WDAYWorkday, Inc.

“In Q1, our new ACV from agentic AI product, it grew more than 200% year-over-year. And we are also approaching USD 500 million in ARR from our agentic AI solutions.”

“More than 1/4 of new ACV from customer base expansions came from AI and expansion deals that included AI were over 50% larger on average.”

“On Workday's platform, we have over 80 million users under contract and approximately 1.4 trillion transactions annually. That is giving us a set of data on context that no other competitor can replicate. For more than 20 years, we have been on the journey of building the world model of work.”

“Deployment agent is now being used in our first end-to-end customer project. It is designed to deliver an estimated 30% reduction in implementation hours and costs. And in our next wave of AI-driven projects, we are aiming to get that reduction up to 50%.”

“In Q1, for example, we have supported 14 million hiring processes with our recruiting agent. That is up 44% year-over-year. And we have analyzed more than 1.1 million contracts with contract intelligence. That is up 53% from last quarter.”

“We now have 20 organic agents in GA or EA, and a number of customers using these agents has more than doubled quarter-over-quarter with over 4,000 customers using at least one organically developed agent as of today.”

“Extend Pro continued to be one of the fastest-growing products with new ACV nearly doubling year-over-year.”

“we also launched Sana for ITSM today. And it's all about being really intentional here. The most complex, the most expensive journeys in ITSM are related to the employee life cycle. Those are all events that we have inherently in the Workday platform already, recruiting, onboarding, offboarding, team changes, relocations. Now taking that and actually extending that out now to the complete workflow automation that sits beyond HR service delivery to IT service delivery suddenly feels super natural. Basically, AI makes us boundaryless or limitless, right, in the opportunities that we can pursue.”

“They have 21 institutions including research universities, community colleges and an academic medical center, all on a single Workday instance, they process over 2 million transactions a month. And in Q1, they used our deployment agent to cut support tickets and uncover configuration insights that once required manual searches. Deployment agent has significantly increased the operational velocity and allowed them to scale Workday with less reliance on external consultants.”

“the mission statement itself is the $0 deployment of Workday in a month. So we are doing exactly what you already have led to. We are taking now the launch scope and basically drive it with deployment agent to significantly increase the automation, which directly translates to the reduction in project time and customer cost at virtually the same amount.”

“I'd love to see us continue the growth that we had in Q1, but keep headcount as close to flat for the year as possible because we are getting the benefits of using our own products and other AI tools. And I think that's where I think I'm hopeful and believe that we're going to have additional margin expansion as we get those benefits.”

“Our Flex Credits pricing model is quickly gaining traction, with Flex Credits, we've unified AI monetization across Workday, one model for agents, AI APIs and data cloud. It makes AI adoption simpler for our customers. While still early in the journey, we're seeing a growing mix of AI monetization coming through Flex Credits.”

“Sana Travel Agent brings business travel planning, booking and expenses into a single conversational experience. With more than 5 million expense reports processed monthly on Workday and much of it is travel, this agent, it takes on the heavy lifting. It can automatically handle bookings, receipts, policy checks and expenses.”

“we've had, I don't know, maybe 100 customer touch points between Aneel, myself and Gerrit in the last 3 months. And the feedback from all of them have been overwhelming, actually positive, where these customers are really focused on how our agents can help them in the flow of work”

“over the past several years, we have completely rewritten our tech platform to be AI native in the way we manage transactions, reports and UI requests. That's basically the foundation we spent 21 years building, and now it's been modernized for AI down to the core OMS.”

“our customers can build their own AI agents with Workday's agent-ready tools. These are a new class of Workday connectors and APIs that are purpose-built for autonomous consumption by AI agents at enterprise scale and available via open standards like MCP.”

“customers like the University of Arkansas System, GE Vernova and Mohegan, they are using deployment agent across the Workday systems to instantly resolve issues and answer questions, so admins, they can spend their time moving their projects forward.”

“we are now starting to provision Self-Service Agent to all of our customers because actually, we got so many inbound requests that we felt it's easier for us just to turn a default on than to have services engagement being wrapped around it.”

“All HCM and finance customers on our AI terms of service, they will get Sana for Workday and our Self-Service Agent as a part of their existing contract.”

“it was the best first quarter of new ACV growth in 5 years, anchored by the strength of our core business and the traction we're seeing with AI.”

“We have also announced Sana for ITSM, which automates workflows for employee on and offboarding, access changes and everyday IT request.”

“already in Q1, we have made Self-Service Agent available in Microsoft Teams, Microsoft Copilot and Google Gemini.”

“it is now the new front end for Workday. I mean that is de facto default that is the new front end for Workday.”

“One of them is Joel Hellermark, the founder of Sana, who we named our Chief AI Officer just today.”

“Q1 was our first quarter with both Sana and Paradox fully integrated.”

“for differentiated AI solutions that drive real value, which are not just augmentations, but actually redefining how HR and finance operates by taking big labor spends and making them smaller software spends, you need to have the 3 ingredients that only Workday has. One is the world model of work, our compounding data set, which lets you actually contextualize AI systems. Secondly, what Aneel spoke about, all of the deterministic business process logic that defines policy, compliance, correctness in the key processes from managing people to closing the books. And then thirdly, not to forget, it's all about being deeply embedded in the flow of business”

“we're just getting more focused on what those efforts are, right? We're focused on building organic agents, and that's going extremely well with self-deployment agent and deployment agent, sorry, Self-Service Agent and deployment agent. The acquired agents continue to be strong. And as we roll out more of those agents, we're going to see continued momentum.”

“When I look at the world of agentic in enterprise, we have this concept of lawful and lawless agents. Lawful being done the right way, lawless going directly against the data and getting results that bypass security or bypass the business process framework. I have yet to meet a single customer that wants to do things in a lawless way.”

“we're recognizing the benefits on AI ourselves. So within Gerrit's team and R&D, we're seeing tremendous productivity improvements, whether it's our customer success business, we're seeing productivity improvements there, a lot of Rob's team on go-to-market as well. And we're using our own products, as you would expect us to.”

“what we see, Gabriela, is that for us, the big difference is we engage on very specific problems when we speak about AI. We are not coming in generically with a broad exploration of what may be possible. We are solving concrete problems in the value chain from hire to retire to our financial processes from record to report”

“With Sana, we're giving our customers a completely new Workday experience. It's a new front door to Workday that is simple and modern. The Sana platform is also the foundation for everything we're building in AI going forward.”

“if FTE count does go down, it's being replaced by -- AI is replacing labor, not software right now. And as long as we do what we are doing right now and continue to execute, we're a beneficiary of the shift to agentic work.”

“Gerrit will talk about Sana for ITSM and the new travel agent we announced today at the Summit. These are early examples of what it looks like when we use Sana to rapidly innovate on top of our data and context.”

“AI sort of resets competitive boundaries, and we can make bets in a bunch of new markets. All the bets don't need to work. If we make 3 or 4 bets and 2 of them work, that's a huge success.”

“We've already proven that customers trust Workday to deliver AI through agents we acquired. This is a year we prove that they also buy the agents we're building organically.”

“I'm confident in our ability to drive accelerated new ACV bookings this year as we bring new agents to market for our customers and drive even greater adoption.”

“the 150th feature in HR or finance is not going to move the needle for our business. The next agentic application will.”

“I truly feel the energy building at Workday every day, both on our path forward on AI and the company as a whole.”