WDAY
2 tracked calls · 0 long · 2 short · last 90d: 0L/1S
first called by TBPN 3mo ago
IN TRACKED PORTFOLIOS
SHORT2mo ago
“SaaS – Still Seat First — HCM/HR & payroll, enterprise productivity & collaboration, vertical/specialised SaaS … it is crucial to identify companies falling…”Convequity
AI agents erode per-seat licensing in HCM SaaS, breaking seat expansion and compressing Workday's multiple.
WDAYSHORT@ $127.50
$158.28-24.15%
since call May 4
SHORT3mo ago
“There's something about AI that feels a lot more disruptive. … what if your model, not today, but in 2 years, can just build you a Workday right off the bat”TBPN
AI could fully wipe out legacy SaaS like Workday as models build replacements off the bat
WDAYSHORT@ $129.51
$158.28-22.22%
since call Apr 7