Workday, Inc.
WDAYQ2 2024(WDAY Q1 FY2025)Estimated3.5% AI
AI Revenue %
3.5%
AI Fair Value
$415.1M
AI Revenue (Q)
$77.4M
Total Revenue (Q)
$2.2B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Total revenue $1,990M (subscription $1,815M + professional $175M). Note the shift from thousands to millions in reporting. Single operating segment maintained. CEO Carl Eschenbach now sole CEO (Bhusri became Executive Chair). The filing describes Workday as 'a leading provider of cloud-based applications...With Workday, our customers have a unified platform with artificial intelligence (AI) built into its core.' AI increasingly central to marketing narrative but no AI-specific revenue disclosed. Subscription revenue recognition is ratable over contract terms. Modest uptick to 3.5% as AI becomes more prominently embedded.
Analyzed by claude-opus-4-6
Quoted Figures
Subscription services $1,815M; Professional services $175M; Total revenues $1,990M (Three Months Ended April 30, 2024)
10-Q for Q1 FY2025, Condensed Consolidated Statements of Operations
Workday delivers applications for financial management, spend management, human capital management, planning, and analytics. With Workday, our customers have a unified system that can help them plan, execute, analyze, and extend to other applications
10-Q for Q1 FY2025, Note 1 Overview
AI Products Identified (Ring 1)
Workday AI (platform-wide AI)Workday AI MarketplaceML-powered skills intelligenceGenerative AI capabilitiesAnomaly detection in financial transactions
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