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WDAYBEARISHIn depth · 4/5

Workday's AI revenue is a 'procurement innovation'

The guest argued that Workday's reported AI ARR growth is a 'farce' and a 'procurement innovation' rather than a fundamental shift to delivering agentic experiences.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE