Report
Nicolas David

SAP : Feedback Sapphire : le programme de buyback va davantage soutenir le titre que l’update des guidances 2025

>Après la migration cloud, focus sur le cross selling - Comme lors des récentes communications, le management de SAP s’est montré une nouvelle fois extrêmement confiant dans les perspectives du groupe lors de ce Sapphire 2023. Pour le très court terme, le responsable du Customer Success mentionne un pipeline supérieur à celui de l’année dernière. Malgré un environnement macro toujours plus incertain, les clients maintiennent leurs décisions d’investissement, notamment...
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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