TICKDELTA
Sign in
Screener / SEC EDGAR /CIK 0001327811 /10-K filed Mar 6, 2026, compared with Mar 11, 2025 /Numbers from the XBRL of the 10-Ks
Technology peers:
PANWANETSNPSMRVLWDAYROP
Nasdaq Technology · Data Processing

Workday, Inc. WDAY

WDAY quote by TradingView

Workday is the enterprise AI platform for managing people, money, and agents. 10-K, Item 1

Headquarters
Pleasanton, CA
CEO
Aneel Bhusri
Next results
around Nov 24, 2026
Compare with peers Embed

WDAY among Technology peers

Six ratios from the latest 10-K. Each corner is the share of 74 peers the company is above, not a score.

Compare
Revenue growth: 13.1%, above 43% of 74 peers (their median 14.1%) REVENUE GROWTH 13.1% · above 43% Operating margin: 10.7%, above 24% of 70 peers (their median 23.8%) OPERATING MARGIN 10.7% · above 24% Net margin: 12.3%, above 35% of 74 peers (their median 19.2%) NET MARGIN 12.3% · above 35% FCF margin: 28.0%, above 59% of 70 peers (their median 22.3%) FCF MARGIN 28.0% · above 59% Return on capital: 5.2%, above 18% of 61 peers (their median 12.7%) RETURN ON CAPITAL 5.2% · above 18%
WDAY Peer median Below the median

What changed

10 new risk paragraphs and 1 accounting fact worth reading about. 10-K filed Mar 6, 2026 against Mar 11, 2025.

Risk factors
10 new paragraphs, nothing like them in the previous 10-K
10-K Item 1A
Material impairment (8-K item 2.06)
8-K item 2.06 (material impairments) filed Feb 4, 2026 (2 in 2 years)
10-K · XBRL
Accounting checks
9 other checks clear, 1 worth a look
10-K · XBRL
Insiders
No open-market buys in the last 90 days
Form 4
Filings
1 in the last 30 days
EDGAR

Each row opens the detail with the quote and the filing. A row is a change worth reading, not a verdict.

Accounting checks

10 checks on the latest 10-K. Checks, not verdicts.

How it works

1fact worth reading about the other 9 checks found nothing to note

  • Material impairment (8-K item 2.06)
    8-K item 2.06 (material impairments) filed Feb 4, 2026 (2 in 2 years)
  • Receivables +19.6% vs revenue +13.1% (+6.5 pts)
8 more checks with nothing to note
  • Cash from operations $2.9B vs net income $693.0M (FY ending Jan 31, 2026)
  • Same auditor in both 10-Ks: Ernst & Young LLP
  • No statement of substantial doubt about going concern
  • No 8-K item 4.02 in the last 2 years
  • No NT 10-K or NT 10-Q in the last 2 years
  • The same matters as last year: Table of Contents; Revenue Recognition
  • No sentence in the 10-K concludes that controls were not effective because of a material weakness
  • No 8-K item 1.03 in the last 2 years

In their words

10 paragraphs in Risk Factors that were not in the 10-K filed Mar 11, 2025. Quoted as filed.

All 10 new paragraphs
  1. Item 1A · new paragraph · not in the 10-K filed Mar 11, 2025 10-K, ITEM 1A
    Regulatory developments in the U.S. present additional risks. For example, the California Consumer Privacy Act (“CCPA”) took effect on January 1, 2020, and the California Privacy Rights Act (“CPRA”), which expands upon the CCPA, came into effect on January 1, 2023. The CCPA and CPRA give California consumers, including employees,…
  2. Item 1A · new paragraph · not in the 10-K filed Mar 11, 2025 10-K, ITEM 1A
    In addition, as AI technologies are increasingly used across the industry, including in connection with data analytics, automation, customer service, and decision-support features, the speed, scale, and complexity of data processing may increase, which may heighten data privacy risks. AI-enabled or agentic AI features may be targeted,…
  3. Item 1A · new paragraph · not in the 10-K filed Mar 11, 2025 10-K, ITEM 1A
    Beyond licensing compliance, our use of and investment in open source AI models and platforms create distinct and significant risks. Open source AI models may be trained on data of unknown or uncertain provenance, which could include copyrighted or otherwise proprietary, confidential, or private information. If our applications or the…
  4. Item 1A · new paragraph · not in the 10-K filed Mar 11, 2025 10-K, ITEM 1A
    Our contracts with federal, state, local, and foreign government entities are subject to various procurement regulations and other requirements relating to their formation, award, administration, and performance, which present certain risks and challenges not present in private commercial agreements. These risks and challenges include…

New risk paragraphs, against peers

Latest 10-K of each, Technology companies closest in revenue

Paragraphs in Risk Factors with nothing like them in the company's 10-K the year before. A count of text, not of risk.

Financial performance

Last 4 fiscal years · 10-K XBRL

All years
MetricFY2023FY2024FY2025FY2026
Revenue$6.2B$7.3B$8.4B$9.6B
Net income−$367.0M$1.4B$526.0M$693.0M
Operating cash flow$1.7B$2.1B$2.5B$2.9B
Free cash flow$1.3B$1.9B$2.2B$2.8B

Revenue, FY2017 to FY2026

Ten fiscal years, each from its own 10-K · XBRL · USD

$9.6B ▲ 13.1% in FY2026

FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025FY2026
Every number, year by year

Recent filings

1 filing in the last 30 days · SEC EDGAR

All filings

About the company

Workday, Inc., Pleasanton, CA · from the 10-K filed Mar 6, 2026

Workday is the enterprise AI platform for managing people, money, and agents. Workday provides more than 11,500 organizations with cloud solutions powered by artificial intelligence (“AI”) to help solve some of today’s most complex business challenges, including supporting and empowering their workforce, managing their finances and spend in an ever-changing environment, and planning for the unexpected.

Headquarters
Pleasanton, CA
Country
United States
Reports in
USD
Listed on
Nasdaq
Fiscal year ends
January 31
Last results
Sep 29, 2026
Incorporated in
DE

Email alerts

Sources

The 10-K filed Mar 6, 2026 (open at SEC), compared with the 10-K filed Mar 11, 2025. Numbers from the XBRL of the 10-Ks; filings from SEC EDGAR.

Work with it: Excel workbook · CSV. Google Sheet that stays up to date: paste =IMPORTDATA("https://tickdelta.com/company/WDAY/export.csv") into a cell.