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Workday: The Game-Changing AI Deals That Are Rewriting Its Product Roadmap!

Workday Inc. reported its Q3 fiscal 2026 results with a solid performance, underscored by a 15% increase in subscription revenue, reaching $2.244 billion, and a notable non-GAAP operating margin of 28.5%. The company’s comprehensive strategy to unify HR and finance platforms is resonating across industries, despite ongoing global economic uncertainty. This alignment is reflected in strong customer adoption and expansion, particularly in the areas of AI and platform innovations. Key positives from the quarter include the expansion of Workday’s customer base, with significant wins in both the healthcare and public sectors, such as Ardent Health and various federal agencies. The strategic acquisition of Paradox and Sana has started contributing to revenue, with Paradox alone adding over a point to the company’s 12-month subscription revenue backlog, which grew 17.6% to $8.21 billion. Furthermore, the introduction of new AI-powered solutions continues to gain traction, driving 1.5 points of ARR growth.