secwatch.observer — SEC 8-K summary
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Issuer:     Workday, Inc. (WDAY)
CIK:        0001327811
Form:       8-K
Filed at:   2025-08-21T23:59:59+00:00
Accession:  0001327811-25-000181
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Workday Q2 FY2026 revenue $2.348B (+12.6% YoY); EPS $0.84 up from $0.49
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1327811/000132781125000181/0001327811-25-000181-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1327811/000132781125000181/wday-20250821.htm
  HTML page:      https://secwatch.observer/filing/0001327811-25-000181

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer