$WDAY Workday Tape Reports

Per Ticker.id: $WDAY Workday Tape Reports — 47 podcast mentions across 9 podcasts (30 days), latest 2026-08-26 16:15 UTC.

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   Speaker G — Marketplace · How much power does the Fed really have? · 2026-08-26

2. And I'm Tim Stenevik. Wrap up your workday with the Bloomberg Businessweek Daily Podcast.

   Tim Stenevik — Bloomberg News Now · Meta to Pay $18B, Russia Preparing to Escalate Attacks, More · 2026-08-26

3. And I'm Tim Stenevik. Wrap up your workday with the Bloomberg Businessweek Daily Podcast.

   Barry Ritholtz — Bloomberg Intelligence · Meta Says It Will Pay Up to $18 Billion Over Social Media Claims · 2026-08-26

4. Yeah. So I think as you look at Oracle, they kind of have a piece of the software business that's well positioned. I would say that's their database business. So the stuff where, you know, they've historically been very dominant in that, those types of businesses are getting rerated in the market. You look at Snowflake and some of the, you know, Palantirs of the world, the applications business for them, right? That's where they would compete against a Workday or Salesforce, etc., right? Those are the the, the parts the market has perhaps more issues with. What I would say, though, is you look at their growth rate in applications, they're actually gaining share. They're growing faster than Salesforce and Workday in their respective areas. And I think they actually are doing some interesting things embedding AI directly into those products. So I would say they're better positioned versus some of the others in the software space given they have the database mix and then their apps business. Business is actually growing faster than their peers.

   Tyler Radke — Squawk on the Street · 11AM Hour: Nvidia Earnings on Deck, Barclays Global Head of Tech Investment Banking & Citi Opens Positive Catalyst Watch on Oracle 8/26/26 · 2026-08-26

5. What's been your general take on sort of the parlor game about Workday and whether or not some of these nibbles could be for real?

   Carl Quintanilla — Squawk on the Street · 11AM Hour: Nvidia Earnings on Deck, Barclays Global Head of Tech Investment Banking & Citi Opens Positive Catalyst Watch on Oracle 8/26/26 · 2026-08-26

6. And I'm Tim Stenevik. Wrap up your workday with the Bloomberg Businessweek Daily Podcast.

   Tim Stenevik — Bloomberg News Now · Meta Settles Addiction Case, Dems New Mail-In Challenge, More · 2026-08-26

7. Wrap up your workday with the Bloomberg Businessweek Daily Podcast.

   Speaker D — Bloomberg News Now · Stocks Fall, Yields Rise on PCE, Meta Settles for $16.7B, More · 2026-08-26

8. And I'm Tim Stanovec. Wrap up your workday with the Bloomberg Businessweek Daily Podcast.

   Nathan Hager — Bloomberg News Now · Iran Pushes to Reopen Hormuz, US Weighs Canada Retaliation, More · 2026-08-26