Workday, Inc. (WDAY) Announced Q4 2026 Earnings on February 24, 2026, Reporting "Total revenue in Q4 was $2.53 billion".

Workday reported its Q4 fiscal 2026 results, highlighting Q4 total revenue of $2.53 billion, representing a growth of 15%. Q4 subscription revenue was $2.36 billion, up 16%. For the full year fiscal 2026, total revenue reached $9.55 billion, up 13%. The company reported a Q4 non-GAAP operating income of $774 million with a non-GAAP operating margin of 30.6%, and full-year free cash flow of $2.78 billion, which was up 27%.

CEO Aneel Bhusri highlighted the company's entry into "Chapter 4," signaling a "return to focusing on innovation" and an opportunity to transform the enterprise by "reimaging HR and finance with AI". Management emphasized an accelerating adoption of "agentic AI" across organically developed role-based agents and acquired solutions like Sana and Paradox. Workday generated over $100 million in new annual contract value (ACV) from emerging AI products in Q4, growing over 100% year-over-year. Additionally, Workday introduced its Flex credit pricing model to help customers align their spend with the value they receive.

Looking ahead, Workday provided FY 2027 guidance expecting subscription revenue of $9.92 billion to $9.95 billion, representing a growth of 12% to 13%, and an FY 2027 non-GAAP operating margin of approximately 30%. The company noted strategic expansions and partnerships in the quarter, including Accenture reinventing HR at scale with Workday's AI solutions, and new partnerships with Lira Health, Empathy, and Avid through the Workday Wellness program.