Workday reported strong Q2 earnings, beating Wall Street's expectations with revenue reaching $2.65 billion and adjusted earnings of $2.75 per share. AI products drove 25% of new sales, with subscription revenue up 14% to $2.47 billion.
The company's AI sales surged 93% year-over-year, with AI-powered adoption driving product expansion and margin gains. Workday's stock rose 1.48% in regular trading and added 0.74% after hours.
In other news, OpenAI leaders Mark Chen, Sam Altman, and Greg Brockman were named in the TIME100 AI 2026 list, highlighting the company's focus on safety and alignment. Anthropic's supply chain risk designation by the Department of Defense was deemed unlawful by a federal judge.
Brave introduced a new privacy feature called Email Aliases, allowing users to generate unique email addresses for online sign-ups. The New York Department of State's Division of Consumer Protection warned against investment scams driven by artificial intelligence.
IREN stock fell 8% after the company reported Q4 results that missed expectations, despite AI Cloud Services revenue more than doubling sequentially to $70.5 million. Inspur Digital Enterprise Technology reported a 66% drop in profit attributable to owners due to strategic investment in AI and pressure on traditional business lines.
Key Takeaways
["Workday's Q2 earnings beat expectations with revenue reaching $2.65 billion and adjusted earnings of $2.75 per share.", "AI products drove 25% of Workday's new sales, with subscription revenue up 14% to $2.47 billion.", "Workday's AI sales surged 93% year-over-year, with AI-powered adoption driving product expansion and margin gains.", "OpenAI leaders were named in the TIME100 AI 2026 list, highlighting the company's focus on safety and alignment.", "Anthropic's supply chain risk designation by the Department of Defense was deemed unlawful by a federal judge.", 'Brave introduced a new privacy feature called Email Aliases, allowing users to generate unique email addresses for online sign-ups.', "The New York Department of State's Division of Consumer Protection warned against investment scams driven by artificial intelligence.", 'IREN stock fell 8% after the company reported Q4 results that missed expectations.', 'Inspur Digital Enterprise Technology reported a 66% drop in profit attributable to owners due to strategic investment in AI and pressure on traditional business lines.', "A massive suspected Chinese bot farm was caught conducting 'influence operations' online in the United States."]Workday beats Q2 estimates with strong AI sales
Workday reported strong Q2 earnings, beating Wall Street's expectations. The company's revenue reached $2.65 billion, with adjusted earnings of $2.75 per share. AI products drove 25% of new sales, with subscription revenue up 14% to $2.47 billion. Workday's stock rose 1.48% in regular trading and added 0.74% after hours.
Workday's AI sales surge in Q2 2026
Workday's AI sales surged 93% year-over-year in Q2 2026. The company's revenue was $1.43 billion, beating estimates. Workday's EPS was $1.51, surpassing the estimated $1.35. The company's stock price rose 10% after the earnings announcement.
Workday's AI adoption drives growth
Workday reported Q2 CY2026 earnings, beating revenue expectations. The company's sales reached $2.65 billion, a 12.8% year-over-year increase. AI-powered adoption drove product expansion and margin gains. Workday's stock price rose 5% after the earnings release.
Workday's AI products drive new sales
Workday's AI products generated over $100 million in new annual contract value in Q2. AI products accounted for more than 25% of total new ACV. The company's subscription revenue stood at $2.471 billion, up 14% year-over-year.
Workday Q2 FY27 results
Workday reported Q2 FY27 earnings, with revenue rising 25% year-over-year to $1.23 billion. The company's net income increased 30% to $234.4 million. Workday's gross margin expanded to 83.4% from 80.4% in the prior-year period.
Workday tops Q2 2026 estimates
Workday topped Q2 2026 estimates with adjusted earnings of $2.75 per share on revenue of $2.65 billion. The company's stock rose 1.48% in regular trading and added another 0.74% after hours.
Older workers more open to AI
A recent study found that older workers are more positive about AI in the workplace. The study revealed a generational divide in attitudes towards AI adoption. Older workers see AI as a tool that can create new job opportunities.
Younger workers fear AI more than older employees
A survey found that younger workers are more pessimistic about AI's impact on the workplace. Gen Z Americans are the most critical of AI, with only a third speaking positively about its impact.
IREN stock falls after Q4 miss
IREN stock fell 8% after the company reported Q4 results that missed expectations. The company's AI Cloud Services revenue more than doubled sequentially to $70.5 million.
IREN stock sliding 8% in overnight trading
IREN stock fell 8% in overnight trading after the company reported quarterly earnings and revenue below Wall Street expectations.
Brave adds email aliases for privacy
The Brave browser has introduced a new privacy feature called Email Aliases. This feature allows users to generate unique email addresses for online sign-ups that automatically forward to their primary inbox.
TIME100 AI 2026: OpenAI leaders
OpenAI leaders Mark Chen, Sam Altman, and Greg Brockman were named in the TIME100 AI 2026 list. The company's leaders are optimistic about its future, with a focus on safety and alignment.
Consumer Protection warns of AI investment scams
The New York Department of State's Division of Consumer Protection warns New Yorkers to be vigilant against investment scams driven by artificial intelligence.
Inspur Digital Enterprise Technology sees profit drop
Inspur Digital Enterprise Technology reported a 66% drop in profit attributable to owners. The company's revenue declined 13.5% due to strategic investment in AI and pressure on traditional business lines.
Massive Chinese bot farm conducting influence operations
A massive suspected Chinese bot farm was caught conducting 'influence operations' online in the United States. The bot farm pushed an anti-American narrative and promoted a pro-Chinese agenda.
AI & Tech Brief: UAE's AI ambitions
The United Arab Emirates wants to be an investment hub for U.S. AI infrastructure. A federal judge ruled that Anthropic's supply chain risk designation by the Department of Defense was unlawful.
TutorTrace: AI-assisted programming education
TutorTrace is a dataset and behavioral abstraction pipeline that makes learners' behavioral context visible and computable in real-time from low-level IDE telemetry.
Sources
- Earnings call transcript: Workday tops Q2 2026 estimates as AI sales s
- Earnings call transcript: Workday tops Q2 2026 estimates as AI sales surge
- WDAY Q2 Deep Dive: AI-Powered Adoption Drives Product Expansion and Margin Gains
- AI Products Accounted for More Than a Quarter of Workday's New Q2 Contract Value
- Workday Q2 FY27 slides: AI drives 25% of new sales, margins expand
- Earnings call transcript: Workday tops Q2 2026 estimates as AI sales surge
- Older Workers Embrace AI, Nvidia Surges
- Younger workers are more scared of AI than older employees, survey finds
- IREN Stock Falls 8% After Q4 Miss; AI Cloud Shift Gains Momentum
- Why Is IREN Stock Sliding 8% In Overnight Trading?
- Brave Adds Email Aliases
- TIME100 AI 2026: Mark Chen, Sam Altman, and Greg Brockman
- Consumer Protection warns of surge in AI investment scams
- Inspur Digital Enterprise Technology: Profit attributable to owners dropped 66% as AI investment and traditional business headwinds weighed
- Massive Chinese bot farm caught conducting US ‘influence operations’ pushing coordinated online narrative
- AI & Tech Brief: The UAE’s AI ambitions
- TutorTrace: A Dataset and Taxonomy for Classifying Learner Behavioral States during AI-Assisted Programming Education
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