Workday, Inc. Subscription services — Total costs and expenses increased by 5.3% to $416.00M in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 21.3%, from $343.00M to $416.00M. Over 4 years (FY 2022 to FY 2026), Subscription services — Total costs and expenses shows an upward trend with a 17.8% CAGR. This increase may warrant attention — for this metric, lower values are generally preferred.
A decrease relative to revenue suggests improved operational leverage and efficiency, whereas an increase may indicate rising infrastructure costs or higher investment in service delivery.
This metric captures the aggregate operating costs directly attributable to supporting and delivering the subscription s...
Comparable to Cost of Revenue (Subscription) or Cost of Goods Sold (COGS) for software companies.
wday_segment_subscription_services_total_costs_and_expenses| Q1 '21 | Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $182.21M | $192.74M | $200.70M | $220.21M | $232.92M | $244.98M | $259.40M | $274.15M | $239.03M | $255.68M | $263.84M | $272.45M | $290.00M | $304.00M | $329.00M | $343.00M | $350.00M | $370.00M | $395.00M | $416.00M |
| QoQ Change | — | +5.8% | +4.1% | +9.7% | +5.8% | +5.2% | +5.9% | +5.7% | -12.8% | +7.0% | +3.2% | +3.3% | +6.4% | +4.8% | +8.2% | +4.3% | +2.0% | +5.7% | +6.8% | +5.3% |
| YoY Change | — | — | — | — | +27.8% | +27.1% | +29.2% | +24.5% | +2.6% | +4.4% | +1.7% | -0.6% | +21.3% | +18.9% | +24.7% | +25.9% | +20.7% | +21.7% | +20.1% | +21.3% |