Workday (WDAY) faces AI disruption risks to HCM and per-employee pricing as margins tighten and growth slows—see FY27 ...

A ransomware attack took down a popular university-course-management software right in the middle of finals.

A Starbucks vice-president once told the New York Times that algorithmic scheduling was a "magic" way to save money on labor.

Every category-defining enterprise software company in the past three decades was built on the same insight: identify a ...

Workday Inc. (NASDAQ:WDAY) is one of the best enterprise software stocks to buy right now. On April 28, Workday Government ...

(NASDAQ:WDAY) and employee recognition software firm Achievers jointly announced the availability of Workday Recognition.

Lynn Martin, group VP and GM of Workday Government, interviews Aneel Bhusri, co-founder, CEO and chair of Workday, at the ...

Workday (WDAY) concluded the recent trading session at $121.18, signifying a +2.84% move from its prior day's close.

IBM and ServiceNow beat earnings expectations, but investors remain pessimistic.

Shares of ServiceNow sank over 16%, dragging down other software names like Salesforce, Workday and Oracle with it.

AI-native spending grew 94% YoY while traditional SaaS hit 8%. The SaaSpocalypse erased $285B in software valuations. Every enterprise vendor is pivoting to agents.

For the risk of displacement due to AI, we ultimately focus on the NZS, or non-zero sumness, of the software businesses in ...