SaaS Isn’t Dead, the Pricing Model Might Be Workday, Inc. – WDAY
Pitch Summary: Workday’s role as a critical system for enterprise operations positions it well in the agent era. The repricing risk is not replacement but the shift in value capture from human-facing workflows to agent-driven execution. As agents execute workflows around hiring, onboarding, and compliance, Workday serves as the deterministic source of truth and permissioned […]