| Stage | NOW | % of rev | WDAY | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $4.1B | 100.00% | $2.6B | 100.00% | NOW ×1.55 |
| Gross profit | $2.9B | 70.51% | $2.0B | 75.39% | WDAY +4.9pp |
| Operating income | $385M | 9.38% | $313M | 11.82% | WDAY +2.4pp |
| Pre-tax income | $370M | 9.01% | $327M | 12.34% | WDAY +3.3pp |
| Net income | $277M | 6.75% | $632M | 23.86% | WDAY +17.1pp |
| Stage | NOW | WDAY | Gap · A − B |
|---|---|---|---|
| Revenue | $4.1B100.00% | $2.6B100.00% | NOW ×1.55 |
| Gross profit | 70.51%$2.9B | 75.39%$2.0B | WDAY +4.9pp |
| Operating income | 9.38%$385M | 11.82%$313M | WDAY +2.4pp |
| Pre-tax income | 9.01%$370M | 12.34%$327M | WDAY +3.3pp |
| Net income |
| 6.75%$277M |
| 23.86%$632M |
| WDAY +17.1pp |
NOW · 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.”