Workday Reports Second Quarter Fiscal 2027 Results and Expands Share Buyback Program
Yahoo Finance ·
Workday, the enterprise AI platform for HR and finance, released its financial results for the second quarter of fiscal 2027, ended July 31, 2026. Total revenues reached $2.649 billion, marking a 12.8% year-over-year increase, while subscription revenues climbed 13.9% to $2.471 billion. Diluted net income per share stood at $2.57, with non-GAAP diluted net income per share hitting $2.75. Co-founder and CEO Aneel Bhusri noted that AI drove over 25% of new ACV, supported by deterministic rails. CFO Zane Rowe updated the full-year fiscal 2027 subscription revenue guidance to a range of $9.940 billion to $9.950 billion, representing roughly 13% growth, alongside a revised non-GAAP operating margin target of 31.0%. Additionally, Workday announced that its Board of Directors authorized an additional $4.0 billion open-ended share repurchase program for its Class A common stock.
AI 시장 분석
Enterprise software firm Workday reported total revenue of $2.649 billion for the second quarter of fiscal 2027, up 12.8% year-over-year. Subscription revenue increased 13.9% to $2.471 billion, with the AI segment driving over 25% of new contract value. Investors are responding positively, focusing on solid performance and AI platform growth.
상승 영향
- AI — Workday's AI-based agents drove over 25% of new contracts and are utilized by more than 5,500 customers, proving the actual demand for enterprise AI solutions.
DYAX 전담 분석
Workday's latest results proved that the widespread adoption of AI agents is translating into actual revenue growth and margin improvement. The non-GAAP operating margin improved to 31.1% year-over-year, and the 12-month subscription backlog also rose 14.2% to $9.034 billion, enhancing medium- to long-term growth visibility.
The key variables ahead will be the expansion speed of AI-based platforms and trends in corporate IT budget execution, and whether the company can achieve results that meet its upwardly revised guidance must be monitored.
AI가 생성한 분석으로 투자 자문이 아닙니다.
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