What finance podcasts are saying aboutWorkday, Inc.WDAYNasdaq

Name: Podcast discussion of Workday, Inc. (WDAY), Zortix index
Creator: Zortix
License: https://zortix.app/terms

According to Zortix's podcast index, Workday, Inc. (WDAY) was discussed on 1 finance podcast across 1 episode in the 30 days to 19 Oct 2026, generating 1 attributed idea, most coverage from The Twenty Minute VC.

Mentions · 7d: 0
Mentions · 30d: 1
Mentions · 90d: 11
Shows · 30d: 1
Episodes · 30d: 1
Vs prior week: -1
Discussion depth: Substantive discussion

As of 10 Oct 2026

Ask Zortix about WDAY

Latest ideas · headlines, attributed

10 OCT1W AGOTHE TWENTY MINUTE VC · MAX FREEMAN

Verticalize sales to compress cycles

Open in Zortix →Thesis and listen link in the app

31 AUG31 AUGMONETARY MATTERS WITH JACK FARLEY · JEFF KELLER

Application software: growth reset, not AI disruption

SHOWS SPLIT3 SHOWS · NOT ALL ON THE SAME SIDEOpen in Zortix →Thesis and listen link in the app

28 AUG28 AUGWSJ WHAT'S NEWS

Workday's AI shift to consumption-based model

ORIGINAL IDEAFIRST ON WDAY IN 30 DAYSOpen 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 derated on AI disruption fears31 weeks between these two statements.

Then

The past statement is part of Zortix memory.

Premium pairs what is being said now with what was said then: dated, attributed, and linked to the episode.

Now23 SEP · EXCESS RETURNSSoftware trading at a discount to AI narrative

Discussed alongside WDAY · 90 days

Stance mix · podcast discussion

0 BULLISH · 1 BALANCED · 0 BEARISH

3 AUGWEEKLY · 90D5 OCT

Counts of attributed podcast discussion · not a rating, forecast, or recommendation

Top shows by coverage · 30 days

Show	Ideas	Episodes
The Twenty Minute VC	1	1

Key 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.

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.