Workday Inc
workday.comWhat Do They Do?
Sells cloud software for managing employees, finances, and business planning to medium-sized organizations and large global companies.
10-K for FY2026, filed Mar 6, 2026Workday offers a suite of cloud-based enterprise solutions that address the evolving needs of the C-suite on a platform designed to be…View ↗
Workday delivers HCM solutions to help organizations build an agile, skills-based workforce, streamline operations, increase efficiency…View ↗
Financial Management: Solutions for the Office of the CFOView ↗
In today’s dynamic environment, businesses need to continuously plan and model various scenarios to quickly respond to change. Workday…View ↗
We sell to emerging, medium-sized, and large global organizations that span numerous industry categories, including financial services…View ↗
How Do They Make Money?
Organizations pay for cloud-application access and support under contracts, generally billed annually in advance as service continues throughout the contract term. They also pay for deployment, optimization, and training, billed as time-and-materials work is performed or in advance for fixed-price work.
10-K for FY2026, filed Mar 6, 2026We derive our revenues from subscription services and professional services. Subscription services revenues primarily consist of fees that…View ↗
Subscription services revenues are recognized over time as services are delivered, beginning on the date our service is made available to…View ↗
Our professional services consulting engagements are billed on a time and materials or fixed price basis. We generally invoice our…View ↗
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10-K for FY2026, filed Mar 6, 2026
FY2026 revenue by product or service ↗
$9.6B
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10-K for FY2026, filed Mar 6, 2026
$9.6B ↗
| Segment | Share | Revenue | How money arrives |
|---|---|---|---|
|
Subscription services
Recurring
10-K for FY2026, filed Mar 6, 2026 |
92%
FY2023: 90%
|
Subscription services, FY2026
$8.8B Sources
|
Recurring |
|
Costs of professional services
Sold outright
|
7.5%
FY2023: 10%
|
Costs of professional services, FY2026
$719M Sources
|
Sold outright |
Who Are Their Customers?
Emerging, medium-sized, and large global organizations across industries buy Workday's software. Workday sells directly and through sales partners and resellers, and also through Workday Marketplace.
10-K for FY2026, filed Mar 6, 2026
Do Revenues Turn Into Profits?
Yes. It kept 7 cents of every revenue dollar as net income in FY2026 and turned 29 cents into free cash flow.
10-K for FY2026, filed Mar 6, 2026
$721MView ↗
10-K for FY2026, filed Mar 6, 2026
$693MView ↗
10-K for FY2026, filed Mar 6, 2026
$2.8BView ↗
How Are They Changing?
10-Q for Q2 FY2027, filed Aug 27, 2026
Open tableView ↗
Growing. Revenue grew 86% in 4 years, from $5.1B in FY2022 to $9.6B in FY2026, about 17% a year.
AI agent tools
The earlier report described AI and machine learning embedded in its applications, plus analytics and extension tools. The latest report adds purpose-built AI agents, an AI experience platform, and tools for customers and partners to build agents on Workday.
10-K for FY2023, filed Feb 27, 2023 10-K for FY2026, filed Mar 6, 2026As organizations face changing conditions, we believe the need for an intuitive, open, scalable, and secure platform that provides unified…View ↗
Workday’s open platform enables our customers and partners to innovate by building AI-powered solutions and agents that can work across…View ↗
In fiscal 2026, Workday introduced Workday Sana, the AI experience platform for enterprise knowledge, agents, and automation across the…View ↗
Who Do They Compete With?
Competes with Oracle, SAP, Anaplan, ADP, Coupa Software, Dayforce, Microsoft, NetSuite, ServiceNow, and UKG
10-K for FY2026, filed Mar 6, 2026The overall market for enterprise application software, including AI-powered solutions, is rapidly evolving, highly competitive, and…View ↗
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