Workday, Inc.
WDAYQ3 2023(WDAY Q2 FY2024)Estimated2.5% AI
AI Revenue %
2.5%
AI Fair Value
$261.4M
AI Revenue (Q)
$54.0M
Total Revenue (Q)
$2.2B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Total revenue $1,787M (subscription $1,624M + professional $163M). Single segment, no AI revenue breakout. AI/ML described as embedded in platform. No separate AI pricing or AI-specific revenue disclosure in filing. Conservative 2.5% maintained as AI features are bundled enhancements.
Analyzed by claude-opus-4-6
Quoted Figures
Subscription services $1,623,939 thousand; Professional services $162,827 thousand; Total revenues $1,786,766 thousand (Three Months Ended July 31, 2023)
10-Q for Q2 FY2024, 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