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Latest / Cloud Wars Live with Bob Evans

Workday Strong Q2 Spurred by AI: 10 Factors

In today's Cloud Wars Minute, I break down Workday’s strong Q2 results, highlighting how AI solutions, mid-market growth, government expansion, partner-driven value, and global initiatives are fueling momentum.

Highlights

00:14 — Workday recently posted a very nice fiscal Q2, ended July 31. I pulled out growth factors from the earnings call. Just a quick recap here: for Q2, its subscription revenue was up 14% to $2.17 billion, while their current RPO was up 16.4% to almost $8 billion. So, strong demand for the recent quarter and the pipeline going forward.

01:37 — First of all, suites…

The skinny

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