SAP And The Cloud
Michael Fauscette
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Tue, May 28
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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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Business Wire (Wed, 8:30AM)
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at CNBC.com (Tue, 8:28AM)
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PR Newswire (Jun 11, 2013)
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at MarketWatch.com (Jun 6, 2013)
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PR Newswire (Jun 5, 2013)
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at CNBC.com (Jun 4, 2013)
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Business Wire (Jun 4, 2013)
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PR Newswire (May 30, 2013)
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Business Wire (May 29, 2013)
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PR Newswire (May 29, 2013)
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Business Wire (May 28, 2013)
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at MarketWatch.com (May 24, 2013)
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PR Newswire (May 24, 2013)
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at CNBC.com (May 22, 2013)
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PR Newswire (May 22, 2013)
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PR Newswire (May 21, 2013)
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PR Newswire (May 16, 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
- 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]
- Sunday, January 6, 4:51 AM SAP (SAP) reckons it has 1M potential new customers in China, five times the number of clients the company has globally, co-CEO Jim Snabe says. Snabe hopes to open the market up by obtaining a deal with authorities this year to permit cloud computing services. "China will be as important for us as the United States," Snabe says. (previous) 4 Comments [Tech]
- Tuesday, December 18, 2012, 5:21 PM Oracle (ORCL) guides on its FQ2 call (webcast) for FQ3 revenue growth of 1%-5% Y/Y and EPS of $0.64-$0.68, in-line with a consensus for 4.3% growth and $0.66. New software license/cloud subscription growth is expected to be anywhere from 3%-13%, and hardware product sales flat to -10% (a decent improvement, though easier comps help). Engineered systems unit bookings rose 70% Q/Q, and Larry Ellison claims share was gained against SAP in Europe. Shares +1.8% AH. (FQ2 results: I, II) Comment! [Tech, Earnings]
- Wednesday, December 5, 2012, 5:38 PM Citrix (CTXS) is making a push into enterprise mobile device management (MDM) software by acquiring Zenprise, one of the market's early leaders. Citrix touts Zenprise's ability to complement Citrix's mobile-oriented products, such as GoToMeeting, Podio, and ShareFile, and in doing so create an end-to-end suite for managing devices, apps, and data. SAP's Sybase unit is also a key player in MDM software, as is Symantec. Look for VMware (VMW) to buy an MDM firm to complement its Horizon Suite, which competes with various Citrix products. Comment! [Tech]
- Tuesday, December 4, 2012, 5:01 PM Tibco (TIBX) -14.7% AH after warning it expects to report FQ4 (ended Nov. 30) revenue of $292M-$295M and EPS of $0.37-$0.38, below a consensus of $316M and $0.44. Tibco blames a mix of soft government spending, Sandy-related deal delays, and poor execution in its infrastructure (i.e. middleware) business, particularly in the Americas. The FQ4 report arrives on Dec. 20. It could be a rough day for enterprise software stocks tomorrow: QLIK -3.7%. PRGS -1.4%. RHT -2.3%. INFA -1.1%. CTXS -1%. ORCL -0.9%. SAP -0.8%. Comment! [Tech, On the Move, Earnings]
- Friday, November 30, 2012, 11:28 AM SAP chairman/co-founder Hasso Plattner has sold €120M ($155.7M) worth of shares to a bank, which in turn will sell the shares at its own discretion. SAP shares have had a good run in 2012, fueled by solid software license growth and big expectations for its Hana in-memory database. They now trade at 21.7x estimated 2013 EPS. 1 Comment [Tech]
- Thursday, November 29, 2012, 3:35 PM More on Amazon: The company is launching more services as its AWS re: Invent conference winds down. Among them: an EC2 cloud computing instance meant for in-memory databases such as SAP's Hana (previous), an EC2 instance meant for heavy-duty storage needs, and Data Pipeline, which helps developers relying on AWS create and manage data flows between various data sources. (Redshift) (networking partnerships) Comment! [Tech]
- Friday, November 23, 2012, 5:44 AM SAP (SAP) is considering listing in Shanghai in a move that would give the software giant the option of raising money in one of its fastest-growing markets. SAP's software sales in China jumped 40% in Q3 and the company has a mid-term sales goal of €1B in the country. It plans to invest $2B in China by 2015. Comment! [Tech]
- Tuesday, November 20, 2012, 12:38 PM Is competition forcing SAP to lower its maintenance contract pricing? Cowen's Peter Goldmacher reports SAP has been offering big discounts for the high-margin contracts to clients looking to cut IT spending and "evaluating lower cost alternatives." Cloud vendors have long pitched the ability to avoid giant maintenance contracts as a selling point for their software. Their apps have already taken a decent chunk of the CRM and HR software markets, and (in some areas) are beginning to make inroads in SAP's core ERP software market. 1 Comment [Tech, Quick Ideas]
- Monday, November 19, 2012, 12:18 PM SAP (SAP +2.9%) is closing on its 52-week high after receiving an upgrade to Outperform from William Blair. The firm argues SAP is benefiting from acquisitions, new innovations, end-to-end product suites, and strong demand for its Hana in-memory database. SAP's sales growth has easily outpaced that of archrival Oracle (ORCL) in recent quarters. Comment! [Tech, On the Move, Quick Ideas]
- Friday, November 16, 2012, 2:16 PM Gartner forecasts global enterprise IT spending will rise 2.5% next year to $2.68T. Investors should be aware these estimates get revised frequently - 4 months after hiking its 2012 IT spending growth forecast to 3%, Gartner claims 2012 will only see "scant overall growth" due to macro issues that have clearly pressured (I, II) many enterprise IT names. Decent IT spending growth from financial services, telecom, and media companies is expected to offset continued government weakness. Comment! [Tech]
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Saibus Research
Hewlett-Packard's $11 Billion Worth Of Write-Downs: Has It Hit Rock-Bottom Yet? $HPQ $DELL $GM $ORCL $SAP http://seekingalpha.com/a/heol - View all 0 replies
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The Oxen Group
The Oxen Group reiterates $SAP at Hold and increases PT from $59 to $75. http://stks.co/2X95 - View all 0 replies
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Asif Suria
SAP, still awaiting U.S. approval, extends SuccessFactors offer again $SAP $SFSF http://bit.ly/wP6UoR - View all 0 replies
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