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Workday CEO delivers unsettling message that AI is replacing labor

Workday CEO delivers unsettling message that AI is replacing labor

Workday (WDAY) just posted its best first quarter of new ACV (annual contract value) growth in five years, and CEO Aneel Bhusri says AI is changing the economics of enterprise software in a way that could benefit the company directly. "If FTE (full-time employee) count does go down, it's being ...
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Workday Reports 13.5% Revenue Increase in Fiscal 2027 Q1, Driven by Subscription Growth

Workday Reports 13.5% Revenue Increase in Fiscal 2027 Q1, Driven by Subscription Growth

Workday Reports 13.5% Revenue Increase in Fiscal 2027 Q1, Driven by Subscription Growth
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Workday shares jump as AI demand eases investor concerns

Workday shares jump as AI demand eases investor concerns

May 22 (Reuters) - Workday shares jumped nearly 12% premarket on Friday after the enterprise software maker beat first-quarter revenue and profit estimates, easing concerns that AI rivals such as Anthropic could rapidly disrupt demand for traditional software vendors.
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Workday Shares Surge 14% on Strong AI-Driven Margin Forecast

Workday Shares Surge 14% on Strong AI-Driven Margin Forecast

Workday Shares Surge 14% on Strong AI-Driven Margin Forecast
Reuters Reuters
Workday beats first-quarter estimates on steady software demand

Workday beats first-quarter estimates on steady software demand

May 21 (Reuters) - Workday exceeded Wall Street expectations for first-quarter revenue and profit on Thursday, as demand for its AI-powered finance and human resources software services gathered pace, sending its shares up 7% in extended trading.
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Nvidia Reports Record Q1 2026 Revenue Driven by AI Demand

Nvidia Reports Record Q1 2026 Revenue Driven by AI Demand

Nvidia Reports Record Q1 2026 Revenue Driven by AI Demand
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Remote Work Drives Growth in Workforce Management Software Market

Remote Work Drives Growth in Workforce Management Software Market

Remote Work Drives Growth in Workforce Management Software Market
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Nvidia Announces Record Profit Amid AI Chip Demand Surge

Nvidia Announces Record Profit Amid AI Chip Demand Surge

Nvidia Announces Record Profit Amid AI Chip Demand Surge
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Nvidia Reports 85% Revenue Growth, Driven by Data Center Segment

Nvidia Reports 85% Revenue Growth, Driven by Data Center Segment

Nvidia Reports 85% Revenue Growth, Driven by Data Center Segment
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Anthropic Projects First Profitable Quarter Amid AI Model Success

Anthropic Projects First Profitable Quarter Amid AI Model Success

Anthropic Projects First Profitable Quarter Amid AI Model Success
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Nvidia Reports Record Revenue in Q1 2026 Driven by AI Demand

Nvidia Reports Record Revenue in Q1 2026 Driven by AI Demand

Nvidia Reports Record Revenue in Q1 2026 Driven by AI Demand
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After-Hours Stock Movements: Workday, Estee Lauder, Zoom, and More

After-Hours Stock Movements: Workday, Estee Lauder, Zoom, and More

After-Hours Stock Movements: Workday, Estee Lauder, Zoom, and More