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Enterprise HR and finance software has a structural vulnerability the market has been pricing in: AI agents are increasingly capable of performing the workflows Workday charges recurring subscription seats to support.
A report that Silver Lake is considering a takeover pushed Workday shares to their best single-day performance in ten years.
The constraint Workday is defending Workday operates at a specific layer of enterprise infrastructure.
Systems of record for human capital management and financial planning derive their value from a single mechanism: the cost of leaving.
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