Today I discuss Workday and the potential Silver Lake buyout, Meta’s personal AI strategy and it’s potential for business, update on Galileo, and our new research on frontline work. Most of today’s podcast is “analyst perspectives” but lots of direction is now clear. The GHRE Global HR Excellence masterclass starts in September: if you want a 12 week in-depth “Masters Degree” level dive into HR, talent, leadership, and AI (with hands-on and new tools), as well as business school level case studies, join us! (Sign up here.) Additional Information Mark Zuckerberg blog on personal AI The Business of Frontline: Five Types Of Frontline Work Galileo Suite: HR Intelligence For You, Your Employees, and Your Company Chapters (00:00:00) - Sliver Lake vs. Workday: Going Private (00:03:10) - Mark Zuckerberg on Facebook&#x27;s AI (00:09:38) - The Future of HR Data: Galileo and the AI Assistant (00:12:22) - McKinsey &amp; Company: Trusting Our Research (00:14:45) - The Business of Frontline Work


                    Workday, Zuckerberg, Galileo, and Frontline Work
                

The Josh Bersin Company

Good morning. I want to talk about two elephants in the room today and a little bit on a third. The first is Workday. The second is Mark Zuckerberg's 6,500-word essay. And the third is What's Going On With Galileo. So start at the beginning. Most of you who are in the ATM market saw the news that Workday is potentially talking to Silver Lake about going private. The stock went

up by about 15 to 20% the first day. And I suppose many people are not sure what that means. But let me give you my perspectives briefly. And I have no inside information whatsoever, but I do know Workday very well. Workday's stock has been slightly ticking up for the last three to six months because it's beginning to become clear. It certainly is clear to me that Workday's AI strategy has a lot of potential. The SANA acquisition, the Paradox acquisition, the other acquisitions, and the

companies announced strategies for AI are exceptionally strong, lots of revenue potential. And as I talked about in the last podcast, the ATM HR market is very, very healthy. Very healthy. I talked last week or last podcast about the growth of the number of jobs in HR, the importance of HR. And even though people keep talking about new HCM platforms being reinvented with AI, it's going to take a long time.

Before anybody does that, and most likely that will be Workday in some fashion. So what the PE guys tend to do is they tend to buy undervalued assets. They usually think of a software company as an asset. Silver Lake bought Qualtrics, so they've done this before. They own Achievers, so they understand the market.

Workday, Zuckerberg, Galileo, and Frontline Work

Read the full transcript

The candid version is on a podcast,
not the earnings call.

Workday, Zuckerberg, Galileo, and Frontline Work

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.