CEO Aneel Bhusri: 'This Is Workday's Moment'

Cloud Wars Live with Bob Evans · Aug 31, 2026 · 5m

Highlights

00:02 — Workday last week reported its Q2 results. They came in pretty strong, and I think if we look at the tenor of some of the comments that co-founder and CEO Aneel Bhusri made on the Q2 earnings call last week, we'll see that he's generally pretty low-key. But he's quite bullish now about what's going on with the early momentum Workday is gaining from its AI products.

00:49 — First, quick overview of some key Q2 numbers. Subscription revenue was up 13.9% to $2.47 billion. Its current RPO was up 14.2% to just over $9 billion. And for all of fiscal '27, which will end January…