Report
Nicolas David

SAP : Sapphire 2020. Focus on integration. Still an ambitious stance on margins

>Focus on integration to better serve core industries - In the context of the traditional Sapphire event, organised virtually this year, the new CEO of SAP, Christian Klein, gave a keynote and held an analysts’ call. As expected, SAP’s main message to its clients this year is that it is accelerating the integration of its main software products around SAP Cloud Platform. SAP is launching application suites called Industry Cloud with a view to better serving its key in...
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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