Workday continued its double-digit revenue growth in its FY2026 results, with growth driven by subscription revenue and guidance for FY2027.

Workday announced its fourth quarter and full-year financial results for FY2026 on February 24 (local time) in Pleasanton, California. These results are based on the year ended January 31, 2026.

According to an official announcement, total revenue for the fourth quarter reached $2.532 billion, a 14.5% increase year-over-year, and subscription revenue reached $2.36 billion (up 15.7%). GAAP operating profit for the same period was $174 million (6.9% of revenue), and diluted earnings per share (EPS) came to $0.55.

For the full year, total sales reached $9.552 billion (up 13.1%) and subscription sales reached $8.833 billion (up 14.5%). Cash flow from operating activities was $2.939 billion (up 19.4%), and cash, cash equivalents, and marketable securities as of January 31, 2026, were projected to be $5.443 billion.

The company forecasts annual subscription revenue for FY2027 at $9.925 billion to $9.95 billion. Reuters reported that the guidance fell short of market consensus.

This earnings announcement comes on the heels of a leadership change. Workday announced on February 9 that co-founder Anil Bhusri would return as CEO.