Workday Sets $11 Billion Subscription Goal as Agentic AI ARR Reaches $600 Million

Workday put agentic AI annual recurring revenue (ARR) at about $600 million at its Tuesday, Oct. 13, Financial Analyst Day and set a fiscal 2028 subscription revenue target of about $11 billion, making AI a central part of its growth framework. The company’s fiscal 2028 framework calls for subscription revenue growth of roughly 11% and a non-GAAP operating margin of at least 33%. Workday’s fiscal 2027 estimates are about $9.9 billion in subscription revenue, 13% growth and a 31% margin. The fiscal 2028 figures are targets, not reported results.

Source: TokenPost