{"schema_version":"secwatch.filing_event.v1","accession":"0001327811-23-000022","form_type":"8-K","ticker":"WDAY","cik":"0001327811","company_name":"Workday, Inc.","filed_at":"2023-02-27T23:59:59+00:00","discovered_at":"2026-05-14T18:03:44.439516+00:00","generated_at":"2026-06-18T23:19:45.874022+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Workday Q4 revenue $1.65B (+19.6% YoY); guides FY24 subscription rev $6.525-6.575B, non-GAAP op margin 23%","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001327811-23-000022","json":"https://secwatch.observer/filing/0001327811-23-000022.json","markdown":"https://secwatch.observer/filing/0001327811-23-000022.md","text":"https://secwatch.observer/filing/0001327811-23-000022.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1327811/000132781123000022/0001327811-23-000022-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1327811/000132781123000022/wday-20230227.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-18T23:19:45.874022+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"7281a4810197f613966d5644a99d3d35d4c2a023","claim":"Workday, Inc. reported fiscal fourth quarter ended January 31, 2023 results: revenue $1.65 billion, EPS -$0.49.","evidence_excerpt":"Fiscal 2023 Fourth Quarter Results • Total revenues were $1.65 billion, an increase of 19.6% from the fourth quarter of fiscal 2022. Subscription revenues were $1.50 billion, an increase of 21.7% from the same period last year. • Operating loss was $89.0 million, or negative 5.4% of revenues, compared to an operating loss of $101.0 million, or negative 7.3% of revenues, in the same period last year. Non-GAAP operating income for the fourth quarter was $305.3 million, or 18.5% of revenues, compared to a non-GAAP operating income of $237.1 million, or 17.2% of revenues, in the same period last year. 1 • Basic and diluted net loss per share was $0.49, compared to basic and diluted net loss per share of $0.29 in the fourth quarter of fiscal 2022. Non-GAAP basic and diluted net income per share was $1.00 and $0.99, respectively, compared to non-GAAP basic and diluted net income per share of $0.82 and $0.78, respectively, in the same period last year. 2","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1327811/000132781123000022/0001327811-23-000022-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fiscal fourth quarter ended January 31, 2023"},{"label":"Revenue","value":"$1.65 billion"},{"label":"EPS","value":"-$0.49"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"a1820d09a9d869cd9d9e0e55afc3064f2015d282","claim":"Workday, Inc. reported fiscal year 2024 results: revenue $6.525 billion to $6.575 billion. Guidance raised.","evidence_excerpt":"We are maintaining the midpoint of our preliminary fiscal year 2024 subscription revenue guidance while increasing our fiscal 2024 non-GAAP operating margin outlook to the high end. We now expect subscription revenue of $6.525 billion to $6.575 billion, growth of 17% to 18%, and non-GAAP operating margin of 23.0%, which includes a 150 basis point increase resulting from a change in our useful life policy for servers and network equipment.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1327811/000132781123000022/0001327811-23-000022-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fiscal year 2024"},{"label":"Revenue","value":"$6.525 billion to $6.575 billion"},{"label":"Guidance","value":"raised"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}