Next chapter please! Workday CEO Aneel Bhursi reads the future and shoots down the 'SaaSpocalypse'

Back in the top job, Workday CEO Aneel Bhusri has opened what’s pitched as the firm’s ‘Chapter Four’ with the release of Q4 numbers that saw total revenue jump 15% year-on-year, beating Wall Street expectations. Subscription revenues were $2.360 billion, up 15.7% from the same period last year, while net income was $145 million, up from $94 million a year ago.

For the full year, total revenues of $9.552 billion were up 13.1% from fiscal 2025, with net income of $693 million, compared to $526 million the previous year. Subscription revenues were $8.833 billion, an increase of 14.5%.

So, all good. Mind you, such is the fractious short term mindset among investment analysts at present that none of this was enough to prevent a stock price slip as forward projections failed to live up to the numbers in their heads...

Chapters

Bhusri ...