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rewrite this title and make it good for SEOWorkday, Inc. (WDAY) Analyst/Investor Day Transcript

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September 17, 2025
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Workday, Inc. (NASDAQ:WDAY) Analyst/Investor Day September 16, 2025 5:00 PM EDT

Company Participants

Justin Furby – Vice President of Investor RelationsCarl Eschenbach – CEO & DirectorZane Rowe – Chief Financial OfficerGerrit Kazmaier – President of Product & TechnologyAashna KircherPeter Bailis – Chief Technology OfficerRobert Enslin – President & Chief Commercial Officer

Conference Call Participants

S. Kirk Materne – Evercore ISI Institutional Equities, Research DivisionMark Murphy – JPMorgan Chase & Co, Research DivisionBrent Thill – Jefferies LLC, Research DivisionRaimo Lenschow – Barclays Bank PLC, Research DivisionBradley Sills – BofA Securities, Research DivisionKasthuri Rangan – Goldman Sachs Group, Inc., Research DivisionAleksandr Zukin – Wolfe Research, LLCStefan Slowinski – BNP Paribas Exane, Research DivisionKarl Keirstead – UBS Investment Bank, Research DivisionKeith Weiss – Morgan Stanley, Research Division

Presentation

Operator

Please welcome Investor Relations Vice President, Justin Furby.

Justin FurbyVice President of Investor Relations

Hello. Thank you everybody. Welcome to Workday Rising. Welcome to Financial Analyst Day. This is our biggest conference ever. I don’t know what the growth is, but I think it’s pretty significant. I know this is our biggest Analyst Day event, which is good because this is by far the largest room that we’ve ever had.

So thank you for not making it look too ridiculous and for showing up. We are glad that you made the trip out in all seriousness. This is an important event for us. We try to make it as open as we can for you all. I hope you took on the innovation keynote this morning, saw a lot of the organic and some of the inorganic innovation that we’re delivering. I hope you spent some time with customers and prospects, and I hope you didn’t spend too much time with the employees because try to keep them out of trouble. And for those of you that are not

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