Workday, Inc. Earnings Recaps
Q2 2027
Aug 29, 2026
Workday's shares rose 7.3% after the company reported accelerating AI-driven revenue growth and strong adoption, signaling that investors are encouraged by momentum in new annual contract value (ACV) and enterprise AI deployments.
Key takeaways
- AI products contributed over $100 million in new ACV this quarter, making up more than 25% of total new ACV.
- The number of customers using Workday’s organic AI agents increased by over 35% quarter-over-quarter to 5,500+.
- AI-related annual recurring revenue (ARR) reached nearly $600 million, up more than 200% year-over-year and over 20% from the previous quarter.
- Successful large-scale customer deployments, such as BMO rolling out self-service AI agents to 55,000 employees, highlight growing enterprise adoption.
- Management emphasized ongoing integration of acquired AI technologies and innovation around developer tools and data cloud to enhance platform extensibility.
Q4 2026
Feb 25, 2026
Workday's Fourth Quarter Fiscal Year '26 results demonstrated strong adoption of AI-driven solutions, setting the stage for accelerated growth and innovation in HR and finance applications.
Key takeaways
- The company experiences a significant acceleration in agentic AI adoption following the integration of acquired solutions, indicating robust customer trust and engagement.
- Workday emphasizes a strategic shift toward innovation (Chapter 4), focusing on combining deterministic enterprise apps with probabilistic AI for improved customer outcomes.
- Anticipated growth in FY '27 will stem from both the expansion of existing applications and the introduction of new, organically developed AI agents.
- Management forecasts enhanced customer satisfaction and long-term leadership through targeted investments in AI technologies.