Explores why Workday's acquisition is being discussed despite the "death of SaaS" thesis, and the conditions that make companies more valuable in the age of AI agents.
Against the backdrop of developments in the SaaS market, the feature examines why Workday's acquisition is being discussed even as the relative value of SaaS changes. It presents perspectives for identifying the essence of corporate value in the age of AI agents.
At the center of the discussion are Workday's global human resources platform and the possibility of acquiring AI talent through the acquisition of the Workhouse business. Changes in organizational management enabled by HR data integration and the use of SaaS are highlighted as key areas of focus. Related themes, including the acquisition of the CAST business and an ATS SaaS platform, are also covered.