The ‘vibe coding' threat to enterprise software is overblown, Workday's CEO says—here's his vision for what actually comes next [Fortune]
Workday, Inc. - Class A (WDAY)
Last workday, inc. - class a earnings: 2/27 04:01 pm
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Source: Fortune
Aneel Bhusri, cofounder and CEO of Workday, an enterprise HR and finance platform with AI, returned to the role last month, two years after stepping down, succeeding Carl Eschenbach, Fortune reported . “I think there's a lot of misinformation out in the marketplace about AI and SaaS applications,” Bhusri said during a virtual press conference on March 12. “There's this idea that AI is going to replace a lot of these applications with things like vibe coding. I'm a technologist, and I've been in this space for a long time. I just don't see that happening.” There will exist a hybrid world, where the best of enterprise apps are paired with the best of AI, and where low-level, rote work gets replaced by agents that drive business processes underneath, Bhusri said. In his first month back as CEO at Workday, he spent time with many financial customers and prospects—and found that many accounting departments are still “running old systems like the one I was part of at PeopleSoft,” he said
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WDAY
Earnings
- 2/24/26 - Beat
WDAY
Sec Filings
- 3/25/26 - Form 4
- 3/23/26 - Form 144
- 3/20/26 - Form 4
- WDAY's page on the SEC website