Report
Nicolas David

SAP : Increased visibility on the improvement in margins in the short term

>Partnership with Microsoft at the heart of discussions - As the Q3 2019 growth figures were reassuring, even though broadly in line with expectations in the various segments, the conference call focused mainly on the announcement of the strategic partnership with Microsoft. Through this partnership, Microsoft will offer SAP customers the opportunity to adopt S/4 Hana on the Azure cloud. For SAP, this is a response to the difficulties faced by its clients in migrating...
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

ResearchPool Subscriptions

Get the most out of your insights

Get in touch