From the Workday fiscal 2021 Q1 earnings call, a collection of key comments from CEO Aneel Bhusri and his executive team on customers, competition & more.
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On the Workday fiscal Q1 earnings call later today (May 27), I expect CEO Aneel Bhusri to make some pointed comments about the competitive landscape.
During the recent Workday Q4 earnings call, while citing his company’s excellent results, CEO Aneel Bhusri called out both SAP and Oracle failures.
There’s no love lost between Oracle and Workday. But both Larry Ellison and Aneel Bhusri are talking a lot about large orgs’ growing appetite for SaaS apps.
Last year’s acquisition of planning hotshot Adaptive Insights appears to be the catalyst for ongoing success at Workday, per CEO Aneel Bhusri.
Workday CEO Aneel Bhusri says that about 50% of the Fortune 100 have subscribed to Workday’s cloud HCM services. Of those 50, 35 are already live.
Speaking at a recent investors conference, Aneel Bhusri touched on the Workday + Walmart deal, and how new people-based apps have doubled the HCM market.
As impressive as Workday Q1 earnings results are, I found CEO Aneel Bhusri’s commentary on machine learning to be even more compelling.
Workday rejects the agentic AI hype, instead emphasizing practical business outcomes with its expanding AI portfolio aimed at delivering measurable impact across functions.
Workday takes a cautious, customer-driven approach to agentic AI by focusing on a small number of high-impact AI agents to ensure business value and trust.
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Workday Rising showcased the company’s expanding AI initiatives, strategic partnerships, and acquisitions aimed at driving innovation and enhancing customer value.
Workday is leveraging AI with Illuminate to enhance its industry-specific capabilities, competing with rivals including SAP and Oracle.
Workday’s unveiling of its broad end-to-end AI program, Illuminate AI, emphasizes transforming work and deepening industry-specific offerings.
Workday’s recent strong fiscal performance includes impressive subscription revenue growth and substantial backlog.
Workday’s Q4 results showcase a robust fiscal performance with a 19% surge in subscription revenue, hitting $6.6 billion for fiscal 2024.
The elevation of Carl Eschenbach and Rob Enslin to sole CEOs of Workday and UiPath likely points to the end of the co-CEO model and important new strategic directions for both firms.
Workday’s co-CEO, Carl Eschenbach, reflects on the company’s progress, emphasizing initiatives including international expansion and strengthening the ecosystem.
Customers are applying increased ‘deal scrutiny’ on major IT investments but they are ‘absolutely’ still buying when there’s a strong value proposition, Workday Co-CEO Carl Eschenbach says.
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