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![EugeneNg_VCap Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::915576521129041920.png) Eugene Ng [@EugeneNg_VCap](/creator/twitter/EugeneNg_VCap) on x 24.5K followers
Created: 2024-02-28 11:25:04 UTC

Workday $WDAY 4Q24 Earnings
- Rev $1.9b +17% ↗️🟢
- GP $1.5b +23% ↗️🟢 margin XX% +360 bps ✅
- NG EBIT $461m +51% ↗️🟢 margin XX% +546 bps ✅
- NG Net Inc $421m +64% ↗️🟢 margin XX% +635 bps ✅
- OCF $996m +44% ↗️🟢 margin XX% +966 bps ✅
- FCF $948m +54% ↗️🟢 margin XX% +1184 bps ✅

Workday $WDAY FY24 Earnings
- Rev $7.3b +17% ↗️🟢
- GP $5.5b +22% ↗️🟢 margin XX% +319 bps
- NG EBIT $1.7b +44% ↗️🟢 margin XX% +450 bps ✅
- NG Net Inc $1.5b +63% ↗️🟢 margin XX% +607 bps ✅
- OCF $2.1b +30% ↗️🟢 margin XX% +295 bps ✅
- FCF $1.9b +48% ↗️🟢 margin XX% +561 bps ✅

Biz Metrics
- Total Sub Rev Backlog $20.9b +27% ↗️🟢
- 12m Sub Rev Backlog $6.6b +20% ↗️🟢
- 24m Sub Rev Backlog $11.7b +20% ↗️🟢
- >95%+ Gross and >100% Net Revenue Retention ✅

Q4 Customer Wins

Mgmt  Guide
- 1Q25 Rev $1.97b +17% ↗️🟢
- 1Q25 Sub Rev $1.81b +18% ↗️🟢
- cRPO +18.5% ↗️🟢
- 1Q25 12m Backlog +18.5% ↗️🟢
- 1Q25 NG EBIT margin XXXX% +100bps

FY25 Guide
- FY25 Rev $8.4bn +16% ↗️🟢
- FY25 Sub Rev $7.8b +18% ↗️🟢
- FY25 EBIT Margin XXXX% ↗️
- FY25 OCF $2.25b +5% ↗️🟢
- FY25 FCF $1.92b ➡️🟡
- FY25 Capex $330m +42% (high)

![](https://pbs.twimg.com/media/GHa6KFraoAALzZD.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1762801086040281190/c:line.svg)

**Related Topics**
[$17b](/topic/$17b)
[$55b](/topic/$55b)
[$73b](/topic/$73b)
[$948m](/topic/$948m)
[$996m](/topic/$996m)
[$421m](/topic/$421m)
[$461m](/topic/$461m)
[$15b](/topic/$15b)

[Post Link](https://x.com/EugeneNg_VCap/status/1762801086040281190)