| Stage | CRM | % of rev | WDAY | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $11.3B | 100.00% | $2.6B | 100.00% | CRM ×4.28 |
| Gross profit | $8.7B | 76.65% | $2.0B | 75.39% | CRM +1.3pp |
| Operating income | $2.3B | 20.55% | $313M | 11.82% | CRM +8.7pp |
| Pre-tax income | $4.6B | 40.12% | $327M | 12.34% | CRM +27.8pp |
| Net income | $3.5B | 31.08% | $632M | 23.86% | CRM +7.2pp |
| Stage | CRM | WDAY | Gap · A − B |
|---|---|---|---|
| Revenue | $11.3B100.00% | $2.6B100.00% | CRM ×4.28 |
| Gross profit | 76.65%$8.7B | 75.39%$2.0B | CRM +1.3pp |
| Operating income | 20.55%$2.3B | 11.82%$313M | CRM +8.7pp |
| Pre-tax income | 40.12%$4.6B | 12.34%$327M | CRM +27.8pp |
| Net income |
| 31.08%$3.5B |
| 23.86%$632M |
| CRM +7.2pp |
CRM · DOCU 10-KMar 18 '26
“Our products and solutions seamlessly integrate with hundreds of other software applications, including Salesforce, Microsoft, SAP, Google, ServiceNow, and Workday.”
WDAY · DOCU 10-KMar 18 '26
“Our products and solutions seamlessly integrate with hundreds of other software applications, including Salesforce, Microsoft, SAP, Google, ServiceNow, and Workday.”