Workday, Inc. (WDAY)

Workday is an enterprise AI platform for managing people, money, and agents. It provides cloud-based solutions powered by artificial intelligence to more than 11,500 organizations, with more than 75 million users under contract. The platform unifies human resources and finance, with AI built in, to help customers support their workforce, manage finances and spend, and plan for change. Workday delivers weekly product updates alongside major feature releases, and it also grows through selective acquisitions. In fiscal 2026 it acquired FlowiseAI, Paradox, Sana Labs, and Pipedream to expand its AI capabilities.

Its offerings fall into several solution areas. Human Capital Management covers the employee lifecycle from recruitment to retirement, including Workday HCM, Peakon Employee Voice, VNDLY, Wellness, and AI-powered talent acquisition tools such as HiredScore and Paradox. Financial Management covers payables and receivables, consolidation, close, and controls. Spend Management covers sourcing, supplier and contract management, and expenses. Planning models finance, workforce, sales, and operational data. Workday GO is an HCM and finance solution for medium-sized organizations. Other offerings include Workday Sana (an AI experience platform for enterprise knowledge and agents), Workday Extend and the new Workday Build developer platform, Workday Data Cloud, Workday Government, and Workday Marketplace. New AI agents were introduced in fiscal 2026 for hiring, frontline worker experiences, financial processes, and employee information access. Further agents are planned for fiscal 2027. A Flex Credits subscription-based pricing model for certain AI capabilities was also introduced.

Workday serves emerging, medium-sized, and large global organizations, including more than 65% of the Fortune 500. Its industries include financial services, government, healthcare, higher education, hospitality, manufacturing, professional and business services, retail, technology and media, and transportation. Its marketing targets senior business leaders such as CFOs, CHROs, and CIOs. Customers receive support services under their subscription, including 24/7 support, training, customer success management, and the Workday Community portal, with Success Plans available as an add-on. Contract signings are seasonally strongest in the fourth fiscal quarter.

Workday sells subscriptions and related services worldwide through direct field sales teams, referrals and co-selling partners, resellers, and Workday Marketplace. Its partner ecosystem includes AWS and Google Cloud, payroll providers such as ADP, Remote Technology, and Strada, Microsoft, and services partners and system integrators. Workday competes mainly with Oracle and SAP, as well as vendors such as Anaplan, ADP, Coupa, Dayforce, Microsoft, NetSuite, ServiceNow, and UKG. It also runs Workday Ventures, a strategic investment arm. As of January 31, 2026, it had over 21,000 employees in 36 countries, about 58% in the U.S.