Why Workday matters
Workday reported fiscal 2027 second quarter subscription revenue of $2.471 billion, up 13.9%, on August 27, 2026, and said AI drove more than 25% of new ACV with over 5,500 customers using at least one of its agents. It closed the roughly $1.1 billion purchase of Sana on November 4, 2025, and in March 2026 moved its Illuminate agents under the Sana brand as a single front door for work.
The numberMore than 5,500 customers use at least one Workday agent; AI drove over 25% of new ACV in the quarter reported August 27, 2026
On The Agentic 80
Listed under Enterprise agent platforms. Agents inside the systems companies already run.
On The All Things AI 100
Listed under Enterprise software. The systems of record adding AI to what companies already run.
Quick answers
- What does Workday do?
- Cloud finance and HR software for large employers, now sold with a fleet of built-in AI agents. Workday reported fiscal 2027 second quarter subscription revenue of $2.471 billion, up 13.9%, on August 27, 2026, and said AI drove more than 25% of new ACV with over 5,500 customers using at least one of its agents.
- What AI capabilities does Workday offer?
- Workday provides AI inside its finance and HR cloud through Sana, formerly Illuminate agents, and an Agent System of Record that registers and governs those agents. Business users get help with recruiting, skills matching, expenses, documents, and financial close tasks. These built-in agents work alongside existing Workday finance and HR applications.
- Why is Workday on The Agentic 80?
- Workday is listed under Enterprise agent platforms. Agents inside the systems companies already run. More than 5,500 customers use at least one Workday agent; AI drove over 25% of new ACV in the quarter reported August 27, 2026.
- Why is Workday on The All Things AI 100?
- Workday is listed under Enterprise software. The systems of record adding AI to what companies already run. More than 5,500 customers use at least one Workday agent; AI drove over 25% of new ACV in the quarter reported August 27, 2026.
- Where is Workday based, and who owns it?
- Workday is based in Pleasanton, CA, was founded in 2005 and is public (NASDAQ: WDAY).