Workday, Inc.
WDAYQ2 2022(WDAY Q1 FY2023)Estimated2% AI
AI Revenue %
2%
AI Fair Value
$234.3M
AI Revenue (Q)
$39.8M
Total Revenue (Q)
$2.0B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
Workday reports two revenue lines: subscription services ($1,367M) and professional services ($169M). Total $1,536M. The company operates as a single segment ('cloud applications'). The 10-K states AI/ML is 'embedded into the very core of our platform' but provides no AI-specific revenue disclosure. AI features at this time include ML-powered skills intelligence, anomaly detection, and recommendation engines. These are bundled into standard subscriptions with no separate pricing. Conservative 2% estimate reflects early-stage embedded ML features that enhance core HCM/finance functionality but do not constitute separately monetized AI products.
Analyzed by claude-opus-4-6
Quoted Figures
Subscription services $1,367,335 thousand; Professional services $168,463 thousand; Total revenues $1,535,798 thousand (Three Months Ended July 31, 2022)
10-Q for Q1 FY2023, Condensed Consolidated Statements of Operations
Workday embeds artificial intelligence (AI) and machine learning (ML) into the very core of our platform, enabling our applications to natively leverage AI and ML as part of the workflow.
10-K for FY2023, Item 1 Business
AI Products Identified (Ring 1)
ML-powered skills intelligenceAnomaly detection in financial transactionsRecommendation engines for talent and spend
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
Subscription services (HCM, financial management, planning, analytics)Professional services
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix