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    • AI and CopilotsWelcome to the Acceleration Economy AI Index, a weekly segment where we cover the most important recent news in AI innovation, funding, and solutions in under 10 minutes. Our goal is to get you up to speed – the same speed AI innovation is taking place nowadays – and prepare you for that upcoming customer call, board meeting, or conversation with your colleague.
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Workday

www.workday.com
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Workday Overview

Built from the cloud up, Workday is equipped to grow, change, and evolve with your organization to meet the unique needs of your industry. By taking advantage of the most innovative technologies, Workday solves many of the problems that plague traditional ERP systems.

Company Snapshot

  • Cloud Revenue (as of 7/31/2025):$2.2B
  • Cloud Services:SaaS,PaaS
  • CEO:Carl Eschenbach
  • View Cloud Wars Analysis
  • View Workday Report

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AI and Copilots

Workday's Big Pivot: Embraces 'ERP for AI Era' with New Agents, Data Cloud, More  

At Workday Rising 2025, Workday revealed its strategy to redefine ERP for the AI Era: launching agentic AI agents, expanding its data‑cloud offerings with Snowflake, introducing Flex Credits, and deepening ties with Microsoft.
Cloud Wars Minute

Workday Jumps Into ERP Powered by Agents + AI

Workday, long resistant to ERP, is now embracing it with AI-powered agents, data cloud partnerships, and expanded alliances to reshape enterprise operations.
Cloud

Google Remains World's Hottest Cloud Vendor; Oracle Rising, Microsoft Surging

Google Cloud led all major providers with 32% Q2 growth, narrowing the revenue gap with AWS despite its smaller base, fueled by skyrocketing AI demand across industries.
Cloud Wars Minute

Google Cloud Hottest, Oracle and Microsoft Also Rock

Google Cloud tops cloud market growth at 32%, with Oracle, Microsoft, and others showing strong momentum in Q2.
Innovation & Leadership

The Agentic Enterprise: How Microsoft and Industry Leaders Are Redefining Work Through AI

Explore how AI copilots, agents, and breakthrough standards like MCP and A2A are redefining work as enterprises shift to AI-first models and human-AI collaboration.
AI and Copilots

Hybrid Workplace Future: AI Agents Gain Trust — But Not in Leadership Roles

Governance and trust are essential to integrating AI agents into human workforces, with only 24% comfortable with unsupervised AI.
AI and Copilots

Workday AI-Powered Q2: 10 Reasons Subscription Revenue Up 14%

Workday delivered 14% growth in subscription revenue in Q2, powered by widespread AI adoption across new and existing customers.
Cloud Wars Minute

Workday Strong Q2 Spurred by AI: 10 Factors

Workday reported strong Q2 growth driven by widespread adoption of its AI solutions, expansion into mid-market and government sectors, partner contributions, and new global initiatives.
Cloud

Cloud Wars Top 10 Market Cap Tops $10 Trillion for First Time

The Cloud Wars Top 10 have surged past a $10 trillion market cap, reflecting unprecedented business confidence in the AI- and cloud-powered future.
Cloud Wars Minute

$10 Trillion Market Cap of Cloud Wars Top 10

This cumulative market cap total of $10 trillion reflects the confidence business leaders have in the Cloud Wars Top 10 companies.
Cloud Wars Minute

Hottest Cloud Vendors: Google Cloud Still #1, But Oracle, SAP Closing In

The latest Cloud Wars update reveals strong growth across major cloud providers, with shifting dynamics that signal an increasingly competitive and evolving market.
Cloud Wars Minute

Workday Sets the Standard for Responsible AI with Dual Governance Accreditations

Workday earns ISO 42001 and NIST AI RMF accreditations, reinforcing its commitment to responsible, transparent, and trustworthy AI governance.
Cloud

Microsoft, AWS, Oracle Lead $1-Trillion RPO Total for Cloud Wars Top 10

The Cloud Wars Top 10 have secured $915B in contracted future business, signaling extraordinary long-term demand for cloud and AI services.
Cloud Wars Minute

$1 Trillion RPO!

Cloud investment momentum continues despite political and economic uncertainties, driven by AI’s transformative promise.
AI and Copilots

Workday Empowers Digital Workforce with Agent System of Record and Global Partnerships

With the launch of ASOR and its new Agent Partner Network, Workday is enhancing how organizations integrate and manage AI agents alongside human employees securely and efficiently.
AI and Copilots

Accelerate, Assist, Transform: A Framework for AI Adoption Success

Businesses must manage change and adoption before achieving full AI integration.
AI and Copilots

Workday Redefines AI Agent Governance with Centralized Agent System of Record

Workday introduces a centralized approach to managing digital labor with its Agent System of Record, aligning human and AI workflows for enterprise clarity.
Cloud

Workday Dismisses Agentic AI Arms Race, Focuses on Business Impact

Workday rejects the agentic AI hype, instead emphasizing practical business outcomes with its expanding AI portfolio aimed at delivering measurable impact across functions.
Cloud Wars Minute

Workday Lone Wolf: Focuses on 8 AI Agents vs. Competitors' Hundreds

Workday takes a cautious, customer-driven approach to agentic AI by focusing on a small number of high-impact AI agents to ensure business value and trust.
Cloud Wars Minute

New Workday Prez Gerrit Kazmaier: 'Future-Proof AI Strategy'

Workday’s new president of products and technology, Gerrit Kazmaier, shares how the company is empowering customers to future-proof their AI strategies.
Cloud Wars Minute

Workday Empowers Finance Teams with AI Contract Intelligence Through Evisort Integration

Workday unveils AI-powered contract intelligence and CLM tools via its Evisort integration, transforming how businesses manage agreements.
AI and Copilots

Workday's Biggest Bet Ever: Optimizing How Humans and AI Agents Work

Workday positions itself as a leader in the emerging agent management race, competing with ServiceNow, Microsoft, Salesforce, and others.
Cloud Wars Minute

Workday's Big Bet: Can 'Agent System of Record' Outdo Big Competitors?

Workday and other tech giants race to lead the AI agent revolution, as businesses prepare for a future where human and digital workers operate side by side.
Cloud

DOGE Triggering "Tremendous Opportunity" for Workday Federal Business

As federal agencies embrace cloud technology, Workday aims to lead the charge with its financial and HCM applications, tapping into a vast opportunity for modernization.
Cloud

DOGE and Workday: Tremendous Opportunity for Federal Business

Workday reported strong fiscal Q4 results with subscription revenue reaching $2.04 billion, marking the first time it surpassed $2 billion in a quarter.
AI and Copilots

Workday Unveils AI Agent System of Record to Manage Enterprise AI Ecosystems

With its new Agent System of Record, Workday is providing a single platform for AI agent deployment, monitoring, and optimization.
AI and Copilots

Here's the Most-Valuable Finding from Workday's Excellent Global AI Research Report

Workday’s research shows AI is reshaping work by eliminating universally disliked tasks—such as writing job descriptions—saving millions of hours annually.
AI and Copilots

AGENT WARS: ServiceNow and Workday Race to Control Agentic AI Sprawl

Workday's Agent System of Record and ServiceNow's AI Agent Orchestrator are the latest tools from Cloud Wars Top 10 firms to help enterprises manage and govern an AI agent deluge.
Cloud Wars Minute

AGENT WARS: ServiceNow, Workday Attack Agentic AI 'Chaos'

ServiceNow calls its system an 'Orchestrator' while Workday offers a 'System of Record.' Both are striving to bring order to the agentic AI sprawl taking place in enterprises.
Innovation & Leadership

Special Report: Cloud Wars 2025 CEO Outlook

This report shares insights from top Cloud Wars CEOs on how AI will drive business transformation in 2025, focusing on execution, ROI, and leadership in the cloud.
Cloud Wars Minute

Hottest Cloud Vendors

The latest Cloud Wars rankings show how hyperscalers and application vendors are managing growth and adapting to changing market dynamics.
Innovation & Leadership

CEO Outlook 2025: Carl Eschenbach on AI Agents Driving HR Productivity

Recruiting and onboarding are two critical HR functions that are being measurably streamlined by Workday's Recruiter Agent, CEO Carl Eschenbach says.
Innovation & Leadership

AI Spending on Software Will Boom in 2025, Says Workday CEO Carl Eschenbach

Workday CEO Carl Eschenbach reveals how businesses can unlock AI's full potential with a focus on data quality, ROI, and trusted vendors.
Innovation & Leadership

Cloud Wars CEO Outlook 2025 with Workday's Carl Eschenbach

Carl Eschenbach, CEO of Workday, discusses AI's role in business, CEO priorities for 2025, and Workday’s competitive edge in this exclusive interview.
Cloud Wars Minute

CEO Outlook 2025: AI Spending Boom in '25 Where ROI Is Clear, Says Workday's Eschenbach

Workday CEO Carl Eschenbach predicts a surge in AI investment in 2025, emphasizing ROI-driven customer expectations, vendor consolidation, and Workday's advantage through its focus on HR and financial applications.
Business Apps

Oracle, Salesforce, SAP, Workday Face Off in Suite Wars, and AI Is the Prize

AI-driven applications suites are transforming enterprise efficiency, innovation, and integration.
Cloud Wars Minute

Suite Wars: Oracle, Salesforce, SAP, and Workday Seek AI Prize

The Suite Wars intensify as major apps vendors focus on AI, integration, employee experience, security, and industry-specific solutions.
Innovation & Leadership

As Workday Growth Slips Again, CEO Eschenbach Bullish on AI, Suites, Enslin

Subscription revenue grows 15.8% in Q3, but Workday faces competitive pressures and slower FY26 growth projections.
Cloud Wars Minute

Workday Question: Can AI + Suites + Enslin Re-Accelerate Growth

Workday faces declining growth rates but aims to drive future growth through AI, full-suite solutions, and new leadership.
Innovation & Leadership

Q3 Cloud Growth Previews: Salesforce 10%, Workday 18%, Snowflake 31%

Despite earlier caution from Salesforce and Workday CEOs, Salesforce, Workday, and Snowflake are expected to report accelerating growth for Q3, driven by strong AI demand, their market leadership, and renewed business optimism.
Cloud Wars Minute

Q3 Growth Preview: Salesforce +10%, Workday +18%, Snowflake +31%

The AI revolution is fueling growth across the cloud industry, with CEOs and boards intensely focused on capitalizing on AI’s potential to drive innovation and productivity.
AI and Copilots

Salesforce and Oracle Market Caps Soar as Cloud Wars Top 10 Valuation Blows Past $9 Trillion

Over the past seven weeks, the Cloud Wars Cloud & AI Confidence Index has climbed by $480 billion to $9.22 trillion, reflecting strong investor optimism in cloud and AI technologies.
AI and Copilots

Oracle, Salesforce Market Caps Soar; Cloud/AI Confidence Index Hits $9.22 Trillion

The Cloud and AI Confidence Index tracks the combined market caps of the Cloud Wars Top 10 companies, which recently topped $9 trillion.
Innovation & Leadership

Cloud Wars CEO of the Year: Selecting the #1 Leader Driving Innovation, Customer Outcomes

A company-by-company breakdown of Cloud Wars CEO of the Year candidates, their strengths, and their companies’ latest wins.
Innovation & Leadership

Google Cloud Again #1 Hottest Major Cloud Vendor; SAP #2, ServiceNow #3

Google Cloud tops the Cloud Wars Growth Chart with a 35% Q3 growth rate, showcasing rapid acceleration driven by AI innovation
Cloud Wars Minute

Google Cloud, #1 Hottest Vendor; #2 SAP, #3 ServiceNow

Google Cloud leads the Cloud Wars Growth Chart with an impressive 35% growth rate in Q3, surpassing all other major cloud vendors.
AI and Copilots

How AI-Enabled Workday Assistant Transforms Budgeting and Forecasting for Business Leaders

The AI Workday Assistant empowers leaders with self-service tools for efficient budgeting and forecasting.
Innovation & Leadership

How Workday Helps Accelerate Growth for Bill Gosling Outsourcing

Bill Gosling Outsourcing leverages Workday's AI and analytics to scale operations and drive growth across global markets.
Innovation & Leadership

XXX | Cloud Wars Live

Cloud Wars Minute

CEO of the Year 2024: Benioff? Klein? McDermott? Eschenbach? Or???

Meet the cloud leaders pushing the boundaries of innovation, leading the way toward Cloud Wars CEO of the Year recognition.

Featured Content

Cloud

Workday Innovation & Customer Impact Report

Recent Articles


  • Workday's Big Pivot: Embraces 'ERP for AI Era' with New Agents, Data Cloud, More  
  • Workday Jumps Into ERP Powered by Agents + AI
  • Google Remains World's Hottest Cloud Vendor; Oracle Rising, Microsoft Surging

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Workday

Founded in 2005, Workday was among the early cloud-technology companies in the SaaS applications industry spawned by Salesforce and NetSuite. With an annualized run rate of about $4 billion, Workday has become a powerhouse in the HCM business, while building a significant business for Financials applications as well. Co-founders Dave Duffield and Aneel Bhusri have always pushed emerging technologies into Workday’s products, both to deliver increased value to customers and to differentiate Workday from its two primary and much larger competitors: Oracle and SAP. At #8 on the Cloud Wars Top 10, Workday has grown rapidly because of its ability to pull off a difficult combination: first, win significant deals with huge global corporations, and then help those clients executive successful go-lives that quickly show significant new value. Bhusri was the first cloud-industry CEO that I heard speak passionately about the essential primacy of customer success and customer experience. While that’s now standard messaging, it’s been an indispensable element of Workday’s culture and business since its founding.

Workday’s cloud services

While Workday has developed a broad set of core PaaS services and has a number of customers doing beta-testing on the Workday Platform for extending and developing applications, the company at this time remains overwhelmingly a SaaS provider with Financials, HCM, Adaptive Insights Business Planning and Prism Analytics. All of Workday’s applications include the latest ML technologies as part of Workday’s commitment to advanced technology to prepare its customers for the future.

Why Workday has earned a spot in the Cloud Wars Top 10

Workday’s commitment to driving great success and experiences for its customers has allowed it to compete aggressively against much-larger competitors while establishing new models for customer-centered software development, sales and support. It is well-positioned to continue growing at above-average levels for years to come.
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