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Raw inputs
Equipment
Foundry
Chip design
Software
AI demand
—
Company details
Market cap
~$30B
Revenue (FY26)
$9.55B
Subscription rev.
$8.83B
Rev. growth
+13%
Op. cash flow
$2.94B
Customers
11,500+
AI actions (FY26)
1.7B
P/S ratio
~3×
In plain English
Workday runs the back office of the world's biggest employers from the cloud: it sells the HR (HCM) system that pays, hires and manages staff and the finance (ERP) system that runs the books — to over 11,500 enterprises. It charges by multi-year subscription, runs on its own data centres plus AWS and Google Cloud, competes head-on with SAP and Oracle, and is bolting AI agents onto everything after a run of AI takeovers (Sana, Paradox, HiredScore).
In simple terms
What Workday really sells
Workday runs the back office of the world's biggest employers from the cloud: it sells the HR (HCM) system that pays, hires and manages staff and the finance (ERP) system that runs the books — to over 11,500 enterprises. It charges by multi-year subscription, runs on its own data centres plus AWS and Google Cloud, competes head-on with SAP and Oracle, and is bolting AI agents onto everything after a run of AI takeovers (Sana, Paradox, HiredScore).
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