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Workday10-K: Competitor named

Workday names Oracle and SAP as primary competitors, plus 7 others including Microsoft and ServiceNow

What happened

Workday explicitly identifies Oracle and SAP as its main rivals, with a secondary list including Anaplan, ADP, Coupa, Dayforce, Microsoft, ServiceNow, and UKG. The company also sees a growing threat from non-specialist AI solutions, indicating pressure to differentiate its own AI offerings.

Source

SEC EDGARMar 6, 2026

Annual report (Form 10-K)

Workday 10-K for FY2026

Filing excerpt

Our primary competitors are Oracle and SAP, well-established providers of financial management and HCM applications, which have long-standing relationships with customers and partners.

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: Competitor named

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
Filing year
2026
Why it matters
Competitive intelligence
Signal category
Market

Topics and mentions

Technologies

  • AI
  • generative AI
  • LLMs

Competitors

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

Competitors named

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

Extraction

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

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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/985392cf-dbce-4a20-b9ba-93d8860b5f7a returns this record as JSON. POST /v1/companies/enrich returns every signal for workday.com.

{
  "signal_id": "985392cf-dbce-4a20-b9ba-93d8860b5f7a",
  "signal_type": "sec-10k",
  "signal_subtype": "competitorNamed",
  "detected_at": "2026-03-10T06:43:34.392+00:00",
  "company": {
    "name": "Workday",
    "domain": "workday.com"
  },
  "data": {
    "detail": "Workday explicitly identifies Oracle and SAP as its main rivals, with a secondary list including Anaplan, ADP, Coupa, Dayforce, Microsoft, ServiceNow, and UKG. The company also sees a growing threat from non-specialist AI solutions, indicating pressure to differentiate its own AI offerings.",
    "summary": "Workday names Oracle and SAP as primary competitors, plus 7 others including Microsoft and ServiceNow",
    "excerpts": "Our primary competitors are Oracle and SAP, well-established providers of financial management and HCM applications, which have long-standing relationships with customers and partners.",
    "relevance": 0.9,
    "sentiment": "negative",
    "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": "Competitive intelligence",
    "signal_category": "market",
    "competitors_mentioned": [
      "Oracle",
      "SAP",
      "Anaplan, Inc.",
      "ADP",
      "Coupa Software Inc.",
      "Dayforce, Inc.",
      "Microsoft",
      "ServiceNow, Inc."
    ],
    "technologies_mentioned": [
      "AI",
      "generative AI",
      "LLMs"
    ]
  }
}

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