Workday의 회계 2분기 총 매출은 $2.649 billion으로, 전년 동기 대비 12.8% 증가했습니다.

Workday, Inc., an enterprise AI platform for human resources, finance, and information technology, announced its financial results for the fiscal second quarter ended July 31, 2026. The company reported total revenues of $2.649 billion, representing a 12.8 percent increase compared to the prior year period. Subscription revenues reached $2.471 billion, marking a 13.9 percent year-over-year gain.

Executive leadership highlighted the accelerating impact of artificial intelligence on business performance. Co-founder, CEO, and chair Aneel Bhusri stated, "We had a strong Q2, with AI driving more than 25% of our new ACV and more than 5,500 customers now using at least one of our organic agents," and added, "Because of Workday's deterministic rails, customers can trust our agents with the work that matters, and you're seeing that in the numbers." Chief Financial Officer Zane Rowe commented, "Our Q2 results reflect continued momentum across our platform, with AI emerging as a strategic driver of customer expansion," and confirmed that "We now expect fiscal 2027 subscription revenue of $9.940 billion to $9.950 billion, growth of 13%, while increasing our fiscal 2027 non-GAAP operating margin guidance to 31.0%. We continue to prioritize investment in our agentic AI roadmap and our platform opportunity while driving operational efficiencies as we scale."

The company also provided updated outlooks for the third quarter ending October 31, 2026, and the full fiscal year ending January 31, 2027. Workday operates across HR, finance, and IT functions for more than 11,500 global organizations, including over 65 percent of the Fortune 500. A conference call to discuss these results and the financial outlook is scheduled for today at 1:30 p.m. Pacific Time and 4:30 p.m. Eastern Time, accessible via live webcast with a replay available for approximately ninety days following the broadcast. The press release includes standard forward-looking statement disclosures and references to non-GAAP financial measures, noting that reconciliations to GAAP margins are omitted due to the inability to predict adjustments related to stock-based compensation, acquisition costs, and restructuring expenses with reasonable certainty.