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WDAYWorkday, Inc.
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Form 8-KMonday, February 9, 2026High Impact
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Workday Furnishes CEO Transition; Reaffirms Fiscal 2026 Outlook

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Summary

Workday, Inc. appointed co-founder Aneel Bhusri as Chief Executive Officer, effective February 6, 2026, replacing Carl Eschenbach, who also resigned from the Board (via Ex. 99.1). Eschenbach will continue as a strategic advisor to the CEO (via Ex. 99.1). Workday reaffirmed its fiscal 2026 fourth quarter and full-year outlook (via Ex. 99.1). * Mr. Bhusri will remain Workday's Chair of the Board. * His compensation includes a $1,250,000 annual base salary and a target cash bonus up to 200% of base salary, starting FY2027. * A stock voting agreement with David A. Duffield covers approximately 68% of Workday's voting power as of January 31, 2026.

Why It Matters

The return of co-founder Aneel Bhusri as CEO, coupled with the reaffirmation of fiscal 2026 outlook (via Ex. 99.1), signals leadership continuity. The stock voting agreement, representing approximately 68% of voting power, highlights significant insider control.

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Key Quote

Mr. Bhusri is party to a stock voting agreement (the "Stock Voting Agreement") with David A.

— From Item 5.02

Filing Details

Reported Items

Item 5.02Director/Officer Changes
Item 7.01Regulation FD Disclosure
Item 9.01Financial Statements and Exhibits

Additional Information

CIK Number
0001327811
Filing Date
Monday, February 9, 2026
Filing Time
12:00 AM UTC
Form Type
8-K
Materiality Level
high
Sentiment
neutral