Cloud platforms open the possibility for significant economies of scale, scope and network effects. When these forces are strong, a virtuous cycle can ensue in which the company’s position becomes difficult to dislodge. We are comparing two such companies for their potential on these dimensions. Workday Versus Shopify, 2 Cloud Platform Companies Compared
Entries Tagged as 'WDAY'
April 1st, 2017 · Comments Off on Workday Versus Shopify, 2 Cloud Platform Companies Compared
April 5th, 2013 · Comments Off on Workday’s Bubble Is About To Pop – Seeking Alpha
On Workday’s March 7, 2013 earnings call, the CFO (Mark Peek) said, “Approximately 63 million shares, including more than 14 million exercisable stock options not currently included in our share count, will be available to trade after the lockup expires. These totals exclude shares held by insiders and those subject to Rule 144.” Doing the […]