Why Sequoia's Alfred Lin isn't worried about the SaaS-pocalypse By Leo Schwartz Senior Writer By Leo Schwartz Senior Writer March 2, 2026, 6:00 AM ET [Fortune]
Workday, Inc. - Class A (WDAY)
Last workday, inc. - class a earnings: 2/27 04:01 pm
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US:NYSE Investor Relations:
workday.com/en-us/company/investor-relations.html
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Source: Fortune
Just over a week ago, a Substack essay by the investment research firm Citrini Research went viral on social media, sparking a market plunge based on its prediction of near-term, AI-spurred financial collapse. Recommended Video Citrini was far from the only voice prophesying such a pessimistic future. As Allie recently wrote about , public markets have been spooked for weeks by the so-called SaaS-pocalypse, where valuable software companies like Salesforce Adobe , and Workday see their moats eroded by AI agents. And even beyond the individual companies themselves, there are well-founded concerns that private equity funds have become over-indexed in flimsy software stakes that could trigger a wider collapse. Other established analysts have pushed back against Citrini's fear-mongering, which one Fortune editor described as “a highly speculative piece of financial fiction.” That includes Citadel, whose Frank Flight pointed out that demand for software engineers is rising rapidly an
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WDAY
News
- SCWorx Announces New SaaS and Data Management Customer Supporting a Prominent Southeastern Healthcare Provider's Workday Platform [Yahoo! Finance]Yahoo! Finance
- Workday (WDAY) Climbs 7.2% on Bargain-Hunting [Yahoo! Finance]Yahoo! Finance
- Workday: I'm Lowering My Fair Value Estimate, But Fundamentals Still Don't Justify Today's Price [Seeking Alpha]Seeking Alpha
- Reflecting On Finance and HR Software Stocks' Q4 Earnings: Workday (NASDAQ:WDAY) [Yahoo! Finance]Yahoo! Finance
- HR Acuity Joins the Workday Innovation Partner Program, Bringing a Unified Approach to Employee Relations Management [Yahoo! Finance]Yahoo! Finance
WDAY
Earnings
- 2/24/26 - Beat
WDAY
Sec Filings
- 3/5/26 - Form 144
- 3/4/26 - Form 4
- 3/2/26 - Form 4
- WDAY's page on the SEC website