Workday

includes Workday Adaptive Planning

4 statements across 4 episodes · 2 bullish · 1 bearish · 4 people on the record · first statement May 13, 2017 by Christina Shen · said 33 times in 23 episodes since 2015 · across every show →

Mentions by year, the whole family

brought up most by Jason Lemkin (9), Jay Simons (4), Yamini Rangan (3), Michael Pryor (2), Dave Kellogg (2), Stewart Butterfield (1), Sam Blond (1), Mark Roberge (1)

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2024 5 mentions in 4 episodes 1 per episode
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2020 4 mentions in 3 episodes 1 per episode
2019 4 mentions in 2 episodes 2 per episode
2017 9 mentions in 4 episodes 2 per episode
2015 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Workday, oldest first

May 13, 2017 positive
Insight
Shen: Top SaaS companies scale from $1M to $10M in two years
“If you are a good company, you got from one to ten million in AR in just four years. That means you did a little better than a double, double, double, double, and you're on the same growth trajectories as companies like Cornerstone and Mindbody. If you're in t…”
Christina Shen May 13, 2017 ▶ 10:09 Bessemer Venture Partners: The State of the Cloud, 2017-2018 Edition
Jul 7, 2017 positive
Insight
Simons: End-user NPS is the key leading indicator of SaaS growth
“So like end user NPS is probably like the important, ah, leading indicator of future growth. Like if your end users aren't happy, you know, even if I'm a Workday user, and if I'm not happy, long term that's not a great thing for Workday, even if the HR person …”
Jay Simons Jul 7, 2017 ▶ 24:01 Jay Simons, President @ Atlassian - The Inside Story Through IPO
Apr 28, 2020 neutral
Disclosure
Butterfield: Slack spends twice as much on Workday as its own software
“You know, we spend, as a multiple of what we would sell Slack to ourselves, obviously we get Slack for free, but we spend about two X that on a work day. And I'm thinking of things that are like basically company-wide. We also spend about two X that on Zoom be…”
Stewart Butterfield Apr 28, 2020 ▶ 19:32 Taking Care Of Your Team and Your Customers with Slack | SaaStr Software Community
Dec 17, 2025 bearish
Prediction Not checkable as stated
Lemkin: AI is shrinking software competitive advantages from years to months
“It's not that we're going to rebuild workday in Salesforce and Oracle, but our competitive edges are going to be measured in months. And when they used to be years and that compounds that compounds. And if you can't run at that pace, I don't see how you're goi…”
Jason Lemkin Dec 17, 2025 ▶ 34:12 AI and the Death of the 2021 Sales Playbook with SaaStr CEO and Founder Jason Lemkin
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