Workday, Inc.
WDAY
Jodie situation report
Workday, Inc.'s move is spreading beyond its market group.
The latest filing evidence is available. 16 of 30 group members are active now; 3 filing-linked outsiders are moving with the group, and 2 of 17 directly disclosed connections are confirming.
- Revenue increased 13.5% versus the comparable filing period.
- Operating cash flow was 3.14x net income; review non-cash and one-time items before treating this as recurring conversion.
- At least 20 of 30 durable members become active together.
- Capital-flow agreement rises above 55%.
- FIVN remains aligned with the group in the next market snapshot.
Invalidation: The live read weakens if participation falls to 10 of 30 members or fewer.
Who this business touches
The relationships behind WDAY
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
ORCLOracle CorporationcompetitorMay 22, 2026 ▾
“We currently compete with large, well-established, enterprise software vendors, such as Oracle Corporation (“ Oracle ”) and SAP SE (“SAP”).”
SANASana Biotechnology, Inc.investeeMar 6, 2026 ▾
“In November 2025, we completed our acquisition of Sana Labs AB (“Sana”) for approximately $1.0 billion in cash.”
Depended on by
NSPInsperity, Inc.partnerMay 1, 2026 ▾
“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.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 16 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
WDAY is currently a Participant in the organic co-movement group Construction Management Software. 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.