Workday, Inc.
WDAYQ3 2025(WDAY Q2 FY2026)Estimated5.5% AI
AI Revenue %
5.5%
AI Fair Value
$731.5M
AI Revenue (Q)
$85.5M
Total Revenue (Q)
$1.6B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Total revenue $2,348M (subscription $2,169M + professional $179M). Platform continues to be described as 'AI-powered cloud platform to help manage their people, money, and agents.' Same single-segment structure. No AI-specific revenue line or management disclosure of AI dollar figures. Workday Illuminate and AI agents are progressively being deployed. Subscription growth of 14% YoY partly reflects increasing AI value proposition. 5.5% estimate reflects continued AI rollout but fundamental bundled pricing model.
Analyzed by claude-opus-4-6
Quoted Figures
Subscription services $2,169M; Professional services $179M; Total revenues $2,348M (Three Months Ended July 31, 2025)
10-Q for Q2 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 Q2 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, contracts, payroll, auditing, policy)Workday Agent System of Record
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