Proprietary data and compliance create durable moatsRevived after 22 quiet weeks.
ThenThe guest argued that AI is a traditional disruption threatening legacy software companies by automating the mechanical tasks their high-margin, sticky businesses were built upon.NowThe guest argued that model providers like OpenAI and Anthropic will aggressively move into the application layer to avoid commoditization and capture more value, posing a competitive threat to application-layer SaaS companies.What finance podcasts are saying aboutWorkday, Inc.WDAYNasdaq
According to Zortix's podcast index, Workday, Inc. (WDAY) was discussed on 6 finance podcasts across 6 episodes in the 30 days to 11 Sep 2026, generating 7 attributed ideas — most coverage from The Twenty Minute VC, All-In with Chamath, Jason, Sacks & Friedberg and CNBC Fast Money.
- Mentions · 7d
- 0
- Mentions · 30d
- 7
- Mentions · 90d
- 10
- Episodes · 30d
- 6
- Shows · 30d
- 6
- Vs prior week
- -1
- Discussion depth
- In-depth coverage
As of 31 Aug 2026
Ask Zortix about WDAYKey facts
- Exchange
- Nasdaq
- Industry
- Services-Computer Processing & Data Preparation
- Headquarters
- Pleasanton, CA
- Incorporated in
- Delaware
- Fiscal year ends
- 31 January
- Formerly
- North Tahoe Power Tools Inc
Listing and registration facts from public registries · SEC EDGAR filings for WDAY. Not a rating, forecast or recommendation.
Stance mix · podcast discussion
5 BULLISH · 1 BALANCED · 1 BEARISH
27 JULWEEKLY · 90D31 AUG
Counts of attributed podcast discussion · not a rating, forecast, or recommendation
Top shows by coverage · 30 days
| Show | Ideas | Episodes |
|---|---|---|
| The Twenty Minute VC | 2 | 1 |
| All-In with Chamath, Jason, Sacks & Friedberg | 1 | 1 |
| CNBC Fast Money | 1 | 1 |
| Monetary Matters with Jack Farley | 1 | 1 |
| The Compound and Friends | 1 | 1 |
Latest ideas · headlines, attributed
31 AUG2W AGOMONETARY MATTERS WITH JACK FARLEY · CAPELIGHT PARTNERS
FLIPPEDMONETARY MATTERS WITH JACK FARLEY · CHANGED ITS VIEW SINCE JULYOpen in Zortix →Thesis and listen link in the app
28 AUG2W AGOWSJ WHAT'S NEWS
20 AUG3W AGOTHE TWENTY MINUTE VC
Open in Zortix →Thesis and listen link in the app
The Callback on WDAY
What they said then, and what they are saying now.
Software stocks setup for a tactical bounceRevived after 25 quiet weeks.
ThenThe guest argued they are buyers of established software stocks like Procore, Workday, and Toast, viewing the sell-off as an overreaction and an opportunity.NowThe guest argued that software's recent relative outperformance versus semiconductors is technically driven, representing an unwind of the earlier 'long semis, short software' pair trades, not a fundamental shift.Definitions
- Mention
- One attributed idea naming this ticker, extracted from a podcast episode and dated by the episode’s air date. How we count →
- Attributed idea
- A specific argument a named speaker made on a named show — never an aggregate opinion, never Zortix’s view. What qualifies →
- Discussion depth
- How thoroughly an idea was argued on the episode, from a brief mention to a core thesis — a description of the conversation, not a rating of the stock. The bands →
- Stance mix
- Counts of attributed ideas by the side each argued on this name — bullish, balanced, or bearish as the speaker put it. A tally of the conversation’s sides, never a combined score, a rating, or Zortix’s view.