Workday reported strong fiscal Q2 2026 results, with 14% year-over-year subscription revenue growth to $2.17 billion and raised full-year guidance. AI product adoption drove growth, with over 75% of net new deals including an AI solution. Workday launched a government subsidiary to target public sector AI modernization, and partner ecosystem contributions diversify growth. Management increased full-year subscription revenue guidance to $8.815 billion and raised the non-GAAP operating margin outlook. Workday’s Financial Analyst Day on Sept. 16, 2025, will provide detailed AI product metrics and medium-term financial targets.

Overall, Workday is showing strong growth and innovation in the AI space, as well as expanding its reach into the public sector and growing its partner ecosystem. The company’s strategic acquisitions and partnerships are driving revenue growth and positioning it for long-term success. With increased guidance for the full year and a focus on AI product metrics, Workday is demonstrating its commitment to driving value for customers and investors alike.

Read more at Nasdaq: Workday Q2 Revenue Jumps on AI Growth