Insights on Corporate Talent, Learning, and HR Technology
Workday’s Q2 2027 earnings were a pivot point, showing how Workday has shifted to its “AI-Forward Future.” The company reported $600 Million of recurring AI revenue and a clear and confident position in the market.
While Workday’s 12.8% YTY revenue growth is nowhere near that of a Frontier Lab, my takeaway is that Workday is ... Read more»
ServiceNow just unleashed a barrage of announcements that set the stage for its goal: doubling revenue to $30 billion in the next four years. In a nutshell, they want to own the management tools, security, and front door to every AI agent in your company. And they’re going to ask you to pay for ... Read more»
Workday, a pioneer in enterprise applications for finance and HR, has struggled to reinvent itself in the age of AI. This week, in a compelling and integrated way, the company unveiled a clear strategy for the future, leveraging its almost $3 billion of acquisitions (HiredScore, Evisort, Paradox, Sana), a new management team, and a repositioning ... Read more»
This week I recap a busy week including corporate AI stories, Workday’s AI reinvention, more on tech Layoffs, and fears of AI-driven surveillance. The important story is that Enterprise AI is much more complex than most imagine yet the AI vendors like Anthropic and OpenAI make it sound deceptively simple.
In reality, as I explain, ... Read more»
Today Workday unveiled its “Front Door to Work” strategy and products with Sana. Here is a brief overview and more to read below.
Additional Information
Workday and Sana Unveil A Bold Strategy for AI (detailed article)
Video Overview of Workday-Sana Announcements
The New, Wild, Redefined World of HR Tech (advanced AI use-cases)
This week Workday announced a bold and ambitious AI strategy around its new technology platform Sana. We have been partners and users of Sana for three years, so much of this discussion is also based on our own experience building our HR Superagent Galileo, which runs on Sana.
Who Is Sana?
First, it’s important ... Read more»
This week I discuss the AI, HR Tech, and consumer AI market in front of announcements next week at the Unleash Conference in Vegas.
I discuss how HR Tech is now becoming “Life Tech” (not just Work Tech) and the dynamics of big players like Microsoft, Oracle, Workday, SAP, ServiceNow, Anthropic, OpenAI, Google, and ... Read more»
Today, only a few weeks after acquiring Paradox and Flowise, Workday announced the acquisition of another AI company: Sana Labs.
Sana, the company that we partner with for Galileo and Galileo Learn, is a pioneering AI-native platform designed for learning, knowledge management, and agentic applications. The Sana Agent and Sana Learning platforms give ... Read more»
Today Workday announced the acquisition of Paradox.ai, the pioneer in AI-based conversational recruiting. As I detail in my podcast, this deal could be far more than an addition to Workday’s recruitment offering. It could significantly expand Workday into the front-line worker market, broaden the product portfolio, and deepen Workday’s AI expertise.
Paradox was ... Read more»
This week I discuss Workday’s acquisition of Paradox, the pioneer in AI-powered conversational recruiting.
As I describe in detail, this is a big deal – and it goes beyond Workday’s ability to now offer high-volume, conversational recruitment. Talent Acquisition itself is about to radically change with AI, and this moves Workday into a leading position ... Read more»
By Kathi Enderes, SVP Research and Global Industry Analyst with comments by Josh Bersin
The Workday Innovation Summit 2025 was more than an analyst meeting: it was a signal that Workday is attempting a full-scale reinvention. Under CEO Carl Eschenbach and Board Chair Aneel Bhusri, Workday is shifting from a product-centric model to an ... Read more»
This week I discuss the total re-engineering of HR and business software and why the “functional application” approach is going to be destroyed by workflow-oriented systems.
I apologize for the slightly awkward voice, I recorded this on a long walk this morning!
I discuss ServiceNow, Maki People, Galileo, Hubspot, Salesforce, ... Read more»
As AI Agents proliferate through our companies, Workday wants to make your life easier: the Workday Agent System of Record. This new toolset lets companies register, manage, provision, control, and train AI agents throughout the enterprise. It’s like a workforce management system for our “digital employees.”
Consider how the landscape is changing. Companies are ... Read more»
In this conversation I share insights from my recent trip to Europe, focusing on the Workday Rising event, the current state of talent acquisition, and the evolving role of CHROs in strategic workforce planning.
I discuss the importance of systemic talent acquisition, the emergence of “Precision Talent Acquisition” and the entire redefinition of this function. ... Read more»
This podcast details what Workday’s new AI platform, Workday Illuminate, and also describes Workday’s momentum coming out of Rising. I also discuss why Salesforce slams Microsoft, the new tsunami of Agents, including Microsoft, Salesforce (who is charging $2 per conversation), SAP, Workday, UKG, ServiceNow, and others. I also discuss the near-term job disruption we’re ... Read more»
