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[researcher59]

WDAY +11 to 133 after hours after beating Apr Q1 estimates -

briefing -

Workday beats by $0.15, reports revs in-line; Guides for Q2 subscription revenue of $2.455 bln, reaffirms FY27 subscription revenue guidance (121.85 -4.76) :
Reports Q1 (Apr) earnings of $2.66 per share, excluding non-recurring items, $0.15 better than the FactSet Consensus of $2.51; revenues rose 13.5% year/year to $2.54 bln vs the $2.52 bln FactSet Consensus.
Subscription revenues were $2.354 billion, an increase of 14.3% from the same period last year.
Non-GAAP operating income for the first quarter was $809 million, or 31.8% of revenues, compared to a non-GAAP operating income of $677 million, or 30.2% of revenues, in the same period last year.
2Q27 Guidance:
Sees subscription revenue of $2.455 bln.
Non-GAAP operating margin of 30.0%
FY27 Guidance:
Reaffirms subscription revenue guidance of $9.925-$9.950 bln.
Non-GAAP operating margin of 30.5%.