来源：Gangtise投研

Workday（WDAY）在2025财年第三季度业绩电话会中，分享了公司业务增长、AI业务发展、人事变动、未来规划与预期、财务状况等方面的信息。公司多行业业务增长显著，AI业务需求增长，Recruiter Agent成果显著，公司推出新的AI代理，并计划持续投资金融业务推动全套餐需求。人事方面，Doug Robinson将于本财年年底退休，Robbins将加入Workday担任总裁兼首席商务官。公司未来规划目标是推动中等青少年订阅收入增长，同时将非GAAP运营利润率扩大到30%。本季度财务数据表现强劲，订阅收入增长16%，专业服务收入增长16%，总收入为21.60亿美元。公司预计25财年第四季度订阅收入为20.25亿美元，增长15%，全年订阅收入为77.03亿美元，增长17%。

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