Workday, Inc.
WDAYQ4 2024(WDAY Q3 FY2025)Estimated4% AI
AI Revenue %
4%
AI Fair Value
$521.8M
AI Revenue (Q)
$213.5M
Total Revenue (Q)
$5.3B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Total revenue $2,160M (subscription $1,959M + professional $201M). Single operating segment. The FY2025 10-K (covering this period) announces 'Workday Illuminate, the next generation of Workday AI' with role-based AI agents for recruiting, talent mobility, succession, and optimization. Also announced Workday Assistant and Workday Agent System of Record. These represent the most significant AI product evolution yet, but the 10-K states these capabilities are 'expected to be generally available to customers in fiscal 2026' — meaning they are largely pre-revenue or very early revenue in this quarter. Modest uptick to 4.0% reflects growing AI content in subscriptions and the beginning of Workday Illuminate era.
Analyzed by claude-opus-4-6
Quoted Figures
Subscription services $1,959M; Professional services $201M; Total revenues $2,160M (Three Months Ended October 31, 2024)
10-Q for Q3 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 most important assets their people and money.
10-Q for Q3 FY2025, Note 1 Overview
AI Products Identified (Ring 1)
Workday Illuminate (announced, GA expected FY2026)Workday AI MarketplaceML-powered skills intelligenceGenerative AI capabilitiesAnomaly detection in financial transactionsAI agents (recruiting, talent mobility, succession — 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