Workday, Inc. filings document the formal disclosures of an enterprise software company built around cloud applications and AI-enabled workflows for human resources, finance, planning, government, and education markets. Its reports include results of operations, subscription revenue disclosures, operating margin measures, capital allocation updates, and material-event filings for share repurchase authorizations and exit or disposal activities.
Workday proxy and governance filings cover board matters, executive compensation, equity incentive awards, severance and change-in-control policies, annual meeting proposals, stockholder voting mechanics, and the company’s Class A and Class B common stock structure. Form 8-K filings also record leadership changes, compensation arrangements, exhibits, and Regulation FD disclosure practices.
Workday, Inc. filed a shelf registration statement on Form S-3ASR to register an unspecified amount of Class A common stock, preferred stock, debt securities, and warrants for offer from time to time under a prospectus dated May 29, 2026. The prospectus states there is no limit on the aggregate amount of securities that may be offered pursuant to the registration statement and that specific terms, amounts, and offering mechanics will be provided in prospectus supplements when particular offerings are initiated. The prospectus lists permitted distribution methods including underwritten offerings, at-the-market offerings, private placements, block trades, broker-dealer principal resales, and direct sales by the company or selling stockholders. It incorporates by reference the Annual Report on Form 10-K for the fiscal year ended January 31, 2026, the Quarterly Report on Form 10-Q for the quarter ended April 30, 2026, and certain recent Form 8-Ks.
Workday reported solid growth and improved profitability for the quarter ended April 30, 2026. Total revenues reached $2.542 billion, up 13% year over year, driven by subscription services revenue of $2.354 billion, which grew 14% as existing customers expanded usage and new customers were added.
GAAP operating income increased sharply to $338 million with a 13.3% margin, compared with 1.8% a year earlier, aided by lower restructuring expenses and slower operating cost growth. Non-GAAP operating income was $809 million, a 31.8% margin, reflecting disciplined spending and moderating share-based compensation as a percentage of revenue.
Operating cash flows rose to $696 million and free cash flows to $616 million, while Workday returned $1.6 billion to shareholders through repurchases of 12.0 million Class A shares. Subscription revenue backlog grew to $27.3 billion, including $8.8 billion expected over the next 12 months, and cash, cash equivalents, and marketable securities totaled $4.4 billion against $3.0 billion of senior notes.
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. Schedule 13G filing: Hotchkis and Wiley Capital Management, LLC reported beneficial ownership of 10,655,733 shares of Workday Class A Common Stock, representing 5.07% of the class as of 03/31/2026. The filing states HWCM has sole voting power for 9,903,488 shares and sole dispositive power for 10,655,733 shares. The filing discloses these shares are owned of record by HWCM clients and that certain clients retain voting power; HWCM files in its capacity as investment adviser. The Schedule is signed by Tina H. Kodama, Chief Compliance Officer, dated 05/15/2026.
Sauer Richard Harry reported acquisition or exercise transactions in this Form 4 filing.
Workday, Inc. Chief Legal Officer & Secretary Richard Harry Sauer reported equity awards of Class A common stock in the form of stock units. He was granted 52,374 restricted stock units (RSUs) and 46,555 RSUs at a price of $0.00 per share as compensation, not open‑market purchases. Footnotes state one 52,374‑unit grant will vest in 16 equal parts beginning July 5, 2026, and the 46,555‑unit grant will vest in 12 equal parts beginning July 5, 2026, in each case quarterly and subject to his continued service.
Enslin Robert reported acquisition or exercise transactions in this Form 4 filing.
Workday, Inc. reported that President and Chief Customer Officer Robert Enslin received an equity grant of 87,291 restricted stock units (RSUs) of Class A Common Stock. This award increased his total RSU holdings to 252,705 units, each representing one future share upon settlement.
The new RSUs, granted on May 5, 2026, will vest as to 1/16 of the underlying shares on July 5, 2026, and then continue to vest quarterly thereafter. All RSU grants depend on Enslin’s continued service with Workday on each applicable vesting date.
Kazmaier Gerrit S reported acquisition or exercise transactions in this Form 4 filing.
Workday, Inc. reported that President, Product and Technology Gerrit S. Kazmaier received an equity grant of 116,387 shares of Class A Common Stock on May 5, 2026 as a grant or award, not an open-market purchase. After this award, he directly holds 281,461 shares.
The footnote explains these are restricted stock units (RSUs). In total, 278,343 RSUs entitle him to receive one share each upon settlement, including the 116,387 new RSUs. The new grant will vest as to 1/16 of the shares on July 5, 2026, then quarterly thereafter, subject to his continued service with Workday on each vesting date.
Workday, Inc. reported that Chief Accounting Officer Mark S. Garfield acquired Class A Common Stock through equity awards, not open-market purchases. The Form 4 shows two grants of 23,277 restricted stock units (RSUs) each, awarded at no cash cost to him.
Footnotes state that each RSU entitles him to one share of Class A Common Stock upon settlement. One 23,277-RSU grant will vest in 1/16 increments starting on July 5, 2026 and then quarterly, while another 23,277-RSU grant will vest in 1/12 increments starting the same date and then quarterly, in each case conditioned on his continued service.
Rowe Zane reported acquisition or exercise transactions in this Form 4 filing.
Workday, Inc. reported a stock award to its Chief Financial Officer, Zane Rowe. On May 5, 2026, he received a grant of 87,291 shares of Class A Common Stock in the form of restricted stock units at no cash cost.
After this award, his direct holdings increased to 305,221 shares of Class A Common Stock, including 234,875 restricted stock units and 5,968 performance stock units. The new 87,291 RSUs will vest as to 1/16 of the shares on July 5, 2026, and then quarterly thereafter, subject to his continued service with Workday.