Workday
Workday (Nasdaq: WDAY) operates in the Enterprise HR, Finance and AI Software industry, with headquarters in Pleasanton, United States and roots going back to 2005.
Workday is an American enterprise software company headquartered at 6110 Stoneridge Mall Road in Pleasanton, California, and the maker of a cloud platform that large organizations use to run human resources, finance, planning and, since 2026, AI agents. Co-founders Dave Duffield and Aneel Bhusri, both PeopleSoft veterans, started the company in 2005, and its Class A common stock trades on the Nasdaq Global Select Market as WDAY. Fiscal 2026, which ended January 31, 2026, closed with total revenues of 9.55 billion dollars, up 13 percent, and subscription revenues of 8.83 billion dollars, up 14 percent. More than 11,500 organizations, including over 65 percent of the Fortune 500, run Workday, with more than 75 million users under contract. The global workforce passed 21,000 employees across 36 countries at the end of fiscal 2026, roughly 58 percent of them in the United States. Aneel Bhusri returned as chief executive officer on February 9, 2026, succeeding Carl Eschenbach, and the company spent fiscal 2026 buying its way into agentic AI with Paradox, Sana Labs, FlowiseAI and Pipedream, then shipped Sana from Workday worldwide in March 2026 and Agent Passport at DevCon in June 2026. It employs 21,000+ people, led by Aneel Bhusri (Co-Founder, Chief Executive Officer and Chair), across roughly 21,000 tracked profiles. Firmographics, leadership, tech stack and similar companies are detailed below, as of August 2026.
Firmographics
Tech stack
Employees (~21,000 tracked)
Distribution estimatedRecent signals
- Co-founder Aneel Bhusri returned as chief executive officer on February 9, 2026, effective immediately as the company opened fiscal 2027, with Carl Eschenbach stepping down as CEO and board member and staying on as strategic advisor to the CEO · February 2026
- Fiscal 2026 total revenues reached 9,552 million dollars, up 13 percent, with subscription revenues of 8,833 million dollars, up 14 percent, GAAP operating income of 721 million dollars and operating cash flows of 2,939 million dollars, up 19 percent · February 2026
- First-quarter fiscal 2027 total revenues were 2,542 million dollars, up 13.5 percent, subscription revenues were 2,354 million dollars, up 14.3 percent, the 12-month subscription revenue backlog was 8.806 billion dollars, up 15.5 percent, and total subscription backlog reached 27.294 billion dollars · May 2026
- Approximately 28.1 billion dollars of subscription revenue remained under contract at January 31, 2026, of which 8.8 billion dollars is expected to be recognised over the following 12 months and 15.8 billion dollars over 24 months · January 2026
- Workday acquired all outstanding stock of Sana Labs AB in November 2025 for purchase consideration of 1.1 billion dollars, made up of 1.0 billion dollars in cash and a previously held equity interest valued at 16 million dollars · November 2025
- Paradox, a conversational AI candidate experience agent, was acquired in September 2025 for purchase consideration of 1.1 billion dollars, including 1.0 billion dollars in cash and a previously held equity interest of 20 million dollars · September 2025
- Two smaller fiscal 2026 deals rounded out the agent stack: FlowiseAI, a low-code platform for building AI agents, and Pipedream, an integration platform for AI agents · January 2026
- Sana from Workday became available to customers worldwide on March 17, 2026, bringing Sana for Workday as the new AI interface, a Sana Self-Service Agent launched with more than 300 skills, and Sana Enterprise connecting Workday to systems such as Gmail, Microsoft Outlook, Salesforce and SharePoint · March 2026
- Agent Passport launched at Workday DevCon on June 2, 2026 to test and verify every AI agent before production and monitor it after, with attestations tied to public standards including the OWASP LLM Top 10, NIST AI RMF and MITRE ATLAS, and Cisco joining as launch partner through Cisco AI Defense · June 2026
- The fiscal 2026 restructuring plan announced in February 2025 cut approximately 7.5 percent of the workforce and exited certain owned office space, and a further plan announced in February 2026 is expected to cut about 2 percent more, with 303 million dollars of restructuring costs recorded in fiscal 2026 · February 2026
- Workday repurchased approximately 12.8 million shares of Class A common stock for 2.9 billion dollars during fiscal 2026 under its share repurchase programmes · February 2026
- More than 11,500 organizations run Workday, including over 65 percent of the Fortune 500, with more than 75 million users under contract worldwide · January 2026
- The global workforce passed 21,000 employees across 36 countries at January 31, 2026, approximately 58 percent in the United States and 42 percent international · January 2026
- The Pleasanton headquarters consists of approximately 1.0 million square feet of owned facilities plus a 6.9 acre parcel of leased land whose lease runs to 2108, with additional leased offices across North America, Central America, Europe and Asia Pacific and leased data center capacity in the U.S. and Europe · January 2026
- Workday Rising 2026 was announced for October 12 to 15, 2026 in Las Vegas, with keynotes from Aneel Bhusri and Gerrit Kazmaier and more than 400 sessions built around agentic HR and agentic finance · July 2026
Org chart
Leadership
- AB
Aneel BhusriCo-Founder, Chief Executive Officer and Chairdetails → - DD
Dave DuffieldCo-Founder and CEO Emeritusdetails → - RERob EnslinChief Commercial Officerdetails →
- GKGerrit KazmaierPresident, Product and Technologydetails →
- ZRZane RoweChief Financial Officerdetails →
- GMGabe MonroyChief Technology Officerdetails →
- AGAshley GoldsmithChief People Officerdetails →
- SRSheri RhodesChief Customer Officerdetails →
- RJRani JohnsonChief Information Officerdetails →
- RSRich SauerChief Legal Officerdetails →
Direct contact details are locked (••••@workday.com). Reveal them in Google Sheets with Derrick.
Similar companies
| Company | Revenue | Employees | HQ | Founded | Type |
|---|---|---|---|---|---|
| ~36.8B EUR | 111,000+ | Germany | 1972 | Public | |
| ~$67.4B | 141,000+ | United States | 1977 | Public | |
| ~$13.3B | 29,187 | United States | 2004 | Public | |
| ~$41.5B | 88,000+ | United States | 1999 | Public | |
| ~$281.7B | 234,000+ | United States | 1975 | Public | |
| ~$20.2B | ~64,000 | United States | 1949 | Public | |
| ~$4.5B | ~15,000 | United States | 2020 | Private | |
| ~$1.9B | ~9,000 | United States | 1992 | Private |
Workday News & media
- Workday Announces Rising 2026: Where Agentic HR and Agentic Finance Take Center Stage October 12-15 in Las Vegas
Rising 2026 runs October 12 to 15 in Las Vegas with keynotes from co-founder, CEO and chair Aneel Bhusri and president of product and technology Gerrit Kazmaier, and more than 400 sessions of product demos, customer showcases and hands-on labs.
- Workday Launches Agent Passport to Test, Verify, and Continuously Monitor Every AI Agent in the Enterprise
Announced at Workday DevCon on June 2, 2026, Agent Passport tests and verifies every AI agent, Workday-built or third party, before production and monitors it afterwards, with signed attestations tied to the OWASP LLM Top 10, NIST AI RMF and MITRE ATLAS. Cisco joined as launch partner.
- Workday Announces Fiscal 2027 First Quarter Financial Results
Total revenues of 2.542 billion dollars, up 13.5 percent, and subscription revenues of 2.354 billion dollars, up 14.3 percent, for the quarter ended April 30, 2026, with operating cash flows of 696 million dollars.
- Introducing Sana from Workday: Superintelligence for Work That Finds Answers, Takes Action, and Automates Workflows
Sana from Workday became available worldwide on March 17, 2026, comprising Sana for Workday as the new AI interface, a Self-Service Agent shipping with more than 300 skills, and Sana Enterprise, which extends the agents beyond Workday into everyday work applications.
- Workday Announces Fiscal 2026 Fourth Quarter and Full Year Financial Results
Full-year fiscal 2026 total revenues of 9.552 billion dollars, up 13.1 percent, subscription revenues of 8.833 billion dollars, up 14.5 percent, and operating cash flows of 2.939 billion dollars, up 19.4 percent.
- Workday Announces CEO Transition as Co-Founder Aneel Bhusri Returns to Lead the Company's Next Chapter
Announced February 9, 2026: co-founder and executive chair Aneel Bhusri returns as chief executive officer as the company enters a chapter focused on the AI era, with Carl Eschenbach stepping down as CEO and board member and continuing as strategic advisor.
- Workday Signs Definitive Agreement to Acquire Sana
Announced at Workday Rising 2025, the roughly 1.1 billion dollar deal for the AI-native agents and learning platform closed in the fourth quarter of fiscal 2026.
- Workday, Inc. Annual Report on Form 10-K for the fiscal year ended January 31, 2026
The annual report records more than 21,000 employees in 36 countries, more than 11,500 customer organizations and 75 million users under contract, approximately 1.0 million square feet of owned headquarters space in Pleasanton, and 28.1 billion dollars of remaining subscription performance obligations.