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Workday's push into artificial intelligence products is easing some investor concerns about the company's growth trajectory, but its own forward guidance suggests a more cautious outlook than the AI narrative implies. The disconnect highlights ongoing investor scrutiny of enterprise software companies' ability to monetize AI features. The report adds to a broader pattern this earnings season of software firms touting AI traction while offering conservative guidance, leaving investors to weigh near-term caution against longer-term AI-driven growth potential.