Workday Inc - Ordinary Shares - Class A
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+ FollowMarket Cap$47.67B
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Earnings Call Q2 2027
August 27, 2026 - AI Summary
AI momentum is driving measurable revenue and early adoption (good + surprising):
- CEO said AI products alone drove >$100M in new ACV, representing >25% of all new ACV closed in Q2.
- AI is also improving the core business (e.g., win rates), and adoption is accelerating: >5.5k customers using ≥1 organic agent, up >35% QoQ.
- Engagement signals: BMO piloted self-service agent with 500 employees in May and rolled out to 55,000 employees in June; several other customers are moving from pilots to production.
- Company highlighted >$600M ARR from AI SKUs, up >200% YoY and up >20% QoQ, indicating AI monetization is scaling faster than earlier phases.
Platform execution: “lawful” agent design + open/extensible ecosystem (opportunity + differentiator):
- CTO emphasized Workday’s deterministic rails: agents act only within permissions, policies, governance, audit trails (“lawful” vs “lawless”).
- Openness strategy includes:
- Data Cloud for zero-copy access to Workday data (Workday said it closed 6 deals with customers choosing Data Cloud Pro; GA target Q3).
- Developer agent (announced DevCon): developers can build policy-compliant workflows using natural language; claimed instant uptake with >3,000 custom apps/agents built since DevCon.
- MCP-based integrations (Sana/agent builders/connectors) and Flex credits as the monetization mechanism across “paths” (Sana, APIs, Data Cloud).
- Security attestations: Workday launched agent readiness / monitoring concepts (e.g., “Brent Passport”) with Cisco as a launch partner—aimed at giving CISOs confidence.
Key product milestones that support continued demand (good):
- Sana Enterprise: shipped 23 new capabilities in Q2; internal rollout created 12k active users and 22k custom agents in 3 weeks.
- Learning + Sana Learn combined into GA; monthly active users +190% YoY, and 78% of published courses created with AI.
- Adaptive Decision Intelligence reached GA on 7/31 (from concept in ~4 months). 170 customers already purchased; early story: finance teams get answers they can defend; early adopter program connects into finance.
- Deployment & Adoption agents:
- Deployment Agent: 4.6k customers / ~24k users, query volume ~+500% in Q2; stated long-term target to cut deployment task time 80–90%.
- Adoption Agent: entered early adoption with 200 customers in first 3 days, 94% customer satisfaction, and a customer example cutting release time 70%.
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$162.81
19.3% downside
Current Fair Value
19.3% downsideOvervalued by 19.3% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $47.67 Billion |
|---|---|
| Enterprise Value | $53.18 Billion |
| Earnings per Share | $2.6 |
| Beta | 1.07 |
| Outstanding Shares | 249,464,000 |
Return
| Return on Equity | 19.37% |
|---|---|
| Return on Assets | 7.89% |
| Return on Invested Capital | 12.56% |
Valuation & Multiples
| P/E Ratio | 39.96 |
|---|---|
| PEG | 22.55 |
| Price to Sales | 5.05 |
| Price to Book Ratio | 8.07 |
| Enterprise Value to Revenue | 5.24 |
| Enterprise Value to EBIT | 45.61 |
| Enterprise Value to Net Income | 42 |
| Total Debt to Enterprise | 0.12 |
| Debt to Equity | 0.95 |
Revenue Sources
No data
Last Earnings Call
Report Date
August 27, 2026
EPS Estimate
$2.61
Consensus analyst estimateRevenue Estimate
$2.64 B
Consensus analyst estimateNext Earnings Call
Expected Date
November 24, 2026
EPS Estimate
$2.75
Consensus analyst estimateRevenue Estimate
$2.69 B
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 0.26, the ratio is below 1, so institutions hold more calls than puts.
| Put/Call Ratio | 0.2640▼ 91.99% |
|---|---|
| Total Calls | 44,700▼ 99.12% |
| Total Puts | 11,800▼ 99.80% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 3.56%▼ 79.03% |
|---|---|
| Total Invested | $1.68B▼ 93.44% |
| Investors Holding | 330▼ 649.00% |
About Workday Inc
21,000 employees
CEO: Aneel Bhusri
Workday, Inc. is a global provider of enterprise cloud applications, serving clients in the United States and internationally. These solutions empower organizations worldwide to streamline their planning, execution, analysis, and integra...