Workday launches AI agent network with tech giants

LAS VEGAS - Workday, Inc. (NASDAQ: WDAY), a leader in enterprise cloud applications for finance and human resources with annual revenue of $8.7 billion and robust 15% year-over-year growth, unveiled its new Workday Agent Partner Network on Monday, alongside the launch of Agent Gateway, a platform designed to integrate AI agents across various systems. According to InvestingPro analysis, the company maintains strong financial health with more cash than debt on its balance sheet. The announcement was made at the Workday DevCon 2025 event.

The Agent Partner Network initiative includes collaborations with industry heavyweights such as Accenture, Adobe, AWS, Google Cloud, Microsoft, PwC, and others. These partnerships aim to connect AI agents to Workday’s Agent System of Record (ASOR), enabling a more cohesive and efficient workflow across different platforms. As a prominent player in the Software industry, Workday has demonstrated strong operational efficiency with a gross profit margin of 76%.

The integration of AI agents is set to redefine workforce management by combining human and digital workers, thereby reshaping roles, workflows, and team structures. Workday’s ASOR will provide tools to manage AI agents effectively, ensuring they align with business goals and operate with security and accountability.

Workday’s Agent Gateway facilitates the connection of partners’ AI agents with its ASOR, using shared protocols to allow seamless collaboration and information exchange. This development is expected to enhance efficiency and agility in how work is conducted.

Furthermore, Workday has made AI agents from Workday and its partners available on the Workday Marketplace today, providing customers with a broad range of apps and solutions to address their business needs. These agents can be deployed and managed through Workday’s ASOR. For investors seeking deeper insights, InvestingPro offers exclusive access to 12+ additional ProTips and comprehensive analysis through their Pro Research Report, one of 1,400+ detailed company assessments available to subscribers.

Illuminate, Workday’s next-generation AI, is built on an extensive dataset and is designed to transform business operations by supporting human workers, accelerating finance functions, and managing AI agents. This technology promises to drive better decision-making, workforce planning, and productivity.

The Agent Gateway is anticipated to be accessible to early adopter customers by the end of 2025. This initiative is based on a press release statement and aims to prepare organizations for the future of work by integrating AI agents into everyday business processes. With 27 analysts recently revising earnings estimates upward and the stock currently trading near its Fair Value according to InvestingPro calculations, investors may want to closely monitor this innovative player in the enterprise software space.

In other recent news, Workday, Inc. reported its first-quarter results for fiscal year 2026, showing a 12.6% increase in total revenue to $2.24 billion and a 15.6% rise in its 12-month subscription backlog to $7.63 billion. These figures slightly surpassed consensus estimates, with subscription revenue also exceeding expectations. The company’s operating margin was reported at 30.2%, and its GAAP-free cash flow reached $421 million, both notably above analyst predictions. Following these results, JPMorgan adjusted its price target for Workday shares to $295, maintaining an Overweight rating, while Goldman Sachs raised its target to $300 with a Buy rating. DA Davidson also increased its target to $250 but kept a Neutral rating, noting that Workday’s revenue and calculated remaining performance obligations met expectations.

Workday continues to innovate in AI, unveiling a suite of new AI development tools aimed at enhancing developer productivity. These tools include the Agent Gateway, AI Widgets, and enhancements to Developer Copilot, which are expected to be available by the end of 2025. The company is also preparing for its annual conference, Workday Rising 2025, in San Francisco, where it plans to showcase AI innovations. The event will feature over 400 sessions and a keynote address by Brené Brown, focusing on AI’s role in transforming business practices. Workday’s strategy includes expanding its full-suite offerings and leveraging AI momentum, with significant customer adoption of its AI products.

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