SAP

Jul. 28, 2017 Summary SAP reported another strong quarter last week. Growth is accelerating and in particular cloud bookings showed unanticipated strength. Margins for the company have been subdued so far this year, but are anticipated to show noticeable gains both in 2H and in 2018. SAP’s shares are modestly valued for the package of…

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Apr. 27, 2017 Summary SAP reported the results of its fiscal Q1 April 26th. The results were a beat on revenues and in-line EPS. EPS results were heavily influenced by adjustments to operating income. The company’s top line growth was stellar compared to expectations and showed one of the strongest growth rates in recent years.…

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Jan. 12, 2017 Summary SAP will soon report its Q4 and 2016 operating results and provide guidance for 2017. I think demand was strong for the company’s products exiting the year, and look for upsides. I think this will be the year in which S/4 HANA shows breakout performance. I think next year will start…

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October 23, 2016 Summary SAP reported the results of its fiscal Q3 on Friday. Revenue growth was strong while non-IFRS profits were above expectations. The company had a very balanced performance by product line and by geography, and had to overcome a charge of 300 million euros due to the appreciation of its share price.…

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July 25, 2016 Summary SAP reported results of its fiscal Q2, and the results were a considerable snap-back from the disappointing results of Q1. Most impressive to many is that SAP’s transition to the cloud has not resulted in any fall-off in its traditional on-premise revenue. SAP has been able to grow its total revenue…

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Jan. 19, 2016 Summary SAP announced an exceptionally strong quarter to end a strong year. SAP enjoyed spectacular growth in cloud revenue of 75% in constant currency coupled with double-digit growth in software licenses. Company announced general availability of its Native Mode Cloud offering called S/4 Hanna which brings its product technology up to the…

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