What Workday's FY2026 10-K says: 12 signals
Workday filed its latest 10-K with the SEC on Mar 6, 2026. It discusses AI investment, internal control weakness and platform strategy.
Public (WDAY)Software Development10,000+ employeesworkday.comLinkedIn
- Filed
- Mar 6, 2026
- Period
- FY2026
- Fiscal year end
- 01/31
- Filings
- 1
10-K · latest 10
What Workday's 10-K filings say
- SEC EDGAR
10-K · FY2026
Filed · Fiscal year ends 01/31 · 12 signals
Acquired four AI companies in FY2026: Flowise, Paradox, Sana, and Pipedream
These acquisitions create complex technical integration challenges, opening doors for specialized consulting and platform engineering services.
AIconversational AIFlowiseAI, Inc.Paradox, Inc.
Workday explicitly identifies Oracle and SAP as its main rivals, with a secondary list including Anaplan, ADP, Coupa, Dayforce, Microsoft, ServiceNow, and UKG.
AIgenerative AILLMsOracle
Workday faces intense competition from Oracle, SAP, Microsoft, and emerging generic AI.
Workday explicitly names Oracle and SAP as primary competitors, along with a list of others, and acknowledges a new threat from generic LLMs and AI agents.
AIcloudLLMsgenerative AI
Facing intense competitive pressure from generic LLMs and non-specialist AI solutions
The rise of general-purpose AI tools is a direct threat to Workday's specialized applications, creating pressure to accelerate their own AI development and differentiation.
AIgenerative AILLMsOracle
Launching 'Workday Data Cloud' service based on Apache Iceberg architecture in FY2027
Workday is building a new data service to allow customers to connect their Workday data with external analytics platforms.
Apache Icebergcloud
Workday completed four strategic AI acquisitions in fiscal 2026 to bolster its platform
Workday acquired FlowiseAI, Paradox, Sana Labs, and Pipedream to accelerate its AI roadmap.
AIlow-codeconversational AIFlowiseAI, Inc.
Announced 'Workday Build' open developer platform for custom AI solutions
Workday is opening its platform for customers and partners to build and share their own AI-powered solutions.
AIlow-codeplatformWorkday
Launching 'Workday Data Cloud' for open, zero-copy data access in fiscal 2027
Workday is launching a new data service based on open standards like Apache Iceberg to connect HCM and finance data with external analytics platforms.
Apache IcebergclouddataWorkday
Workday experienced a data reporting failure in July 2025 that yielded incomplete queries.
A system issue caused reporting from high-volume data sources to return incomplete results without an error message, potentially impacting customer decisions.
AIcloudWorkdayOracle
Workday suffered service outages due to high temperatures and power failures at US data centers.
Third-party data centers in the U.S. experienced disruptions from heat and power outages, causing a temporary outage for some Workday customers.
cloudWorkdayOracleSAP
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Source. Annual reports (Form 10-K) filed with the SEC. Every card links to the filing on EDGAR.
Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.
Data as of .