Report
Nicolas David

SAP : SAP et les deux visages du Cloud

>Les comptes définitifs valident la qualité des résultats Q1 - SAP a publié hier matin ses comptes Q1 2021 définitifs. Dans le détail, ces chiffres confirment la bonne qualité des résultats préliminaires et de la dynamique commerciale :- Qualtrics affiche un fort rebond de sa croissance au T1 21 (+45% des revenus Cloud vs 36% y/y au T4 20), ce qui lui a d’ailleurs valu une hausse de 23% la nuit dernière sur le marché US. - La croissance de la maintenance (fl...
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

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