{"filings":[{"id":1195996,"accession_number":"0001327811-26-000031","cik":1327811,"company_name":"Workday, Inc.","ticker":"WDAY","form_type":"8-K","filed_at":"2026-06-22T20:36:19+00:00","items":["5.07"],"status":"ready","headline":"Workday stockholders elect all four Class II directors and approve equity plan amendments at 2026 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All four Class II director nominees elected; Rhonda J. Morris received highest support with 621.4M votes for.","Ratification of EY as auditor approved (643.8M for), and advisory say-on-pay passed with 548.4M votes for.","Amendments to 2022 Equity Plan and 2012 ESPP approved, increasing authorized shares; each received over 572M votes for.","Two shareholder proposals—on employee retention rate disclosure and voting results by share class—both defeated, each with >534M votes against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":32294330000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":581676,"accession_number":"0001327811-26-000024","cik":1327811,"company_name":"Workday, Inc.","ticker":"WDAY","form_type":"8-K","filed_at":"2026-05-21T20:02:46+00:00","items":["2.02","9.01"],"status":"ready","headline":"Workday Q1 revenue $2.542B (+13.5%); 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no other equity until FY2028.","PVU split into 4 tranches of ~136,751 shares each; price hurdles: 25%, 50%, 75%, 100% increases from baseline.","Baseline price of $137.11; price hurdles: $171.39, $205.67, $239.94, $274.22 over 5-year performance periods.","PVU shares vest quarterly after price hurdle achieved; all PVU shares subject to 2-year holding period post-vesting.","Accelerated vesting on termination without cause or change in control per Workday's Severance & CIC Policy."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":32294330000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":102803,"accession_number":"0001327811-26-000010","cik":1327811,"company_name":"Workday, Inc.","ticker":"WDAY","form_type":"8-K","filed_at":"2026-02-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Workday Q4 revenue $2.53B (+14.5% YoY); non-GAAP EPS $2.47 vs $1.92; FY rev $9.55B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 total rev $2.532B (+14.5% YoY); subs rev $2.360B (+15.7% YoY).","Q4 GAAP op income $174M; Non-GAAP op income $774M (30.6% margin); Non-GAAP EPS $2.47 vs $1.92.","FY2026 total rev $9.552B (+13.1%); GAAP EPS $2.59; Non-GAAP EPS $9.23 vs $7.30.","12-month sub backlog $8.833B (+15.8% YoY); op cash flow $2.939B (+19.4%); free cash flow $2.777B (+26.7%).","Repurchased 12.8M shares for $2.9B; cash & equivalents $5.443B."],"consensus_eps_estimate":null,"consensus_eps_actual":2.59,"consensus_revenue_estimate":null,"consensus_revenue_actual":9552000000.0,"consensus_period":"2026-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":32294330000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":102802,"accession_number":"0001327811-26-000007","cik":1327811,"company_name":"Workday, Inc.","ticker":"WDAY","form_type":"8-K","filed_at":"2026-02-09T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Workday co-founder Aneel Bhusri returns as CEO; Carl Eschenbach steps down effective Feb 6, 2026","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Eschenbach receives $3.6M lump sum, accelerated vesting of 139,773 RSUs plus 24,153 additional shares.","Bhusri's compensation: $1.25M base salary, 200% bonus target, $60M RSU and $75M performance RSU.","Bhusri and Duffield family hold ~68% voting power via stock voting agreement.","Company reaffirms FY2026 Q4 and full-year outlook (GAAP operating margin exception as disclosed Feb 4).","Eschenbach will stay as strategic advisor to Bhusri."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":32294330000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":102801,"accession_number":"0001327811-26-000004","cik":1327811,"company_name":"Workday, Inc.","ticker":"WDAY","form_type":"8-K","filed_at":"2026-02-04T23:59:59+00:00","items":["2.02","2.05","2.06"],"status":"ready","headline":"Workday to cut ~2% of workforce, take $135M charge in Q4 FY2026; GAAP margin to drop 24-25 pts","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Elimination of ~2% of workforce, primarily non-revenue generating roles in Global Customer Operations.","Estimated $135M charge in Q4 FY2026: $40M cash severance, $15M stock-based comp, $80M office-space impairment.","GAAP operating margin expected to be 24-25 percentage points lower than non-GAAP for Q4; 22-23 pts for full year.","Actions expected to be substantially complete by Q1 FY2027; company to continue hiring in strategic areas.","Preliminary Q4 and full-year results otherwise in line with prior guidance; earnings call on Feb 24, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":32294330000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":119036,"accession_number":"0001327811-25-000196","cik":1327811,"company_name":"Workday, Inc.","ticker":"WDAY","form_type":"8-K","filed_at":"2025-11-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Workday Q3 FY2026 revenue $2.43B (+12.6%); GAAP EPS $0.94, non-GAAP $2.32","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenues $2.432B (+12.6% YoY); subscription revenues $2.244B (+14.6% YoY).","GAAP operating income $259M (10.7% margin) vs $165M (7.6%) last year; non-GAAP $692M (28.5%).","Diluted GAAP EPS $0.94, non-GAAP $2.32; vs $0.72 and $1.89 respectively.","12-month subscription revenue backlog $8.21B (+17.6%); total backlog $25.96B (+17.0%); includes Paradox acquisition.","Operating cash flow $588M, free cash flow $550M; repurchased 3.4M shares for $803M."],"consensus_eps_estimate":null,"consensus_eps_actual":2.03,"consensus_revenue_estimate":null,"consensus_revenue_actual":7020000000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":32294330000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":135581,"accession_number":"0001327811-25-000190","cik":1327811,"company_name":"Workday, Inc.","ticker":"WDAY","form_type":"8-K","filed_at":"2025-09-17T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Workday authorizes additional $4.0B share repurchase; plans $5.0B total through FY2027","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board authorized $4.0B new buyback; plus $1.2B remaining from prior program.","Company intends to repurchase approximately $5.0B of Class A common stock through fiscal 2027.","Program has no expiration and may be suspended or discontinued at any time.","Repurchases will be made via open market, Rule 10b5-1 plans, or private transactions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":32294330000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":135580,"accession_number":"0001327811-25-000187","cik":1327811,"company_name":"Workday, Inc.","ticker":"WDAY","form_type":"8-K","filed_at":"2025-09-16T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Workday acquires Sana for ~$1.1B to build AI-powered employee experience","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquisition price of approximately $1.1B for all outstanding shares of Sana.","Expected close in Q4 of Workday FY2026 (ending Jan 31, 2026), subject to customary conditions.","Sana's AI-native tools (Sana Learn, Sana Agents) to power a new Workday front door for work.","75 million Workday users will gain proactive, personalized AI capabilities.","Sana will continue to develop its Learn and Agents products as part of Workday."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":32294330000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":135579,"accession_number":"0001327811-25-000182","cik":1327811,"company_name":"Workday, Inc.","ticker":"WDAY","form_type":"8-K","filed_at":"2025-08-21T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Workday signs definitive agreement to acquire AI candidate-experience company Paradox","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Paradox has powered over 189 million AI-assisted candidate conversations and achieves conversion rates above 70%.","Paradox's AI reduces time-to-hire to as low as 3.5 days for high-volume frontline roles.","Transaction expected to close in Q3 of Workday's fiscal year 2026 (by Oct 31, 2025), subject to regulatory approvals.","Deal value not disclosed; Morgan Stanley advised Workday, Qatalyst advised Paradox."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":32294330000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":135578,"accession_number":"0001327811-25-000181","cik":1327811,"company_name":"Workday, Inc.","ticker":"WDAY","form_type":"8-K","filed_at":"2025-08-21T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Workday Q2 FY2026 revenue $2.348B (+12.6% YoY); EPS $0.84 up from $0.49","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenues $2.348B, up 12.6% YoY; subscription revenues $2.169B, up 14.0% YoY.","GAAP operating income $248M (10.6% margin) vs $111M (5.3%) last year; non-GAAP op income $680M (29.0%) vs $518M (24.9%).","Diluted EPS $0.84 GAAP ($2.21 non-GAAP) vs $0.49 GAAP ($1.75 non-GAAP) last year.","12-month subscription backlog $7.91B (+16.4%); total backlog $25.37B (+17.6%).","Operating cash flow $616M, free cash flow $588M; repurchased 1.2M shares for $299M."],"consensus_eps_estimate":null,"consensus_eps_actual":1.09,"consensus_revenue_estimate":null,"consensus_revenue_actual":4588000000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":32294330000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":152578,"accession_number":"0001327811-25-000139","cik":1327811,"company_name":"Workday, Inc.","ticker":"WDAY","form_type":"8-K","filed_at":"2025-06-09T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Workday shareholders elect directors, ratify EY, and approve executive compensation","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Shareholders elected all four Class I director nominees: Carl M. Eschenbach, Michael M. McNamara, Michael L. 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charges estimated $230M-$270M, with $60M-$70M in Q4 FY2025.","GAAP operating margin expected 22-23 ppt lower in Q4 FY2025; full year 21 ppt lower due to restructuring charges.","CEO Carl Eschenbach cites need to focus on AI; affected U.S. employees get min 12 weeks pay, RSU vesting, career services.","Restructuring expected substantially complete by Q2 FY2026; company continues to hire in key strategic areas like AI."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":32294330000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":188375,"accession_number":"0001327811-24-000238","cik":1327811,"company_name":"Workday, Inc.","ticker":"WDAY","form_type":"8-K","filed_at":"2024-12-03T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Workday appoints Cisco EVP Liz Centoni to Board of Directors","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Appointed Elizabeth Centoni as Class III director effective December 3, 2024.","Centoni is EVP & Chief Customer Experience Officer at Cisco; 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raises FY subscription rev guidance to $6.57-6.59B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Subscription revenue $1.62B (+18.8% YoY); total subscription backlog $17.85B (+32.5% YoY).","Non-GAAP operating income $421M (23.6% margin) vs $302M (19.6%) a year ago.","Operating cash flow $425M vs $114M prior year; cash and securities $6.66B.","FY2024 subscription revenue guidance raised to $6.570-6.590B (18% growth); Q3 sub rev guidance $1.678-1.680B.","Non-GAAP operating margin guidance raised to 23.5%; Emma Chalwin appointed CMO."],"consensus_eps_estimate":null,"consensus_eps_actual":0.3,"consensus_revenue_estimate":null,"consensus_revenue_actual":3471078000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":32294330000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":293659,"accession_number":"0001327811-23-000118","cik":1327811,"company_name":"Workday, Inc.","ticker":"WDAY","form_type":"8-K","filed_at":"2023-06-26T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Workday shareholders elect all four Class II directors and ratify auditor at annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Christa Davies, Wayne Frederick, Mark Hawkins, George Still elected as Class II directors with majority support.","Ratification of Ernst & Young as independent auditor for FY2024 passed with 729.3M votes for (0.2% against).","Advisory vote on executive compensation (say-on-pay) approved with 587.1M votes for (119.1M against).","Stockholder proposal to amend bylaws rejected with 31.3M votes for, 679.6M against.","Quorum of 97.22% of eligible votes represented at June 22, 2023 annual meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":32294330000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":293658,"accession_number":"0001327811-23-000079","cik":1327811,"company_name":"Workday, Inc.","ticker":"WDAY","form_type":"8-K","filed_at":"2023-05-25T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Workday appoints Zane Rowe as CFO effective June 12, 2023; Barbara Larson to transition out","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Zane Rowe, former VMware CFO (and interim CEO), appointed Workday CFO effective June 12, 2023.","Rowe receives $700k base salary, $2M signing bonus, and $36M in equity awards (RSU + sign-on) with 2-4 year vesting.","Current CFO Barbara Larson steps down June 12, remains EVP through Nov 1, 2023, then consultant through July 8, 2024.","Larson forfeits a restricted stock award of 51,258 shares granted in 2023 as part of transition agreement.","Larson's existing equity continues to vest during transition and consulting periods."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":32294330000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":293657,"accession_number":"0001327811-23-000077","cik":1327811,"company_name":"Workday, Inc.","ticker":"WDAY","form_type":"8-K","filed_at":"2023-05-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Workday Q1 revenue $1.68B (+17.4% YoY); raises FY2024 subscription guidance low-end","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Subscription revenue $1.53B (+20.1% YoY); total revenue $1.68B (+17.4% YoY).","GAAP operating loss narrowed to $19.8M from $72.8M; non-GAAP operating income $395.9M (23.5% margin).","Non-GAAP diluted EPS $1.31 vs $0.83 YoY; GAAP EPS $0.00 (breakeven).","Raised FY2024 subscription revenue guidance to $6.550-6.575B (18% growth); Q2 guide $1.611-1.613B.","24-month subscription backlog $9.79B (+22.9% YoY); total backlog $16.65B (+31.6%)."],"consensus_eps_estimate":null,"consensus_eps_actual":0.0,"consensus_revenue_estimate":null,"consensus_revenue_actual":1684312000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":32294330000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":314285,"accession_number":"0001327811-23-000030","cik":1327811,"company_name":"Workday, Inc.","ticker":"WDAY","form_type":"8-K","filed_at":"2023-03-03T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Workday adopts Omnibus Bonus Plan to motivate and reward employees","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Plan adopted March 3, 2023 by Compensation Committee; effective immediately.","Authorizes cash or equity awards based on performance goals (e.g., revenue, earnings, stock price).","Eligibility: regular employees of Workday or subsidiaries; excludes contractors and temporary workers.","Committee may adjust awards up or down based on company/individual performance.","Awards subject to clawback policy and compliance with Section 409A."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":32294330000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":314284,"accession_number":"0001327811-23-000023","cik":1327811,"company_name":"Workday, Inc.","ticker":"WDAY","form_type":"8-K","filed_at":"2023-02-27T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Workday appoints Sayan Chakraborty as Co-President, Mark Hawkins to board; Sisco becomes Vice Chair","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Sayan Chakraborty appointed Co-President effective Feb 23, 2023, continuing to lead Product and Technology.","Robynne Sisco steps down as Co-President to become Vice Chair, focusing on global sales for office of CFO.","Mark Hawkins elected as independent director; brings financial expertise from Salesforce, Autodesk, Logitech.","Hawkins receives RSU grant of $750,000 vesting over four years starting March 2024.","Appointments underscore focus on AI/ML and expanding Workday's financial management momentum."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":32294330000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":314283,"accession_number":"0001327811-23-000022","cik":1327811,"company_name":"Workday, Inc.","ticker":"WDAY","form_type":"8-K","filed_at":"2023-02-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Workday Q4 revenue $1.65B (+19.6% YoY); guides FY24 subscription rev $6.525-6.575B, non-GAAP op margin 23%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 total revenue $1.65B (+19.6% YoY); subscription revenue $1.50B (+21.7% YoY).","GAAP net loss per share $0.49; non-GAAP diluted EPS $0.99 vs $0.78 YoY.","FY2023 total revenue $6.22B (+21.0%); subscription revenue $5.57B (+22.5%).","FY2024 guidance: subscription revenue $6.525-6.575B (17-18% growth); non-GAAP op margin 23.0%.","Carl Eschenbach appointed co-CEO, to become sole CEO in Jan 2024; Aneel Bhusri to executive chair."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.44,"consensus_revenue_estimate":null,"consensus_revenue_actual":6215818000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":32294330000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":314282,"accession_number":"0001104659-23-008212","cik":1327811,"company_name":"Workday, Inc.","ticker":"WDAY","form_type":"8-K","filed_at":"2023-01-31T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Workday announces workforce reduction of ~3% as part of resource realignment","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Elimination of ~3% of global workforce, majority in Product & Technology organization.","U.S. severance: 3 months pay, extra 2 weeks per year of service, stock vest through April, FY23 bonus, 6 months medical.","Company plans to increase overall workforce in FY24; no similar actions of this size anticipated.","Restructuring aims to align resources with strategic priorities and improve operational efficiency."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":32294330000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":314281,"accession_number":"0001104659-23-007534","cik":1327811,"company_name":"Workday, Inc.","ticker":"WDAY","form_type":"8-K","filed_at":"2023-01-27T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"Workday amends bylaws for universal proxy rules, DGCL changes, and other updates","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Updated advance notice provisions for director nominations and stockholder proposals, requiring additional background and disclosure.","Clarified universal proxy rules: no solicitation for non-Board nominees unless Rule 14a-19 is complied with.","Revised exclusive forum provision to designate Delaware Court of Chancery (or federal district court) for corporate law claims.","Added emergency bylaw provision for director quorum and authority during crises preventing normal meetings."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":32294330000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":332706,"accession_number":"0001104659-22-128643","cik":1327811,"company_name":"Workday, Inc.","ticker":"WDAY","form_type":"8-K","filed_at":"2022-12-20T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Workday appoints Carl Eschenbach as co-CEO; Fernandez steps down; reaffirms guidance","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Carl Eschenbach appointed co-CEO effective Dec 20, 2022; expected to become sole CEO in Jan 2024.","Chano Fernandez resigns as co-CEO and board member; will remain through April 2023 transition.","Eschenbach receives $1M salary, 150% target bonus, and equity awards totaling $65M (RSUs and performance awards).","Reaffirms Q4 FY2023 guidance and preliminary FY2024 outlook provided Nov 29, 2022."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":32294330000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":332705,"accession_number":"0001327811-22-000182","cik":1327811,"company_name":"Workday, Inc.","ticker":"WDAY","form_type":"8-K","filed_at":"2022-11-29T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Workday Q3 FY23 revenue $1.60B (+20.5%); raises FY23 sub. guidance, $500M buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Subscription revenue $1.43B (+22.3% YoY); total subscription backlog $14.10B (+28.5%).","GAAP operating loss $26.3M vs prior year income of $23.9M; non-GAAP op. margin 19.7% (down from 25.0%).","GAAP diluted loss per share $0.29 vs prior year EPS $0.17; non-GAAP diluted EPS $0.99 vs $1.10.","Raises FY23 subscription revenue guidance to $5.555-5.557B (22% growth); non-GAAP op. margin guidance to 19.2%.","Board authorizes $500M share repurchase program over 18 months."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.95,"consensus_revenue_estimate":null,"consensus_revenue_actual":4569558000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":32294330000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":350160,"accession_number":"0001327811-22-000153","cik":1327811,"company_name":"Workday, Inc.","ticker":"WDAY","form_type":"8-K","filed_at":"2022-08-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Workday Q2 FY2023: Rev $1.54B (+22% YoY), GAAP EPS -$0.25, backlog grows 27%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenues $1.54B, up 21.9% YoY; subscription revenues $1.37B, up 22.8% YoY.","GAAP operating loss $34.1M vs loss $1.1M prior year; Non-GAAP operating income $301.6M (19.6% margin).","GAAP diluted net loss per share $0.25 vs prior year $0.41 income; Non-GAAP diluted EPS $0.83 vs $1.23.","Total subscription backlog $13.47B (+27.4% YoY); 24-month backlog $8.37B (+21.7% YoY).","FY23 subscription revenue guidance maintained at $5.537B-$5.557B; non-GAAP op. margin guidance raised to 19.0%."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.66,"consensus_revenue_estimate":null,"consensus_revenue_actual":2970455000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":32294330000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":367303,"accession_number":"0001327811-22-000116","cik":1327811,"company_name":"Workday, Inc.","ticker":"WDAY","form_type":"8-K","filed_at":"2022-06-24T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Workday stockholders elect directors, approve equity plans at annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Class I directors Lynne Doughtie, Carl Eschenbach, Michael McNamara, Jerry Yang elected; each received >600M votes for.","Ratification of Ernst & Young as independent auditor for FY2023: 718.9M for, 1.0M against.","Advisory vote on executive compensation approved: 600.6M for, 99.6M against.","2022 Equity Incentive Plan approved (604.5M for) to replace 2012 plan; Amended ESPP also approved (698.9M for)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":32294330000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":367302,"accession_number":"0001327811-22-000112","cik":1327811,"company_name":"Workday, Inc.","ticker":"WDAY","form_type":"8-K","filed_at":"2022-06-22T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Workday appoints Wayne A.I. Frederick, M.D. to board of directors","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Dr. Frederick is president of Howard University (since July 2014) and brings experience in higher education and healthcare.","He receives a one-time RSU grant of $750,000, vesting one-fourth on July 15, 2023, then quarterly over 12 quarters.","He also receives an annual RSU grant of $320,000 under the non-employee director compensation program, vesting on May 15 of the following year.","Board determined Dr. Frederick is independent per Nasdaq rules; Howard University paid Workday $4,032,636 in FY2022 as an arms-length customer.","Dr. Frederick serves on boards of Forma Therapeutics, Humana, Insulet, and Mutual of America."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":32294330000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":367301,"accession_number":"0001327811-22-000090","cik":1327811,"company_name":"Workday, Inc.","ticker":"WDAY","form_type":"8-K","filed_at":"2022-05-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Workday Q1 FY2023 revenue $1.43B (+22.1% YoY); raises FY2023 subscription revenue guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP EPS loss of $0.41 vs loss $0.19 YoY; Non-GAAP diluted EPS $0.83 vs $0.87 YoY.","Subscription revenue $1.27B (+23.2% YoY); total subscription backlog $12.65B (+25.5%).","Operating loss $72.8M (GAAP); Non-GAAP operating income $288.6M, margin 20.1% vs 24.6% YoY.","FY2023 subscription revenue guidance raised to $5.537-5.557B (22% growth); Q2 guidance $1.353-1.355B.","Cash and marketable securities $6.26B; operating cash flow $439.7M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.41,"consensus_revenue_estimate":null,"consensus_revenue_actual":1434657000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":32294330000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":367300,"accession_number":"0001104659-22-043661","cik":1327811,"company_name":"Workday, Inc.","ticker":"WDAY","form_type":"8-K","filed_at":"2022-04-07T23:59:59+00:00","items":["1.01","1.02","9.01"],"status":"ready","headline":"Workday enters $1B revolving credit facility, replaces $750M prior facilities","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["New $1B revolver matures April 6, 2027; no outstanding draws as of April 7, 2022.","Prepaid $693.75M term loan and terminated $750M revolver from 2020 credit agreement.","Interest rates tied to SOFR plus margin of 0.875%-1.500% (or base rate plus 0.000%-0.500%) depending on leverage ratio.","Financial covenant requires maximum leverage ratio of 3.50:1.00 (step-up to 4.50:1.00 after permitted acquisitions)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":32294330000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":"2022-04-07T23:59:59+00:00|367300"}