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Workday Q3 Trifecta: 15% Rev. Growth, 17% Total RPO Growth, Strong AI Uptake
In today's Cloud Wars Minute, I analyze why Workday’s $26B RPO signals strong future momentum in the face of SAP and Oracle.
Highlights
00:15 — Very nice Q3 that Workday recently finished here. Great revenue growth for the quarter ended October 31 — up 15% to about $2.25 billion. 17% growth for its total RPO, to about $8.2 billion. It's been cranking up the innovation engine there at Workday. Small AI-specific acquisitions over the last year or two have really been adding to this so customers have more to buy.
01:16 — CEO Carl Eschenbach made key points. Broadly, everybody sees the potential…
The skinny
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