Workday, Inc.

AI is driving measurable revenue + adoption momentum (good/surprising): - AI SKUs ARR nearly $600M, +200% YoY and +20% vs last quarter; AI products drove > $100M in new ACV, >25% of all new ACV in Q2. - >5.5K customers using 1+ organic agents, +35% QoQ—a key adoption inflection. - Organic agents are “compounding” with acquisitions (Paradox, HiredScore, Eversort) being integrated, and Lighthouse program with large brands rolled out (free Sana Enterprise for a year expected to convert as value is proven).

Product innovation focus: “Sana Enterprise + Decision Intelligence + Deployment/Adoption agents” (good/opportunity): - Sana Enterprise: shipped 23 new capabilities in Q2; Sana agent builder in natural language; shared inbox + sandboxing + custom MCP connectors. - Internal rollout already shows scale: 12K active users and 22K custom agents built in 3 weeks. - Learning integration: Workday Learning + Sana Learn in GA; +78% of published courses created with AI. - Adaptive Decision Intelligence: GA since July 31, built in 4 months; 170 customers purchased. Early feedback: finance teams get “answers they can actually defend.” - Deployment/Adoption agents: Deployment agent has 4.6K customers / 24K users, query volume ~+500% QoQ; Adoption agent signed by 200 customers in first 3 days, 94% CSAT, and examples like -70% release time (Solution Health).

Platform strategy supports monetization across “headless” usage (good/operational clarity): - Workday positions itself as an enterprise “context” platform with one security model / deterministic rails—agents act only under existing permissions/policies. - Data Cloud Pro: Q2 closed 6 deals; still on track for GA in Q3. - Agent-ready tools via MCP (GA targeted): agent APIs for safe third-party agents; also mentions Workday Extend Pro early availability with GA in Q3. - Flex credits are the monetization mechanism across paths (Workday agents, APIs/data cloud, third-party front doors).