Results

Insight News
May 21, 2026

Workday Q1 strong, touts Sana, AI agent plans

Data to Decisions
Workday reported better-than-expected first quarter results, raised its margin outlook and said its AI strategy is working well. The company made the case that Sana integration, co...
Larry Dignan
Analyst Blog
May 18, 2026

Monday's Musings: Future of ERP In An AI Age

Board Strategy
Modernization of ERP Moves Beyond Just Agents While all the buzz in AI is focused on agentic ERP, one can’t just slap on an agent to the core system and expect it to smoothly de...
R "Ray" Wang
Insight News
April 23, 2026

SAP delivers solid Q1, but currency rates, geopolitics weigh

Data to Decisions
SAP reported better-than-expected first quarter results but the company is taking a hit on currency rates and noted geopolitical risks. Accelerating revenue growth is pushed off to...
Larry Dignan
Insight News
April 10, 2026

WD-40 touts commerce, ERP overhaul

Matrix Commerce
WD-40 reported its second quarter earnings and most of Wall Street was looking for guidance on how higher oil prices would affect the business. They got a bit of technology insight...
Larry Dignan
Insight News
March 17, 2026

Workday CEO Bhusri on two-sided coin of agentic AI

Future of Work
Workday CEO Aneel Bhusri said agentic AI is more of a friend to enterprise software than a foe since it can expand the market. However, AI's displacement of human workers is going ...
Larry Dignan
Insight News
March 13, 2026

UiPath, Deloitte take aim at agentic ERP

Data to Decisions
UiPath's process automation knowhow appears to be paying off as it aims to orchestrate AI agents and may even enable it to disrupt ERP via a partnership with Deloitte. ...
Larry Dignan
Insight News
March 08, 2026

Disruption coming for ERP and not from where you'd think

Data to Decisions
The enterprise resource planning software category is about to get a lot more interesting over the next 12 to 18 months amid new entrants, margin compression, new experiences and A...
Larry Dignan
Insight News
February 09, 2026

Workday: Eschenbach out as CEO, Bhusri in

Data to Decisions
Workday said Co-Founder Aneel Bhusri will as CEO as Carl Eschenbach stepped down. Workday affirmed its outlook....
Larry Dignan