Distribution of Revenues by Industry:

• Cloud-based HR software: approx. 60%
• Financial management software: approx. 30%
• Analytics and other services: approx. 10%

TOP 3 Markets and their Percentage Shares:

• USA: approx. 70%
• Europe: approx. 20%
• Asia-Pacific: approx. 10%

Workday, Inc. generates the majority of its revenues from the sale of cloud-based solutions for human resources and financial management. The US market is the dominant market, attributed to the strong presence and high demand for digital transformation solutions in this sector.

In Europe and the Asia-Pacific region, Workday is steadily growing as companies increasingly switch to cloud-based solutions to enhance their efficiency and reduce costs. The expansion in these markets is supported by strategic partnerships and local product adaptations.

Production sites: Mainly in the USA

Workday, Inc. is a company specializing in cloud-based software solutions for finance and human resources. Since it is a software company, Workday does not produce physical products in the traditional sense. The development and provision of their software solutions mainly take place in the USA, where the company's headquarters are located.

Software development and technical support are supported by various locations worldwide to serve a global customer base. This includes development centers and offices in North America, Europe, and Asia.

Revenue Growth: Estimated 18% (2025)

Workday, Inc. is pursuing a growth strategy that heavily focuses on expanding its cloud-based solutions. The company plans to increase its market share by introducing new products and enhancing existing services. A particular focus is on integrating artificial intelligence and machine learning to enhance the efficiency and user-friendliness of its software solutions.

In addition, Workday is investing in strategic partnerships and acquisitions to expand its product range and tap into new markets. These measures are intended to help grow the customer base and strengthen customer loyalty.

Another key aspect of the growth strategy is geographical expansion, particularly in Europe and Asia, where the company sees potential for significant growth. Workday is focusing on expanding its sales and service networks to strengthen local presence and better meet the needs of international customers.

Main materials: Software licenses, cloud infrastructure

Import countries: USA, Ireland, Canada

Workday, Inc. is a company mainly active in the field of cloud-based software solutions for finance and human resources. As a software company, Workday does not import physical raw materials in the traditional sense, as is common in the manufacturing industry. Instead, Workday focuses on importing software licenses, cloud infrastructure, and IT services.

The main countries from which Workday sources services and infrastructure are the USA, Ireland, and Canada. These countries offer a strong technological infrastructure and qualified workforce crucial for the development and operation of cloud services.

Market share in the Cloud ERP segment: Approx. 20% (2024, estimation)
Customer satisfaction: 4.2 out of 5 (Gartner Peer Insights, 2024)
R&D expenses: 30% of revenue (2024)

Workday, Inc. has a significant competitive advantage in the field of cloud-based Enterprise Resource Planning (ERP) solutions. With a market share of around 20% in the Cloud ERP segment, the company positions itself as one of the leading providers in this area.

The high customer satisfaction, rated at 4.2 out of 5 on platforms like Gartner Peer Insights, underscores the quality and reliability of the solutions offered. Additionally, Workday continuously invests in research and development, with about 30% of revenue allocated to this area. This enables the company to develop innovative products and services that meet the changing needs of customers.

Workday's competitive advantage is further strengthened by its strong brand awareness, continuous product innovation, and the ability to attract and retain large enterprise customers. These factors contribute to Workday's success in a highly competitive market environment.

Institutional investor share: 70% (estimated, 2025)
Insider purchases/sales: No significant transactions reported (2025)

The institutional investor share in Workday, Inc. is estimated to be around 70%. This demonstrates the confidence of large investment funds and institutional investors in the company's long-term strategy and growth potential.

Regarding insider transactions, there were no significant purchases or sales in 2025 that would indicate a substantial change in management or leadership trust. This can be interpreted as a sign of stability, as no insiders have sold their shares in large quantities.

Market share of Workday, Inc.: 8% (2025, estimate)

Main competitors and their market shares:

1. SAP SE: 20%
2. Oracle Corporation: 18%
3. Microsoft Corporation (Dynamics 365): 15%
4. Workday, Inc.: 8%
5. ADP, LLC: 6%
6. Ceridian HCM Holding Inc.: 5%
7. Ultimate Software Group, Inc.: 4%
8. Infor, Inc.: 3%
9. Kronos Incorporated: 2%
10. Others: 19%

Moat of Workday, Inc.:

Workday, Inc. has built a solid moat through its specialized cloud-based software for financial and human capital management. The main advantage of Workday lies in its strong integration and user-friendliness, enabling companies to efficiently manage their HR and financial processes.

Compared to competitors, Workday has the advantage of being developed as a cloud solution from the ground up, making it more flexible and scalable. This is a significant advantage over traditional providers like SAP and Oracle, which had to migrate their solutions from on-premise to the cloud.

However, SAP and Oracle have a larger market share and a broader product range, giving them a certain advantage in terms of customer retention and cross-selling opportunities. Microsoft Dynamics 365 benefits from integration into the Microsoft ecosystem, which represents a strong moat.

Overall, Workday has a significant advantage in its specific market segment, but they must remain innovative to compete against the broader product offerings and established customer relationships of larger competitors.

Revenue growth: 19% (2024) Operating margin: 22% (2024) Cash flow from operating activities: 1.5 billion USD (2024)

Workday, Inc. experienced strong revenue growth of 19% in 2024, attributed to the continuous demand for cloud-based enterprise solutions. The operating margin of 22% indicates that the company operates efficiently and has good cost control.

The cash flow from operating activities amounting to 1.5 billion USD underscores Workday's ability to generate significant liquid funds that can be used for investments in future growth or to strengthen the balance sheet.

In summary, Workday's financial performance points to a solid foundation that offers potential for further growth. However, investors should also consider market developments and competition in the cloud software sector to make an informed investment decision.

Dividend: None (As of 2023)

Workday, Inc. currently does not pay a dividend to its shareholders. The company has traditionally focused on reinvesting its profits into the growth and development of its cloud-based software solutions.

As Workday operates in a rapidly growing and competitive market, it prioritizes investments in research and development as well as strategic acquisitions to strengthen its market position. This is a common practice among technology companies in a growth phase.

If the company's strategy changes or Workday introduces a dividend in the future, this would be a significant indicator of the company entering a mature phase. Until then, the dividend policy remains unchanged.