Workday Earnings Call: Company Is Moving Swiftly To An AI Future

Workday’s Q2 2027 earnings (investor.workday.com/financials/quarterly-resu…) were a pivot point, showing how Workday has shifted to its “AI-Forward Future.” The company reported $600 Million of recurring AI revenue and a clear and confident position in the market.

While Workday’s 12.8% YTY revenue growth is nowhere near that of a Frontier Lab, my takeaway is that Workday is here to stay and has a clear position in the agentic business ahead.

Listen up and you may agree with me that SaaS software companies are not going away at all: they may form the basis for the enterprise AI wave ahead.

Additional Information

Introducing HR 2030: A Vision For Agentic Human Resources (joshbersin.com/2026/04/introducing-hr-2030-a-v…)

Workday Reports Higher Profit, Revenue on AI Agent Adoption (wsj.com/business/earnings/workday-reports-high…)

Galileo: All our Research and Much Much More (getgalileo.ai)