Workday (WDAY) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates

For the quarter ended October 2025, Workday (WDAY) reported revenue of $2.43 billion, up 12.6% over the same period last year. EPS came in at $2.32, compared to $1.89 in the year-ago quarter.The reported revenue represents a surprise of +0.7% over the Zacks Consensus Estimate of $2.41 billion. With the consensus EPS estimate being $2.13, the EPS surprise was +8.92%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.Here is how Workday performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:Subscription Revenue Backlog: $25.96 billion versus $26.95 billion estimated by two analysts on average.Revenues- Subscription services: $2.24 billion compared to the $2.24 billion average estimate based on nine analysts. The reported number represents a change of +14.6% year over year.Revenues- Professional services: $188 million versus $179.94 million estimated by nine analysts on average. Compared to the year-ago quarter, this number represents a -6.5% change.View all Key Company Metrics for Workday here>>>Shares of Workday have returned -5.1% over the past month versus the Zacks S&P 500 composite's -1.2% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.Beyond Nvidia: AI's Second Wave Is HereThe AI revolution has already minted millionaires. But the stocks everyone knows about aren't likely to keep delivering the biggest profits. Little-known AI firms tackling the world's biggest problems may be more lucrative in the coming months and years.See "2nd Wave" AI stocks now >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Workday, Inc. (WDAY): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks