10-Q quarterly report · filed Aug 27, 2026

Workday, Inc. (WDAY) Q3 2026 10-Q Quarterly Report

Short answer

Workday, Inc. (WDAY) filed its Q3 2026 10-Q quarterly report on Aug 27, 2026 for the quarter ended Jul 31, 2026. Quarterly revenue was $2.6B (up 12.8% year over year) with net income of $632M.

Q3 2026 key financials · XBRL

Revenue
$2.6B
+12.8% YoY · +4.2% QoQ
Net income
$632M
+177.2% YoY · +184.7% QoQ
Operating margin
11.8%
EPS (diluted)
$2.54
+202.4% YoY · +192.0% QoQ

Source: XBRL data from the Workday, Inc. (WDAY) Q3 2026 10-Q on SEC EDGAR. USD.

Workday, Inc. Q3 2026 10-Q analysis

AI summary of MD&A and risk factor updates

Risk Factors

  • Executive leadership risk: Aneel Bhusri became CEO in February 2026, replacing Carl Eschenbach
  • AI regulatory risk: Generative and agentic AI offerings face evolving legal and regulatory requirements
  • Operational risk: July 2025 reporting issue produced incomplete queries for certain high-volume customer data sources
  • Competitive risk: Generic LLMs, vibe coding, and general-purpose agents intensify enterprise software competition
  • Talent risk: May 2026 equity grants targeted critical employees amid intensified retention competition

Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K

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