Rory predicts Workday's growth rate will not dramatically improve despite Anil's return as CEO
“I think that again, it's back to the I don't think there is a magic pixie dust that can make the growth rate of this category change from what it is now to something dramatically different. It's not even like the Figma example where you say there was an adjacency, and if you pick it up, you'll get another 40% lift. I think this is a mature established category.”
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Our resolution criterion
disputableWorkday's YoY revenue growth rate in 2026-2027 remains in similar range to pre-Anil return period (mid-to-high teens); no acceleration to 30%+ growth
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