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Sentiment · FY2027 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“I had one of our customers over last night, Aneel Bhusri Workday. I'm like, have you seen SlackBot? Aneel is like, no, I haven't seen it yet. I'm like, you're the biggest Slack customer we have.”
Workday is cited as Salesforce's biggest Slack customer, with CEO Aneel Bhusri; also referenced as a partner whose agents interoperate with Salesforce.
“Memorial Hermann Health System selected Fusion ERP, SCM, and HCM. This was a win over Workday.”
Oracle cites multiple Fusion applications wins taken directly from Workday, framing Workday as losing back-office SaaS deals to Oracle.
“And partners like Adobe, Databricks, Genspaw, Glean, NVIDIA, SAP, ServiceNow, and Workday are already integrating agent 365.”
Workday is named among partners integrating Microsoft's Agent 365 control plane, indicating a Workday-Microsoft agent integration.
“And we're by the way, we're much bigger than Workday. And, or ServiceNow.”
Oracle frames itself as much larger than Workday in back-office applications, a competitive-positioning read-through against Workday.
“Our Agentforce partner network allows customers to deploy pre-built agents and use agent actions from partners like AWS, Google, IBM, Workday and more.”
Workday is part of Salesforce's Agentforce partner network, letting customers deploy pre-built agents and agent actions.
“Hundreds of partners like Adobe, SAP, ServiceNow and Workday have built their own third-party agents that integrate with Copilot and Teams.”
Workday built third-party agents integrating with Microsoft Copilot and Teams.
“more than 300,000 customers, including Mercedes, SAP, Workday and Xero rely on Atlassian to help their teams work better together and unleash enterprise knowledge across their organizations.”
Atlassian names Workday as one of its marquee enterprise customers relying on its collaboration platform.
“we also continue to see partners like Adobe, SAP, ServiceNow and Workday build their third-party agents and integrate with Copilot.”
Workday is cited as a partner building third-party AI agents that integrate with Microsoft Copilot.
“We signed an additional strategic partnership with Workday in June to reach more employers”
MetLife signed an additional strategic partnership with Workday to reach more employers through its benefits-experience platform, extending Workday's benefits ecosystem reach.
“we have deepened our partnership with Workday to co-design their new Workday wellness platform which will deliver faster integrations, comprehensive implementation support, and real-time data exchange.”
The Hartford is co-designing Workday's new wellness platform, deepening a benefits-administration integration partnership that should expand Workday's employer-benefits ecosystem reach.
“The team signed 15 new strategic partnerships in 2024, including Workday, which we expect will fuel EWS verification services revenue growth in 2025 and beyond.”
Equifax added Workday as a new employment-data strategic partner, expected to help drive Workforce Solutions verification revenue growth in 2025 — a modest positive data-partnership signal for Workday.
“the recent completion of our global HR rollout with Workday to create a standardized company-wide platform that simplified 40 disparate HR platforms to one”
GPC completed a global HR systems standardization on Workday, consolidating 40 disparate HR platforms into one.
“In the quarter, we expanded with customers like Anthropic, Ally Financial and Otis Elevator.”
Anthropic is highlighted as both a Q4 expansion customer and an AI leader that runs Workday.
“Anthropic, Google and OpenAI, all run Workday.”
Workday cites Google as one of the leading AI companies that run Workday, a positive read on Google as an enterprise customer.
“Accenture, Nike and Merck are among the first of nearly 50 customers signing on to use our new model.”
Merck is among the first customers adopting Workday's new Flex Credits consumption pricing model.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Brent Thill | Jefferies | 11 (36%) |
| Karl Keirstead | UBS | 9 (11%) |
| Alex Zukin | Wolfe Research |
“Accenture, Nike and Merck are among the first of nearly 50 customers signing on to use our new model.”
Nike is among the first customers adopting Workday's new Flex Credits consumption pricing model.
“Accenture is a great example. They're reinventing HR and recruiting at scale, using our AI solutions to elevate the employee and candidate experience, while driving improvements in productivity, speed and agility.”
Accenture is both a large Workday AI customer and a design partner, signaling aggressive internal adoption of agentic HR tools.
“In the quarter, we expanded with customers like Anthropic, Ally Financial and Otis Elevator.”
Otis is cited as a Q4 expansion customer for Workday, a positive read on Otis as an ongoing platform user.
“SAP and other ERP installed bases are using that”
An analyst notes Paradox is used within SAP ERP installed bases, framing Workday's ability to sell the product into competitor environments.
“We also expanded our partnership with Microsoft to help joint customers securely manage their people and agents across both of our platforms.”
Workday expanded its Microsoft partnership to jointly manage human and AI-agent identities across both platforms.
“On on for example, on hired score, for every dollar of recruiting we sell, we sell about $2.50 of hired score on top of it.”
Workday's acquired HiredScore recruiting agent drives strong upsell economics, attaching about $2.50 for every dollar of core recruiting sold.
“Last week, we announced the intent to acquire Pipedream, a low-code integration platform for AI agents with more than 3,000 prebuilt connectors to the world's most widely used business applications like Asana, Jira, and Slack.”
Workday's intended Pipedream acquisition adds 3,000+ integration connectors to extend its AI agent orchestration across enterprise applications.
“That doesn't include Paradox, which we closed in Q3 and is already off to a strong start.”
Workday's Paradox acquisition adds an AI recruiting/candidate-engagement agent that can also be sold into competitors' installed bases.
“We just closed our acquisition of Sana, an AI-native platform with an incredible team.”
Workday's Sana acquisition will power a reimagined AI user experience and learning platform; management calls early customer demand off the charts.
| Kirk Materne | Evercore ISI | 8 (0%) |
| Raimo Lenschow | Barclays | 7 (14%) |
| Mark Murphy | JPMorgan | 7 (0%) |
| Brad Sills | Bank of America | 7 (0%) |
| Brad Zelnick | Deutsche Bank | 6 (0%) |
| Mike Turrin | Wells Fargo | 6 (0%) |
| Kash Rangan | Goldman Sachs | 5 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Jefferies | 1 | 11 (36%) |
| UBS | 1 | 9 (11%) |
| Wolfe Research | 1 | 8 (0%) |
| Evercore ISI | 1 | 8 (0%) |
| Goldman Sachs | 2 | 7 (14%) |
| JPMorgan | 1 | 7 (0%) |
| Barclays | 1 | 7 (14%) |
| Bank of America | 1 | 7 (0%) |
Workday closed FY2026 with Q4 total revenue of $2.532B growing 15% as AI products generated $100M+ new ACV in Q4 and $400M+ total ARR, while the Sana AI-first UX vision launched for 75 million users in just 3 months. FY2027 subscription revenue was guided to $9.925-$9.950B representing 12-13% growth, a slight reduction from the prior approximately 13% outlook. CEO transition brought Aneel Bhusri back as CEO while engineering productivity rose 22% with over 50% AI-generated code.
Cloud & AI | Revenue Growth | Demand | Competitive Dynamics | Guidance Reliability | Macroeconomic | Geographic Expansion | Product Launch | |
|---|---|---|---|---|---|---|---|---|
| 2025Q3 | 3 | 6 | 2 | 1 | 3 | 3 | 1 | 1 |
| 2025Q4 | 6 | 3 | 1 | 4 | 1 | 2 | 1 | |
| 2026Q1 | 5 | 4 | 4 | 1 | 4 | 1 | 2 | |
| 2026Q2 | 5 | 6 | 6 | 5 | 2 | 1 | 1 | 1 |
| 2026Q3 | 7 | 7 | 4 | 3 | 1 | 1 | 1 | |
| 2026Q4 | 7 | 4 | 4 | 2 | 1 | |||
| 2027Q1 | 7 | 3 | 5 | 4 | 1 |
| '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | '26Q4 | '27Q1 | |
|---|---|---|---|---|---|---|---|
| Cloud & AI | 3 | 6 | 5 | 5 | 7 | 7 | 7 |
| Revenue Growth | 6 | 3 | 4 | 6 | 7 | 4 | 3 |
| Demand | 2 | 1 | 4 | 6 | 4 | 5 | |
| Competitive Dynamics | 1 | 4 | 5 | 3 | 4 | 4 | |
| Guidance Reliability | 3 | 1 | 2 | 1 | 2 | ||
| Macroeconomic | 3 | 1 | 4 | 1 | |||
| Geographic Expansion | 1 | 2 | 1 | 1 | 1 | 1 | |
| Product Launch | 1 | 1 | 2 | 1 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
WDAY Workday, Inc. | 9 | +13.5% | |
| ADSK Autodesk | 10 | +18.4% | |
| APP Applovin Corp | 9 | +24.1% | |
| CDNS Cadence Design Systems | 9 | +18.7% | |
| CRM Salesforce, Inc. | 9 | +13.3% | |
| DDOG Datadog | 10 | +32.1% | |
| FICO Fair Isaac | 9 | +38.7% | |
| INTU Intuit | 9 | +10.4% | |
| MSTR MicroStrategy Inc. | 7 | +11.9% | |
| NOW ServiceNow | 7 | +22.1% | |
| PTC PTC Inc. | 9 | +21.7% | |
| SHOP Shopify | 8 | +34.3% | |
| TEAM Atlassian | 7 | +31.7% | |
| TTD The Trade Desk, Inc. | 8 | +11.8% | |
| TYL Tyler Technologies | 8 | +8.6% | |
| UBER Uber | 8 | +14.5% |