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PR Newswire (Thu, 8:00AM)
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SAP AG - Shareholder/Analyst CallThu, May 16
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PR Newswire (Wed, 8:30AM)
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PR Newswire (Wed, 8:30AM)
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PR Newswire (Tue, 8:30AM)
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PR Newswire (Tue, 8:30AM)
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PR Newswire (Tue, 8:30AM)
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PR Newswire (May 13, 2013)
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PR Newswire (May 10, 2013)
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Business Wire (May 8, 2013)
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PR Newswire (May 7, 2013)
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Business Wire (May 7, 2013)
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Business Wire (May 6, 2013)
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Why Investors Should Own Market Beating SAP AGDavid Zanoni • Thu, Jun 14, 2012 -
Has Oracle Met Its Match In SAP?Dana Blankenhorn • Wed, May 23, 2012 -
SAP's Wild Ride Into The CloudDana Blankenhorn • Tue, May 15, 2012
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SAP AG: Why You Should Avoid SAP At $55Alex Shadunsky • Tue, Jan 17, 2012 -
SAP Is Touting Best Quarter In Company HistoryTechCrunch • Fri, Jan 13, 2012
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SAP AG Did Not Overpay For SuccessFactorsMGI Research • Tue, Dec 6, 2011 -
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SAP AG - Shareholder/Analyst CallThu, May 16
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SAP AG Management Discusses Q3 2012 Results - Earnings Call TranscriptWed, Oct 24, 2012
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SAP CEO Discusses Q3 2010 Results – Earnings Call TranscriptMon, Nov 1, 2010 • 1 Comment
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SAP AG Q1 2010 Earnings Call TranscriptThu, Apr 29, 2010
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SAP AG Q4 2009 Earnings Call TranscriptWed, Jan 27, 2010
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SAP AG Q3 2009 Earnings Call TranscriptWed, Oct 28, 2009
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SAP AG Q2 2009 Earnings Call TranscriptWed, Jul 29, 2009
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SAP AG Q1 2009 Earnings Call TranscriptThu, Apr 30, 2009
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SAP AG Q3 2008 Earnings Conference Call TranscriptTue, Oct 28, 2008
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SAP AG Q2 2008 Earnings CallTue, Jul 29, 2008 • 1 Comment
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SAP AG Q1 2008 Earnings Call TranscriptWed, Apr 30, 2008
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SAP AG Q4 2007 Earnings Call TranscriptWed, Jan 30, 2008
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SAP Q3 2007 Earnings Call TranscriptThu, Oct 18, 2007
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SAP Q2 2007 Earnings Call TranscriptThu, Jul 19, 2007
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SAP Q2 2007 Earnings Call TranscriptThu, Jul 19, 2007
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SAP Q1 2007 Earnings Call TranscriptFri, Apr 20, 2007
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SAP AG Q3 2006 Earnings Call TranscriptThu, Oct 19, 2006
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PR Newswire (Thu, 8:00AM)
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PR Newswire (Wed, 8:30AM)
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PR Newswire (Wed, 8:30AM)
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PR Newswire (Tue, 8:30AM)
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PR Newswire (Tue, 8:30AM)
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PR Newswire (Tue, 8:30AM)
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PR Newswire (May 13, 2013)
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PR Newswire (May 10, 2013)
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at MarketWatch.com (May 8, 2013)
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Business Wire (May 8, 2013)
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PR Newswire (May 7, 2013)
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Business Wire (May 7, 2013)
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at Fox Business (May 6, 2013)
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Business Wire (May 6, 2013)
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at MarketWatch.com (May 6, 2013)
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PR Newswire (Apr 30, 2013)
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PR Newswire (Apr 29, 2013)
SAP vs. ETF Alternatives
Company Description
As market leader in enterprise application software, SAP (NYSE: SAP) helps companies of all sizes and industries run better. From back office to boardroom, warehouse to storefront, desktop to mobile device – SAP empowers people and organizations to work together more efficiently and use business... More
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- | Earnings
- | Dividends
- | M&A
- | On the move
- Thursday, March 7, 10:40 AM SAP (SAP +1.3%) acquires Camilion, a developer of software for building insurance products and underwriting tools, for an undisclosed sum. Camilion complements SAP's existing insurance software offerings, and the software giant argues the purchase gives it a leg up in offering an integrated platform. Property/casualty insurance software firm Guidewire (GWRE -0.9%) is off a bit. Comment! [Tech, M&A]
- Tuesday, March 5, 10:32 AM SAP (SAP +1.8%) is ahead of schedule in reaching its 2015 sales goal of €20B ($26B), says co-CEO Jim Hagemann. He also forecasts another year of share gains for the enterprise software giant, and says SAP is eying a Shanghai exchange listing, but is in no rush. Shares are only $2 away from their 52-week high, and now trade at 23x 2013E EPS. Comment! [Tech, Earnings]
- Monday, February 25, 2:12 PM SAP (SAP -0.1%) strengthens its supply-chain management (SCM) hand by acquiring SmartOps, a developer of software that uses algorithms to optimize inventory, predict demand, and manage distribution networks. SAP notes SmartOps complements its existing SCM apps, and will help it develop real-time SCM analytics software powered by its Hana in-memory database. Separately, SAP is rolling out a mobile document access/management product; the company's Sybase unit is already a top developer of enterprise mobile apps. Comment! [Tech, M&A]
- Thursday, February 7, 9:47 AM SAP and NetApp (NTAP) draw a little closer, expanding their partnership to cover the use of SAP's white-hot Hana in-memory database and NetWeaver Landscape (manages the use of SAP apps in virtualization deployments) with NetApp storage storage systems and software. SAP has also formed Hana-related partnerships with IBM, EMC/VMware, and Cisco. Comment! [Tech]
- Wednesday, February 6, 6:36 PM SAP (SAP) is facing a backlash from customers after announcing a price hike for standard maintenance services to an annual 19% of software license fees, up from a prior 18% - SAP's more comprehensive enterprise services costs 22%. The top-line impact of the price hike won't amount to much, but ZDNet's Larry Dignan thinks the move could pave the way for annual hikes. It was only in November that Cowen reported SAP has been offering discounts for its high-margin maintenance contracts as customers threaten to switch to cheaper cloud services. Comment! [Tech]
- Wednesday, January 30, 10:57 AM Though VMware, EMC, and BMC Software's Q1 guidance hasn't exactly stoked enthusiasm about the IT spending environment, Gartner is forecasting global IT spending will grow a healthy 4.2% in 2013 to $3.7T, after rising just 1.2% last year. A re-accelerating China, a stabilizing Europe, and a resolution (for now) of the fiscal cliff drama are all seen lifting demand. Needham thinks growth could hit 5%. (previous) Comment! [Tech]
- Friday, January 25, 10:44 AM Informatica's (INFA +10.4%) big Q4 beat (I, II) is stoking a rally in enterprise software stocks. Microsoft's decent Server & Tools performance might also be helping . Business intelligence/analytics firms are among the standouts - SPLK +2.8%. QLIK +7.2%. TIBX +3.8%. TDC +3.9%. MSTR +3.5% - but there are also others. SAP +2.6%. RHT +3.3%. N +2.4%. CTXS +1.7%. On its earnings call, Informatica noted Facebook is a buyer of its new PowerCenter Big Data Edition software, which can handle data integration projects on Hadoop clusters and many other platforms. Comment! [Tech, On the Move]
- Wednesday, January 23, 2:37 PM Some enterprise software stocks are trading higher following market-pleasing reports from IBM, SAP, and CA. IBM's earnings call tone and forecast for mid-single-digit 2013 software growth are going over well, as is SAP's (SAP +1.2%) guidance for 2013 software license/cloud subscription revenue growth of 14%-20% at constant currencies - cloud is expected to make up €750M ($998M) of this total. INFA +4.5%. CRM +2.2%. JIVE +2.5%. RHT +2.4%. CTXS +2.2%. CVLT +1.5%. VMW +1.7%. Comment! [Tech, On the Move]
- Wednesday, January 23, 2:51 AM SAP (SAP) forecasts 2013 operating profit of €5.85-5.95B vs consensus of €5.57-6.11B, depending on which analyst poll you look at. SAP predicts that revenue from software and software-related services will grow 11-13%, below Street expectations of 14%. Last week, SAP pre-released lower-than-expected Q4 earnings. (PR) Comment! [Tech, Earnings]
- Wednesday, January 23, 12:05 AM Notable earnings before Wednesday’s open: ABBV, ABT, APD, ATI, BHI, CHKP, COH, DGX, FNFG, GD, LCC, MCD, MSI, NVS, PX, RES, SAP, STJ, TEL, TXT, UTX, WLP Comment! [Earnings]
- Tuesday, January 22, 5:30 PM Notable earnings before Wednesday’s open: ABBV, ABT, APD, ATI, BHI, CHKP, COH, DGX, FNFG, GD, LCC, MCD, MSI, NVS, PX, RES, SAP, STJ, TEL, TXT, UTX, WLP Comment! [Earnings]
- Thursday, January 17, 11:35 AM SAP (SAP -0.8%) underperforms a bit following a downgrade to Neutral from Citi, which cites valuation and high expectations. SAP sold off on Tuesday after it pre-announced slightly soft Q4 results (I, II). Nomura (Buy) offered a mixed take on the numbers, praising Asia-Pac and Hana sales but suggesting "there may be some conflict internally over the appropriate level of investment" in cloud apps, as SAP (perhaps facing an Innovator's Dilemma) frets about the margin impact of cloud sales. 1 Comment [Tech]
- Tuesday, January 15, 12:00 PM With shares nearly priced to perfection following a big 6-month rally, SAP (SAP -4.3%) is selling off after pre-announcing light operating income and revenue (€5.06B vs. €5.12B consensus) for Q4. The report does note Hana revenue surged to nearly €200M from Q3's €83M, but software license growth of 9% Y/Y is a slowdown from Q3's 17%. Cloud subscription/support revenue nearly doubled Q/Q to €159M, but is still just 3% of total sales. EMEA software sales +8%, Americas +3%, Asia-Pac +23%. Oracle recently claimed it took share from SAP in Europe. 1 Comment [Tech, On the Move, Earnings]
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Tuesday, January 15, 9:10 AM
Premarket gainers: EXPR +14%. QLGC +8%. SNTS +8%. RSH +6%.
Losers: COOL -32%. GIVN -14%. BODY -12%. LULU -6%. TELK -6%. SAP -5%. Comment! [On the Move] - Tuesday, January 15, 8:39 AM SAP dives 5.2% in Frankfurt after announcing Q4 operating profit of €1.96B, short of expectations for €2B. The move is dragging down the DAX, which is now off 1%. EWG -1.4% premarket. (PR) Comment! [Tech, On the Move, Global & FX]
- Thursday, January 10, 4:03 PM SAP (SAP +2.9%) closes higher after announcing its core Business Suite ERP, CRM, and HR apps will now be supported by its popular Hana in-memory database. This significantly expands the addressable market for Hana, whose ability to enable real-time analytics and reporting for other SAP apps has already fueled blistering growth. Bernstein has predicted Hana support will also be extended to non-SAP apps. Oracle (ORCL) is trying to counter Hana via its costly Exadata X3 system. (more) Comment! [Tech, On the Move]
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HolgerM
Why $SAP acquired SmartOps? Because Hana, the little girl, is hungry for Analytics. http://goo.gl/PAUhA - View all 0 replies
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blackswans
Picked up $MCD, $PEP and $SAP puts yesterday for next week. Let's see if we can hold 14,000. - View all 2 replies
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blackswans: Sold out all positions on Tuesday 2/5 due to the bounce. Nice gains.
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The Wall Street Transcript
SAP AG ($SAP), Adobe Systems ($ADBE) & Citrix Systems ($CTXS) Increase Recurring-Revenue Business & Mobile Exposure- http://su.pr/4OpVNn - View all 0 replies
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Seraphim Blentzas
Loblaw Companies (L) eliminates 700 high paying jobs bc new SAP software systems make them reduntant SHDMF.PK http://bit.ly/RB6ajH - View all 0 replies
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David Jackson
What's the best way to play SaaS growth? Buy stocks like $CSOD & $WDAY, or short $SAP& $ORCL? - View all 12 replies
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Modernist: Its not 1:1! SaaS is a push towards efficiency. Net earnings of sellers will be reduced.
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Jorge Aura: In my humble opinion, I think that playing short in $ORCL is a good idea, but the stock has a short % of float in 0.80%.
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