{"filing":{"accession_number":"0001327811-26-000048","cik":"0001327811","ticker":"WDAY","company_name":"Workday, Inc.","form":"8-K","filing_date":"2026-09-29","report_date":"2026-09-29","primary_document":"wday-20260929.htm","primary_document_url":"https://www.sec.gov/Archives/edgar/data/1327811/000132781126000048/wday-20260929.htm"},"events":[{"id":35719,"run_id":32915,"accession_number":"0001327811-26-000048","anchor_item_number":"2.05","event_type":"workforce_reduction","event_domain":"operational","is_material":true,"confidence":0.93,"summary":"Workday announced a workforce reduction of approximately 2.5% of its current workforce, primarily within the Product and Technology team, along with leased office space reductions. The company estimates total charges of $65–80 million, including $40–55 million in severance and employee benefits, $10 million in stock-based compensation charges, and $15 million in non-cash impairment charges for leased office space.","company_name":"Workday, Inc.","ticker":"WDAY","filing_date":"2026-09-29","form":"8-K","submitted_at":null,"items":[{"id":39874,"accession_number":"0001327811-26-000048","item_number":"2.02","item_title":"Results of Operations and Financial Condition","event_type":"earnings_release","event_domain":"financial","is_material":true,"confidence":0.72,"reasoning":"Workday is reiterating fiscal 2027 third quarter and full-year financial guidance with material revisions to GAAP operating margin expectations (20-21 percentage points lower for Q3, 19 percentage points lower for full-year). While the disclosure references Item 2.05 activities (likely a workforce reduction or restructuring charge), the Item 2.02 section itself centers on guidance updates and margin revisions, which is the core function of earnings-related disclosures. The magnitude of the margin impact (19-21 percentage points) makes this material to investors' understanding of financial performance.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-09-29T20:03:05.433197+00:00","company_name":"","ticker":null,"filing_date":""},{"id":39875,"accession_number":"0001327811-26-000048","item_number":"2.05","item_title":"Costs Associated with Exit or Disposal Activities","event_type":"workforce_reduction","event_domain":"operational","is_material":true,"confidence":0.95,"reasoning":"Workday disclosed a workforce reduction of approximately 2.5% of its current workforce, primarily within the Product and Technology team, along with leased office space reductions. The company estimates total charges of $65–80 million, including $40–55 million in severance and employee benefits, $10 million in stock-based compensation charges, and $15 million in non-cash impairment charges for leased office space. This is a classic Item 2.05 disclosure of exit and disposal activities with material financial impact and operational significance.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-09-29T20:03:05.433197+00:00","company_name":"","ticker":null,"filing_date":""}]}],"classifications":[{"id":39874,"accession_number":"0001327811-26-000048","item_number":"2.02","item_title":"Results of Operations and Financial Condition","event_type":"earnings_release","event_domain":"financial","is_material":true,"confidence":0.72,"reasoning":"Workday is reiterating fiscal 2027 third quarter and full-year financial guidance with material revisions to GAAP operating margin expectations (20-21 percentage points lower for Q3, 19 percentage points lower for full-year). While the disclosure references Item 2.05 activities (likely a workforce reduction or restructuring charge), the Item 2.02 section itself centers on guidance updates and margin revisions, which is the core function of earnings-related disclosures. The magnitude of the margin impact (19-21 percentage points) makes this material to investors' understanding of financial performance.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-09-29T20:03:05.433197+00:00","company_name":"Workday, Inc.","ticker":"WDAY","filing_date":"2026-09-29"},{"id":39875,"accession_number":"0001327811-26-000048","item_number":"2.05","item_title":"Costs Associated with Exit or Disposal Activities","event_type":"workforce_reduction","event_domain":"operational","is_material":true,"confidence":0.95,"reasoning":"Workday disclosed a workforce reduction of approximately 2.5% of its current workforce, primarily within the Product and Technology team, along with leased office space reductions. The company estimates total charges of $65–80 million, including $40–55 million in severance and employee benefits, $10 million in stock-based compensation charges, and $15 million in non-cash impairment charges for leased office space. This is a classic Item 2.05 disclosure of exit and disposal activities with material financial impact and operational significance.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-09-29T20:03:05.433197+00:00","company_name":"Workday, Inc.","ticker":"WDAY","filing_date":"2026-09-29"}]}