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The HRTech Wire →This week's briefing →Submit newsPublish a sponsored article — $300Workday Revenue Hits $2.649 Billion as AI Drives More Than 25% of New ACV
Workday reported fiscal 2027 second-quarter revenue of $2.649 billion, up 12.8% year over year, with subscription revenue rising 13.9% to $2.471 billion. More importantly, AI is beginning to show measurable commercial impact: CEO Aneel Bhus
Company NewsPaylocity FY2026 Revenue Reaches $1.771 Billion as Net Income Rises 18.8% and AI Strategy Accelerates
Paylocity closed fiscal 2026 with double-digit growth, stronger profitability, and an expanded product strategy spanning HR, Finance, and IT. Fourth-quarter revenue rose 11.0% year over year to $444.7 million, while recurring and other reve
Company NewsADP Reports $21.95 Billion in Fiscal 2026 Revenue as AI Adoption Accelerates Across HCM, Service, and Sales
ADP closed fiscal 2026 with broad-based growth across revenue, earnings, client retention, and AI-enabled product adoption. Full-year revenue increased 7% to $21.95 billion, while net earnings rose 8% to $4.41 billion. Adjusted EBIT reached

Paychex Reaches $6.512B in FY2026 Revenue as Paycor Integration and WISE AI Engine Drive Momentum
Paychex reported FY2026 revenue of $6.512B, up 17%, with adjusted operating income rising 19% to $2.815B. Q4 revenue increased 12% to $1.606B, supported by Paycor integration and growth across Management Solutions, PEO, insurance, and...

Workday Announces Fiscal 2027 First Quarter Financial Results
Workday reported fiscal 2027 first-quarter revenue of $2.542 billion, up 13.5% year over year, with subscription revenue reaching $2.354 billion, up 14.3%. The company also delivered stronger profitability, with GAAP operating income of $33
ColumnADP Q3 Earnings: $5.9B Revenue Driven by AI and Client Funds Interest
ADP reported strong Q3 Fiscal 2026 results, with revenue increasing 7% to $5.9 billion and adjusted diluted EPS rising 10% to $3.37. The company also raised its full-year guidance, now expecting revenue growth of 6–7% and EPS growth of 10–1
Product NewsWorkday Launches Sana: 300+ Skill AI Agents Transform HR and Finance Workflows
Workday launches “ Sana ,” a new AI interface embedded directly into HR & finance workflows. With 300+ skills, Sana agents can find data, execute tasks, and automate workflows across systems like Salesforce, Outlook, and Google Drive—all wi
ColumnWorkday Announces Fiscal 2026 Fourth Quarter and Full Year Financial Results
Workday reported strong fiscal 2026 fourth quarter and full-year results, underscoring sustained growth and expanding profitability as it accelerates its enterprise AI strategy. Q4 total revenues reached $2.532 billion, up 14.5% year-over-y
Company NewsTriNet Announces Fourth Quarter, Fiscal Year 2025 Results, and Full Year 2026 Guidance
TriNet reported FY2025 revenue of $5.010B (-1% YoY), with average WSEs down 5% to 333,886. Adjusted EBITDA reached $425M (8.5% margin) and Free Cash Flow rose 16% to $234M. FY2026 revenue guidance: $4.75B–$4.90B. Stock repurchase authorizat
Company NewsWorkday Announces CEO Transition as Co-Founder Aneel Bhusri Returns to Lead the Company's Next Chapter
Workday announced an immediate CEO transition as co-founder Aneel Bhusri returns to lead the company, replacing Carl Eschenbach , who steps down after guiding the business through global expansion and tighter operational discipline. Bhusri’
Company NewsPaylocity Announces Second Quarter Fiscal Year 2026 Financial Results
Paylocity Holding Corporation (Nasdaq: PCTY) reported second quarter fiscal year 2026 results (quarter ended December 31, 2025), highlighting double-digit revenue growth and expanding profitability. Recurring & other revenue reached $387.0
Company NewsADP Reports Q2 FY2026 Revenue of $5.4 Billion, Up 6% Year over Year
ADP Reports Second Quarter Fiscal 2026 Results •Revenues increased 6% compared to last year's second quarter to $5.4 billion; 5% organic constant currency •Net earnings increased 10% to $1.1 billion, and adjusted net earnings increased 10%
Company NewsPaychex Delivers 18% Revenue Growth in FY2026 Q2, Accelerated by Paycor Acquisition and AI Innovation
Paychex reported strong second-quarter results for fiscal year 2026, delivering 18% year-over-year revenue growth and continued progress toward its long-term strategy of building a comprehensive, AI-enabled human capital management platform
Venture CapitalCoursera to Combine with Udemy to Empower the Global Workforce with Skills for the AI Era
Coursera and Udemy have announced a landmark merger agreement valued at approximately $2.5 billion, bringing together two of the world’s most prominent online learning platforms at a critical moment for the global workforce. Under the all-s
Venture CapitalHealthStream Acquires MissionCare Collective, Adding the Nation’s Largest Caregiver Network with myCNAjobs.com, which Becomes the Company’s Third Career Network
HealthStream (Nasdaq: HSTM) announced the acquisition of MissionCare Collective LLC, bringing myCNAjobs.com —described as the nation’s largest caregiver network—into its workforce solutions ecosystem as the company’s third “Career Network,”
Company NewsWorkday Announces Fiscal 2026 Third Quarter Financial Results
Workday delivered another strong quarter in fiscal 2026 Q3, underscoring both the resilience of its core subscription business and the early returns from its AI strategy. Total revenue rose 12.6% year-over-year to $2.432 billion, with subsc
Venture CapitalEquifax Announces Acquisition of Vault Verify
Equifax has completed its acquisition of Vault Verify, strengthening its position as a leading provider of employment and income verification services. By integrating Vault Verify’s real-time API-driven verification technology, Equifax enha
Company NewsKelly Reports Third-Quarter 2025 Earnings
Kelly (Nasdaq: KELYA, KELYB) reported Q3 2025 revenue of $935.0M, down 9.9% YoY, with underlying revenue down ~2% after ~8% discrete headwinds tied to U.S. federal contractors and three large customers. A $102.0M non-cash goodwill impairmen
Company NewsFiverr Announces Third Quarter 2025 Results
Fiverr reported solid Q3 2025 results, surpassing expectations in both revenue and profitability. Total revenue reached $107.9 million, up 8.3% year-over-year, while Adjusted EBITDA hit a record $24.2 million with a 22.4% margin. Despite a
Company NewsPaylocity Announces First Quarter Fiscal Year 2026 Financial Results
Paylocity reported a solid start to FY2026 with total revenue of $408.2M (+12% YoY) and recurring & other revenue of $378.9M (+14% YoY). Profitability remained strong, highlighted by adjusted EBITDA of $146.4M (35.9% margin) and GAAP net in
Company NewsUpwork Reports Third Quarter 2025 Financial Results
Upwork posted record Q3 2025 results with revenue of $201.7M (+4% YoY), GAAP net income of $29.3M (+6% YoY), and an all-time-high adjusted EBITDA of $59.6M (30% margin). AI work on the marketplace accelerated—AI-related GSV rose 53% YoY whi
Venture CapitalWellable Acquires Wellness Break Platform Bright Breaks
Wellable, a leading employee wellness and recognition platform, has acquired Bright Breaks, the workplace micro-break innovator known for its science-based approach to reducing burnout and enhancing productivity. The integration brings toge
ColumnADP Reports First Quarter Fiscal 2026 Results
ADP reported Q1 FY26 revenue of $5.2B (+7%, +6% organic cc) and adjusted EPS of $2.49 (+7%) , with adjusted EBIT up 7% and margin flat at 25.5% . Employer Services grew 7% ; PEO grew 7% with average WSEs up 2% to ~754k . Interest on funds h
Venture CapitalADP Acquires Pequity
ADP has acquired Pequity, a 2019-founded compensation management platform, in a move to enhance its global HR and payroll capabilities. Pequity’s AI-powered tools combine spreadsheet familiarity with enterprise-grade automation, offering bu
Product NewsiHire Introduces Interview Scheduling Tool to Accelerate the Hiring Process
iHire , a leading industry-specific employment platform, has launched a new interview scheduling tool embedded in its ATS (Applicant Tracking System). Employers with a Job Slot subscription can now sync their calendars (Outlook, Google, Wi
Company NewsADP Nominates Karen S. Lynch and Robert H. Swan to Board of Directors
ADP has nominated Karen S. Lynch, former CEO of CVS Health, and Robert H. Swan, former CEO and CFO of Intel, to its Board of Directors ahead of the November 12, 2025, Annual Meeting of Stockholders. With decades of leadership experience acr
Venture CapitalPayscale Acquires Datapeople to Bridge Recruiting and Compensation Strategies
Payscale, a leading compensation intelligence provider, has acquired Datapeople, an AI-powered recruiting platform, to align talent acquisition with compensation strategies. This move enables organizations to ensure pay transparency complia
Company NewsWorkday Q2 FY26 Revenue Rises 12.6% to $2.35B, Raises Full-Year Guidance
Workday reported strong fiscal 2026 Q2 results with total revenue of $2.35 billion, up 12.6% year-over-year, driven by 14% growth in subscription revenue. Operating income more than doubled, while non-GAAP operating margin reached 29%. Net
Venture CapitalDayforce Enters into US$12.3 Billion Definitive Agreement with Thoma Bravo to Become a Private Company
Dayforce , a global leader in human capital management (HCM) technology, has announced a definitive agreement to be acquired by Thoma Bravo in an all-cash deal valued at US$12.3 billion. Under the agreement, Dayforce shareholders will recei
Product NewsZipRecruiter Brings Breakroom to U.S., Delivering 1M+ Real Workplace Ratings for Frontline Jobs
ZipRecruiter has launched Breakroom in the U.S., a workplace rating platform designed for frontline industries such as retail, hospitality, and logistics. With over one million employee ratings, Breakroom offers role- and location-specific
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