Software's Resurgence: Scott Martin on WDAY Acquisition Talks, CRM & ADBE Strengths episode artwork

EPISODE · Aug 14, 2026 · 7 MIN

Software's Resurgence: Scott Martin on WDAY Acquisition Talks, CRM & ADBE Strengths

from Schwab Network · host Schwab Network

Scott Martin addresses reports that private equity firm Silver Lake seeks to acquire Workday (WDAY), a headline that gave the stock its best day in ten years. He believes the alleged $43 billion deal would be a steal for Silver Lake, as he explains why "the business is not going anywhere." Scott dives further into Workday and the software trade, naming Salesforce (CRM) and Adobe (ADBE) as winners and Fair Issac Corp. (FICO) as a lower in the coming years. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

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Software's Resurgence: Scott Martin on WDAY Acquisition Talks, CRM & ADBE Strengths

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