Workday deepens AI and learning push as revenues rise 13%
Revenues reach $9.6bn as Workday embeds AI and scales Sana learning inside its HCM core.
Workday, Inc. has reported fiscal 2026 revenues of $9.6 billion, up 13.1% year on year, with subscription revenues rising 14.5% to $8.8 billion.
In the fourth quarter, subscription revenues increased 15.7% to $2.4 billion. Operating cash flows for the year were $2.9 billion, up 19.4%, supporting continued investment in product development and AI.
For workplace learning and talent leaders, the significance lies in how AI and learning capabilities are being embedded inside the system of record.
During the year, Workday closed its acquisition of Sana and moved Sana Core and Sana Enterprise into general availability. Sana’s AI driven learning experience and knowledge capabilities are now positioned within Workday HCM, giving the learning product access to more than 11,500 global customers.
Workday said it delivered 1.7 billion AI actions across its platform in fiscal 2026, reflecting the growing use of embedded AI across HR and finance workflows. The company is prioritising investment in its agentic AI roadmap, signalling a shift towards AI agents that can take action across processes including skills identification, workforce planning and talent mobility.
Aneel Bhusri, chief executive officer, said: ‘We operate at the heart of the global enterprise, where trust and accuracy matter most. That gives Workday a unique opportunity to bring AI directly into the HR and finance workflows our customers rely on every day.’
Workday also made the Paradox conversational applicant tracking system available through its platform and completed the acquisition of Pipedream, an integration platform supporting AI agent connections across business systems.
The company expects subscription revenue growth of 12% to 13% in fiscal 2027 as it continues to expand AI, skills and learning capabilities within its enterprise system of record.