Workday, Inc.
WDAYQ3 2024(WDAY Q2 FY2025)Estimated3.5% AI
AI Revenue %
3.5%
AI Fair Value
$448.0M
AI Revenue (Q)
$121.5M
Total Revenue (Q)
$3.5B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Total revenue $2,085M (subscription $1,903M + professional $182M). Filing describes platform as having 'artificial intelligence (AI) built into its core.' Still single operating segment with no AI-specific revenue breakout. AI features remain bundled. No change in AI monetization structure disclosed. 3.5% maintained.
Analyzed by claude-opus-4-6
Quoted Figures
Subscription services $1,903M; Professional services $182M; Total revenues $2,085M (Three Months Ended July 31, 2024)
10-Q for Q2 FY2025, Condensed Consolidated Statements of Operations
Workday is a leading provider of cloud-based applications...With Workday, our customers have a unified platform with artificial intelligence (AI) built into its core that helps them manage their two most important assets their people and money.
10-Q for Q2 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