APAC, we expanded our operations into Vietnam, which opens up a brand new market for Workday. This strategic expansion is made possible by five global and regional partners, all dedicated to meeting the growing local demand in Vie

Aug 20, 2026 / receipt

Sana Travel Agent brings business travel planning, booking, and expenses into a single conversational experience. With more than 5 million expense reports processed monthly on Workday, And much of it is travel. This agent, it takes on the heavy lifting. It can automatically handle bookings, receipts, policy checks, and expenses. So employees get a more seamless travel experience. And finance teams, they get real-time visibility into current spend and future travel commitments.

May 21, 2026 / receipt, needs a key / Garrett Katzmeier, other | earnings call 2026-05-21 | transcript 5dc2f8fb-c4ff-49a3-8f6b-27e782c4a94a | chars 12914-13395 | segment 13

So today what you have heard that, you know, we announced Our travel agent, you know, we didn't do travel before, but we did expenses. We did projects. We have the worker profile and the pay cycle, right? So now, you know, we can actually venture in this new area by just bringing this together in one seamless experience without taking on, you know, a high degree of functional development cost in the travel space.

May 21, 2026 / receipt, needs a key / Garrett, other | earnings call 2026-05-21 | transcript 5dc2f8fb-c4ff-49a3-8f6b-27e782c4a94a | chars 38530-38946 | segment 39

Rob, obviously, has a tremendous amount of experience, especially internationally, and he's already spent time around both Europe and he's been in Japan already, and he'll be traveling more over the next coming months in international markets to help us expand and take advantage of the opportunity we have, but also the deep network that he has across customers worldwide.

Feb 26, 2025 / receipt, needs a key / Carl, CEO | earnings call 2025-02-26 | transcript 5973b541-332e-4641-9547-f51e836ec48a | chars 31463-31836 | segment 31

International growth continues to be one of Workday's most compelling opportunities. This past quarter, I spent time with customers and our amazing workmates in the UK, Ireland, Germany, France, and Japan. The energy and excitement is incredible. In Q3, we formed a new strategic partnership with NTT Data, one of the most influential system integrators in Japan. And in APAC, We formed new relationships with Estia, a major Australian aged care provider, and Flight Center, a leading Australian travel and leisure brand. We also expanded our footprint with United Overseas Bank, one of the largest banks in Singapore. Over in EMEA, we faced the same deal scrutiny we've called out the last few quarters, but we had our largest ever public sector win with the Department for Science, Innovation, and Technology in the UK.

Nov 26, 2024 / receipt, needs a key / Carl Eschenbach, CEO | earnings call 2024-11-26 | transcript 73755072-efdd-4e8c-ad39-35588b8de8b8 | chars 11419-12240 | segment 11

As expected, we made significant investments across the business in Q1 and began to transition back to the office as well as resuming travel and in-person events.

May 26, 2022 / receipt, needs a key / Barbara Larson, CFO | earnings call 2022-05-26 | transcript ab593d0d-e1e3-4b9c-a57e-828197c076d2 | chars 18378-18540 | segment 18

We are also expecting a return to travel and in-person event.

Feb 28, 2022 / receipt, needs a key / Barbara Larson, CFO | earnings call 2022-02-28 | transcript 4d76501e-87b0-4758-a531-a802063444e0 | chars 17245-17306 | segment 17

You mentioned still some moving pieces with return to travel.

Feb 28, 2022 / receipt, needs a key / Michael Turin, other | earnings call 2022-02-28 | transcript 4d76501e-87b0-4758-a531-a802063444e0 | chars 28724-28785 | segment 29

We also are planning to layer back some of the costs back into the business, so return to office, travel, the in-person events.

Feb 28, 2022 / receipt, needs a key / Michael Turin, other | earnings call 2022-02-28 | transcript 4d76501e-87b0-4758-a531-a802063444e0 | chars 29419-29546 | segment 30

We also expect that certain costs will layer back in, such as travel, return to office, and hopefully in-person events that we can start doing again.

Aug 26, 2021 / receipt, needs a key / Robin, CFO | earnings call 2021-08-26 | transcript e464dd10-39a3-40d1-9b23-e9d4a4810b80 | chars 31902-32051 | segment 32

I would add that I do think travel and entertainment budgets I think those will change going forward even when we get out of the pandemic. We've just learned how to work smarter without having to have people on site everywhere. You can do a lot of work from your office or from at home, and then you can concentrate the few trips on really meaningful activities. And I don't think that's specific to work. I think that's specific to a lot of companies that were just used to spending a lot of money on travel that probably will not spend like that again.

Aug 26, 2021 / receipt, needs a key / Robin, CFO | earnings call 2021-08-26 | transcript e464dd10-39a3-40d1-9b23-e9d4a4810b80 | chars 35713-36267 | segment 36

This expansion was driven by a continued scale in efficiencies, a reduced pace of hiring, and other COVID-related moderation of expenses, including reduced spend for travel and events.

Feb 25, 2021 / receipt, needs a key / Robin Sisco, CFO | earnings call 2021-02-25 | transcript b1ae3bba-b1f2-47d4-a872-1711357a3032 | chars 15250-15434 | segment 15

Oh, you know, T&E, we don't expect it to really come back until near the end of the year, Keith. And even then, we're not quite sure exactly, you know, we don't believe it's going to come back 100%. So we expect that pace to continue to be slower.

Feb 25, 2021 / receipt, needs a key / Robin, CFO | earnings call 2021-02-25 | transcript b1ae3bba-b1f2-47d4-a872-1711357a3032 | chars 31535-31782 | segment 31

Free Cash Flow $3.180B 15%

ir_statement / Sep 15, 2026 / receipt

Operating Cash Flows $3.450B 17%

ir_statement / Sep 15, 2026 / receipt

Subscription Revenues $9.940B - $9.950B 13%

ir_statement / Sep 15, 2026 / receipt

Total Revenues $10.650B - $10.660B 12%

ir_statement / Sep 15, 2026 / receipt

Expanding into Our HCM Base

ir_statement / Sep 15, 2026 / receipt

Non-GAAP Operating Margin 18.5% (390 bps)

ir_statement / Sep 15, 2026 / receipt

Operating Cash Flows $1.610B (2%)

ir_statement / Sep 15, 2026 / receipt

Total Revenue $6.187B - $6.207B 20-21%

ir_statement / Sep 15, 2026 / receipt

15,900+ Employees Worldwide

ir_statement / Sep 15, 2026 / receipt

60M+ Global Users

ir_statement / Sep 15, 2026 / receipt

9,500+ Global Customers

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Operating across 175+ Countries

ir_statement / Sep 15, 2026 / receipt