Software Business Models

Workday CEO Carl Eschenbach refutes the notion that AI threatens software business models. He views AI as a tailwind for Workday, emphasizing its integrated AI solutions and focus on first-party data. Unlike peers facing stock declines due to AI concerns, Workday is strategically investing in AI development, even after workforce adjustments. Eschenbach believes Workday’s established presence and customer trust uniquely position it to succeed in the AI era.