AI & Jobs Workday Q1 FY27: $500M ARR From Agentic AI, 14M Hiring Decisions Routed Through Recruiting Agent (+44% YoY), Sana 「Superintelligence for Work」 Now GA Worldwide; Total Revenue $2.542B (+13.5%), Operating Margin Jumps to 13.3% from 1.8% — May 21, 2026
The Cloudflare op-ed named the worker about to be replaced. Workday's Q1 print, dropped the same week, named the vendor doing the replacing — and put a dollar figure on it.