Workday, Inc.
WDAYQ4 2025(WDAY Q3 FY2026)Estimated6% AI
AI Revenue %
6%
AI Fair Value
$811.4M
AI Revenue (Q)
$93.2M
Total Revenue (Q)
$1.6B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Total revenue $2,432M (subscription $2,244M + professional $188M). The company completed an acquisition (goodwill increased from $3,478M to $4,263M, acquisition intangibles from $361M to $549M) suggesting potential AI-related M&A. Platform description unchanged: AI-powered cloud for 'people, money, and agents.' Single operating segment. No AI revenue breakout. Subscription growth of 15% YoY. AI agents and Workday Illuminate are now progressively GA. 6.0% estimate reflects the maturing AI product portfolio (Illuminate, multiple AI agents, Agent System of Record) while recognizing that AI remains bundled into undifferentiated subscription pricing. The company has not disclosed any AI-specific monetization metrics in SEC filings.
Analyzed by claude-opus-4-6
Quoted Figures
Subscription services $2,244M; Professional services $188M; Total revenues $2,432M (Three Months Ended October 31, 2025)
10-Q for Q3 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 Q3 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