Workday, Inc.
WDAYQ1 2023(WDAY Q4 FY2023)Estimated2% AI
AI Revenue %
2%
AI Fair Value
$212.0M
AI Revenue (Q)
$43.2M
Total Revenue (Q)
$2.2B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
Full fiscal year 2023 revenue: subscription services $5,567M + professional services $649M = $6,216M. 10-K describes AI/ML as embedded platform capabilities: 'AI and ML technology helps deliver better employee experiences, improve operational efficiencies, and provide insights for faster, data-driven decision-making.' No separate AI segment, no AI revenue figures disclosed. Revenue recognition is ratable over 3+ year subscription contracts. AI features remain bundled enhancements to core HCM and finance applications. Conservative 2% estimate for the full year as of Q4.
Analyzed by claude-opus-4-6
Quoted Figures
Workday embeds artificial intelligence (AI) and machine learning (ML) into the very core of our platform, enabling our applications to natively leverage AI and ML as part of the workflow.
10-K for FY2023, Item 1 Business
Segment Information: We operate in one operating segment, cloud applications.
10-K for FY2023, Note to Financial Statements
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