AI Index / Workday, Inc.
Workday, Inc. (WDAY)
Workday’s main revenue comes from subscription software for core HCM (HR) and Financial Management (incl. Planning and Student). These are the primary drivers; AI enhances them but isn’t the main revenue source. Professional services are a smaller contributor; AI does not directly drive this. Emerging AI products/agents (Sana, Paradox, HiredScore, Evisort, and organic role-based agents) and Data Cloud contribute directly, with >$100M new AI ACV in Q4 and >$400M AI ARR, plus Flex Credits consumption model ramping. Overall, AI is meaningful but still a modest share of revenue.
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Now we have the opportunity to transform it again by reimagining HR and finance with AI, and taking advantage of this new vector of growth.
- Aneel Bhusri
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Quotes from workday Executives About Artificial Intelligence and Generative AI
Our core enterprise apps and HR, finance and student will continue to thrive, recognizing that in some areas like HR, we have high levels of market share, so the growth will come from new apps sold to the customer base. The accelerating growth will come from the agents we built on top of Workday, both inorganic and organic.
- Aneel Bhusri
I truly believe that our investments in agentic AI will enable Workday to reaccelerate growth, increase customer satisfaction, and set us up for long-term leadership.
- Aneel Bhusri
AI is changing how work gets done, and we are unlocking its transformative power for HR and finance.
- Gerrit Kazmaier
We are building Workday as a context and tools engine for AI with deep HR and finance data, a business process framework, and a strong security model to deliver enterprise-grade accuracy and business outcomes.
- Gerrit Kazmaier
We measure every time an AI model produces a result in Workday as an AI action. In full year '26, we delivered 1.7 billion AI actions across the Workday platform and this is all organically developed AI in Workday.
- Gerrit Kazmaier
In Q4, we generated over $100 million in new ACV from emerging AI products, that's growing over 100% year-over-year, and our overall ARR from these solutions is now over $400 million.
- Gerrit Kazmaier
Today, we have 12 new organically developed role-based agents that are now starting to move into general availability for all our customers.
- Gerrit Kazmaier
Our strategy is to build new business processes designed around virtually unlimited AI reasoning, to automate entire business processes into the background with AI agents and to deliver a beautiful AI-first user experience that brings super intelligence to work.
- Gerrit Kazmaier
In Q4, AI played an increasingly meaningful role. It was involved in roughly half of our customer-base transactions. And expansion deals that included AI were nearly 50% larger on average.
- Robert Enslin