Positioned to capitalize on the shift to AI and SaaS, leveraging a base of 75 million users and a trillion annual transactions to drive differentiated AI outcomes for customers.
AI momentum is strong, with over 75% of customers using AI features and AI-related annual contract value (ACV) doubling year over year, reaching $450 million in aggregate and $150 million in agentic AI SKUs.
Focused on expanding into medium enterprise, international, federal, and frontline markets, with tailored offerings like Workday Go and strategic M&A including Sana and Paradox.
Emphasizes a unified, clean data model and open platform, enabling rapid development and deployment of AI agents and workflows, and fostering a robust partner ecosystem.
New consumption-based pricing model (flex credits) introduced to simplify and accelerate AI adoption, with transparent, usage-based monetization.
Subscription revenue CAGR targeted at 12–15% through FY2028, with non-GAAP operating margin expected to rise to 33–36% and a rule of 48% (five points above current levels).
Subscription revenues projected to reach $8.8B by FY26, with net new subscription revenues of $1.1B annually.
Stock-based compensation as a percent of revenue targeted to decline to 13–14% by FY2028 and ~17% by FY2026, with a rule of 35% (nine points higher than today).
Free cash flow per share CAGR projected at over 20%, aiming for $15 per share by FY2028.
$5 billion share buyback program through FY2027, with accelerated repurchases in the near term, reflecting confidence in long-term value creation.
AI agents are purpose-built for complex business processes in HR, finance, and planning, delivering measurable ROI such as 70% reduction in manual journal entries, 65% faster contract execution, and up to 900 hours saved on annual audits.
Recent and upcoming agents include recruiting, contract intelligence, payroll, financial audit, planning, employee sentiment, and performance, with strong early adoption and customer outcomes.
Platform is being opened with open standards (REST, GraphQL, JDBC), enabling partners and customers to build and monetize apps and agents securely.
Data Cloud and partnerships with Snowflake, Databricks, and Salesforce enable zero-copy analytics and broader data integration.
Sana acquisition to provide an AI-native, unified interface for enterprise search, workflow automation, and agentic actions, integrated via flex credits for seamless monetization.
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Workday is a provider of cloud-based software solutions focused on human capital management (HCM) and financial management. Established in 2005, the platform integrates a wide range of organizational processes including payroll, procurement, talent management, and analytics. Designed for businesses of varying sizes, it offers a centralized system that prioritizes real-time data and insights to optimize operations and decision-making. Workday's unified approach simplifies complex workflows and promotes efficient management of both human and financial resources.
Workday was founded in 2005 when Dave Duffield and Aneel Bhusri, both seasoned in the enterprise software industry, identified a gap in the market for flexible, cloud-based solutions catered to human capital and financial management. Disappointed by the limitations of existing systems and sensing an opportunity, they envisioned a platform that was both user-centric and adaptive to the evolving needs of modern enterprises. Their collaboration resulted in the creation of Workday, which through its innovative design and continuous refinement swiftly grew. The company had its IPO in 2012.
Workday provides cloud-based software solutions aimed at helping organizations manage their finance and HR tasks. Their products offer tools for human capital management (HCM) and financial management, catering to various industries. With these tools, companies can better understand their operations through data insights, making decision-making more straightforward. The platform emphasizes user-friendliness and is designed with the evolving needs of businesses in mind. Some of their publicly traded competitors include Oracle, SAP, ADP, and several others.
Workday's cloud-based software solutions are designed to cater to businesses of all sizes, from fledgling startups to established global enterprises. Their products offer adaptability and scalability, allowing companies to customize features based on their unique requirements. Small businesses can benefit from its tools that simplify HR and financial processes, eliminating the need for multiple disparate systems. Meanwhile, larger organizations can use the platform's advanced analytics, integrations, and features to manage vast employee bases and intricate financial operations. By providing flexibility and scalability in its offerings, Workday ensures that businesses, irrespective of their size, can efficiently manage their administrative tasks.
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