Workday, Inc. Q2 2027 Earnings Recap

WDAY Q2 2027 August 29, 2026

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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.

Earnings Per Share Beat

$2.75 vs $2.61 est.

+5.4% surprise

Revenue Beat

2649000000 vs 2636157000 est.

+0.5% surprise

Market Reaction

Post-Earnings +7.32%

Aug 29 to Sep 3 +1.07%

Aug 29 to Sep 20 -5.3%

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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.

This summary was generated by AI from the official earnings call transcript and is provided for informational purposes only. It does not constitute financial advice. For the complete transcript and financial data, visit WDAY on AllInvestView.

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