ServiceNow vs. Workday: Here's What Revenue Growth Trends Between These Software Companies Tell Investors

ServiceNow and Workday both demonstrate steady revenue growth in their enterprise software businesses, but ServiceNow is pulling ahead with faster expansion. ServiceNow's Q2 2026 revenue grew 24% year-over-year to $4 billion, driven by AI offerings exceeding $1 billion in annual contract value, while Workday grew 13% to $2.7 billion. Both companies benefit from sticky digital platforms and recurring revenue models, though ServiceNow shows superior pricing power and customer expansion.

10/18/2026, 5:04 PM • The Motley Fool

Breakfast News: Stocks to Think About Selling

Motley Fool analysts from Team Rule Breakers and Team Hidden Gems identify five stocks worth considering selling: Zoom Communications for stagnant growth despite profitability, Block for slowing user growth and Bitcoin dependence, Cellebrite for limited expansion potential compared to competitors, and Workday for expected modest returns despite AI investments. The article emphasizes that selling decisions deserve as much rigor as buying decisions, and investors should reassess holdings when original investment theses no longer hold.

10/18/2026, 10:10 AM • The Motley Fool

Breakfast News: Stocks to Think About Selling

Motley Fool analysts from Team Rule Breakers and Team Hidden Gems identify five stocks worth considering selling: Zoom Communications for stagnant growth despite profitability, Block for slowing Cash App growth and Bitcoin reliance, Cellebrite for limited expansion potential compared to competitors, and Workday for expected modest 6-8% annual returns despite recent AI investments. The article emphasizes that selling decisions deserve as much rigor as buying decisions, and investors should reassess holdings when original investment theses no longer hold.

10/17/2026, 7:30 AM • The Motley Fool

Eightfold AI welcomes Joe Korngiebel as CEO to lead its next chapter of growth

Eightfold AI, an AI-native talent intelligence company, appointed Joe Korngiebel as CEO, replacing co-founder Ashutosh Garg who transitions to chairman. Korngiebel brings 30 years of enterprise HR software experience, including 14 years at Workday and recent leadership at Dayforce. The leadership change comes as Eightfold experiences significant growth with agentic product customers quadrupling this year.

10/13/2026, 9:00 AM • GlobeNewswire

ASML: A Rule Breaker Test of Lasting Leadership

ASML faces a critical test of whether its leadership can maintain success after founders Martin van den Brink and CEO Peter Wennink retired in 2024. New CEO Christophe Fouquet has raised 2026 sales forecasts to €43-45 billion, but investors must assess whether the company's founder-driven culture persists. The article examines whether post-founder leadership can sustain Rule Breaker companies, using ASML's upcoming earnings report as a key indicator.

10/12/2026, 4:30 PM • The Motley Fool

Announcing the Winners of the 2026 TrustMaker Awards by OneTrust

OneTrust announced the winners of its 2026 TrustMaker Awards at TrustWeek, recognizing organizations excelling in responsible AI governance and data use. Fiserv, Workday, Humana, and Rockwell Automation were honored for their achievements in AI governance, operational excellence, impact, and overall trust leadership respectively. OneTrust also unveiled CORIE, a new platform innovation designed to govern AI agents at enterprise scale.

09/30/2026, 1:00 PM • GlobeNewswire

How Elastic Stock Bounced 48.3% Higher Last Month

Elastic's stock surged 48.3% in August 2026, driven by two factors: a broad SaaS sector rally on Aug. 13 following cooler-than-expected inflation data, and strong Q1 2027 earnings results on Aug. 27 that beat Wall Street estimates. Revenue grew 15% YoY to $478M and earnings jumped 17% to $0.70/share, with record large contracts and AI feature adoption nearly doubling. The stock now trades at a reasonable 25.7x trailing earnings given its 23.4% revenue CAGR.

09/07/2026, 9:30 AM • The Motley Fool

Stock Market Today, Aug. 27: Salesforce Surges 23% on Anthropic Partnership and Q2 Earnings Beat

Salesforce stock surged 22.6% on August 27, 2026, following a strong Q2 earnings beat, raised full-year guidance, and announcement of a new AI partnership with Anthropic to develop Claudeforce. The company reported 11% sales growth and 14% growth in remaining performance obligations, while agentic workforce units grew 97%. Peers ServiceNow and Workday also gained on broad enterprise software enthusiasm.

08/27/2026, 5:27 PM • The Motley Fool

SaaS Demand Generation Spend Analysis Report Highlights Precision-Led Marketing Strategies as Global SaaS Market Set to Reach USD 600–650 Billion by 2030

Vereigen Media released a SaaS Demand Generation Spend Analysis Report showing the global SaaS market is projected to grow from USD 310-330 billion in 2025 to USD 600-650 billion by 2030 at a 12-14% CAGR. The report highlights that leading SaaS companies are shifting from lead volume to lead quality metrics, prioritizing AI-powered personalization, product-led growth (PLG), and intent-based marketing strategies to improve pipeline efficiency and ROI. North America dominates with 45-50% of global SaaS expenditures, while Asia-Pacific is the fastest-growing region at 18-22% CAGR.

07/31/2026, 9:44 AM • GlobeNewswire

Meet the Spectacular ETF With Big Positions in Stocks Like Palantir, Microsoft, and Salesforce. It Could be a Brilliant Buy as the AI Trade Unwinds.

The iShares Expanded Tech-Software ETF (IGV) has declined 11% this year amid AI disruption concerns, but recent momentum loss in the AI infrastructure boom could present a buying opportunity. Rising chip costs have forced companies to cut AI spending, and reports show businesses are hiring more humans and routing tasks to cheaper AI models, potentially easing pressure on legacy software vendors.

07/30/2026, 1:23 PM • The Motley Fool

Financial Analytics Market Worth $36.10 Billion by 2035 as AI and Predictive Analytics Transform Enterprise Finance | Research by SNS Insider

The global financial analytics market is projected to grow from $12.15 billion in 2025 to $36.10 billion by 2035, driven by AI adoption, cloud computing, and predictive analytics. North America leads with 35% market share, while Europe and Asia Pacific show strong growth potential. Large enterprises dominate, but SMEs are expected to grow fastest due to affordable cloud-based solutions.

07/17/2026, 9:30 AM • GlobeNewswire

Flywire vs. Mastercard: Which Financial Payments Stock Is a Better Buy in 2026?

The article compares Flywire, a high-growth specialist in cross-border payments for education, healthcare, and travel, against Mastercard, an established global payments giant. Flywire offers cheaper valuation metrics (P/S ratio of 3.4x vs 14.3x) and strong growth (27% YoY revenue growth), while Mastercard provides massive scale, exceptional profitability (45.6% net margin), and substantial free cash flow ($16.4B). Both companies benefit from the global shift to digital payments, though they face different risks including regulatory challenges for Flywire and competitive threats from fintech and government-backed systems for Mastercard.

07/16/2026, 9:17 AM • The Motley Fool

These 3 Stocks Were the Worst Performers on the Nasdaq-100 in the First Half of 2026. Can They Rebound in the Second Half?

Intuit, Adobe, and Workday were the three worst-performing stocks on the Nasdaq-100 in H1 2026, each down more than 35% due to AI-related concerns. Despite significant declines, the author argues their fundamentals remain sound with solid revenue growth. While valuations are attractive, near-term recovery prospects vary, with Intuit and Adobe appearing more promising than Workday due to lower valuations and stronger competitive moats.

07/06/2026, 8:14 AM • The Motley Fool

Syssero Named Workday Deployment Partner

Syssero, a Rotation Digital company, has been designated as a Workday Deployment Partner, expanding its ability to support organizations through new Workday deployments, rollouts, and post-production application management services (AMS). The partnership reinforces Syssero's 10+ year history as a Workday partner and enables it to deliver comprehensive services across the Workday lifecycle.

06/09/2026, 8:00 AM • GlobeNewswire

Marvell Stock Is Up 230% In 2026 — S&P 500 Debut Could Make That Look Conservative

Marvell Technology (MRVL) has surged 230% in 2026 and will be added to the S&P 500 effective June 22, which could drive further gains through forced institutional buying. The semiconductor designer benefits from strong AI infrastructure demand. However, recent S&P 500 inclusions show mixed results—while data center infrastructure companies like Comfort Systems USA and EMCOR Group have surged post-inclusion, ad-tech and software names like The Trade Desk have cratered.

06/08/2026, 10:02 AM • Benzinga