SAP : Visibilité accrue sur l’amélioration des marges à court terme
>Le partenariat avec Microsoft au centre des discussions - Les chiffres de croissance T3 2019 étant rassurants même si globalement en ligne avec les attentes sur les différents segments, la conf call a surtout porté sur l’annonce du partenariat stratégique avec Microsoft. A travers ce partenariat, Microsoft va proposer aux clients de SAP d’adopter S/4 Hana sur le cloud d’Azure. Il s’agit pour SAP d’une réponse face aux difficultés de ses clients à migrer vers le cloud...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.
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.
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