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Zane Rowe
Workday Surges on Reported Silver Lake Takeover Talks: A New Test for SaaS in the AI Era
A reported takeover approach has suddenly put Workday at the center of one of the largest potential enterprise software transactions in years. Reuters reported on August 13 that technology investment firm Silver Lake has been in discussions with Workday over a potential acquisition for several m
Aug 14, 2026
Zane Rowe
Workday Announces Fiscal 2027 First Quarter Financial Results
Workday reported fiscal 2027 first-quarter revenue of $2.542 billion, up 13.5% year over year, with subscription revenue reaching $2.354 billion, up 14.3%. The company also delivered stronger profitability, with GAAP operating income of $338 million and non-GAAP operating income of $809 million, rep
May 21, 2026
Zane Rowe
Workday Announces Fiscal 2026 Fourth Quarter and Full Year Financial Results
Workday reported strong fiscal 2026 fourth quarter and full-year results, underscoring sustained growth and expanding profitability as it accelerates its enterprise AI strategy. Q4 total revenues reached $2.532 billion, up 14.5% year-over-year, with subscription revenues growing 15.7% to $2.360 bill
Feb 24, 2026
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