UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report (date of earliest event reported): ~~November~~January 2530, ~~2025~~2026

WORKDAY, INC.

(Exact name of registrant as specified in its charter)


Delaware	001-35680	20-2480422
(State or other jurisdiction of incorporation)	(Commission File Number)	(I.R.S. Employer Identification No.)

6110 Stoneridge Mall Road

Pleasanton, California 94588

(Address of principal executive offices)

Registrant’s telephone number, including area code: (925) 951-9000

N/A

(Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):


☐			Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐			Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐			Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐			Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:


Title of each class	Trading Symbol(s)	Name of each exchange on which registered
Class A Common Stock, par value $0.001	WDAY	The Nasdaq Stock Market LLC
		(Nasdaq Global Select Market)

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Section 2 – Financial Information

Item 2.02 –- Results of Operations and Financial Condition

~~On November 25, 2025,~~ Workday, Inc. (“Workday”) ~~issued~~expects aits ~~press~~fiscal ~~release~~2026 ~~announcing~~fourth ~~its~~quarter and full-year financial results ~~for~~to be in-line with its guidance as provided on its fiscal 2026 third quarter ~~ended~~earnings ~~October 31~~call on November 25, 2025., Awith ~~copy~~the exception of its GAAP operating margin, due to the ~~press~~activities ~~release~~discussed isin ~~attached~~Items as2.05 ~~Exhibit~~and 992.106 below. Workday now expects its fiscal 2026 fourth quarter GAAP operating margin to ~~this~~be ~~current~~24 ~~report~~to on25 ~~Form~~percentage 8points lower than its fourth quarter non-KGAAP operating margin and isits ~~incorporated~~fiscal by2026 ~~reference~~full-year ~~herein~~GAAP operating margin to be 22 to 23 percentage points lower than its full-year non-GAAP operating margin. Workday intends to exclude the charges associated with these activities from its non-GAAP financial measures.

~~Workday~~These ~~uses~~expectations ~~its~~are ~~blogs.workday.com~~based ~~website~~on aspreliminary aunaudited ~~means~~financial ofand ~~disclosing~~other ~~material~~information, ~~non-public~~and ~~information~~subject to normal quarterly closing processes and ~~for~~accounting ~~complying~~review. ~~with~~As previously announced, Workday is scheduled to report its ~~disclosure~~fiscal ~~obligations~~2026 ~~under~~fourth ~~Regulation~~quarter FDand full-year financial results on Tuesday, February 24, 2026.

~~The~~Item ~~information~~2.05 ~~in this current report on Form 8~~-K ~~and~~Costs ~~the~~Associated ~~exhibit~~with ~~attached~~Exit ~~hereto shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”),~~ or ~~otherwise~~Disposal subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, regardless of any general incorporation language in such filing.Activities

~~Section 9~~On –February ~~Financial~~4, ~~Statements~~2026, certain functions within Workday announced reorganizations designed to better align their people and ~~Exhibits~~resources to their highest priorities in fiscal 2027. These actions are expected to result in the elimination of approximately 2% of Workday’s current workforce, primarily in non-revenue generating roles within Workday’s Global Customer Operations team. Workday plans to continue to hire in key strategic areas and locations throughout its fiscal 2027, including additional revenue-generating areas to meet its market opportunity.

~~Item 9~~In connection with the above, Workday estimates that it will incur approximately $135 million in charges which are expected to be recognized in the fourth quarter of fiscal 2026, consisting of approximately $40 million of future cash expenditures related to severance payments, employee benefits, and related costs and approximately $15 million in non-cash charges for stock-based compensation.01 –The ~~Financial~~charges ~~Statements~~also consist of approximately $80 million in non-cash charges related to the impairment of certain office space and ~~Exhibits~~long-lived assets.

~~(d)~~The ~~Exhibits~~actions described above are expected to be substantially completed by the first quarter of fiscal 2027, subject to local law and consultation requirements.

Exhibit Number						Description
99.1						Press release entitled “Workday Announces Fiscal 2026 Third Quarter Financial Results” dated November 25, 2025
104						Cover Page Interactive Data File (the cover page XBRL tags are embedded within the inline XBRL document)

The estimates of the charges and expenditures that Workday expects to incur in connection with the above, and the timing thereof, are subject to a number of assumptions, including local law requirements in various jurisdictions, and actual amounts may differ materially from estimates.

Item 2.06 – Material Impairments

The information contained in Item 2.05 above with respect to impairment charges related to certain office space and long-lived assets, as concluded by Workday on January 30, 2026, is incorporated herein by reference.

Forward-Looking Statements

This Current Report on Form 8-K contains forward-looking statements including, but not limited to, statements related to the expected benefits and impact of the reorganizations, the expected hiring plans, the percentage of employees to be impacted, the estimate and timing of the charges that will be incurred, and Workday’s financial outlook for the fourth quarter and fiscal year ended January 31, 2026. These forward-looking statements are based only on currently available information and Workday’s current beliefs, expectations, and assumptions. Because forward-looking statements relate to the future, they are subject to inherent risks, uncertainties, assumptions, and changes in circumstances that are difficult to predict and many of which are outside of Workday’s control. If the risks materialize, assumptions prove incorrect, or Workday experiences unexpected changes in circumstances, actual results could differ materially from the results implied by these forward-looking statements, and therefore you should not rely on any forward-looking statements. Risks include, but are not limited to, the risk that we may not realize the anticipated benefits of the Plan to the extent or as quickly as anticipated or at all, the risk that the Plan costs and charges may be greater than anticipated, the risk that the Plan could negatively impact our business operations, as well as the risks described in Workday’s filings with the Securities and Exchange Commission (“SEC”), including Workday’s most recent report on Form 10-Q or Form 10-K and other reports that Workday has filed and will file with the SEC from time to time, which could cause actual results to vary from expectations. Workday assumes no obligation to, and does not currently intend to, update any such forward-looking statements after the date of this report, except as required by law.

Signature

Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Dated: February 4, 2026

Workday, Inc. /s/ Zane Rowe Zane ~~RoweChief~~Rowe Chief Financial Officer

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