Every 8-K that Workday Inc (WDAY) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow WDAY and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full WDAY filings page.
Workday, Inc. (WDAY) reported strong fiscal 2027 second quarter results for the quarter ended July 31, 2026. Total revenue was $2.649 billion, up 12.8% year-over-year, driven by subscription revenue of $2.471 billion, up 13.9%. GAAP operating income rose to $313 million (11.8% margin), while non-GAAP operating income was $824 million (31.1% margin), both improving versus last year. GAAP diluted EPS increased to $2.57, aided by a $1.52 per share tax benefit from an intra-entity transfer of intellectual property; non-GAAP diluted EPS was $2.75, up from $2.21.
Workday reported a 12‑month subscription revenue backlog of $9.034 billion, up 14.2%, and total subscription backlog of $27.403 billion, up 8.0%. Operating cash flow was $520 million and free cash flow $460 million, both lower than the prior year quarter. The company repurchased 9.8 million shares for $1.3 billion and the board authorized an additional $4.0 billion open-ended share repurchase program.
For fiscal 2027, Workday now expects subscription revenue of $9.940–$9.950 billion (13% growth) and a non-GAAP operating margin of 31.0%. For the fiscal 2027 third quarter, it guides to subscription revenue of $2.515 billion (12% growth) and a 30.0% non-GAAP operating margin.
Workday, Inc. reported voting results from its Annual Meeting of Stockholders held on June 16, 2026. Stockholders representing 647,437,770 votes, or approximately 97.58% of eligible votes, were present, establishing a strong quorum.
All four Class II director nominees were elected to serve until the 2029 annual meeting. Stockholders also ratified Ernst & Young LLP as independent registered public accounting firm for the fiscal year ending January 31, 2027, and approved on an advisory basis the compensation paid to named executive officers. In addition, they approved amendments to the 2022 Equity Incentive Plan and the 2012 Employee Stock Purchase Plan to increase shares reserved for issuance. Two stockholder proposals, one on disclosure of employee retention rates by demographic category and another on disclosure of voting results based on share class, did not receive stockholder approval.
Workday, Inc. reported solid growth for its fiscal 2027 first quarter ended April 30, 2026. Total revenues reached $2.542 billion, up 13.5% from a year earlier, with subscription revenues of $2.354 billion growing 14.3%.
GAAP operating income jumped to $338 million, or 13.3% of revenues, compared to $39 million, or 1.8%, helped by the absence of prior-year restructuring costs. Non-GAAP operating income was $809 million, a 31.8% margin. Diluted net income per share rose to $0.87, while non-GAAP diluted EPS was $2.66.
Workday reported a 12‑month subscription revenue backlog of $8.806 billion and total subscription backlog of $27.294 billion, along with operating cash flows of $696 million and free cash flow of $616 million. The company repurchased about 12.0 million shares for $1.6 billion and ended the quarter with $4.353 billion in cash, cash equivalents, and marketable securities. Management reiterated fiscal 2027 subscription revenue guidance of $9.925 billion to $9.950 billion and raised its non‑GAAP operating margin outlook to 30.5%.
Workday, Inc. updated its Executive Severance and Change in Control Policy to enhance benefits for participants who experience a Non-CIC Qualifying Termination. The amendment shortens the exclusion window for equity award acceleration from 12 months to 3 months before termination and revises severance bonus calculations. Affected executives may now receive a lump sum bonus equivalent for the prior fiscal year, assuming 100% individual performance and actual company goal achievement, plus a lump sum equal to one times their target bonus for the year of termination, pro rated, in each case reduced by any prior bonus payments. All other policy provisions remain unchanged.
Workday, Inc. detailed significant new equity awards for co-founder and Executive Chair Aneel Bhusri in connection with his appointment as Chief Executive Officer. On March 5, 2026, he received a time-based RSU award for 437,602 Class A shares that vests over four years, and he will not be eligible for further equity until fiscal 2028.
He also received a performance-based RSU award for 547,003 shares, split into four tranches tied to stock price hurdles of $171.39, $205.67, $239.94, and $274.22, representing 25%, 50%, 75%, and 100% increases from a baseline price. Each tranche is tested over specific 3–5 year periods, with earned shares vesting quarterly over five years and subject to a two-year holding period. Certain portions can accelerate upon qualifying termination or change in control if price hurdles are met.
Workday, Inc. reported strong fiscal 2026 fourth quarter and full-year results, highlighted by double-digit growth and rising profitability. Fourth quarter total revenues were $2.532 billion, up 14.5% year-over-year, with subscription revenues of $2.360 billion, up 15.7%. GAAP diluted EPS rose to $0.55 from $0.35, while non-GAAP diluted EPS increased to $2.47 from $1.92.
For fiscal 2026, total revenues reached $9.552 billion, up 13.1%, with subscription revenues of $8.833 billion, up 14.5%. GAAP diluted EPS grew to $2.59 from $1.95, and non-GAAP diluted EPS rose to $9.23 from $7.30. Operating cash flows were $2.939 billion, up 19.4%, and free cash flows were $2.777 billion, up 26.7%.
Workday ended the year with a 12‑month subscription revenue backlog of $8.833 billion, up 15.8%, and total subscription revenue backlog of $28.101 billion, up 12.2%. The company repurchased approximately 12.8 million shares for $2.9 billion and held $5.443 billion in cash, cash equivalents, and marketable securities. Management guided fiscal 2027 subscription revenues to $9.925–$9.950 billion, representing 12%–13% growth, with a targeted non-GAAP operating margin of about 30.0%.
Workday, Inc. is changing its leadership as co-founder and executive chair Aneel Bhusri returns as chief executive officer effective February 6, 2026, while Carl Eschenbach steps down as CEO and director and will serve as strategic advisor.
Bhusri’s pay package includes an initial annual base salary of $1,250,000, an annual target cash bonus of up to 200% of base salary starting in the fiscal year ending January 31, 2027, a time-based RSU grant valued at $60,000,000 and a performance-based RSU grant valued at $75,000,000 with stock-price targets over a five-year period. He and co-founder David Duffield are party to a stock voting agreement that covers Class B shares representing about 68% of Workday’s outstanding voting power as of January 31, 2026.
Under a separation agreement, Eschenbach will receive a lump-sum cash payment of $3,601,355 and accelerated vesting of certain RSUs covering more than 160,000 shares, subject in part to performance conditions. Workday also reaffirmed that its fiscal 2026 fourth quarter and full-year results are expected to be in line with prior guidance, aside from a previously disclosed GAAP operating margin update.
Workday, Inc. announced a reorganization that will eliminate approximately 2% of its current workforce, mainly non-revenue roles in Global Customer Operations, while continuing to hire in key strategic and revenue-generating areas for fiscal 2027.
The company expects to record about $135 million in fiscal 2026 fourth quarter charges, including $40 million of cash severance and benefits, $15 million of non-cash stock-based compensation, and $80 million of non-cash impairment related to office space and long-lived assets.
Workday still expects fiscal 2026 fourth quarter and full-year results to be in line with prior guidance except for GAAP profitability. It now anticipates its GAAP operating margin to be 24–25 percentage points lower than non-GAAP in the fourth quarter and 22–23 percentage points lower for the full year, as it excludes these charges from non-GAAP metrics.
Workday, Inc. (WDAY) filed a Form 8-K to announce that it issued a press release with financial results for its fiscal quarter ended October 31, 2025, described as fiscal 2026 third quarter results. The press release, dated November 25, 2025, is included as Exhibit 99.1.
The company also highlights that it uses its blogs.workday.com website to share material information and to comply with Regulation FD disclosure requirements. The furnished information and exhibit are expressly stated as not being deemed “filed” for liability purposes under the Exchange Act or incorporated by reference into other securities filings.
Workday, Inc. reported that its Board of Directors authorized the repurchase of up to an additional $4.0 billion of its outstanding Class A common stock under a share repurchase program with no expiration date. As of July 31, 2025, approximately $1.2 billion of Class A shares remained available for repurchase under existing authorizations, and Workday now intends to repurchase about $5.0 billion of Class A stock through fiscal 2027. Repurchases may occur over time via open market purchases, Rule 10b5-1 trading plans, privately negotiated transactions, or other methods, with actual activity depending on business, economic, market, regulatory, and pricing conditions.
Workday, Inc. reported that on September 15, 2025 it signed a definitive agreement to acquire all of the outstanding capital stock of Sana Labs AB. The closing of the transaction is subject to the satisfaction of certain customary conditions, meaning it is agreed but not yet completed.
The company highlights that the deal is intended to bring potential benefits related to Sana’s business and technology and to support Workday’s plans and objectives for a new Workday experience. Workday also notes a range of risks, including the possibility the transaction is not completed, that expected benefits are not achieved, potential negative effects on its business or share price, and unanticipated expenses related to the acquisition.
Workday, Inc. has entered into a definitive agreement to acquire all of the outstanding capital stock of Paradox, Inc., an AI-focused hiring technology company. The deal will close only after certain conditions are met and required regulatory approvals are received.
Workday highlights potential benefits from integrating Paradox to support an AI-powered talent acquisition suite aimed at helping customers more efficiently find, hire, and onboard workers and transform hiring processes. The company also outlines risks, including the possibility the transaction is not completed, failure to achieve expected benefits, potential negative effects on Workday’s operations or share price, and unanticipated acquisition-related expenses. A press release titled “Workday Signs Definitive Agreement to Acquire Paradox, the AI Company Redefining the Frontline Candidate Experience” is included as an exhibit.
Workday, Inc. filed a current report to furnish a press release announcing its financial results for the fiscal quarter ended July 31, 2025, which is its fiscal 2026 second quarter. The company states that the press release, dated August 21, 2025, is attached as Exhibit 99.1 and incorporated by reference. Workday also notes that it uses its blogs.workday.com website to disclose material non-public information and to meet its Regulation FD disclosure obligations. The furnished information and exhibit are explicitly not deemed “filed” for purposes of certain liability provisions under the Securities Exchange Act or incorporated by reference into other securities law filings.