Workday, Inc.
WDAY
Jodie read · what matters now
Revenue increased 13.5% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to WDAY, and whether its market group begins moving.
Latest filing assessment · baseline
Fundamentals strengthened in the latest filing
10-Q filed 2026-05-22 against the comparable filing from 2025-05-23.
What improved
- Revenue increased 13.5% versus the comparable filing period.
- Operating margin improved 11.6 percentage points.
- Net income increased 226.5% versus the comparable filing period.
What weakened
- Operating cash flow was 3.14x net income; review non-cash and one-time items before treating this as recurring conversion.
Filing receipts
“The improvement was primarily driven by higher cash collections of $463 million mainly due to increased sales, partially offset by increased employee-related payments of $90 million, increased supplier payments of $66 million to support our continued growth, increased capital expenditures of $44 million, and decreased interest income of $30 million.”
“Share-based Compensation Costs and expenses include share-based compensation expense as follows (in millions): Three Months Ended April 30, 2026 2025 Costs of subscription services $ 37 $ 42 Costs of professional services 26 30 Product development 184 183 Sales and marketing 90 92 General and administrative 72 70 Restructuring 0 42 Total share-based compensation expense $ 409 $ 459 Percentage of total revenues 16.1 % 20.5 % Share-based compensation expense decreased by $50 million for the three months ended April 30, 2026, compared to the prior year period, primarily due to a reduction in restructuring expenses.”
“The improvement in cash provided by operating activities was primarily driven by higher cash collections of $463 million mainly due to increased sales, partially offset by increased employee-related payments of $90 million, increased supplier payments of $66 million to support our continued growth, and decreased interest income of $30 million.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind WDAY
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Depended on by
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 16 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
WDAY is currently a Participant in the organic co-movement group Staffing Services. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Theme membership history
No durable theme membership has been observed for this name yet.