Workday, Inc. (WDAY)
Enterprise software, 58% in the U.S. Read October 19, 2026 from the annual report for the period ending January 31, 2026, filed March 6, 2026. Ranked 32 of the 70 Technology companies read so far, by the share within reach now.
Within reach now
25%
End of 2028
69%
Employees, annual report
21,070
Leading staffing pattern
Software Publishers
Share of the working time within reach, long-run pace, four times in five
- Now25%
- End of 202755%
- End of 202869%
- End of 203075%
What changes for its people by the end of 2028, by its industries' figures
- Stays with people 25%
- Becomes checking a model's work 58%
- Handed over with lighter checks 10%
A software company whose filing states its total and its U.S. share but nothing by function, so one software pattern carries it.
The figures on this page come from the company's own annual report and from BLS staffing patterns for its industries, never from a roster. They are estimates with a stated method. Nothing here says what the company will do: within reach is not a forecast of jobs lost or of savings.
What follows from the reading
Share of working time within reach of AI, on the long-run pace at four in five: 25% now, 55% at the end of 2027, 69% at the end of 2028, 75% at the end of 2030. By the patterns, the work is about 75% desk work, 23% people work and 2% body work. These are the site's industry estimates weighted by the shares below: estimates with a stated method and range, not a forecast of what the company will do. By the same patterns, at the end of 2028 about 25% of the working time stays with people (conversation, in-person and hands-on work), 58% becomes checking a model's work and 10% could be handed over with lighter checks, from the industries' own figures, not the company's roles.
Headcount
21,070 employees as of January 31, 2026 (stated). Approximately 58% of the global workforce was located in the U.S. and 42% internationally as of January 31, 2026.
The filing: “As a result of our focus on expanding operating margin, we expect our product development, sales and marketing, and general and administrative expenses as a percentage of total revenues will decrease over the longer term as we grow our revenues and invest in a disciplined manner to support our long-term growth objectives. 37 Table of Contents Financial Results Overview The following table provi...”
The workforce as industry patterns
| Pattern | Share | Reason, from the filing |
|---|---|---|
| Software Publishers | 100% | By description (c): the filing describes a cloud software company whose subscription services were 92% of fiscal 2026 revenue and professional services 8%, software publishing; it counts no employees by function, and the services staff fold in under rule 5. |
What the filing says about the workforce: Over 21,000 employees in 36 countries, about 58% in the U.S.; the filing describes a skills-based hiring approach, 13 employee belonging councils with over a quarter of employees as members, and a Career Hub that suggests skills and roles to employees.
Companies read with the same leading pattern
Other companies whose largest staffing pattern is also Software Publishers, largest first, each read from its own annual report. Within reach now and at the end of 2028, long-run pace, four in five.
- Microsoft (MSFT, 223,000 employees)25% now, 69% by 2028
- Oracle (ORCL, 141,000 employees)26% now, 68% by 2028
- Salesforce, Inc. (CRM, 83,334 employees)25% now, 69% by 2028
- Uber Technologies, Inc. (UBER, 34,000 employees)29% now, 67% by 2028
- DoorDash, Inc. (DASH, 31,400 employees)29% now, 67% by 2028
- Adobe Inc. (ADBE, 31,360 employees)25% now, 69% by 2028
- ServiceNow, Inc. (NOW, 29,187 employees)25% now, 69% by 2028
- Synopsys, Inc. (SNPS, 28,000 employees)25% now, 69% by 2028
What the filing says about AI
91 sentences in the filing name AI. The filing calls Workday the enterprise AI platform for managing people, money and agents, says its cloud solutions for more than 11,500 organizations are powered by AI, and describes its own employees' Career Hub using Workday AI to suggest skills and opportunities.
- “BUSINESS Overview Workday is the enterprise AI platform for managing people, money, and agents.”
- “Workday provides more than 11,500 organizations with cloud solutions powered by artificial intelligence ("AI") to help solve some of today's most complex business challenges, including supporting and empowering their workforce, managing their finances and spend in an ever-changing environment, and planning for the unexpected.”
- “As organizations face changing conditions, we believe the need for an intuitive, open, scalable, and secure platform that provides unified management of human resources ("HR"), finances, AI agents, suppliers, and planning is more important than ever.”
- “Workday AI is built into our platform, allowing us to rapidly deliver and sustain models that can transform business processes and solve countless business problems.”
- “In fiscal 2026, we introduced new Workday AI agents to accelerate hiring, enhance frontline worker experiences, simplify financial processes, and improve employee information access.”
Its annual reports, year by year
Sentences naming AI in each annual report, counted by one rule, beside the median report in the Index that year. Each count links its filing. Every company, by year and sector
- Fiscal 20217median 0
- Fiscal 202221median 0
- Fiscal 202325median 1
- Fiscal 202449median 4
- Fiscal 202591median 10
Headcount by filing year
As reported in each year's annual report, with the filing. A year marked not read had no figure the reading could take from the report's text.
| Period | Employees | Filed | Filing |
|---|---|---|---|
| 2026-01-31 | 21,000 | 2026-03-06 | 10-K |
| 2025-01-31 | 20,400 | 2025-03-11 | 10-K |
| 2024-01-31 | 18,800 | 2024-03-08 | 10-K |
| 2023-01-31 | 17,700 | 2023-02-27 | 10-K |
| 2022-01-31 | 15,200 | 2022-02-28 | 10-K |
| 2021-01-31 | 12,500 | 2021-03-02 | 10-K |
| 2020-01-31 | 12,200 | 2020-03-03 | 10-K |
| 2019-01-31 | 10,500 | 2019-03-18 | 10-K |
| 2018-01-31 | 8,200 | 2018-03-14 | 10-K |
| 2017-01-31 | 6,600 | 2017-03-20 | 10-K |
| 2016-01-31 | 5,200 | 2016-03-22 | 10-K |
| 2015-01-31 | 3,750 | 2015-03-25 | 10-K |
| 2014-01-31 | 2,600 | 2014-03-31 | 10-K |
| 2013-01-31 | 1,750 | 2013-03-22 | 10-K |
Limits of this reading
- One pattern by description (c); the filing counts no employees by function.
Source: the company's annual report on EDGAR, accession 0001327811-26-000014, the filing. Read by Claude Fable 5.1 under rubric version 1, by the method. A company can write to info@stratussc.com to have its reading checked against its filing.
The report on Workday, Inc., $29
This page as a document to keep, with what it does not show: the share within reach at every date on three paces and two reliabilities, a typical workforce of this shape at the stated headcount role by role and task by task (the industries' staffing, never the company's roster), where to start, what changes for the people and what they would learn, every sentence in the filing that names AI, the headcount by year, the companies read with the same leading pattern, the method and a citation line. To print or save as a PDF, open again in your browser for a year.
See the report, $29See the sample first: Walmart's report is free
Questions about this company
- How much of Workday, Inc.'s working time is within reach of AI?
- An estimated 25% now and 69% by the end of 2028, on METR's long-run pace at four in five, from the workforce Workday, Inc.'s own annual report describes and BLS staffing patterns for its industries, never from a roster. It is an estimate with a stated method. It is not a forecast of jobs lost or of savings, and it says nothing about what the company will do.
- How many people does Workday, Inc. employ?
- 21,070 as of January 31, 2026, as its annual report for the period ending January 31, 2026 states. About 58% in the U.S.
- What kinds of work make up Workday, Inc.'s workforce?
- Read from its annual report as a blend of 1 industry staffing pattern, the largest Software Publishers; by those patterns the work is about 75% desk work, 23% people work and 2% body work. Each share has a one-sentence reason on this page that can be checked against the filing.
- What does Workday, Inc.'s annual report say about AI?
- 91 sentences in the filing name AI. Its annual reports for fiscal 2021 to 2025 name it in 7, 21, 25, 49 and 91 sentences, year by year. They are counted and quoted on this page, never judged: a count says how much a filing talks about AI, not what the company does with it.
- How is this estimated?
- Claude Fable 5.1 read the annual report under the Index's written rubric (version 1) on October 19, 2026: the stated headcount, the share in the U.S. when stated, and the workforce as a blend of industry staffing patterns. The estimates are the site's industry estimates weighted by those shares, from O*NET tasks with estimated lengths and METR's measurements of how long a task AI models can finish. A company can write to info@stratussc.com to have its reading checked against its filing.
Embed these figures on your site
A small card with the share of working time within reach now and at the end of 2027, 2028 and 2030, the date and a link back. Free under CC BY 4.0; the card carries the credit.