AI is starting to move from demos to contracts. The interesting part is that the companies already sitting inside corporate software may be the ones collecting the money.
AI just drove 25% of Workday's new contract value in a single quarter. Its AI business is closing in on $600M of annual recurring revenue.
Enterprise AI is past the pilot phase. Companies are signing real, recurring contracts for it, well beyond free trials.
The AI winners are… pic.twitter.com/YWBZTJbGtq
— Kurt S. Altrichter, CRPS® (@kurtsaltrichter) August 29, 2026
Workday reports strong AI adoption as revenue rises 13%
https://www.reuters.com/business/workday-beats-second-quarter-revenue-estimates-2026-08-27/
Workday Q2 revenue reached $2.65 billion, up 13%, while subscription revenue rose 13.9% to $2.47 billion. More than half of new customers adopted at least one AI solution, and AI products generated more than $100 million of new ACV.
ServiceNow reports second quarter 2026 financial results
ServiceNow AI crossed $1 billion in annual contract value in Q2. Total revenue reached $3.99 billion, up 24%, while current remaining performance obligations reached $13.2 billion, up 21%.
Salesforce raises annual forecasts, expands AI partnership with Anthropic
https://www.reuters.com/technology/salesforce-raises-annual-revenue-forecast-2026-08-26/
Salesforce raised its FY2027 revenue forecast to $46.1 billion to $46.4 billion. Agentforce and Data 360 ARR reached nearly $3.9 billion, more than doubling year over year, while Salesforce also launched “Claudeforce” with Anthropic.