Report
Nicolas David

SAP : Vers un T2 solide mais déjà bien anticipé par le marché

>La résilience du récurrent porte la croissance au T2 - SAP publiera ses résultats T2 2023 le 20 juillet prochain. Nouveauté, cette publication (tout comme les prochaines probablement) aura lieu après Bourse, avec une conférence téléphonique à 7pm CET. L’objectif étant de mieux cibler les investisseurs US.Nous attendons une performance solide de la part de SAP, avec un CA de 7 546 M€ en croissance de 6.8% y/y cc (Css : 7 583 M€ en hausse de 6.9% cc). Si les vente...
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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