AI Index / Workday, Inc.
Workday, Inc. (WDAY)
Main revenues: 1) Subscription (core HCM and Financials) — primary driver; AI contributes directly via agentic AI solutions (approaching ~$500M ARR), Flex Credits (AI agents, AI APIs, Data Cloud), and Extend Pro. 2) Professional services (implementation/consulting) — smaller; AI (Deployment Agent) improves delivery but is not a direct revenue source. AI-influenced expansions: >25% of new ACV from base expansions; agentic AI new ACV up >200% YoY. Overall, AI is a growing but still minority share of revenue.
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It's all about focus and trust, clear ownership and the best ideas winning. That's how we are leading Workday now and it's how Dave and I led the company early on.
- Aneel Bhusri
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Quotes from workday Executives About Artificial Intelligence and Generative AI
We're in New York City this week for the Sana AI Summit, where we brought together some of the brightest minds in AI with our top customers.
- Aneel Bhusri
With AI, we are essentially a start-up again. We're a start-up sitting on one of the most important enterprise platforms ever built and the trust of more than 11,500 customers.
- Aneel Bhusri
A dedicated AI agent factory, building agents across all of our application areas, clear ownership and accelerated development of our AI APIs.
- Aneel Bhusri
We've already proven that customers trust Workday to deliver AI through agents we acquired. This is a year we prove that they also buy the agents we're building organically.
- Aneel Bhusri
In Q1, our new ACV from agentic AI product, it grew more than 200% year-over-year. And we are also approaching USD 500 million in ARR from our agentic AI solutions.
- Gerrit Kazmaier
We've also streamlined ownership across the organization, so every workmate knows exactly how their work connects, fewer things done with greater focus.
- Aneel Bhusri
And here is what we have done. We have mapped the patterns of work at scale.
- Gerrit Kazmaier
Our AI strategy is working and our execution is accelerating, starting with Q1.
- Aneel Bhusri
Enterprise AI starts to pay off when agents can perform actual work with the same approvals, security, policy, and guardrails that govern the rest of the business.
- Gerrit Kazmaier