SAP : Malgré un net dépassement au T2, le Cloud et l’ajustement a minima des guidances 2023 déçoivent
>CA T2 solide grâce aux softwares on-premise alors que le Cloud déçoit - SAP a publié hier après bourse des résultats T2 2023 globalement bons. Le CA ressort à 7 554 M€, en ligne avec les attentes. La croissance à cc de 8% est supérieure aux attentes (consensus Visible Alpha : 6.9% ; ODDO BHF : 6.8%), ce qui est compensé par des Fx plus négatifs qu’attendu. Ce sont les logiciels on-premise qui surprennent positivement, avec un recul de 4% cc (licences -24% cc et ...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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