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Side-by-side financial comparison of Five9, Inc. (FIVN) and Workday, Inc. (WDAY). Click either name above to swap in a different company.
Workday, Inc. is the larger business by last-quarter revenue ($2.4B vs $300.3M, roughly 8.1× Five9, Inc.). On growth, Workday, Inc. posted the faster year-over-year revenue change (12.6% vs 7.8%). Workday, Inc. produced more free cash flow last quarter ($550.0M vs $77.3M). Over the past eight quarters, Workday, Inc.'s revenue compounded faster (12.5% CAGR vs 10.3%).
Five9, Inc. is a leading global provider of cloud-native contact center software and solutions. It serves enterprises of all sizes across retail, healthcare, financial services, and technology sectors, offering omnichannel customer engagement tools, AI-powered automation, workforce management, and analytics to boost customer experience and operational efficiency.
Workday, Inc. is a leading global enterprise cloud software provider that develops and distributes human capital management, financial management, and enterprise resource planning solutions. It caters primarily to mid-sized and large organizations across sectors including education, healthcare, finance, and technology, with operations spanning North America, Europe, and Asia Pacific.
FIVN vs WDAY — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $300.3M | $2.4B |
| Net Profit | — | $252.0M |
| Gross Margin | 55.4% | — |
| Operating Margin | 6.6% | 10.6% |
| Net Margin | — | 10.4% |
| Revenue YoY | 7.8% | 12.6% |
| Net Profit YoY | — | 30.6% |
| EPS (diluted) | $0.22 | $0.94 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $300.3M | $2.4B | ||
| Q3 25 | $285.8M | $2.3B | ||
| Q2 25 | $283.3M | $2.2B | ||
| Q1 25 | $279.7M | $2.2B | ||
| Q4 24 | $278.7M | $2.2B | ||
| Q3 24 | $264.2M | $2.1B | ||
| Q2 24 | $252.1M | $2.0B | ||
| Q1 24 | $247.0M | $1.9B |
| Q4 25 | — | $252.0M | ||
| Q3 25 | $18.0M | $228.0M | ||
| Q2 25 | $1.2M | $68.0M | ||
| Q1 25 | $576.0K | $94.0M | ||
| Q4 24 | — | $193.0M | ||
| Q3 24 | $-4.5M | $132.0M | ||
| Q2 24 | $-12.8M | $107.0M | ||
| Q1 24 | $-7.1M | $1.2B |
| Q4 25 | 55.4% | — | ||
| Q3 25 | 55.0% | — | ||
| Q2 25 | 54.9% | — | ||
| Q1 25 | 55.0% | — | ||
| Q4 24 | 56.0% | — | ||
| Q3 24 | 53.8% | — | ||
| Q2 24 | 53.0% | — | ||
| Q1 24 | 53.6% | — |
| Q4 25 | 6.6% | 10.6% | ||
| Q3 25 | 5.6% | 10.6% | ||
| Q2 25 | -0.6% | 1.7% | ||
| Q1 25 | -1.9% | 3.4% | ||
| Q4 24 | 1.5% | 7.6% | ||
| Q3 24 | -5.8% | 5.3% | ||
| Q2 24 | -7.7% | 3.2% | ||
| Q1 24 | -8.4% | 4.1% |
| Q4 25 | — | 10.4% | ||
| Q3 25 | 6.3% | 9.7% | ||
| Q2 25 | 0.4% | 3.0% | ||
| Q1 25 | 0.2% | 4.3% | ||
| Q4 24 | — | 8.9% | ||
| Q3 24 | -1.7% | 6.3% | ||
| Q2 24 | -5.1% | 5.4% | ||
| Q1 24 | -2.9% | 61.8% |
| Q4 25 | $0.22 | $0.94 | ||
| Q3 25 | $0.21 | $0.84 | ||
| Q2 25 | $0.01 | $0.25 | ||
| Q1 25 | $0.01 | $0.34 | ||
| Q4 24 | $0.16 | $0.72 | ||
| Q3 24 | $-0.06 | $0.49 | ||
| Q2 24 | $-0.17 | $0.40 | ||
| Q1 24 | $-0.10 | $4.48 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $232.1M | $6.8B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $785.8M | $8.9B |
| Total Assets | $1.8B | $17.8B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $232.1M | $6.8B | ||
| Q3 25 | $193.4M | $8.2B | ||
| Q2 25 | $205.5M | $8.0B | ||
| Q1 25 | $370.3M | $8.0B | ||
| Q4 24 | $362.5M | $7.2B | ||
| Q3 24 | $291.0M | $7.4B | ||
| Q2 24 | $175.7M | $7.2B | ||
| Q1 24 | $240.2M | $7.8B |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $3.0B | ||
| Q1 24 | — | $3.0B |
| Q4 25 | $785.8M | $8.9B | ||
| Q3 25 | $775.3M | $9.2B | ||
| Q2 25 | $717.4M | $8.9B | ||
| Q1 25 | $664.3M | $9.0B | ||
| Q4 24 | $622.2M | $8.6B | ||
| Q3 24 | $565.6M | $8.3B | ||
| Q2 24 | $525.9M | $8.2B | ||
| Q1 24 | $483.6M | $8.1B |
| Q4 25 | $1.8B | $17.8B | ||
| Q3 25 | $1.8B | $18.0B | ||
| Q2 25 | $1.7B | $17.2B | ||
| Q1 25 | $2.1B | $18.0B | ||
| Q4 24 | $2.1B | $16.4B | ||
| Q3 24 | $2.0B | $16.2B | ||
| Q2 24 | $1.9B | $15.9B | ||
| Q1 24 | $1.9B | $16.5B |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.37× | ||
| Q1 24 | — | 0.37× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $83.6M | $588.0M |
| Free Cash FlowOCF − Capex | $77.3M | $550.0M |
| FCF MarginFCF / Revenue | 25.8% | 22.6% |
| Capex IntensityCapex / Revenue | 2.1% | 1.6% |
| Cash ConversionOCF / Net Profit | — | 2.33× |
| TTM Free Cash FlowTrailing 4 quarters | $201.2M | $2.6B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $83.6M | $588.0M | ||
| Q3 25 | $59.2M | $616.0M | ||
| Q2 25 | $35.1M | $457.0M | ||
| Q1 25 | $48.4M | $1.1B | ||
| Q4 24 | $49.8M | $406.0M | ||
| Q3 24 | $41.1M | $571.0M | ||
| Q2 24 | $19.9M | $372.0M | ||
| Q1 24 | $32.4M | $995.6M |
| Q4 25 | $77.3M | $550.0M | ||
| Q3 25 | $48.7M | $588.0M | ||
| Q2 25 | $31.6M | $421.0M | ||
| Q1 25 | $43.7M | $1.0B | ||
| Q4 24 | $40.5M | $359.0M | ||
| Q3 24 | $26.7M | $516.0M | ||
| Q2 24 | $13.1M | $291.0M | ||
| Q1 24 | $20.4M | $947.6M |
| Q4 25 | 25.8% | 22.6% | ||
| Q3 25 | 17.0% | 25.0% | ||
| Q2 25 | 11.1% | 18.8% | ||
| Q1 25 | 15.6% | 46.4% | ||
| Q4 24 | 14.5% | 16.6% | ||
| Q3 24 | 10.1% | 24.7% | ||
| Q2 24 | 5.2% | 14.6% | ||
| Q1 24 | 8.3% | 49.3% |
| Q4 25 | 2.1% | 1.6% | ||
| Q3 25 | 3.7% | 1.2% | ||
| Q2 25 | 1.2% | 1.6% | ||
| Q1 25 | 1.7% | 3.9% | ||
| Q4 24 | 3.3% | 2.2% | ||
| Q3 24 | 5.4% | 2.6% | ||
| Q2 24 | 2.7% | 4.1% | ||
| Q1 24 | 4.8% | 2.5% |
| Q4 25 | — | 2.33× | ||
| Q3 25 | 3.29× | 2.70× | ||
| Q2 25 | 30.38× | 6.72× | ||
| Q1 25 | 84.00× | 11.83× | ||
| Q4 24 | — | 2.10× | ||
| Q3 24 | — | 4.33× | ||
| Q2 24 | — | 3.48× | ||
| Q1 24 | — | 0.84× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FIVN
Segment breakdown not available.
WDAY
| Subscription Services | $2.2B | 92% |
| Professional Services | $188.0M | 8% |
