Report
Nicolas David

SAP : Sapphire 2022: reassuring on the medium term but profitability remains under pressure in the short term

>Focus on RISE and product integration - One of the key elements pushed by SAP’s management at this Sapphire event is the Business Technology Platform, which corresponds to a broader version of the SAP Cloud Platform following the integration of a number of the group’s different Cloud products. This platform should therefore enable the use of shared data models and a shared development platform for SAP’s main applications (S/4 Hana, Business Network, HCM, CRM). The po...
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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