Workday
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Mar 6, 2026 by Thomas Laffont · said 6 times in 3 episodes since 2024 · across every show →
Mentions by year
brought up most by Thomas Laffont (4), Chris Power (1), Alex Immerman (1)
tap a year for its mentions
2026 5 mentions in 2 episodes 3 per episode
2024 1 mention in 1 episode
Everything said about Workday, oldest first
Mar 6, 2026 neutral
Laffont: SaaS must re-accelerate with AI or re-rate to 20x GAAP earnings
“So one of two things are going to have to change. Either companies are going to have to benefit from AI and re-accelerate the top line. And I think if you, again, listen to the workday earnings call yesterday, Anil, the CEO, essentially said his job is to come…”