{"schema_version":"secwatch.filing_event.v1","accession":"0001327811-23-000200","form_type":"8-K","ticker":"WDAY","cik":"0001327811","company_name":"Workday, Inc.","filed_at":"2023-11-28T23:59:59+00:00","discovered_at":"2026-05-14T18:03:28.633885+00:00","generated_at":"2026-06-07T20:50:38.295138+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Workday Q3 FY2024: Revenue $1.87B (+16.7%), raises subscription revenue guidance to $6.598B","bullets":["Subscription revenue $1.69B (+18.1% YoY); total revenue $1.87B (+16.7% YoY).","Operating income $87.9M vs. loss of $26.3M a year ago; non-GAAP operating income $462.1M (24.8% margin).","Diluted EPS $0.43 vs. loss of $0.29; non-GAAP diluted EPS $1.53 vs. $0.99.","Raised FY2024 subscription revenue guidance to $6.598B (19% YoY) and non-GAAP operating margin to 23.8%.","12-month subscription backlog $6.05B (+21.9%); free cash flow $390.8M; EMEA surpassed $1B ARR."],"urls":{"canonical":"https://secwatch.observer/filing/0001327811-23-000200","json":"https://secwatch.observer/filing/0001327811-23-000200.json","markdown":"https://secwatch.observer/filing/0001327811-23-000200.md","text":"https://secwatch.observer/filing/0001327811-23-000200.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1327811/000132781123000200/0001327811-23-000200-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1327811/000132781123000200/wday-20231128.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-07T20:50:38.295138+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":"67e311c5ad7ccb474a82dfe64f09031870e421b8","claim":"Workday, Inc. reported fiscal 2024 third quarter ended October 31, 2023 results: revenue $1.87 billion, net income $0.43 per share, EPS diluted net income per share was $0.43. Guidance raised.","evidence_excerpt":"Workday Announces Fiscal 2024 Third Quarter Financial Results Fiscal Third Quarter Total Revenues of $1.87 Billion, Up 16.7% Year Over Year Subscription Revenues of $1.69 Billion, Up 18.1% Year Over Year 12-Month Subscription Revenue Backlog of $6.05 Billion, Up 21.9% Year Over Year PLEASANTON, Calif., November 28, 2023 -- Workday, Inc. (NASDAQ: WDAY), a leader in enterprise cloud applications for finance and human resources , today announced results for the fiscal 2024 third quarter ended October 31, 2023.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1327811/000132781123000200/0001327811-23-000200-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fiscal 2024 third quarter ended October 31, 2023"},{"label":"Revenue","value":"$1.87 billion"},{"label":"Net income","value":"$0.43 per share"},{"label":"EPS","value":"diluted net income per share was $0.43"},{"label":"Guidance","value":"raised"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}