Workday makes cloud-based enterprise software for HR and finance, serving over 11,500 customers globally, including more than 65% of the Fortune 500. Its two core product lines are Human Capital Management (HCM), which covers hiring, payroll, performance management, and workforce planning, and Financial Management, which handles accounting, financial close, procurement, and planning. Workday's core pitch is a single unified platform for both HR and finance, which it argues reduces total cost of ownership versus running separate point solutions. Workday sells primarily to large enterprises through a direct sales force, and also offers a simplified product called Workday GO for mid-market customers. Workday sells multi-year subscription contracts, typically three or more years, with revenue recognized ratably — producing highly predictable recurring revenue. Subscription revenue is roughly 92% of total revenue, with professional services making up the remainder. Revenue growth comes from new customer wins, cross-selling Financial Management to HCM-only customers, and AI monetization. AI is increasingly central to Workday's growth strategy: the company has embedded AI agents throughout its platform under the "Workday Illuminate" brand, automating workflows like recruiting, payroll compliance, and financial close. Workday acquired four AI-focused companies in FY26 and is building organic AI agents on top of its core applications. Workday generates roughly 75% of revenue in the U.S., with international expansion — particularly in EMEA and APAC — a key growth priority.