3 factors that will separate the ‘SaaSpocalypse' winners from losers [Fortune]
Workday, Inc. - Class A (WDAY)
Last workday, inc. - class a earnings: 2/27 04:01 pm
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workday.com/en-us/company/investor-relations.html
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Source: Fortune
The markets: Mixed globally, with European stocks inching higher on positive earnings reports. Plus: All the news and watercooler chat from Fortune Good morning. Sell! Buy! Wait, what's going on with software as a service, that generation of tech players that grew to behemoth status by letting subscribers access software from the cloud? Companies like Salesforce Oracle , Asana, DocuSign and Intuit have taken a drubbing in recent weeks; Workday co-founder Aneel Bhusri is coming back as CEO to deal with the challenge. Recommended Video What precipitated the latest selloff— dubbed ‘SaaSpocalypse ' by Jeffries analyst Jeffrey Favuzza—was the one-two punch of Anthropic and then Open AI launching agentic AI systems for enterprises that appear to perform some key functions of SaaS players, undermining the business model. Will Anthropic's Claude Cowork and OpenAI's Frontier doom the SaaS giants? It depends. Check out my colleague Jeremy Kahn's take on that What's clear is that a fe
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WDAY
News
- A scary SaaS selloff changes the calculus for startups and private markets: “code alone was never a real moat” [Fortune]Fortune
- Anthropic raises $30 billion—and shows there's no end in sight to the AI arms race [Fortune]Fortune
- Workday shed $40 billion in value. Founder Aneel Bhusri is back with a $139 million bet he can turn it around [Fortune]Fortune
- Workday (NASDAQ:WDAY) had its "neutral" rating reaffirmed by analysts at UBS Group AG.MarketBeat
- Workday (NASDAQ:WDAY) was given a new $230.00 price target on by analysts at BTIG Research.MarketBeat
WDAY
Earnings
- 11/25/25 - Beat
WDAY
Sec Filings
- 2/12/26 - Form SCHEDULE
- 2/9/26 - Form 4
- 2/9/26 - Form 8-K
- WDAY's page on the SEC website