Re-refounding prioritizes AI and platform innovation, faster execution, clearer ownership and startup-like speed; agent portfolio narrowed from 50 to 20, with 17 in production and three planned.
Differentiation rests on unified data and security, 80M employees under contract and 20 years of customer trust; agents operate within business rules, permissions and workflows.
Five monetization paths: agents and Extend AI on Flex Credits, AI APIs, Workday Data Cloud and core applications; Data Cloud and Extend AI add opportunities beyond the prior business plan.
Product direction centers on reinventing work experiences with Sana, opening the platform and embedding agentic AI in finance and other workflows; Sana can anticipate, plan, advise and act across systems, agents and apps.
C1 extends identity governance from employees to agents, positioning HCM as the identity source and adding task-level, real-time permissions across HR, finance and IT.
Trusted Agent Platform capabilities, including Agent-Ready Tools, Live Data Query and Agent Harness, are GA; headless access preserves live permissions and workflows, while Agent Harness adds guardrails, memory and sovereign routing.
~500 agent-ready tools are live, with 130+ shipping monthly; Workday Data Cloud supports business objects and native data MCP access.
Platform safeguards enforce business logic and permissions and address prompt injection, data leakage and compliance risks.
Developer Platform and Developer Agent are GA; the ecosystem targets 100,000 builders, a larger marketplace and developer-led growth. The developer community tripled in two years, with an ambition to expand 5x.
TAM rose to $276B from $188B: $176B for HCM and finance and $100B for AI and platform, more than 2x last year's AI and platform opportunity.
Agentic AI ARR reached ~$600M in Q2, more than 3x the prior year; Extend AI, HiredScore and Paradox each exceeded $100M ARR, with Sana approaching that level.
More than 5,500 customers use organic agents; ~300 signed Flex Credit agreements, including ~200 in Q2, and 850+ AI buyers had ~12% average ARR uplift.
AI exceeded 50% of the core-versus-AI customer-base selling mix in Q2 and was expected to exceed core by year-end; AI is expected to drive ~70% of FY28 incremental customer-base ARR.
Sana self-service agent reached 1M users; Sana cuts PTO processing time by more than 80%, while self-service AI deflects more than 25% of HR cases and delivers ~20% productivity gains.
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