Know what’s really happening at
Workday before you sign on.
- On the roadmap
- AI ERP
- Cloud HCM
- Enterprise SaaS
Workday is the dominant cloud HCM and financials suite for large enterprises, now layering AI agents under its 'Illuminate' initiative across HR and finance workflows. With co-founder Aneel Bhusri's return as sole CEO in early 2026 to sharpen AI focus, the company faces both significant opportunity and mounting scrutiny over implementation complexity.
How we do it.
Most "AI market intel" is a summarized crawl of press releases. This Altis research is built from our knowledge graph of sector expert calls, synthesized with public sources.
Workday
- Year Founded
- 2005
- Public Listing
- NASDAQ: WDAY
- CEO Transition
- Aneel Bhusri returned as sole CEO on 2026-02-09
- Documented Implementation Cost (Cited Case)
- $266M
- Headquarters
- Pleasanton, California, United States
- Co-Founder
- Aneel Bhusri
Press reported
Altis Verified
What's in the report
Most "AI market intel" is a summarized crawl of press releases. This is what customers, competitors, and former employees actually told us.
Market Overview
Market structure, where the company sits, and growth drivers.
- market map
- AI ERP landscape
- AI ERP growth rate
- CAGR
Total Addressable Market
Bottom-up TAM / SAM / SOM.
- Workday TAM
- AI ERP market size
- market opportunity
Company Overview
What the company does and how it operates.
- what does Workday do
- Workday product
- business model
Product / Go-to-Market
Product, GTM motion, ICP, and who buys.
- Workday customers
- who uses Workday
- Workday ICP
- go-to-market
Competitive Dynamics
The Altis Market Map and the Altis Win-Rate Index.
- Workday competitors
- Workday alternatives
- who competes with Workday
- Workday win rate
Customer Signals
Retention, satisfaction, and win/loss signals.
- Workday reviews
- Workday NRR
- Workday churn
- current customers
- switching costs
Investment Debates
Investment thesis, moat, bull/bear, and key risks.
- Workday investment thesis
- Workday moat
- bull case bear case
- Workday risk factors
Monetization & Financials
Business model, revenue model, and unit economics.
- Workday ARR
- Workday revenue
- Workday valuation
- unit economics
Team and culture
Founders, leadership, and org.
- Workday founders
- Workday CEO background
- leadership team
- headcount
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Based on public company data, structured profile information, and community-sourced implementation and employee accounts.