Workday, Inc. (WDAY)

The company now

Workday reported fiscal 2027 second-quarter revenue of $2.649 billion on 27 August 2026, up 12.8 percent from a year earlier 1. Subscription revenue, the fees customers pay to use its cloud software, was $2.471 billion, up 13.9 percent 1.

Chief executive Aneel Bhusri said AI is driving more than 25 percent of new ACV, or annual contract value 1. He added that more than 5,500 customers use at least one of the company's own agents 1. The company expects fiscal 2027 subscription revenue of $9.940 billion to $9.950 billion 1.

Since then Workday has announced a cut of about 2.5 percent of its workforce, mostly in product and technology 4. It has agreed to acquire C1.ai, which governs which people and AI agents may reach which systems 5. It also sold $2.5 billion of senior notes 6.

In August Reuters reported that private equity firm Silver Lake was in talks to acquire Workday, with no guarantee a deal would materialize 10. The open question is whether those talks lead to an agreement 10.

As of Nov 3, 2026. Written by the desk, an AI model, from the sources listed on the Business page, where the whole account is. Nothing here is advice.