WDAY delivered earnings per share (EPS) of $2.21, surpassing analysts’ expectations of $2.12 per share. Revenue came in at $2.35 billion, marking a 12.6% year-over-year increase, and edging past Wall Street’s consensus estimate of $2.34 billion.
This performance highlights WDAY’s consistency in revenue growth, continuing a trend that has positioned the company as a leading player in the cloud-based human capital management (HCM) and enterprise software market.
Subscription Revenue Drives Growth for WDAY EARNINGS
The bulk of WDAY’s growth continues to come from its subscription-based business model. In Q2, subscription revenue rose to $2.169 billion, accounting for nearly all of Workday’s revenue.
In addition, Workday reported a 16.4% year-over-year increase in its 12-month subscription revenue backlog, which climbed to $7.91 billion. The company’s total subscription revenue backlog expanded by 17.6% to $25.37 billion, reflecting strong customer demand and long-term contract commitments.
This recurring revenue model has been central to WDAY’s success, giving investors confidence in the company’s ability to generate predictable cash flows.
Share Buyback Program Boosts Investor Confidence:WDAY EARNINGS
Alongside its earnings report, WDAY announced progress in its share repurchase program. During the quarter, the company repurchased approximately 1.2 million shares of Class A common stock, spending about $299 million.
Share buybacks often signal management’s confidence in the company’s future growth and provide additional shareholder value by reducing outstanding shares, thereby potentially boosting earnings per share in future quarters.
WDAY Acquires Paradox to Strengthen AI Capabilities:WDAY EARNINGS
One of the most notable updates in Workday’s Q2 earnings release was the announcement of its planned acquisition of Paradox, a conversational AI platform designed to streamline the hiring process for high-volume, frontline roles.
Paradox has powered more than 189 million AI-driven candidate conversations, cutting average time-to-hire to as little as 3.5 days. By integrating Paradox into its suite of applications, Workday aims to enhance its talent acquisition tools and provide companies with more efficient ways to attract and hire top talent.
The acquisition is expected to close in Q3 of Fiscal 2026, pending regulatory approval. For Workday, the deal represents a strategic move to expand its presence in AI-driven HR technology and to strengthen its position against competitors in the HCM software space.
WDAY’s Guidance for Fiscal Year 2026: WDAY EARNINGS
wday earnings
Looking ahead, Workday provided updated financial guidance for the remainder of Fiscal Year 2026:
Subscription revenue: $8.815 billion (higher than its previous outlook of $8.8 billion).
Non-GAAP operating margin: 29% (above analyst expectations of 28.5%).
This guidance underscores the company’s confidence in continued growth, particularly in its subscription business. The upward revision to subscription revenue also reflects the positive impact of recent customer wins, backlog growth, and increased adoption of Workday’s AI-driven products.
Analyst Sentiment: Is WDAY a Buy After Earnings?
Wall Street analysts remain optimistic about WDAY stock. Based on the latest data, WDAY holds a Moderate Buy consensus rating, with:
22 Buy ratings
8 Hold ratings
1 Sell rating
The average price target for WDAY is $289.21 per share, which suggests an upside potential of around 27% from its current levels.
However, analysts caution that estimates are likely to shift following this earnings release and the announcement of the Paradox acquisition.
Why Investors Should Watch WDAY Closely:WDAY EARNING
Several factors make WDAY stock worth watching for both short-term traders and long-term investors:
Strong Subscription Revenue Growth
WDAY’s consistent subscription revenue expansion demonstrates the resilience of its business model.
Strategic AI Acquisition
The Paradox acquisition positions Workday as a stronger player in the AI-powered recruitment and HR technology space, an area expected to see rapid growth.
Shareholder-Friendly Actions
With share buybacks and a clear focus on long-term profitability, Workday is signaling confidence in its future.
Positive Guidance
Management’s raised outlook for FY 2026 supports the thesis that Workday is entering a strong growth cycle.
The Competitive Landscape for WDAY EARNINGS
Workday operates in a highly competitive market that includes tech giants like SAP, Oracle, and ADP, along with emerging startups offering specialized HR and financial management solutions.
However, WDAY has built a strong reputation for customer satisfaction, particularly in areas such as:
Human Capital Management (HCM)
Payroll and Workforce Planning
Financial Management Software
Analytics and Reporting
The integration of AI into its ecosystem could further differentiate WDAY from its competitors, helping it maintain leadership in enterprise software solutions.
Potential Risks for WDAY EARNINGS Investors
wday earnings
While the earnings beat and positive guidance are encouraging, investors should also consider the risks:
Valuation Concerns: With WDAY stock trading at relatively high multiples, some analysts argue it may be overvalued compared to peers.
Regulatory Approval of Paradox Deal: Any delays or pushback could limit Workday’s short-term AI ambitions.
Macroeconomic Pressures: Rising interest rates, inflation, or a slowdown in enterprise spending could impact WDAY’s revenue growth.
WDAY Earnings: The Bottom Line
Workday’s Q2 FY 2026 results reaffirm its position as a strong performer in the cloud-based enterprise software market. With EPS and revenue exceeding expectations, an expanding subscription revenue backlog, and an ambitious push into AI-powered hiring solutions, WDAY continues to show why it remains a favorite among analysts and investors.
The upcoming acquisition of Paradox could further enhance Workday’s ability to provide cutting-edge HR solutions, while the company’s raised guidance for FY 2026 reflects confidence in its growth trajectory.
For investors considering whether WDAY is a good stock to buy, the outlook is promising, though potential risks should not be ignored. With a 27% upside based on analyst targets, and a business model centered on recurring subscription revenue, Workday remains a compelling opportunity in the enterprise software sector.
Thank you for reading this post, don't forget to subscribe!
Table of Contents
2026 Tax Season in Chaos: Government Shutdown Puts Your Refund at Risk
Where’s My Refund? 2026 Government Shutdown Puts Tax Returns in Limbo
As millions of Americans ask “Where’s my refund?”, a looming government shutdown threatens to throw the 2026 tax season into disarray. With the IRS already processing returns, the ongoing political standoff in Washington could mean significant delays for your money.
where’s my refund
We’re now on day three of a partial government shutdown, and the stakes for taxpayers are getting real. The Internal Revenue Service (IRS), along with key departments like Homeland Security and Treasury, is operating without full funding. This means skeleton crews, potential closures, and a whole lot of uncertainty for folks counting on their refunds.
How Your Tax Refund Gets Hit
Let’s cut to the chase: if you’re waiting for money, this shutdown is bad news. The IRS has already warned that a shutdown could lead to reduced staff and major processing delays. While the agency will accept electronic returns, the behind-the-scenes work of reviewing and issuing refunds could slow to a crawl.
Refund Timelines at Risk: The earliest possible release of refunds is already pushed to February 15 for those claiming certain credits. A prolonged shutdown could extend that wait much longer.
Paper Returns Take a Back Seat: If you mail your taxes, expect even longer delays. Processing paper returns is labor-intensive and likely to be deprioritized.
Help Desks Go Quiet: Need to call the IRS with a question? Phone and in-person services are expected to face severe disruptions, leaving taxpayers in the dark.
The #1 Action to Take Right Now
In the face of this mess, experts have one clear piece of advice: File electronically and file early. This is your best defense against shutdown delays. E-filing gets your return directly into the system, so it’s in line for processing the moment full operations resume. The earlier you file, the better your chances of avoiding the backlog.
where’s my refund
According to a recent Intuit Credit Karma survey, 54% of taxpayers plan to file early this year. They’ve got the right idea. Stay updated on the IRS status by checking the official IRS.gov website for alerts.
Why Did the Government Shut Down? A Homeland Security Standoff
So, why is this happening? The core of the shutdown battle is funding for the Department of Homeland Security (DHS). Senate Democrats, led by Minority Leader Chuck Schumer, are refusing to approve full-year funding without major policy changes.
This political crisis was triggered by the tragic killings of two American citizens, 37-year-old Renee Nicole Good and 37-year-old Alex Pretti, by federal agents in Minneapolis in January. In response, Democrats are demanding new “guardrails” and accountability measures for immigration officers, including an end to “roving patrols,” independent investigations, and mandatory body cameras.
where’s my refund
As USA TODAY reported, these demands have created a stalemate. A key procedural vote on January 29 failed 55-45, highlighting the deep divide. Until a compromise is reached, the shutdown—and the tax refund headache—continues.
What’s Next? A Race Against the Clock
The House of Representatives returned to Washington on Monday, February 2, in an attempt to break the logjam. House Speaker Mike Johnson has expressed hope of passing a funding package for all agencies except DHS by Tuesday, February 3, allowing for two more weeks of negotiations.
However, Johnson has also warned, “We may inevitably be in a short shutdown situation.” This shutdown comes less than two months after the longest in U.S. history (43 days in late 2025), raising fears that this deadlock could also drag on.
For taxpayers, the message is clear: don’t wait. File your taxes now, manage your expectations for a delayed refund, and keep a close eye on Washington. Your financial planning may depend on it.
Senior aides defend DNI Tulsi Gabbard, accuse Wall Street Journal of misleading reporting
A sharp public clash has erupted between aides to Director of National Intelligence (DNI) Tulsi Gabbard and The Wall Street Journal, after the newspaper published a report centered on a highly classified whistleblower complaint alleging wrongdoing by the Trump Cabinet official.
Gabbard’s team has forcefully rejected the report, calling it misleading, politically motivated, and designed to create controversy where none exists.
What the WSJ Whistleblower Report Claims:Tulsi Gabbard
According to the Wall Street Journal, the whistleblower complaint involving Gabbard is so highly classified that it is reportedly locked in a secure safe, with access restricted due to national security concerns.
The Journal noted that:
The whistleblower’s attorney has not reviewed the complaint
Congress has not been given access, a situation described as having “no known precedent”
The intelligence community’s acting inspector general (IG) reviewed the allegations
The report further stated that while allegations directly tied to Gabbard were deemed not credible, the IG could not reach a determination on a separate allegation involving another federal agency.
Whistleblower Attorney Raises Concerns
Tulsi Gabbard
The whistleblower’s attorney, Andrew Bakaj, reportedly sent a letter in November accusing Gabbard of preventing Congress from reviewing the complaint by not providing security clearance guidance.
Bakaj also told the Journal he was never informed that the inspector general had made credibility determinations regarding any part of the complaint.
These claims added fuel to the controversy and drew renewed attention to the handling of classified whistleblower materials within the intelligence community.
Gabbard’s Chief of Staff Fires Back
Gabbard’s chief of staff, Alexa Henning, publicly slammed the Wall Street Journal in a post on X (formerly Twitter), accusing the outlet of burying critical facts.
“As if the @WSJ needed to provide more examples of how it’s utter trash,” Henning wrote.
She emphasized that no wrongdoing was found and argued the paper downplayed that conclusion by placing it deep within the article.
“Even the Biden-era IC Inspector General concluded the whistleblower’s allegations against DNI Gabbard were not credible,” Henning added.
Spokesperson Calls Report ‘Disgusting Clickbait’
DNI spokesperson Olivia Coleman echoed the criticism, labeling the Journal’s reporting as the “most disgusting” clickbait she has encountered.
Coleman described the complaint as a politically motivated effort that relied on extreme classification to:
Create false intrigue
Manufacture a misleading narrative
Complicate lawful communication with Congress
She accused the whistleblower of weaponizing their position within the intelligence community to spark controversy rather than seek accountability.
Wall Street Journal Responds with Silence
As of publication, The Wall Street Journal has not issued a public response to the criticism from Gabbard’s aides. The Hill, which reported the backlash, confirmed the Journal did not immediately comment when contacted.
Why This Clash Matters
Tulsi Gabbard
The dispute highlights ongoing tensions surrounding whistleblower protections, classified intelligence oversight, and media accountability in Washington. While the inspector general reportedly dismissed the core allegations against Gabbard, the secrecy surrounding the complaint continues to raise questions and fuel political debate.
For now, Gabbard’s office maintains that the matter is settled, while critics argue transparency remains incomplete.
If you want, I can also:
Add SEO keywords at the end
Create a table of contents
Optimize this further for Google News
Rewrite it in more neutral or more opinionated tone
Just tell me 👍
Gabbard Aides Slam WSJ as ‘Utter Trash’ but Whistleblower Questions Persist
A heated political and media confrontation has emerged after aides to Director of National Intelligence Tulsi Gabbard publicly attacked The Wall Street Journal (WSJ) over its reporting on a highly classified whistleblower complaint. While Gabbard’s team insists the allegations are baseless, the secrecy surrounding the complaint has fueled renewed debate and skepticism in Washington.
What the Wall Street Journal Reported
According to a report published by the Wall Street Journal 👉 https://www.wsj.com
the whistleblower complaint involving Gabbard is considered so highly classified that it is allegedly secured in a safe due to national security risks.
The report revealed several unusual details:
The whistleblower’s attorney has not reviewed the complaint
Congress has not been granted access
The situation was described as “without known precedent”
These disclosures added a negative sentiment, raising concerns about transparency, oversight, and accountability within the intelligence community.
Inspector General Finds No Credible Evidence Against Gabbard
In a positive development for Gabbard, the article acknowledged that the acting inspector general (IG) concluded allegations directly involving the DNI were not credible after reviewing her responses.
However, the IG reportedly could not make a determination regarding a separate allegation tied to another federal agency, leaving lingering uncertainty and political debate.
Whistleblower Attorney Challenges Handling of Complaint
Whistleblower attorney Andrew Bakaj claimed in a November letter—reviewed by the Journal—that Gabbard failed to provide security clearance guidance that would allow Congress to review the complaint.
Bakaj also stated he was never informed that the IG had reached any credibility determinations, adding to the negative narrative surrounding the case and how classified complaints are managed.
Gabbard’s Chief of Staff Launches Fierce Counterattack
Gabbard’s chief of staff, Alexa Henning, responded aggressively on X (formerly Twitter) 👉 https://x.com
calling the Wall Street Journal’s reporting “utter trash.”
Henning accused the publication of burying critical facts deep within the article and emphasized that no wrongdoing was found.
“Even the Biden-era IC Inspector General concluded the whistleblower’s allegations against DNI Gabbard were not credible,” she wrote.
This response reinforced a positive sentiment among Gabbard’s supporters, framing the report as misleading and politically driven.
DNI Spokesperson Labels Report ‘Disgusting Clickbait’
Adding to the backlash, Gabbard spokesperson Olivia Coleman condemned the article as the most “disgusting” piece of clickbait journalism she had seen.
Coleman argued the whistleblower weaponized their role by hiding allegations within highly classified materials to:
Create false intrigue
Push a manufactured narrative
Obstruct congressional review
Her remarks underscore a broader negative sentiment toward media credibility, while defending the administration’s handling of classified intelligence.
the Wall Street Journal did not immediately respond to requests for comment regarding the sharp criticism from Gabbard’s aides, leaving the dispute unresolved in the public eye.
Bigger Picture: Transparency vs. National Security
Tulsi Gabbard
This controversy highlights the ongoing struggle between national security secrecy and government transparency. While Gabbard’s office stresses that the allegations were dismissed, critics argue the lack of congressional access raises valid concerns.
The clash reflects both positive confidence in official findings and negative public doubt over how whistleblower complaints are handled at the highest levels of government.
Thank you for reading this post, don't forget to subscribe!
Table of Contents – Australian Open
Djokovic Defies Odds, Ends Sinner Streak to Chase 25th Grand Slam Crown
For American tennis fans, when the stakes are highest, Novak Djokovic still finds a way. In a monumental Australian Open semifinal that tested every ounce of his legendary resolve, the 38-year-old Serbian superstar overturned a haunting losing streak to defeat the formidable Jannik Sinner 3-6, 6-3, 4-6, 6-4, 6-4. This wasn’t just a win; it was a statement victory that propels him one step from a historic 25th Grand Slam title.
Australian Open
Entering the match, the odds seemed stacked against Djokovic. He had lost his last five meetings to the young Italian, including painful defeats in three consecutive major semifinals. Sinner, the two-time defending Australian Open champion, was in devastating form and hadn’t dropped a set all tournament. But on the iconic Rod Laver Arena, Djokovic authored a classic, battling for over four hours to snap that skid and advance to his 11th final in Melbourne.
“I wouldn’t dare to call it my finest ever, but definitely the finest in the last couple of years,” Djokovic said. “Under the circumstances… it doesn’t get better than this.”
The victory is a massive momentum shift for Djokovic, who endured a rare major-less season in 2024. Now, he stands on the brink of breaking the all-time record he shares with Margaret Court. A win in the final would secure his singular place in tennis history as the undisputed GOAT (Greatest of All Time) in terms of major singles titles.
Australian Open
The final hurdle? A blockbuster clash with the world’s current top player, Carlos Alcaraz. The Spanish phenom earned his spot earlier in the day with a grueling five-set win over Alexander Zverev, setting up a mouth-watering rematch of recent epic finals at Wimbledon and the Paris Olympics. This sets the stage for what many are calling a “dream final” for the Australian Open.
Djokovic’s path to this moment was physically taxing. The 38-year-old has been managing foot blisters and relied on his unparalleled mental fortitude and serve to weather Sinner’s storm. In a dramatic final set, he stared down eight break points, including a nerve-wracking 0-40 deficit at 4-3, before clawing his way to a legendary victory.
Australian Open
What This Means for Fans:
For viewers in the USA, Sunday’s final is an unmissable spectacle. It’s the ultimate generational clash: the relentless king, Djokovic, chasing immortality, against the explosive heir apparent, Alcaraz, eager to dethrone him on the biggest stage. It’s a narrative that transcends sports—a must-watch chapter in tennis history.
Australian Open
Catch all the action from the Australian Open men’s final live on ESPN.
Read More: For a recap of the other semifinal, see how Carlos Alcaraz battled into his first Australian Open final.