The Workday Conversation Your Renewal Team Isn’t In
Workday completed its $1.1 billion acquisition of Sana in November 2025, expanding its learning‑technology portfolio beyond the corporate arena. While analysts framed the deal as a boost to enterprise workforce training, a deeper threat looms for higher‑education institutions that already rely on Workday for HR, finance and payroll. More than 650 colleges worldwide run Workday’s core systems but keep learning platforms separate, creating a nine‑year gap that Sana can now fill. This separation gives Workday a stealthy upsell path that bypasses traditional procurement cycles.
Same Inputs. Different Conclusions. We Were Right.
The Intelligence Council outlines a behavior‑focused research method that pits actual institutional actions against public statements, claiming it uncovers mispricings that consensus analysts miss. The approach was demonstrated with two recent theses: Stride, a virtual‑school operator whose stock jumped over...
The Microsoft Copilot Effect on the Higher Ed AI Market
Generative AI tools like Microsoft Copilot have already permeated teaching, research, and administrative processes across U.S. universities. Adoption occurred organically, outpacing the development of formal governance, procurement, and policy frameworks. Tight state and institutional budgets now force campuses to consolidate...