Topic

Workday and Private Equity

Latest viewpoints

Workday's system of record provides retention rather than growth

Lemkin argues that Workday's system-of-record position makes customer churn unusually difficult and its future relatively predictable, but does not itself create reasons for customers to increase spending.

Jason Lemkin Workday and Private Equity Source at 51:23

Workday's closed architecture strengthens its private-equity defensibility

Lemkin argues that Workday's relatively closed ecosystem can help it retain more economic value and shield it from third-party AI agents that could otherwise abstract away an open system of record.

Jason Lemkin Workday and Private Equity Source at 54:20

Private equity must preserve customer value after acquisition

O’Driscoll argues that Workday's ecosystem can remain highly profitable, but excessive price extraction or insufficient product investment could encourage customers to seek newer alternatives.

Rory O’Driscoll Workday and Private Equity Source at 55:53

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