Strong Revenue Growth: Workday reported a 14% year-over-year growth in subscription revenue for Q2 FY2026, totaling $2.169 billion. Total revenue increased 13% to $2.348 billion, with a solid performance in international markets, particularly in Europe (UK and Germany), indicating a robust demand for their services.

Positive Guidance and Earnings Outlook: The company raised its full-year FY2026 subscription revenue guidance to $8.815 billion, also reflecting a 14% growth rate. For Q3 FY2026, Workday expects subscription revenue of approximately $2.235 billion, showcasing ongoing momentum and confidence in business performance.

High Customer Engagement: Customer adoption of Workday's AI products has surged, with over 70% of net new customers incorporating AI solutions, leading to an impressive doubling of net new ACV from AI products year-over-year. This trend suggests significant demand for AI-driven HR and financial solutions, positioning Workday favorably in a competitive landscape.