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Workday HiredScore AI

Workday · od 1. August 2024 (allgemeine Verfügbarkeit über Workday) · 6× · naposledy 22. 9. 2026

Momentum

Workday HiredScore AI is an AI-powered talent orchestration platform that Workday integrated into its HCM portfolio following the 2024 acquisition of HiredScore. It comprises two modules, "HiredScore AI for Recruiting" and "HiredScore AI for Talent Mobility," delivering AI-based candidate grading, sourcing suggestions, and internal-mobility matching directly within existing workflows (e.g., Microsoft Teams). The solution is sold as a separately licensed add-on to Workday HCM/Recruiting, with pricing individually negotiated based on company size. It follows a "Responsible AI" approach with bias testing and transparency in scoring decisions.

Vývoj momenta

24.06.22.09.

Vlastnosti

Compliance/Certification	Covered by Workday SOC 1 Type II, SOC 2+ (mapped to NIST CSF/PF/800-171), Data Privacy Framework (TRUSTe), GDPR/HIPAA relevance
Deployment Model	Cloud-based SaaS with subscription model, delivered as part of Workday HCM or via AWS Marketplace
Use Case Scope	Recruiting (candidate scoring, sourcing) and internal talent mobility for organizations worldwide, availability in over 150 countries
Integrations	Deep integration with Workday Recruiting and Microsoft Teams; also connects with Avature, Beamery, Cornerstone HR, SAP SuccessFactors, Oracle Cloud, HireVue, and others
Platform	Cloud SaaS, integrated into Workday HCM/Recruiting, also available via AWS Marketplace
Price	Custom enterprise pricing, no public rate; add-on to Workday HCM, e.g. Candidate Engagement add-on approx. $150/user/month
Release Date	Generally available since August 1, 2024 through Workday

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Zdroje (6)

Company Analysis: Workday

As of 10/09/2026

HOLDSynthszr Vote

Data from the last reported quarter supports a balanced stance: Workday is executing on profitability (FY27 Q2 non-GAAP operating margin 31.1%) and maintaining low-teens subscription growth guidance (Q3 ~12% YoY; FY27 ~13%). (sec.gov) However, subscription backlog growth of 8% YoY in FY27 Q2 suggests demand/booking momentum may be moderating relative to the revenue growth profile, which can cap near-term upside unless bookings re-accelerate. (sec.gov) With current price in EUR not provided, a strict valuation-based BUY/SELL call cannot be made without confirming the EUR price and the investor’s preferred forward multiple framework; therefore HOLD is the most data-consistent recommendation pending price/FX validation.

Summary

Workday, Inc. (WDAY) is a cloud software vendor focused on enterprise Human Capital Management (HCM), Financial Management, and related analytics/planning, sold primarily as subscription SaaS with professional services supporting deployments. Its core competency is a unified data model and workflow layer across HR and finance, which supports high switching costs, multi-year contracts, and a large installed base (over 11,500 customers globally, including a majority of the Fortune 500). (investor.workday.com) Competitive positioning remains strongest in large-enterprise HCM and increasingly credible in finance transformation, with differentiation centered on (1) unified HR+finance data/processes, (2) ecosystem/partner delivery capacity, and (3) embedded AI/agent capabilities positioned as productivity and self-service enablers. Recent product strategy emphasizes “agents” and governance (Agent System of Record) and expanding distribution through major platforms. A notable recent development is the expanded partnership with Google Cloud to integrate Workday’s Sana Self‑Service Agent into Gemini Enterprise and deepen connections to Workday Data Cloud, aiming to place Workday actions inside daily employee workflows while maintaining security/permissions. (investor.workday.com) In the most recent reported quarter (Fiscal 2027 Q2, ended July 31, 2026; released August 27, 2026), Workday reported non-GAAP operating margin of 31.1% (up from 29.0% YoY) and total subscription revenue backlog of $27.403B (+8.0% YoY). Management highlighted AI as a material contributor to new business (AI driving more than 25% of new ACV) and stated that more than 5,500 customers are using at least one “organic agent.” (sec.gov) Guidance referenced in contemporaneous coverage indicates Q3 FY27 subscription revenue guidance of about $2.515B (~12% YoY) and FY27 subscription revenue guidance of $9.940B–$9.950B (~13% growth), with FY27 non-GAAP operating margin guided to ~31.0%. (investing.com) From a profitability/cash perspective, Workday exited FY2026 (ended January 31, 2026) with FY2026 total revenue of $9.552B (+13.1% YoY), subscription revenue of $8.833B (+14.5% YoY), and operating cash flow of $2.939B (+19.4% YoY), while non-GAAP operating margin for FY2026 was 29.6%. (investor.workday.com) Valuation metrics vary by source and methodology; consensus-style forward multiples cited by third-party aggregators place WDAY around ~18x forward P/E on non-GAAP figures (USD-based), but investors should validate against their preferred data terminal and convert to EUR at the prevailing FX rate. (trefis.com) Short- to medium-term outlook is primarily driven by (a) subscription growth decelerating into the low-teens, (b) margin expansion via cost discipline and internal productivity initiatives, and (c) monetization/attach of AI agents and data cloud capabilities. The key near-term debate is whether AI-driven demand and packaging can sustain bookings momentum while backlog growth moderates and large-enterprise deal cycles remain variable.

Key Takeaways

Workday’s model is subscription-first enterprise SaaS (HCM + Finance) with high switching costs and a large installed base (11,500+ customers; >65% of Fortune 500). (investor.workday.com)
FY2026 results show durable growth and strong cash generation: $9.552B total revenue (+13.1% YoY) and $2.939B operating cash flow (+19.4% YoY). (investor.workday.com)
Latest quarter (FY27 Q2) showed margin expansion: non-GAAP operating margin 31.1% vs 29.0% YoY; subscription backlog $27.403B (+8.0% YoY). (sec.gov)
Management is positioning AI agents as a commercial driver (AI >25% of new ACV; 5,500+ customers using at least one organic agent). (sec.gov)
Guidance implies continued low-teens subscription growth with improving profitability (FY27 subscription revenue ~$9.94–$9.95B; FY27 non-GAAP operating margin ~31%). (investing.com)

Action Ideas

BUY

For investors seeking large-cap enterprise SaaS exposure with improving operating leverage: recent quarters show sustained low-teens subscription growth alongside expanding non-GAAP operating margin (31.1% in FY27 Q2). Management commentary indicates AI is contributing meaningfully to new business (25%+ of new ACV), and partnerships (e.g., Google Cloud/Gemini integration for Sana) can broaden distribution and embed Workday actions into daily workflows. This setup supports a thesis of continued margin expansion while maintaining mid-teens-ish platform relevance in HR/finance modernization cycles.

Horizon: 18 mo.

HOLD

For investors already positioned: guidance points to steady but not accelerating subscription growth (Q3 FY27 subscription revenue guided ~12% YoY; FY27 subscription revenue growth ~13%) while profitability improves (FY27 non-GAAP operating margin ~31%). This profile can justify maintaining exposure, but the risk/reward may be more balanced if the market already prices in margin expansion and AI-driven demand.

Horizon: 12 mo.

SELL

For investors with low tolerance for growth deceleration: backlog growth in FY27 Q2 (+8% YoY) is below subscription revenue growth guidance (low-teens), which can raise concern about forward demand normalization. If an investor’s framework requires accelerating bookings or re-acceleration in subscription growth, the current setup may not meet that threshold despite margin gains.

Horizon: 6 mo.

Contrarian Insights

• Backlog growth vs. revenue growth: despite strong AI narrative and margin expansion, FY27 Q2 total subscription revenue backlog grew 8% YoY, which is meaningfully below the low-teens subscription revenue growth profile. A contrarian read is that demand normalization (mix, renewals, or deal timing) may be a more important driver than AI messaging in the next few quarters. (sec.gov)
• AI as a margin lever more than a growth lever (near term): management and third-party coverage emphasize AI’s contribution to new ACV, but the most visible financial impact in recent results is operating margin expansion into the low-30% range. A contrarian framing is that the near-term investment case is primarily operating leverage and cash generation, with AI monetization as a secondary, longer-cycle contributor. (sec.gov)