During the quarter, Workday acquired contract lifecycle management software startup Evisort. Workday also said artificial intelligence agents for spotting inefficiencies, filing expense reports and updating succession plans would become available in early access in 2025.
"We think they're going to have a nice impact on bookings and revenue as we go into the new year," Eschenbach said.
Rowe called for $8.8 billion in fiscal year 2026 subscription revenue, good for 14% growth.