Workday, Inc.
WDAYQ3 2022(WDAY Q2 FY2023)Estimated2% AI
AI Revenue %
2%
AI Fair Value
$240.8M
AI Revenue (Q)
$39.8M
Total Revenue (Q)
$2.0B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Total revenue $1,599M (subscription $1,432M + professional $167M). Single segment, no AI revenue breakout. AI/ML continues as embedded platform enhancement. Same feature set as Q1 FY2023. No material changes in AI product offerings disclosed in this quarter's filing. Conservative 2% maintained.
Analyzed by claude-opus-4-6
Quoted Figures
Subscription services $1,432,393 thousand; Professional services $166,710 thousand; Total revenues $1,599,103 thousand (Three Months Ended October 31, 2022)
10-Q for Q2 FY2023, Condensed Consolidated Statements of Operations
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