Core Insights - Workday, Inc. has been recognized as a Leader in the 2025 Gartner Magic Quadrant for Cloud ERP for Service-Centric Enterprises for the fourth consecutive year [1][6] - The company provides a unified platform that integrates financial and human resources management, leveraging AI to enhance operational efficiency and decision-making [2][10] Company Overview - Workday is an enterprise AI platform designed for managing people, money, and agents, serving over 11,000 organizations globally, including more than 65% of the Fortune 500 [10] - The platform processes over a trillion transactions annually, providing insights that help organizations optimize performance and uncover new revenue opportunities [2][10] Product Features - Workday's offerings include Financial Management, Human Capital Management (HCM), Adaptive Planning, and Spend Management, which are tailored for service-centric organizations [2] - The platform features agentic AI solutions that enhance financial insights, streamline HR and finance functions, and support agile forecasting and decision-making [5] Customer Experience - Workday has received positive feedback from users, highlighting its ease of use, innovative design, and strong compliance support [5] - The company was the only vendor recognized with the Customers' Choice distinction in the 2025 Gartner Peer Insights report for Cloud ERP for Service-Centric Enterprises [6]

Growth & Financials - Workday expects to add $1 billion in net new subscription revenue each year from FY23 to FY26E, reaching $8.8 billion in FY26E[46] - The company anticipates a Non-GAAP operating margin of 29% in FY26E, a 3 percentage point increase from 20.1% in FY23[49] - Workday projects stock-based compensation expense as a percentage of revenue to be approximately 17% in FY26E, a decrease of ~1 percentage point from 21% in FY23[52] - The company aims for a subscription revenue CAGR of 13%-14% through FY28 and a Non-GAAP operating margin of ~35% in FY28[55] - Workday intends to execute $5 billion in share repurchases through FY27[55, 56] AI & Product Innovation - Over 75 million users are under contract on the Workday platform[23, 24, 149] - More than 75% of net-new customer wins include one or more AI products[26] - Over 30% of customer expansions include one or more AI products[26] - Emerging Agentic AI SKUs are experiencing growth exceeding 200% year-over-year[33, 35] Market Expansion - Medium Enterprise customers account for over 50% of new customer ACV[44, 174] - The company is seeing ~20% FINS+ subscription revenue growth[44]