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Workday priced a $2.5 billion registered public offering of senior notes, expected to close October 23, 2026, with net proceeds designated to retire $1.0 billion of 3.500% notes due April 1, 2027 and any remainder used for general corporate purposes.
Read source-backed briefWorkday, Inc. completed an underwritten public offering of $2.5 billion aggregate principal amount of senior notes consisting of four tranches: $750 million 5.700% notes due 2029, $500 million 6.000% notes due 2031, $750 million 6.300% notes due 2033, and $500 million 6.500% notes due 2036. The company estimates net proceeds of approximately $2.47 billion after deducting underwriting discounts and offering expenses, with intentions to use proceeds to redeem $1.0 billion of its 3.500% notes due April 2027 and for...
Read source-backed briefWorkday announced that Sana, its agentic experience and orchestration engine, will operate inside third-party AI tools and platforms employees already use, including Claude, Google Cloud's Gemini Enterprise, Microsoft Copilot, Microsoft Teams, and Slack. The integration is designed to let Workday's HR and finance agents execute work in those environments while keeping each company's permissions, policies, and approvals anchored in Workday. The announcement was made at Workday Rising 2026 in Las Vegas.
Read source-backed briefWorkday announced at Workday Rising 2026 in Las Vegas that Sana, its agentic experience and orchestration engine, will operate inside the AI tools and platforms employees already use, including Claude, Google Cloud's Gemini Enterprise, Microsoft Copilot, Microsoft Teams, and Slack. A single Sana connection carries each company's permissions, policies, and approvals so Workday's HR and finance agents can act in any tool while company controls remain anchored in Workday. Self-service with Sana is generally availab...
Read source-backed briefWorkday announced that Sana, its agentic experience and orchestration engine, will operate inside AI tools employees already use, including Claude, Google Cloud's Gemini Enterprise, Microsoft Copilot, Microsoft Teams, and Slack. A single connection carries each company's permissions, policies, and approvals so Workday's HR and finance agents can perform work in those tools. The announcement was made at Workday Rising 2026 in Las Vegas; no financial results, guidance, or transaction terms were disclosed.
Read source-backed briefWorkday announced it has signed a definitive agreement to acquire C1.ai (ConductorOne, Inc.), described as a leading agentic identity platform for people and agents, with the transaction expected to close in the fourth quarter of Workday's fiscal year 2027 ending January 31, 2027, subject to customary closing conditions. The acquisition is intended to make Workday the identity governance layer for people, money, and agents, enabling automated access management across applications and AI agents. Workday did not d...
Read source-backed briefWorkday, Inc. (NASDAQ: WDAY) announced it has signed a definitive agreement to acquire C1.ai, a leading agentic identity platform for people and agents. The transaction is expected to close in the fourth quarter of Workday's fiscal year 2027, ending January 31, 2027, subject to customary closing conditions. No transaction value, purchase price, or financial terms were disclosed in the press release.
Read source-backed briefOn October 1, 2026, Workday, Inc. entered into a new five-year revolving credit facility in an aggregate principal amount of $1.5 billion, replacing its prior $1.0 billion revolving credit facility dated April 6, 2022. Wells Fargo Bank, National Association serves as administrative agent, with Wells Fargo Securities, BofA Securities, Barclays, and Morgan Stanley Senior Funding as joint lead arrangers and joint bookrunners. As of the closing date, Workday had no outstanding revolving loans under the new facility....
Read source-backed briefWorkday has named Sarah Kennedy Ellis as its chief marketing officer, effective October 5, 2026. She will report to co-founder, CEO, and chair Aneel Bhusri and lead Workday's global marketing and communications organization. Kennedy Ellis joins Workday from Google, where she led global marketing for Google Cloud and Google Workspace, and previously served as CMO of Adobe Experience Cloud and CMO of Marketo.
Read source-backed briefWorkday announced it will hold its annual Financial Analyst Day on Tuesday, October 13, 2026, in Las Vegas at 2:00 p.m. Pacific Time (5:00 p.m. Eastern Time). The event will take place during Workday Rising. A live webcast will be available on the Workday Investor Relations site, with the replay accessible for a minimum of 90 days after the conference call.
Read source-backed briefWorkday management used the Q2 FY27 call to pivot the narrative from 'AI features' to a full 'Agentic Portfolio,' revealing that AI-specific SKUs contributed over $100M in new ACV, representing more than 25% of the quarter's total new ACV. The call provided critical clarity on the 'Flex Credit' consumption model, which management described as a 'delayed gratification' revenue driver that is seeing rapid early adoption with 5,500 customers already using organic agents. While the early FY28 subscription growth out...
Read source-backed briefWDAY filed its 10-Q; the most relevant disclosure change is added Income taxes — intra-entity intellectual property transfer: The company recognized an income tax benefit of $305 million for Q2 and $172 million for the six months ended July 31, 2026 (vs. a $76M provision in Q2 2025 and $111M provision for 6M 2025), primarily attributable to an intra-entity transfer of certain intelle.
Read source-backed briefWDAY miss prior Q2 FY2026 Operating margin guidance by -16.2 pts. Workday reported fiscal 2027 second quarter total revenues of $2.649 billion, up 12.8% year-over-year, and subscription revenues of $2.471 billion, up 13.9% year-over-year. Non-GAAP operating margin was 31.1% and non-GAAP diluted EPS was $2.75. The company increased its fiscal 2027 non-GAAP operating margin guidance to 31.0% and updated fiscal 2027 subscription revenue guidance to $9.940 billion to $9.950 billion, representing 13% growth. The Boar...
Read source-backed briefWorkday, Inc. filed an 8-K reporting voting results from its Annual Meeting of Stockholders held on June 16, 2026. Stockholders elected all four Class II director nominees, ratified Ernst & Young LLP as the independent auditor for the fiscal year ending January 31, 2027, and approved on an advisory basis the compensation paid to named executive officers. Stockholders also approved amendments to the 2022 Equity Incentive Plan and the 2012 Employee Stock Purchase Plan to increase the number of shares of common sto...
Read source-backed briefWorkday announced at Workday DevCon in Las Vegas the launch of new AI developer tools within Workday Build, including Developer Agent, Agent-Ready Tools, and Agent Passport. Developer Agent enables developers to build AI apps and agents using natural language in agentic tools including Claude Code, Cline, Codex, Cursor, and Google Antigravity. Agent-Ready Tools provide controlled guardrails for agents to access HR and finance data over Model Context Protocol. Agent Passport provides third-party verification of A...
Read source-backed briefWorkday announced that Workday Data Cloud will integrate with Amazon Web Services (AWS), providing developers bi-directional zero-copy access to Workday's governed HR and finance data from AWS tools and AI services. Through this integration, developers can point AWS data and AI services, including Amazon Bedrock, directly at Workday's data layer, which carries business definitions, metric logic, and security context. The AWS integration joins existing integrations with Databricks, Google Cloud, Salesforce, and S...
Read source-backed briefWorkday, Inc. filed a Form S-3ASR automatic shelf registration statement with the SEC on May 29, 2026, allowing the company to potentially offer Class A common stock, preferred stock, debt securities, or warrants from time to time. The registration is filed as a well-known seasoned issuer under Rule 405 of the Securities Act. Workday's Class A common stock trades on Nasdaq Global Select Market under the symbol WDAY. Net proceeds, if any, are intended for working capital, general corporate purposes, potential acq...
Read source-backed briefWorkday, Inc. and Google Cloud announced an expanded strategic partnership to bring AI agents for HR and finance into employees' daily workflows. Workday's Sana Self-Service Agent is now available in Gemini Enterprise, enabling employees to get answers pulled directly from Workday with policies and permissions already applied. Gemini becomes the default AI model for Sana for Workday, providing customers with advanced reasoning, multilingual support, and multi-modal capabilities combined with Workday's security a...
Read source-backed briefWorkday, Inc. introduced Adaptive Decision Intelligence, a new AI capability in Workday Adaptive Planning that enables finance and operations teams to ask questions in natural language, model scenarios in minutes, and commit decisions directly into the governed plan without spreadsheets or manual data work. The product is currently available to customers enrolled in its early adopter program and is expected to be more broadly available later this year.
Read source-backed briefWDAY filed its 10-Q; the most relevant disclosure change is added subsequent events: Fiscal 2027 Restructuring Plan announced February 2026 resulted in approximately 2% workforce reduction and impairment of certain long-lived assets.
Read source-backed brief