Workday's AI Products Seen Gaining Traction -- Market Talk

Dow Jones
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1548 ET - Workday's artificial intelligence products continue to gain early traction, with more than 75% of the company's core customers using its AI platform, JPMorgan analysts say in a note. More than 75% of the company's net-new deals and 35% of its customer expansions also include one or more AI products, the analysts note. The company says that the sum of its AI products added more than 1.5% points of annual recurring revenue growth in the third quarter, which once again confirms the magnitude of its AI boost that it mentioned at its analyst day in September, they say.(kelly.cloonan@wsj.com)

 

(END) Dow Jones Newswires

November 26, 2025 15:48 ET (20:48 GMT)

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