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Workday Inc. Class A (WDAY) earnings date & stock reaction

Workday Inc. Class A · IT

Workday Inc. Class A earnings date & time

Next earningsTue, December 1 around 4:00 PM ET, after the closescheduled

Schedule

Korea time (KST)
Wed, December 2
Reporting pattern
12 of last 12 after close
Typical move
±7.6% · 12-report avg

What the market expects

Consensus EPS

$2.73Coming in above this counts as a beat

Year-ago quarter
$2.32→+17.7%
Full earnings calendarFrom an earnings calendar

Price after the latest report

Reported August 27, 2026how the stock moved around it
Next-day move
+5.8%
After 5 days
+6.9%
Price around earnings
Around this report
Sector peer Salesforce Inc. +22.6% next day (8/26)A same-industry peer, Salesforce Inc., reported within the 10 days before this one (1d earlier). How the market took it (next-day move +22.6%) is the best read on the sector mood. A beat that still fell means the bar was high, so this stock may face similar pressure.

Workday Inc. Class A (WDAY) rose the day after earnings in 6 of its last 12 reports (50%), moving ±7.6% on average. It has fallen despite beating the consensus estimate 6 times.

Up next day
6/12
50%
Fell despite growth
6/12
Good earnings ignored
Price when beating
-0.5%
avg over 12 beats
Price when missing
—
never missed
Avg earnings move
±7.6%
typical swing on earnings
Biggest single move
-15.3%
'24.5 · largest reaction
🔑What actually moves this stock?

Even when EPS beat expectations, the stock fell 6 of the last 12 times. The number alone doesn't move it.

What really matters here
How fast the steady subscription-style revenue is growing
In finance terms: ARR · RPO (recurring revenue · backlog)
Growth · revenue (YoY by quarter, latest right)
+15%
25-02(Jan qtr)
+13%
25-05(Apr qtr)
+13%
25-08(Jul qtr)
+13%
25-11(Oct qtr)
+15%
26-02(Jan qtr)
+13%
26-05(Apr qtr)
Holding steady · Growth is holding around +13%.
What to watch next report

When results drop, skip the EPS number. Check if the growth above holds or accelerates, and whether guidance beats expectations.

The real bar for this stock

Beating estimates isn't enough. Here's where the real surprise started.

Beat consensus 12 of 12 times. Beating is the default here
Median beat +7%. 6 of those beats still fell the next day.
Bigger beats didn't mean bigger gains
Surprise size and price moved separately here. Expectations, not beats, drive this stock.

How this stock reacts to earnings

Traits seen across its recent earnings reactions

Beating estimates doesn't always lift it
Up the next day 6 of 12 beats (50%)
Tends to keep drifting the same way for days
Day-one direction continued · 67% of last 12
vs IT sector avg (192 peers)
This
-0.5%
Sector
+1.0%
Avg next-day reaction

Earnings number vs guidance: which drives it?

How often the beat/miss matched the actual price move

The number and guidance move the price about equally
Moved opposite to results 6 of last 12 times (50%)
6xBeat but fell
Even a beat sells off if guidance disappoints
0xMissed but rose
Even a miss rebounds if guidance reassures
Fell despite growth6/12

6/12 beats fell next day · watches ARR · RPO (recurring revenue · backlog)

Next-day reaction
  • Jul 2026 report+5.8%
  • Apr 2026 report+5.2%
  • Jan 2026 report+2.2%
  • Oct 2025 report-7.8%
  • Jul 2025 report-2.8%
  • Apr 2025 report-12.5%

Earnings timeline · bars = next-day move, ▲▼ = beat/miss

May–Jul 2026 results
Reported 2026-08-27
Next-day move
+5.8%
After 5 days +6.9%
EPS consensus $2.61 → $2.75 ▲ +5.3% beatRev $2.6B
Price around earnings
Around this report
Sector peer Salesforce Inc. +22.6% next day (8/26)A same-industry peer, Salesforce Inc., reported within the 10 days before this one (1d earlier). How the market took it (next-day move +22.6%) is the best read on the sector mood. A beat that still fell means the bar was high, so this stock may face similar pressure.

Earnings trend · last 12 quarters

EPS$2.75YoY +24%
'23.11'26.8
Revenue$2.6B
'23.11'26.8

Earnings history and price reaction

Workday Inc. Class A across its last 12 earnings reports: EPS versus consensus, the move on the earnings day, and the cumulative move five trading days later.
Quarter endedReported (ET)vs market expectation (consensus)Earnings dayAfter 5 days
7/20262026-08-27+5.3%+5.8%+6.9%
4/20262026-05-21+5.7%+5.2%+20.0%
1/20262026-02-24+6.4%+2.2%+10.3%
10/20252025-11-25+6.7%-7.8%-8.1%
7/20252025-08-21+4.4%-2.8%+0.4%
4/20252025-05-22+11.0%-12.5%-8.9%

12 reports, quarters ending 10/2023 to 7/2026. The earnings-day move is the first trading day that reflects the report; the five-day figure is the cumulative move from that point.

Frequently asked questions

When is the next Workday Inc. Class A earnings date?

The next Workday Inc. Class A (WDAY) earnings report is expected Tue, December 1 around 4:00 PM ET, after the close. It comes from an earnings calendar and may not be a company-confirmed date; it updates automatically if it changes.

What is the consensus EPS forecast for Workday Inc. Class A's next earnings?

Analysts expect EPS of about $2.73 for Workday Inc. Class A (WDAY). Coming in above that counts as a beat, below it a miss — though a beat does not guarantee the stock rises.

Does Workday Inc. Class A (WDAY) stock usually go up after earnings?

Over the last 12 earnings reports, the stock rose on 6 of them (50%). The average move on earnings day was ±7.6%.

Does Workday Inc. Class A react more to the earnings numbers or to guidance?

In 6 of the last 12 reports (50%), the stock moved the opposite way from whether it beat or missed the forecast. A high share means guidance and expectations drive the move more than the reported numbers.

Can Workday Inc. Class A stock fall even when earnings are good?

Yes. In 6 of the last 12 reports, Workday Inc. Class A fell on the earnings day despite growing EPS. Expectations already priced in, or guidance, can matter more than the reported numbers.

Does Workday Inc. Class A stock keep moving after the earnings day?

Over the last 12 reports, the move continued in the same direction for the following five trading days 67% of the time. This tendency is known as post-earnings announcement drift.