Workday Inc Stock Price, News & Analysis

Workday (NASDAQ: WDAY) has been recognized as a Leader in the 2025 Gartner Magic Quadrant for Talent Acquisition Suites. The company's AI-powered talent acquisition platform, powered by Illuminate, helps organizations streamline their hiring processes with impressive results. The solution reduces candidate screening time by 57% and enables organizations to fill 70% of positions from existing talent pools. Notable organizations using Workday's recruiting solutions include AdventHealth, BDO Canada, JLL, and Pfizer. The platform features AI-driven candidate prioritization, personalized candidate experiences, and integrated workflows that reduce review time by 35%. Workday's comprehensive suite includes Workday Recruiting, HiredScore AI for Recruiting, Workday Candidate Engagement, and Workday Messaging, offering organizations tools to build high-performing teams through smarter, faster hiring processes.

Workday (WDAY) has announced its new AI Agent Partner Network and Agent Gateway, marking a significant evolution in workforce management. The company is partnering with major tech leaders including Accenture, AWS, Google Cloud, Microsoft, and PwC to integrate AI agents with Workday's Agent System of Record (ASOR). The new Agent Gateway, set to be available to early adopters by end-2025, will enable seamless connection and management of AI agents across platforms. The initiative aims to help organizations manage their entire workforce - both human and AI - on a unified platform. The ASOR will provide tools to hire, onboard, assign responsibility, and manage agent outcomes similar to human employee management. Workday Marketplace now features various Illuminate agents including Business Process Optimize Agent, Financial Audit Agent, and Recruiting Agent, built on data from over 1 trillion annual transactions.

Workday (NASDAQ: WDAY) announced a comprehensive AI developer toolset at DevCon 2025, introducing key features to enhance AI integration and development capabilities. The toolset includes Agent Gateway for connecting third-party agents to Workday's Agent System of Record, AI Widgets for personalized assistance, and expanded AI Gateway APIs for natural language interactions. The company is also enhancing Developer Copilot, which has shown to increase developer productivity by over 50%, with features like code generation and API recommendations. The new Workday Developer CLI tool aims to streamline development processes. These innovations are powered by Workday Illuminate, built on a dataset of over 1 trillion annual transactions. The new features, including Agent Gateway and AI services, will be available to customers by the end of 2025.

Workday (NASDAQ: WDAY) has announced its annual flagship conference, Workday Rising 2025, scheduled for September 15-18 in San Francisco. The event will bring together over 30,000 leaders in finance, HR, and IT, featuring more than 400 sessions focused on AI innovations and the future of work.

World-renowned researcher Brené Brown will deliver the opening keynote, alongside presentations from Workday executives including CEO Carl Eschenbach, co-founder Aneel Bhusri, CMO Emma Chalwin, and product president Gerrit Kazmaier. The conference will showcase product demos, customer experiences, and insights on how organizations are leveraging AI to transform talent strategy and financial operations.

Workday (NASDAQ: WDAY) reported strong fiscal 2026 Q1 results with total revenues reaching $2.240 billion, up 12.6% YoY. Subscription revenues grew 13.4% to $2.059 billion. Operating income was $39 million (1.8% of revenues), impacted by $166 million in restructuring expenses. Non-GAAP operating income reached $677 million (30.2% of revenues). The company's 12-month subscription revenue backlog grew 15.6% to $7.63 billion, while total subscription backlog increased 19.1% to $24.62 billion. Workday maintained its fiscal 2026 subscription revenue guidance of $8.8 billion and raised its non-GAAP operating margin guidance to 28.5%. The company announced a new $1.0 billion share repurchase program and repurchased 1.3 million shares for $293 million during Q1. Notable customer wins included Dover Corporation, Mutual of Omaha, and United Airlines.

Workday (NASDAQ: WDAY) has been recognized as a Leader in the 2025 Gartner Magic Quadrant for Cloud-Based ERP for U.S. Local Government, positioning highest in Execution and furthest in Vision. The company's unified platform combines Human Capital Management and Financial Management solutions, enabling local governments to manage finances and resources efficiently.

The platform has demonstrated significant results for customers: Clark County, WA achieved a 60% faster payroll, 15% reduction in unapproved spend, and $1.6 million in annual savings. The solution helps local governments enhance financial management, optimize workforce management, and drive operational efficiency through automation and streamlined workflows.

Workday (NASDAQ: WDAY) has appointed Edward Charter as the new country leader for Canada. Charter, a former Salesforce executive with over 20 years of technology business development experience, will be based in Toronto and lead Workday's expansion in the Canadian market. He spent 18 years at Salesforce and previously worked at Dell.

As a member of the North America leadership team, Charter will focus on deepening customer and partner relationships and directing regional sales strategy to increase revenue and market share. Workday has maintained a strong presence in Canada for over two decades, with more than 1,000 employees and over 450 customers across various sectors. The company offers bilingual services in Canada, which represents one of Workday's largest markets globally.

Workday (NASDAQ: WDAY) has unveiled a new generation of Illuminate AI Agents designed to transform HR and finance operations. The company announced seven new agents: Contingent Sourcing, Contract Intelligence, Contract Negotiation, Document Driven Accounting, Frontline, Self-Service, and Supplier Contracts Agent. These AI solutions are built on Workday's dataset of over 1 trillion annual transactions and aim to streamline hiring processes, improve frontline worker experiences, and automate complex financial tasks. The Contract Intelligence and Contract Negotiation Agents are now generally available, while the Self-Service Agent will be available by end-2025. The remaining agents will be available to early adopters by end-2025, with general availability in early 2026. NetApp reported significant benefits from Workday's contract AI technology, citing thousands of hours and millions in savings.

Workday (NASDAQ: WDAY), a leading AI platform for managing people, money, and agents, has announced that CFO Zane Rowe will present at the upcoming Jefferies Public Technology Conference. The presentation is scheduled for May 28, 2025, at 11:00 AM PT / 2:00 PM ET.

Investors and interested parties can access a live webcast of the presentation through the Workday Investor Relations website. A replay of the webcast will remain available for at least 90 days following the conference presentation.