Report
Nicolas David

SAP : Focus sur la croissance du Cloud moins sur la marge

>Bon niveau de croissance au T3 2018 - SAP a publié un CA T3 18 de 6.03 Md€, en croissance de 10% à cc et de +9% org. (ex Callidus), un chiffre 1% supérieur aux attentes. Il s’agit d’une excellente performance, dans la lignée du T2, et ce, malgré l’accélération de la transition vers le Cloud : croissance des revenus Cloud de +41% y/y à cc, au T3 soit env. +35% org., dans la lignée du T2, mais surtout les New Cloud Bookings sont en croissance de 37% à cc (env. +32% org...
Underlying
SAP SE

SAP is engaged in selling licenses for software solutions and related support services. Co. derives its revenue from fees charged to its customers for the use of its cloud solutions and for licensing of on-premise software products and solutions. Additional sources of revenue are support, professional services, development, training, and other services. Co. has more than 300,000 customers in over 180 countries. Co.'s SAP HANA platform holds the ability to simplify both the user experience and the overall IT landscape, creating a smaller data footprint, increased system throughput, and easier data processing and operation.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Nicolas David

Other Reports on these Companies
Other Reports from Oddo BHF
Martial Descoutures ... (+2)
  • Martial Descoutures
  • Oussema Denguir

ResearchPool Subscriptions

Get the most out of your insights

Get in touch