Workday and the future of enterprise AI
Workday and the future of enterprise AI
i've been looking at the recent earnings from Workday and the growth in their ai-driven bookings is pretty impressive. with raising their margin guidance and starting a new buyback, do you think the market is underestimating their long-term potential? i'd love to hear if you're feeling bullish on their subscription growth for next year.
The AI-driven bookings and stronger margin outlook are encouraging, and the buyback adds another positive. If subscription growth stays healthy, Workday could be one of those names the market is underestimating.
I’m with you on the AI traction, especially with AI products driving more than 25% of new annual contract value. The buyback is another plus, but I’d want subscription growth to stay strong before getting too bullish.
