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WDAYBullishEarningsnews
High materiality8/10

Workday lifts FY27 guidance as AI momentum accelerates subscription growth

Aug 27, 2026, 4:07 PM EDT1 sourcesAI-analyzed
Why it may matterVerify against the original reporting

Strength from raised FY27 guidance, AI-driven momentum, robust backlog, and sizable buyback all support earnings quality and potential multiple expansion. One-time tax benefit partially inflates near-term EPS, but core subscription growth and AI ramp appear durable given backlog and enterprise AI roadmap.

AI summary

What happened, with direct paths to the underlying reporting

Workday reported fiscal 2027 Q2 results with total revenue of $2.649B, up 12.8% YoY, and subscription revenue of $2.471B, up 13.9%. AI momentum is accelerating, now representing more than a quarter of new ACV, with over 5,500 customers using AI agents. The company raised its full-year guidance and non-GAAP margins, and posted a solid backlog and cash position, supporting near-term upside for WDAY.

  • Total revenues: $2.649B, up 12.8% YoY.
  • Subscription revenues: $2.471B, up 13.9% YoY.
  • AI drives momentum; AI-based ACV >25% of new deals.
  • Backlog: 12-month subscription backlog $9.034B; total backlog $27.403B.
  • FY2027 guidance raised: subscription $9.94–9.95B; non-GAAP margin 31%

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