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Workday, Inc. (WDAY) Presents at Barclays 23rd Annual Global Technology Conference Transcript

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Workday, Inc. (WDAY) Presents at Barclays 23rd Annual Global Technology Conference Transcript

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SA Transcripts157.32K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Workday, Inc. (WDAY) Barclays 23rd Annual Global Technology Conference December 11, 2025 4:55 PM EST Company Participants Gerrit Kazmaier - President of Product & Technology Conference Call Participants Raimo Lenschow - Barclays Bank PLC, Research Division Presentation Raimo LenschowBarclays Bank PLC, Research Division Okay. Welcome to our next session. Really happy to -- I need to get my questions all right. Here we go. Really happy to have Gerrit from Workday. We were joking earlier that we do it in German, but we won't. Gerrit KazmaierPresident of Product & Technology Fellow German. Raimo LenschowBarclays Bank PLC, Research Division Yes. The 2 Germans talking about the World Cup next year. Just maybe introduce yourself briefly, like you have an interesting background as well, and like introduce yourself and then talk about what excited you about joining Workday. Gerrit KazmaierPresident of Product & Technology Yes, happy to. So I'm Gerrit, President of Product and Technology at Workday, other than just being a fellow German. I worked 11 years at SAP, headed up SAP's data-based business, BI business, planning business, HANA, maybe some of you know that piece of technology. After that, worked at Google, here right around the corner. And then from Google joined Workday 9 months ago, 9 months in the making. And what excited me about Workday is that, look, the bottom line is I have seen enterprise application and how they are creating value, and I have seen how planet-scale AI systems are engineered. And for me, it's obvious what's infrastructure and what's value generation. And I think we're now at the point where the pace of being focused on infra model turns over to AI business applications. And I do think it's a time where Titans fall and Titans get created, and I think Workday is in an awesome position to be one of the new Titans. So who wouldn't want to be a part of that?

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