SAP

Summary Microsoft reported another blow-out quarter last week. The company handily exceeded prior consensus estimates for revenues and EPS and most analysts raised forward estimates and price targets. Azure revenues continue to outperform and rose 85% in constant currency, again, out-growing AWS on a percentage basis. Other major stars last quarter were gaming with 39%…

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SAP

Yesterday, SAP released the results of its fiscal Q2. SAP has long been part of our income/stability portfolio and it remains so, regardless of the issues that some had with the company’s quarterly report. The shares decreased by a bit less than 4% yesterday which leaves the ADR’s up by just 4% on a YTD…

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SAP earnings; Box lauded at the Sohn Conference; Whale Rock Capital takes 6% position in Alteryx shares I received several questions yesterday regarding Box. The shares spiked yesterday-up by 11% at the close and look to be opening a bit higher this morning. The spike came in the wake of a prominent hedge fund manager’s…

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