Enterprise software giant SAP SE is expanding its Business Data Cloud offering and doubling down on AI-ready data ...
SAP SE remains overvalued despite a recent correction, with growth rates and cloud backlog decelerating and high expectations ...
SAP’s roadmap sets out clear dates, but clarity on paper is not the same as feasibility in practice. Third-party support ...
The ERP giant is shifting away from multiple-choice questions toward a new model centered on real-world environments, ...
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SAP SE (SAP): A Bull Case Theory
We came across a bullish thesis on SAP SE on Rijnberk InvestInsights’s Substack by Daan | InvestInsights. In this article, we ...
Cloud business revenue was up 27% to $6.13 billion, up more than 25% for five quarters in a row, noted CEO Christian Klein.
Concerned about subscription price increases, the ERP giant’s client base is having difficulty making the business case to ...
SAP , Europe's largest software provider, offered to buy accounting software firm BlackLine for nearly $4.5 billion in June ...
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