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Workday10-K: Capex increase

Workday acquired four AI companies in fiscal 2026: Flowise, Paradox, Sana, and Pipedream.

What happened

Workday is aggressively investing in AI technology through four strategic acquisitions.

Source

SEC EDGARMar 6, 2026

Annual report (Form 10-K)

Workday 10-K for FY2026

Filing excerpt

During fiscal 2026, we expanded our AI capabilities through the acquisitions of FlowiseAI, Inc. (“Flowise”), a low-code platform that makes it easy to build AI agents; Paradox, Inc. (“Paradox”), a candidate experience agent that uses conversational AI to simplify every step of the job application journey; Sana Labs AB (“Sana”), a leading AI company building the next generation of enterprise knowledge tools; and Pipedream, Inc. (“Pipedream”), a leading integration platform for AI agents.

sec.gov/Archives/edgar/data/1327811/000132781126000014/wday-20260131.htmRead the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-K: Capex increase

What this signalsFilings often name leadership changes, deals and spending plans.

Period
FY2026
Fiscal year end
01/31
Filed
Mar 6, 2026

More 10-K signals at other companies

The full record

From the Signal API record

Details

CIK
1327811
Accession number
0001327811-26-000014
Metric named
Acquisition costs for four companies
Timeframe
Current year
Filing year
2026
Why it matters
Budget available
Signal category
Financial

Topics and mentions

Technologies

  • AI
  • low-code
  • conversational AI
  • cloud
  • HCM

Vendors

  • FlowiseAI
  • Inc.
  • Paradox
  • Sana Labs AB
  • Pipedream
  • Workday

Competitors

  • Oracle
  • SAP
  • Anaplan
  • Inc.
  • ADP
  • Coupa Software Inc.
  • Dayforce
  • Microsoft
  • ServiceNow

Regions named

  • U.S.
  • global

Vendors named

  • FlowiseAI, Inc.
  • Paradox, Inc.
  • Sana Labs AB
  • Pipedream, Inc.
  • Workday

Competitors named

  • Oracle
  • SAP
  • Anaplan, Inc.
  • ADP
  • Coupa Software Inc.
  • Dayforce, Inc.
  • Microsoft
  • ServiceNow, Inc.

Extraction

Confidence
High
Relevance
90%
Sentiment
Positive
Detected
Mar 10, 2026
signal_type
sec-10k
signal_subtype
capexIncrease

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The API returns more than this page shows

This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/c9208f60-0af8-447c-88cc-291f20d4f60b returns this record as JSON. POST /v1/companies/enrich returns every signal for workday.com.

{
  "signal_id": "c9208f60-0af8-447c-88cc-291f20d4f60b",
  "signal_type": "sec-10k",
  "signal_subtype": "capexIncrease",
  "detected_at": "2026-03-10T06:43:34.392+00:00",
  "company": {
    "name": "Workday",
    "domain": "workday.com"
  },
  "data": {
    "detail": "Workday is aggressively investing in AI technology through four strategic acquisitions. This indicates a significant budget allocation and focus on integrating advanced AI, creating opportunities for vendors who can support this complex integration and development roadmap.",
    "metrics": {
      "timeframe": "current_year",
      "dollar_context": "Acquisition costs for four companies"
    },
    "summary": "Workday acquired four AI companies in fiscal 2026: Flowise, Paradox, Sana, and Pipedream.",
    "excerpts": "During fiscal 2026, we expanded our AI capabilities through the acquisitions of FlowiseAI, Inc. (“Flowise”), a low-code platform that makes it easy to build AI agents; Paradox, Inc. (“Paradox”), a candidate experience agent that uses conversational AI to simplify every step of the job application journey; Sana Labs AB (“Sana”), a leading AI company building the next generation of enterprise knowledge tools; and Pipedream, Inc. (“Pipedream”), a leading integration platform for AI agents.",
    "relevance": 0.9,
    "sentiment": "positive",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1327811/000132781126000014/wday-20260131.htm",
    "filing_date": "2026-03-06",
    "filing_year": 2026,
    "fiscal_year_end": "01/31",
    "sales_relevance": "Budget available",
    "signal_category": "financial",
    "regions_mentioned": [
      "U.S.",
      "global"
    ],
    "vendors_mentioned": [
      "FlowiseAI, Inc.",
      "Paradox, Inc.",
      "Sana Labs AB",
      "Pipedream, Inc.",
      "Workday"
    ],
    "competitors_mentioned": [
      "Oracle",
      "SAP",
      "Anaplan, Inc.",
      "ADP",
      "Coupa Software Inc.",
      "Dayforce, Inc.",
      "Microsoft",
      "ServiceNow, Inc."
    ],
    "technologies_mentioned": [
      "AI",
      "low-code",
      "conversational AI",
      "cloud",
      "HCM"
    ]
  }
}

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