WDAY
Market read
The latest filing evidence is available. 5 of 35 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 17 directly disclosed connections are confirming.
Invalidation: The live read weakens if participation falls to 12 of 35 members or fewer.
Research brief
The latest filing evidence is available. 5 of 35 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 17 directly disclosed connections are confirming.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
No qualifying adverse evidence was identified; that is not proof there is no downside.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“The improvement was primarily driven by higher cash collections of $723 million mainly due to increased sales, partially offset by increased supplier payments of $196 million to support our continued growth, increased employee-related payments of $191 million…”10-Q · Aug 27, 2026 ↗
“The increase in subscription revenue backlog was primarily driven by expansion within our existing customer base, sales to new customers, and timing of renewals for existing customers.”10-Q · Aug 27, 2026 ↗
“Provision For (Benefit From) Income Taxes The provision for (benefit from) income taxes was as follows (in millions): Three Months Ended July 31, Six Months Ended July 31, 2026 2025 2026 2025 Provision for (benefit from) income taxes $ (305) $ 76 $ (172) $ 11…”10-Q · Aug 27, 2026 ↗
“The improvement was primarily driven by higher cash collections of $723 million mainly due to increased sales, partially offset by increased supplier payments of $196 million to support our continued growth, increased employee-related payments of $191 million…”10-Q · Aug 27, 2026 ↗
Valuation discipline
Price/sales 5.2× · EV/sales 5.4×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for WDAY. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment · baseline
10-Q filed 2026-05-22 against the comparable filing from 2025-05-23.
“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.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“We currently compete with large, well-established, enterprise software vendors, such as Oracle Corporation (“ Oracle ”) and SAP SE (“SAP”).”
“In November 2025, we completed our acquisition of Sana Labs AB (“Sana”) for approximately $1.0 billion in cash.”
Depended on by
“General and administrative expenses — Our general and administrative expenses primarily include: ◦ rent expenses related to our service centers and sales offices ◦ outside professional service fees related to legal, consulting and accounting services ◦ admini…”
Filing peers
Companies whose filings use similar operating language.
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What is moving around it
WDAY is currently a Participant in the organic co-movement group Software Stocks. 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.
Context history
No durable theme membership has been observed for this name yet.