secwatch.observer — SEC 8-K summary
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Issuer:     Workday, Inc. (WDAY)
CIK:        0001327811
Form:       8-K
Filed at:   2025-11-25T23:59:59+00:00
Accession:  0001327811-25-000196
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Workday Q3 FY2026 revenue $2.43B (+12.6%); GAAP EPS $0.94, non-GAAP $2.32
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1327811/000132781125000196/0001327811-25-000196-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1327811/000132781125000196/wday-20251125.htm
  HTML page:      https://secwatch.observer/filing/0001327811-25-000196

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