WDAY

Workday, Inc. (WDAY) Analyst/Investor Day Transcript

Workday NASDAQ: WDAY outlined an AI-focused product, monetization and go-to-market strategy at its 2026 Analyst Day, with executives emphasizing that the company intends to expand beyond traditional subscription software into agent-based, platform and consumption-oriented revenue streams.

Workday (WDAY -1.19%) is incorporating artificial intelligence to enhance its services.

Workday Decision Intelligence Replaces Spreadsheets and Guesswork with a Single, Governed AI Experience for HR and Finance Teams Can Model Different Business Scenarios Across HR and Finance, Make Critical Decisions and Take Action with Confidence LAS VEGAS, Oct. 13, 2026 /PRNewswire/ -- Workday Rising 2026 – Workday, Inc. (NASDAQ: WDAY), the trusted agentic platform for HR, finance, and IT, today announced Workday  Decision Intelligence is now available across its portfolio, giving HR and finance teams a single, governed AI experience that works the way an in-house analyst would: with seamless, secure access to the people, financial, and planning data already governed in Workday. Teams can ask a question in plain language, get an answer grounded in live data instead of a static export, compare options, and take action based on existing Workday permissions.

One Connection Carries Each Company's Permissions, Policies, and Approvals, So Workday's HR and Finance Agents Can Get the Work Done Wherever Work Happens LAS VEGAS, Oct. 13, 2026 /PRNewswire/ -- Workday Rising 2026 – Workday, Inc. (NASDAQ: WDAY), the trusted agentic platform for HR, finance, and IT, today announced that Sana, Workday's agentic experience and orchestration engine, will work inside the AI tools and platforms employees already use, including Claude, Google Cloud's Gemini Enterprise, Microsoft Copilot and Teams, and Slack, building on the self-service capabilities already available today. Employees can ask for what they need in plain language, then Sana checks the company's policies, permissions, and approvals, and brings in the right Workday agents to get the work done.

Company Answers One of the Most Common Frustrations in Job Hunting LAS VEGAS, Oct. 13, 2026 /PRNewswire/ -- Workday Rising 2026 – Workday, Inc. (NASDAQ: WDAY), the trusted agentic platform for HR, finance, and IT, today announced Workday Candidate Profile to let job seekers own, manage, and save their information once and reuse it when they apply for jobs at the thousands of companies that use Workday to hire. Workday Candidate Profile will help job seekers apply faster without creating a new account or retyping their work history for every company, while helping employers get more completed applications without changing how they hire.

New Agents Continuously Handle Routine HR, Finance, and IT Processes in the Background, Allowing Employees to Offload Repetitive Workflows While Remaining Firmly in Control Workday Agents Follow Each Company's Policies, Permissions, and Approvals So They Can be Trusted to Act, Not Just Answer Questions LAS VEGAS, Oct. 13, 2026 /PRNewswire/ -- Workday Rising 2026 – Workday, Inc. (NASDAQ: WDAY), the trusted agentic platform for HR, finance, and IT, today announced new AI agents that work as autopilots across hiring, payroll, accounting, and compliance. For HR, finance, and IT teams, this means less time chasing work and more time on the decisions only people can make.

People Can Find Workday Information, Take Action, and Approve Work Through Sana Agents in Claude – Workday's Permissions and Business Rules Apply to Every Request, and the User Confirms Every Change Sana Handles Complex, Long-Running HR and Finance Work and Calls on Claude's Reasoning for Individual Steps, While Keeping the Data Inside Workday LAS VEGAS, Oct. 13, 2026 /PRNewswire/ -- Workday Rising 2026 – Workday, Inc. (NASDAQ: WDAY), the trusted agentic platform for HR, finance, and IT, and Anthropic today announced a new partnership that connects their platforms and agentic experiences, bringing Claude's frontier reasoning together with Sana AI agents and Workday's trusted data and business context in HR and finance. The experience will come to life in either Sana, Workday's agentic experience and orchestration layer, or in Claude, depending on the work being done.

From Everyday Requests to Complex, Multi-Step Work Across HR, Finance, and IT, Employees Can Prompt Sana in Natural Language and Workday's Lawful Agents Do the Rest Sana Concierge Resolves Employee HR and IT Requests Before They Become Tickets  LAS VEGAS, Oct. 13, 2026 /PRNewswire/ -- Workday Rising 2026 – Workday, Inc. (NASDAQ: WDAY), the trusted agentic platform for HR, finance, and IT, today announced that Sana is the new Workday Home, an agentic experience that brings tasks, decisions, meetings, and agent activity into one place, helping employees move directly from what needs attention to getting it done. Employees simply ask for what they need in natural language, and Sana orchestrates Workday agents to complete the work.

New Agent Harness Runs Every Agent with Built-in Context, Memory, and Guardrails, So Every Decision Can Be Proven Agent-Ready Tools, Workday Data Cloud, Developer Agent, Custom Agents, and Agent Harness Are Now Generally Available LAS VEGAS, Oct. 13, 2026 /PRNewswire/ -- Workday Rising 2026 – Workday, Inc. (NASDAQ: WDAY), the trusted agentic platform for HR, finance, and IT, today announced its Trusted Agent Platform is now headless, enabling customers to build, run, and govern lawful AI agents across HR and finance with the development tools and models they choose. Every agent, whether it's built by Workday, a customer, or partner, works under the same Workday permissions, approvals, and audit trails.