The following is a summary of the Workday, Inc. (WDAY) Q3 2025 Earnings Call Transcript:

Financial Performance:

• Q3 subscription revenue was $1.959 billion, up 16%.

• Non-GAAP operating margins amounted to 26%, reflecting solid financial management.

• Workday reported total revenue of $2.160 billion, a growth of 16%.

• The company forecasts Q4 FY25 subscription revenue at $2.025 billion, representing a growth of 15%.

• Full-year subscription revenue target of $7.703 billion indicates an expected increase of 17%.

• Raised FY25 non-GAAP operating margin guidance to 25.5%.

Business Progress:

• Continued expansion in AI capabilities with new AI solutions introduced and ongoing investment in Financials business.

• Extensive growth in government and education sectors, along with strategic partnerships in healthcare and international markets.

• Announced new executive appointments to facilitate future growth strategies.

Opportunities:

• Expanded business with major government and higher education institutions, contributing significantly to total suite wins.

• Significant customer interest and adoption in AI capabilities.

• Strategic new platform developments and partnerships in healthcare sector.

• Announced expansion of Workday's international footprint and strategic partnerships enhancing global capabilities.

Risks:

• Recognized timing issues in deal deliverables affecting financial reporting, as mentioned in the Q&A regarding the impacts on fiscal guidance.

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