Workday (NASDAQ: WDAY) was among the hardest hit by SaaS-pocalypse fears—and among the best positioned for a rebound. The takeaway from Q2 reporting is that AI isn’t disrupting its business so much as driving it.
AI modelers aren’t disrupting the business, and neither are the customers, who, it was feared, might develop their own internal human resources automation tools. In reality, businesses and enterprises are turning to Workday in record numbers as it transitions from a legacy operator to a new-age agentic AI enabler.
