Following an agentic cull, rising adoption is delivering ROI for Workday customers, says CEO Aneel Bhusri

As more organizations move from pilot to production, more than a quarter of new annual contract value at Workday now comes from AI products, with over 5,500 customers now actively running at least one agent, up 35% since last quarter.

In the six months since Aneel Bhusri returned as CEO, there has been a lot of progress he can point to on the agentic push:

It's all about adoption and customer success. We have to have agents that have real ROI, and that's been the lens we've been looking at it since I came back. We had a lot more agents when I came back. We killed a lot or we rolled them into bigger agents. The ones that we have right now, I'm very optimistic they're all very meaningful to our customers.

He cites US bank BMO as a case in point of how Workday customers are getting engaged...

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