The stage during Workday rising, where the future of enterprise apps was discussed

Workday, Machine Learning, and the Future of Enterprise Applications

February 25, 2020
As Workday prepares to release quarterly and 12-month financial results later this week, it’s worth considering the implications of its tagline: “Built for the Future.” In an industry filled with huge competitors led by high-profile CEOs, Workday’s always marched to its own indie beat: low-profile, calm, and generally under the radar. While I don’t think
Cloud Wars analyzes Workday in 2020: its challenge will be to extend its lead over SAP and Oracle.

Workday’s Beating Oracle and SAP in Fortune 100—Can It Continue?

January 16, 2020
(Latest in our series on the top challenges facing the Cloud Wars Top 10 in 2020.)   With Workday’s quarterly revenue getting awfully close to $1 billion, its demonstrated ability to win big HR deals within the world’s largest corporations has set it apart from primary rivals SAP and Oracle. But the big challenge for Workday
Larry Ellison speaks at Oracle Open World

Oracle Against the World: Ellison Trashes SAP & Workday but Grows Only 1%

December 16, 2019
Belittling the capabilities of peers that are beating Oracle in some key markets, Oracle chairman Larry Ellison is playing a high-risk game of trashing the competition to mask his own company’s lengthy and low-growth transition to the cloud. While Ellison’s taunts—a blend of truth, half-truths, and flat-out fantasies—can be entertaining and a little catchy, Oracle’s
Workday CEO Aneel Bhusri talks the financials business

Workday Says High-Flying Financials Business Will Surpass Flagship HCM

December 13, 2019
Despite continued strong growth from its flagship HCM product line that’s the dominant player among the Fortune 500, Workday says its high-flying Financials business will become the company’s biggest revenue driver over the next several years. That crossover event is still some ways down the road, but it’s highly significant. It clearly underscores Workday’s ability
Cloud Wars exclusive interview with Workday CEO Aneel Bhusri

Exclusive 1:1 with Aneel Bhusri: Machine Learning Changes Everything

November 20, 2019
In his own understated but high-impact way, Workday cofounder and CEO Aneel Bhusri has become one of the world’s most-bullish evangelists for the extraordinary power and potential of machine learning. “We've always talked about predictive analytics but they’re now a reality—and it’s really a reality,” Bhusri said in a recent exclusive interview. “It's what we've
CEO Aneel Bhusri talks Workday and Machine Learning at its 2019 customer conference.

Machine Learning More Disruptive than Cloud, Says Workday CEO Aneel Bhusri

October 16, 2019
Warning that businesses that ignore machine learning will “be left in the dust,” Workday CEO and longtime cloud evangelist Aneel Bhusri said yesterday that machine learning will become even more disruptive than the cloud computing he’s helped turn into a global phenomenon. Those would be strong words from any executive. But when they come from
Oracle and Workday leaders are talking about SaaS growth

Archrivals Oracle and Workday Agree on One Thing: SaaS Market Booming

October 15, 2019
It’s surely a great understatement to say there’s no love lost between Oracle and Workday. But the leaders of both companies are in violent agreement over the voracious appetite for SaaS applications among large organizations. At a recent investors conference, Workday cofounder and CEO Aneel Bhusri spoke on this trend. “The cloud is now viewed
Workday Rising 2019 preview

Workday Faces 3 Key Questions as $4-Billion Run Rate Looms

October 14, 2019
Well on its way to a $4-billion annualized run rate, Workday is approaching that point where a large and successful company needs to address strategic questions in order to become a very large and very successful company. The company’s annual customer conference, Workday Rising, opens today. So it’s the perfect time to take a look
Workday Adaptive Insights logos

Workday’s Secret Weapon Has “Phenomenal” First Year

September 9, 2019
While Workday’s flagship HCM franchise and high-growth Financials business get most of the attention, the company’s acquisition a year ago of planning hotshot Adaptive Insights appears to be the catalyst for Workday’s ongoing success. Workday did not break out the financial performance of its Adaptive Insights Planning business in its recent earnings call. But CEO
CEO Aneel Bhusri speaks at Workday Rising 2018

Workday CEO: Oracle and SAP Can’t Match Us in Fortune 100

September 4, 2019
With half of the Fortune 100 having bought Workday HCM and 35 of those 50 customers in production, Workday CEO Aneel Bhusri said last week that Oracle and SAP just can’t cut it in competition for the world’s largest corporations. These highly successful incursions into some of the world’s largest and most-influential corporations are enormously