Workday Q2 Revenue Jumps on AI Growth

Workday(NASDAQ:WDAY) reported its fiscal Q2 2026 results (period ended July 31, 2025) on Aug. 21, 2025, delivering 14% year-over-year subscription revenue growth to $2.17 billion with a non-GAAP operating margin of 29% and raised full-year fiscal 2026 guidance across key metrics. The quarter featured strong AI product adoption, accelerated international momentum, and two strategic acquisitions aimed at broadening the platform’s AI and developer capabilities. The following analysis distills Workday’s progress on artificial intelligence, public sector expansion, and partner ecosystem impact, drawing out the long-term investment implications.Net new annual contract value (ACV) from AI products more than doubled year over year, and over 75% of net new deals included at least one AI solution, led by Workday Illuminate and expanding agent-based offerings. With more than 75 million users under contract, Workday’s AI attach rate among both new and existing customers demonstrates strong adoption of its AI solutions, and it processed a trillion transactions last year.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool