{"id":46215,"date":"2026-02-25T00:51:55","date_gmt":"2026-02-25T00:51:55","guid":{"rendered":"https:\/\/agooka.com\/news\/usa\/workdays-stock-has-been-in-a-slump-its-ceo-is-leaning-into-agentic-ai\/"},"modified":"2026-02-25T00:51:55","modified_gmt":"2026-02-25T00:51:55","slug":"workdays-stock-has-been-in-a-slump-its-ceo-is-leaning-into-agentic-ai","status":"publish","type":"post","link":"https:\/\/agooka.com\/news\/usa\/workdays-stock-has-been-in-a-slump-its-ceo-is-leaning-into-agentic-ai\/","title":{"rendered":"Workday&#8217;s stock has been in a slump. Its CEO is leaning into agentic AI."},"content":{"rendered":"<figure><img decoding=\"async\" src=\"https:\/\/i.insider.com\/69840634a645d1188188b924?format=jpeg\" alt=\"Workday logo\"\/><figcaption>\n<p>Dado Ruvic\/REUTERS<\/p>\n<\/figcaption><\/figure>\n<ul>\n<li>Despite a recent software stock sell-off amid AI fears, Workday&#039;s CEO called the tech a growth catalyst.<\/li>\n<li>Shares in Workday fell in after-hours trading, following a weaker subscription outlook.<\/li>\n<li>The company&#039;s newly reinstated CEO said AI revenue will ramp later, and guidance will stay cautious.<\/li>\n<\/ul>\n<p>Workday is betting on artificial intelligence taking over more work.<\/p>\n<p>While software stocks \u2014 including Workday&#039;s \u2014 have sunk recently amid concerns over AI advancements, the company framed the technology as a growth opportunity on its Tuesday earnings call.<\/p>\n<p>&quot;We&#039;re working really hard to figure out how do we improve business process execution for our customers at a lower cost,&quot; CEO Anil Bhusri said.<\/p>\n<p>&quot;I think that&#039;s where the agentic model fits in. What can agents do to replace human labor?&quot; he said. &quot;And then obviously longer term, we&#039;ve got to figure out what we&#039;re going to do with those humans that are displaced.&quot;<\/p>\n<p>Bhusri&#039;s remarks cameafter Workday reported revenue and net-income growth for the January-ended quarter. Shares fell around 10%, however, as the company projected slower subscription revenue growth than Wall Street expected for the fiscal year ahead.<\/p>\n<p>A spokesperson for Workday said that Bhusri&#039;s comments were not about Workday planning to replace its employees or its customers&#039; employees, but rather about industry-level shifts.<br \/>Bhusri said the outlook reflects that the AI products Workday is building aren&#039;t expected to generate meaningful revenue until later in the year.<\/p>\n<p>Are you a current or former employee at Workday? Contact Sarah E. Needleman at sneedleman@insider.com or via encrypted messaging app Signal at 732-991-1100. Use a personal email address, a nonwork WiFi network, and a nonwork device; here&#039;s our guide to sharing information securely.<\/p>\n<p>Workday&#039;s stock drop marks another setback for the company, whose shares have slid in recent weeks amid a broader software selloff driven by fears that artificial intelligence could upend the industry.<\/p>\n<p>The rout began in early February, tipping the sector into a deep bear market and spilling into adjacent industries as investors grapple with AI&#039;s disruptive potential. Other companies affected include LegalZoom, Thomson Reuters, and Okta.<\/p>\n<p>On the call, Workday didn&#039;t directly address those concerns directly and instead emphasized its investments in agentic products to expand its footprint in HR and finance software.<\/p>\n<p>Earlier this month, Workday said it was laying off about 400 employees, citing a need to realign its resources to meet its top priorities. A week later, Bhursi was renamed CEO, succeeding Carl Eschenbach, who stepped down. <br \/>Bhusri has held the top job three times before. He told analysts on Tuesday&#039;s earnings call that while he&#039;s optimistic about the business, he tends to set guidance cautiously and aim to outperform it.<\/p>\n<p>&quot;I don&#039;t know if you know you remember me when I was a CEO before, but I do try to be conservative on the guide and then beat it,&quot; he said.<\/p>\n<p>Read the original article on Business Insider<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Dado Ruvic\/REUTERS Despite a recent software stock sell-off amid AI fears, Workday&#039;s CEO called the tech a growth catalyst. Shares in Workday fell in after-hours trading, following a weaker subscription outlook. The company&#039;s newly reinstated CEO said AI revenue will ramp later, and guidance will stay cautious. Workday is betting on artificial intelligence taking over [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":46216,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[],"class_list":{"0":"post-46215","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-usa"},"_links":{"self":[{"href":"https:\/\/agooka.com\/news\/wp-json\/wp\/v2\/posts\/46215","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/agooka.com\/news\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/agooka.com\/news\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/agooka.com\/news\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/agooka.com\/news\/wp-json\/wp\/v2\/comments?post=46215"}],"version-history":[{"count":0,"href":"https:\/\/agooka.com\/news\/wp-json\/wp\/v2\/posts\/46215\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/agooka.com\/news\/wp-json\/wp\/v2\/media\/46216"}],"wp:attachment":[{"href":"https:\/\/agooka.com\/news\/wp-json\/wp\/v2\/media?parent=46215"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/agooka.com\/news\/wp-json\/wp\/v2\/categories?post=46215"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/agooka.com\/news\/wp-json\/wp\/v2\/tags?post=46215"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}