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Workday, Inc.

WDAY

Filing: SEC 10-Q
Period: As of 2026-04-30
Basis: Editorial filing; Read original SEC 10-Q ↗

Sankey diagram of Workday, Inc.. A complete text table follows the diagram.

Workday Has 11.6 Quarters of Subscription Revenue Already in Backlog

Long enterprise contracts make the cloud revenue stream unusually visible: more than two-thirds of contracted subscription revenue sits beyond the next twelve months.

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Source & review

Read original SEC 10-Q ↗

SEC accession: 0001327811-26-000026
Filed: Date not recorded
Reviewed: 2026-07-26
Status: Individual filing review complete

How to read these figures

Backlog is contracted future subscription revenue, not current-period GAAP revenue. The longer-term amount is a transparent subtraction of reported anchors.

Labels and narrative explain the filing. A category marked “arithmetic bridge” or “residual” is calculated from reported totals, rather than a separately reported line.

Total backlog grew 11% year over year; the next-twelve-month portion grew faster at 15%.
Quarterly subscription revenue was $2.354B, up 14%, with an 82.5% gross margin.
Professional services remained an adoption tool rather than a profit center: $188M of revenue carried $192M of cost.
Workday spent $1.587B repurchasing stock in the quarter, more than seven times its $222M of net income.

View accessible tables

Financial categories · As of 2026-04-30 · Millions of USD
Category	Stage	Value	Notes
Subscription revenue backlog	1	$27.3B	Contracted future cloud revenue
Next 12 months	2	$8.8B	32.3% of total backlog
Beyond 12 months	2	$18.5B	67.7% of total backlog

Financial flows · Millions of USD
From	To	Value
Subscription revenue backlog	Next 12 months	$8.8B
Subscription revenue backlog	Beyond 12 months	$18.5B