Workday, Inc. (WDAY) Q3 2025 Earnings Call Transcript Summary
Workday, Inc. (WDAY) Q3 2025 Earnings Call Transcript Summary
Workday reported total revenue of $2.160 billion, a growth of 16%.The following is a summary of the Workday, Inc. (WDAY) Q3 2025 Earnings Call Transcript:
以下是Workday, Inc. (WDAY) Q3 2025 業績會交易摘要:
Financial Performance:
財務表現：
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%.
Q3訂閱營收爲$19.59億，增長16%。
非通用會計淨利潤率爲26%，反映出穩健的財務管理。
Workday報告總營收爲$21.6億，增長16%。
該公司預測FY25 Q4訂閱營收爲$20.25億，增長15%。
全年訂閱營收目標爲$77.03億，預計增長17%。
將FY25非通用會計淨利潤率指引提高至25.5%。
Business Progress:
業務進展：
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.
不斷擴展人工智能能力，推出新的人工智能解決方案，並持續投資於金融業務。
政府和教育板塊大幅增長，並在醫療保健和國際市場建立戰略合作伙伴關係。
宣佈新的高管任命，以促進未來增長戰略。
Opportunities:
機會：
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.
與主要政府和高等教育機構擴大業務，對總套件獲勝貢獻顯著。
人工智能能力受到客戶的重大興趣和採用。
在醫療保健板塊進行戰略性新平台發展和合作夥伴關係。
宣佈擴大Workday的國際業務範圍和加強全球能力的戰略合作伙伴關係。
Risks:
風險：
Recognized timing issues in deal deliverables affecting financial reporting, as mentioned in the Q&A regarding the impacts on fiscal guidance.
發現交易交付時間問題影響財務報告，正如在有關對財務指引影響的問答環節中所提到的。
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：如需更全面的詳情，請參閱投資人關係網站。本文僅供投資者參考，不作任何指引或建議。
譯文內容由第三人軟體翻譯。
