Workday co-founder Aneel Bhusri returns as CEO; Carl Eschenbach steps down effective Feb 6, 2026

Workday, Inc.

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.

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