year subscription revenue proje…
https://newsroom.workday.com/2017-08-30-Workday-Announces-Fi…
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web search NEUTRAL — Subscription revenue, a key component of Workday's business, grew by 15.9% to $2.040 billion. The company's net income for the quarter was $94 million, with a GAAP earnings per share of $0.35.
https://deepnewz.com/doge/workday-stock-jumps-11-after-hours…
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“Analysts polled by StreetAccount had anticipated a 30% margin and $2.45 billion in subscription revenue.”
DISPUTED
Different sources provide contradictory StreetAccount expectations: one source says 26.7% margin and $2.06B revenue, another says 28.7% margin and $2.35B revenue, and a third says 30.9% margin and $2.35B revenue. None match the claim's 30% margin and $2.45B revenue.
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web search NEUTRAL — Analysts polled by StreetAccount had expected an adjusted margin of 26.7% and $2.06 billion in revenue. For fiscal 2026, Workday now sees an adjusted margin of 28%, with $8.8 billion in subscription r…
https://www.nbcchicago.com/news/business/money-report/workda…
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web search NEUTRAL — The StreetAccount consensus was a 28.7% margin and $2.35 billion in subscription revenue. Workday’s revenue grew about 13% year over year in the quarter, which ended on Oct.
https://stockxpo.com/2025/11/25/workday-stock-slips-on-light…
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web search NEUTRAL — Subscription revenue should reach $2.335 billion. However, StreetAccount analysts anticipated a 30.9% margin and $2.35 billion in revenue. This shortfall disappointed the market.
https://therealpreneur.com/tech-today/workday-shares-plunge-…
info
“The company is now projecting a 30.5% adjusted operating margin, up from 30% as of February.”
SINGLE SOURCE
The provided evidence for this claim consists of general company descriptions and app store links, none of which mention operating margin projections.
travel_explore
web search NEUTRAL — Workday, Inc., is an American on‑demand (cloud -based) financial management, human capital management, and student information system software vendor. Workday was founded by David Duffield, founder an…
https://en.wikipedia.org/wiki/Workday,_Inc.
travel_explore
web search NEUTRAL — AI agents that understand work. Are you ready for AI agents that can actually act instead of just assist? With Workday, our agents are able to find, build, act, and automate in ways that support and e…
https://www.workday.com/
travel_explore
web search NEUTRAL — The Workday app is the ultimate mobile solution that gives you instant access to nearly all your Workday tasks, from checking in to work and requesting time off to connecting with teammates and...
https://play.google.com/store/apps/details?id=com.workday.wo…
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“The company is still looking for 12% to 13% growth.”
INSUFFICIENT EVIDENCE
No evidence was provided for this claim.
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“Workday stock has been having its worst year since it went public in 2012”
INSUFFICIENT EVIDENCE
No evidence was provided for this claim.
schedule
“As of Thursday's close, Workday shares were down 43% for 2026”
PENDING
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“the S&P 500 index has gained about 9% in the same period.”
PENDING
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“Workday said Aneel Bhusri, a co-founder, was replacing Carl Eschenbach as CEO”
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“it announced that Sana AI agents were becoming available to clients.”
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“Workday said the number of clients using agents it built more than doubled from the previous quarter, with over 4,000 using at least one.”
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“Annualized revenue from agentic AI solutions is approaching $500 million”
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info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.