What is Workday, Inc.'s deferred revenue?

Workday, Inc. (WDAY) reported deferred revenue of $4.33B in Q1 2026.

How has Workday, Inc.'s deferred revenue changed year-over-year?

Workday, Inc.'s deferred revenue increased by 13.5% year-over-year, from $3.81B to $4.33B.

What is the long-term trend for Workday, Inc.'s deferred revenue?

Over 5 years (2020 to 2025), Workday, Inc.'s deferred revenue has grown at a 14.4% compound annual growth rate (CAGR), from $2.56B to $5.01B.

What does deferred revenue mean?

Payments received from customers for goods or services to be delivered within one year — recognized as revenue as performance obligations are satisfied.

Workday, Inc. WDAY Deferred Revenue

Deferred Revenue at other companies

Automatic Data Processing, Inc.ADP

$269.1M+11.5%

PaychexPAYX

$69.4M0.0%

MicrosoftMSFT

$50.92B+14.1%

Tyler TechnologiesTYL

$709.78M+10.5%

HealthStreamHSTM

$106.4M+4.3%

SalesforceCRM

$20.36B+14.4%

Segments

By product

See full

Subscription services$27.3B+11.0%

Other financials

Income statement

See full

Revenue$2.5B+13.5%

Operating income$338.0M+767%

Net income$222.0M+226%

EPS (diluted)$0.87+248%

Balance sheet

See full

Cash & equivalents$568.0M-42.5%

Total debt$3.8B+12.1%

Total equity$6.7B-25.1%

Total assets$16.1B-6.5%

Cash flow

See full

Operating cash flow$696.0M+52.3%

CapEx$80.0M+122%

Free cash flow$616.0M+46.3%

Valuation

See full

Market cap$30.68B-51.4%

Enterprise value$33.91B-48.2%

P/E36.2×-93.5×

P/S3.1×-4.1×

Profitability

See full

Operating margin10.3%+5.9pp

Net margin8.6%+3.0pp

FCF margin30.2%+3.5pp

Returns & leverage

See full

Return on equity10.9%+5.2pp

Debt / equity0.6×+0.2×

Current ratio1×-1.1×

Where this comes from

Reported directly by Workday, Inc. in its filing.

Tagged under the XBRL concept us-gaap:ContractWithCustomerLiabilityCurrent.

The official record: Workday, Inc.’s 10-Q, filed May 22, 2026, on SEC EDGAR. View the filing →

Ask your AI about Workday, Inc.'s deferred revenue.

Connect your AI assistant and compare it to peers, right in your chat.

Connect your AI

Claude

Questions, answered.

What is Workday, Inc.'s deferred revenue?: Workday, Inc. (WDAY) reported deferred revenue of $4.33B in Q1 2026.
How has Workday, Inc.'s deferred revenue changed year-over-year?: Workday, Inc.'s deferred revenue increased by 13.5% year-over-year, from $3.81B to $4.33B.
What is the long-term trend for Workday, Inc.'s deferred revenue?: Over 5 years (2020 to 2025), Workday, Inc.'s deferred revenue has grown at a 14.4% compound annual growth rate (CAGR), from $2.56B to $5.01B.
What does deferred revenue mean?: Payments received from customers for goods or services to be delivered within one year — recognized as revenue as performance obligations are satisfied.