Core Insights - Workday has introduced new Illuminate agents designed to enhance HR, Finance, and industry-specific functions, aiming to deliver measurable outcomes and streamline complex processes such as performance reviews and financial close [1][2][3] AI Integration and Value Delivery - Despite significant AI spending, many organizations struggle to realize value due to disconnected deployments; Workday's Illuminate agents aim to embed AI directly into workflows, transforming processes for tangible business results [2][3] - Workday's approach redefines ERP systems by transitioning from passive record-keeping to active systems that drive outcomes, addressing the challenges of legacy systems [3] Functionality of Illuminate Agents - Illuminate agents are designed to automate repetitive tasks, allowing employees to focus on higher-value work, and they continuously learn to become more effective partners within organizations [5] - Specific agents for HR include the Business Process Copilot, Case Agent, Document Intelligence for Contingent Labor, Employee Sentiment Agent, Job Architecture Agent, and Performance Agent, each targeting different aspects of workforce management [6] - Financial agents streamline reconciliation, testing, and planning, enabling finance teams to focus on analysis and decision-making rather than manual tasks [7] Industry-Specific Solutions - Illuminate agents are tailored to meet the unique demands of various industries, simplifying specialized workflows and enhancing organizational agility [8] Workday Flex Credits - Workday has introduced Flex Credits, a subscription-based model that allows customers to access AI innovations flexibly and scalably, ensuring continuous value delivery as needs evolve [10][13] - Flex Credits are included in subscriptions and can be applied universally across agents and platform innovations, promoting ease of use and adaptability [10][13] Availability and Future Plans - New Illuminate agents are set to be available in 2026, while Workday Flex Credits can be purchased immediately, providing organizations with tools to enhance their AI capabilities [11]

Core Insights - Workday has launched Workday Build, a new developer platform that enables customers and partners to create, share, and scale AI-powered solutions directly on the Workday platform [1][3] - The platform includes the Workday Flowise Agent Builder, a low-code tool for building and managing custom AI agents, enhancing the ability to leverage Workday's data for business-specific applications [2][6] Product Features - Workday Flowise Agent Builder allows for the design, deployment, and management of AI agents, ranging from simple conversational experiences to complex workflows, built on Workday's secure data [6] - A unified set of AI developer products and tools is introduced, including a generative AI-powered Developer Copilot and Agent Gateway for seamless integration with Workday's systems [6] - Workday Data Cloud provides zero-copy access to HR and finance data, facilitating deeper insights and more intelligent solutions by connecting to various enterprise data platforms [6] Availability - Workday Flowise Agent Builder will be available to customers with Workday Extend Professional in the first half of 2026, while Workday Data Cloud will be available to early adopters in the same timeframe and generally later that year [4]

Core Insights - Workday, Inc. has partnered with Kinaxis Inc. to create a connected solution that integrates Kinaxis Maestro with Workday Adaptive Planning, providing organizations with a unified view of operational, financial, and workforce data [1][10] Group 1: Partnership and Solution Features - The collaboration enables AI-powered scenario planning, allowing customers to make faster and better decisions while setting stronger financial targets based on operational and workforce realities [2] - The solution is tailored for specific industries, including consumer goods, life sciences, high-tech, automotive, and healthcare, enhancing its value proposition [2] - By breaking down silos between supply chain, finance, and HR, the solution empowers business leaders to make informed decisions amid increasing disruption and uncertainty [3] Group 2: Business Functionality and Benefits - The connected solution addresses the issue of critical business functions operating independently, which often leads to outdated insights and delayed decision-making [4] - Companies can now see real-time financial and workforce implications of supply chain events, enabling swift responses and driving profitable growth [5] Group 3: Strategic Alliances and Growth - Workday is expanding its global footprint through strategic alliances, including a partnership with DailyPay for On-Demand Pay, which allows real-time access to earned wages for frontline workers [6] - The partnership with Alight aims to deliver an integrated payroll experience across Europe, further enhancing Workday's global presence [7] - Workday's collaboration with SkillStorm focuses on providing certified technical consultants to expedite the growth of its ecosystem, emphasizing the integration of advanced AI and ML capabilities [8]

HOUSTON, Sept. 15, 2025 (GLOBE NEWSWIRE) -- Kahuna Workforce Solutions, a leading skills and competency management SaaS platform, and Intecrowd, a leading Workday services partner, today announced a strategic partnership to help organizations connect validated frontline skills data with Workday and turn HR strategy into real operational outcomes. With Intecrowd’s deep Workday implementation expertise and Kahuna’s certified Workday integration, organizations across energy, healthcare, manufacturing and fiel ...

Core Viewpoint - Workday, Inc. is considered one of the best long-term tech stocks to buy, with a Buy rating and a $300 price target reiterated by Needham, despite a forecasted decrease in fiscal year 2027 subscription revenue growth from 15% to 13% [1][2]. Group 1: Company Overview - Workday, Inc. provides cloud-based software (SaaS) for businesses to manage finance and human resources functions, including financial management, human capital management (HCM), planning, and payroll [3]. Group 2: Growth Expectations - Needham attributes the expected slower growth rate to slowdowns in Enterprise Resource Planning (ERP) migrations [2]. - Despite the anticipated slower growth, Needham expects Workday to raise its operating margin target from the current 30% [2]. Group 3: Strategic Focus - Workday's long-term strategy includes revitalizing growth through the integration of artificial intelligence and pursuing strategic partnerships [2].

Core Insights - Workday, Inc. has been recognized as a Leader in the Gartner Magic Quadrant for Cloud HCM Suites for 1,000+ Employee Enterprises for the tenth consecutive year, achieving the highest position for Ability to Execute [1][4]. Company Overview - Workday is an AI platform designed for managing people, money, and agents, serving over 11,000 organizations globally, including more than 65% of the Fortune 500 [8]. Business Transformation - Workday is facilitating business and HR transformation by integrating human talent with AI capabilities, empowering over 6,200 HR customers worldwide to enhance workforce management and drive growth [2][3]. AI Integration - The company’s solutions leverage a unified data core and Workday Illuminate, which simplifies complex data, automates processes, and enhances decision-making, thereby improving operational efficiency [6]. Workforce Management - Workday provides a comprehensive view of the total workforce by unifying data from various employment types, which aids organizations in better planning and decision-making [6]. Talent Acquisition - The introduction of Paradox, a conversational AI candidate experience agent, expands Workday's AI-powered talent acquisition suite, enabling organizations to streamline hiring processes [6]. Partner Ecosystem - Workday's extensive partner ecosystem enhances customer value by integrating payroll data with third-party providers in over 180 countries and offering insights into wellness program effectiveness [6]. Market Segmentation - Workday is expanding its offerings to cater to specific market segments, including Workday GO for small and midsize businesses and Workday Government for U.S. Government entities [6].

Core Insights - Workday, Inc. is a leading provider of enterprise cloud applications for finance and human resources, competing with major players like Oracle and SAP [1] - The company's stock has shown resilience with a 30-day performance gain of 1.53%, indicating steady upward trend and investor confidence [2][6] - Workday has significant growth potential with a projected stock price increase of 21.07%, suggesting it is currently undervalued [3][6] - The company's financial health is robust, highlighted by a Piotroski Score of 8, indicating strong fundamentals and growth trajectory [4][6] - Analysts have set a target price of $274.20 for Workday, reflecting expectations based on financial performance and growth prospects [5]

Core Insights - TeamBuilder has partnered with Workday to enhance staff scheduling solutions for ambulatory care, aiming to optimize labor costs and improve access to healthcare services [1][2] - The partnership combines Workday's enterprise capabilities with TeamBuilder's specialty-specific scheduling intelligence, leveraging data science to align staff schedules with patient demand [2][3] Company Overview - TeamBuilder is recognized as an innovator in healthcare workforce management, utilizing patented predictive technology to offer smart scheduling solutions [3] - The platform focuses on predictive scheduling, which is designed to optimize staffing, reduce costs, and enhance patient care within healthcare organizations [3] Partnership Benefits - The collaboration with Workday will extend its financial and workforce management capabilities into staff scheduling for ambulatory care, enabling health systems to optimize staffing for both clinical and non-clinical teams [4] - TeamBuilder's platform is expected to deliver labor cost savings of 8–14% and significant improvements in both provider and patient experiences [2][4] - The partnership aims to provide Workday customers with proven opportunities for cost reduction and access improvement, supported by data science and activity-based staffing methodologies [4]

Group 1 - The Goldman Sachs Communacopia and Technology Conference has seen increased attendance, surpassing 3,000 participants, indicating strong interest in the software industry [1] - The conference has been successfully rebranded and relaunched since 2022, marking its fourth consecutive year of operation [1] - The software sector is being highlighted as a significant area of focus for investors, with industry leaders emphasizing its importance [2][3]

Presentation Kasthuri RanganHead of Software Coverage Good morning, everybody. It's day 3 of Goldman Sachs Communacopia and Technology Conference. Thanks for your support of the conference. This -- since the rebranding and the relaunch of the conference in 2022, this is the fourth year in a row, I think we've had you for fourth year in a row, and attendance is up not by software industry standards, but by our industry standards, it's up very nicely. We crossed 3,000 plus. It feels so busy and the room is ...