Workday
Organization
Workday, Inc. is an American cloud-based software vendor specializing in financial management, human capital management, and student information systems. Founded in 2005 by David Duffield and Aneel Bhusri, the company provides enterprise-level software-as-a-service (SaaS) solutions to businesses and educational institutions worldwide.
What experts have said about Workday
2 statements · 1 positive · 1 negative
Workday has been significantly harmed by the SaaS downturn.
“They've been a major victim of the SaaS apocalypse.”
Open the episode · Workday Soars, Applied Materials Slumps, Tapestry SlidesListen at 2:49
Workday gained about 9%, ranking among the session’s top index performers.
“Workday. It was number one gainer in the S&P, I think number two in the NASDAQ 100 outperforming up about 9%.”
Open the episode · Closing Bell: Meatpackers Gain, Nvidia Drops, Fertilizer Names FallListen at 1:06
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
6 episodes featuring Workday
The Bill Simmons Podcast
Josh Allen strengthens Buffalo’s Super Bowl case
The episode tests whether Buffalo has finally built a complete contender around Josh Allen while surveying instability across the NFL and NBA.
Sep 18, 2026 · 1h 57m
UK Small/Mid Caps with Paul Scott
Paul Scott warns listeners about fake Substack accounts
The episode pairs a routine subscriber update with a practical warning about scammers impersonating the show on Substack.
Aug 14, 2026 · 13 min
All-In with Chamath, Jason, Sacks & Friedberg
Tech leaders warn energy grid bottlenecks threaten the artificial intelligence boom
As artificial intelligence companies seek unprecedented valuations, their survival depends on securing massive physical infrastructure and energy grids.
Aug 14, 2026 · 1h 40m
Stock Movers
Workday jumps as AI expectations reshape stock winners
The episode shows how takeover speculation, demanding AI valuations, and uneven forecasts are driving sharp moves across software, semiconductors, and luxury retail.
Aug 13, 2026 · 8 min
Stock Movers
Workday jumps on buyout talk as Cisco tempers AI expectations
The episode shows how acquisition speculation, AI sales guidance, consumer demand, and growth concerns are reshaping sentiment across very different companies.
Aug 13, 2026 · 7 min
Stock Movers
Tech rotation gains steam as Nvidia drops and meatpackers rally
This episode highlights a critical shift in market leadership, showing how regulatory updates and AI funding concerns are driving capital out of chipmakers and into defensive sectors.
Jul 27, 2026 · 7 min