Citable filing context
WDAY's research view summarizes recent SEC filing context, starting with other from Jun 22, 2026.
| Filed | Item | Context |
|---|---|---|
| Jun 22, 2026 | other | Workday, Inc. announced the voting results from its Annual Meeting of Stockholders held on June 16, 2026. |
| May 21, 2026 | earnings | Workday announced fiscal 2027 first quarter results with total revenues of $2.542 billion, up 13.5% year-over-year. |
| Apr 24, 2026 | other | Workday amended its Executive Severance and Change in Control Policy to revise equity acceleration and bonus payment terms. |
| May 21, 2026 | Guidance: non_gaap_operating_margin | 30.00 to 30.00 |
| May 21, 2026 | Guidance: non_gaap_operating_margin | 30.50 to 30.50 |
| May 21, 2026 | Guidance: subscription_revenue_growth | 13.00 to 13.00 |
| May 22, 2026 | mda_quarterly | Workday reported total revenue of $2.54 billion for the quarter ended April 30, 2026, a 13% year-over-year increase. Subscription services revenue, comprising 93% of total revenue, grew 14% to $2.35 billion, with 60% of that growth driven by expansion within the existing customer base. The total subscription revenue backlog reached $27.3 billion. GAAP operating income rose sharply to $338 million from $39 million in the prior year, primarily due to the absence of $166 million in restructuring expenses recorded in the comparable period. Non-GAAP operating margin improved to 31.8%. While the company is investing heavily in AI-powered HCM, finance, and spend management solutions, management identified macroeconomic risks—including inflation and interest rate volatility—that have lengthened sales cycles and moderated growth, specifically in the government, healthcare, and higher education verticals. Free cash flow increased 46% to $616 million, bolstered by higher cash collections. Liquidity remains strong with $4.4 billion in cash and marketable securities, and the company continues aggressive capital return through $1.6 billion in share repurchases during the quarter. |
| Mar 6, 2026 | business | Workday operates an enterprise AI platform specializing in Human Capital Management (HCM), Financial Management, Spend Management, and Planning. Serving over 11,500 organizations, including more than 65% of the Fortune 500, the company integrates people and finance data to drive operational efficiency. Workday is aggressively expanding its AI capabilities through the introduction of purpose-built AI agents, the Workday Sana experience platform, and the Workday Build developer platform. Strategic acquisitions of Flowise, Paradox, Sana, and Pipedream further bolster its AI and integration ecosystem. To enhance data utility, the company is launching Workday Data Cloud using an open architecture based on Apache Iceberg. Workday targets diverse sectors, including a new dedicated offering for the U.S. government and Workday GO for medium-sized enterprises. Revenue is generated via subscription contracts, recently introducing "Flex Credits" to scale AI adoption. The company faces intense competition from legacy vendors like Oracle and SAP, as well as specialized players such as ServiceNow, Coupa, and Dayforce. Financial analysts should note the company's significant sales seasonality, with a higher concentration of new and renewal agreements typically occurring in the fourth fiscal quarter. |
Source: SEC EDGAR filing text and events; period Jun 22, 2026; filed Jun 22, 2026.
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