Workday, Inc.
WDAYQ2 2025(WDAY Q1 FY2026)Estimated5% AI
AI Revenue %
5%
AI Fair Value
$666.7M
AI Revenue (Q)
$77.7M
Total Revenue (Q)
$1.6B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Total revenue $2,240M (subscription $2,059M + professional $181M). Platform described as 'an artificial intelligence (AI)-powered cloud platform to help manage their people, money, and agents.' The addition of 'agents' as a third managed category is new — reflecting the agentic AI push. Restructuring charge of $166M in the quarter suggests reorganization to support AI strategy. Still single operating segment with no AI-specific revenue breakout. Subscription revenue continues to be reported as a single line. Workday Illuminate features are now being generally available to customers. 5.0% reflects the beginning of Workday Illuminate GA rollout and AI agents becoming available, though AI features remain bundled into subscriptions.
Analyzed by claude-opus-4-6
Quoted Figures
Subscription services $2,059M; Professional services $181M; Total revenues $2,240M (Three Months Ended April 30, 2025)
10-Q for Q1 FY2026, Condensed Consolidated Statements of Operations
With Workday, our customers have an artificial intelligence (AI)-powered cloud platform to help manage their people, money, and agents.
10-Q for Q1 FY2026, Note 1 Overview
AI Products Identified (Ring 1)
Workday IlluminateWorkday AI MarketplaceWorkday AssistantML-powered skills intelligenceGenerative AI capabilitiesAnomaly detection in financial transactionsAI agents (recruiting, talent mobility, succession, optimization — rolling out)Workday Agent System of Record (in development)
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