Workday

HQ
Pleasanton, California, USA
Total Offices: 9
14,894 Total Employees
Year Founded: 2005
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Workday Company Stability & Growth

Updated on November 04, 2025

This page was generated by Built In using publicly available information and AI-based analysis of common questions about the company. It has not been reviewed or approved by the company.

What's the stability & growth outlook for Workday?

Strengths in sustained revenue momentum, market leadership, and AI‑driven product expansion are accompanied by workforce restructuring and uneven traction in parts of the public sector. Together, these dynamics suggest a resilient growth profile with improving profitability, while selective end‑market execution and organizational impacts from cost actions remain key watch areas.
Positive Themes About Workday
  • Strong Revenue Growth: Recent disclosures show consistent double‑digit increases in total and subscription revenues, alongside raised subscription guidance. An expanding subscription backlog and steady quarterly momentum indicate durable top‑line growth.
  • Strong Market Position & Advantage: The company is repeatedly named a Leader in key Gartner Magic Quadrants across Cloud HCM and service‑centric Cloud ERP, with leading market share in HCM and ERP SaaS revenue. Broad adoption across large enterprises and multiple industries reinforces its competitive standing.
  • Innovation-Driven Growth: AI is embedded across the platform with offerings like Workday Illuminate and Copilot, and management notes high AI attach rates with net new AI ACV more than doubling year over year. Strategic acquisitions and an expanding partner ecosystem further fuel product momentum and differentiation.
Considerations About Workday
  • Workforce Instability: The company announced sizable layoffs tied to a restructuring to prioritize AI and efficiency. Such actions can create near‑term organizational disruption and execution risk.
  • Failed Market Expansion: Management cited pressure in state and local government deals and a canceled U.S. federal award, indicating uneven progress in targeted public‑sector segments. These setbacks suggest variability in converting pipeline within specific verticals.
  • Overreliance on Cost-Cutting: Margin expansion and guidance improvements are linked to restructuring and cost realignment initiatives. This indicates cost levers are a notable contributor to near‑term performance alongside growth investments.
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The insights on this page are generated by submitting structured prompts to some of the most popular large language models (“LLMs”) and summarizing recurring themes from the responses. Because the insights are generated using AI, they may contain errors. The insights do not necessarily reflect internal data, employee interviews, or verified company information. They may be influenced by incomplete, outdated, or inaccurate data, and may vary across LLM providers. These insights are intended for informational purposes only and should not be interpreted as a factual or definitive assessment of a company's reputation. Built In makes no representations or warranties regarding the accuracy, completeness, or reliability of this information, and disclaims any liability for any actions taken based on this information. If you are a representative of this company, and would like this page to be removed, you may contact us via this form.
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