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SAP

SAP AG

5/21/2013, 10:21 AM ET

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Wednesday, January 25, 2012, 12:05 AM Notable earnings before Wednesday's open: ABT, ADP, ATI, BA, BPOP, COP, DAL, DOV, ERIC, EXC, GD, GLW, GWW, HCBK, HES, IGTE, LCC, MSI, MWV, NVS, NYB, OXY, PII, PX, RES, ROK, SAP, SO, STJ, TEL, TXT, UTX, WLP, XRX Comment! [Earnings]
Tuesday, January 24, 2012, 5:30 PM Notable earnings before Wednesday's open: ABT, ADP, ATI, BA, BPOP, COP, DAL, DOV, ERIC, EXC, GD, GLW, GWW, HCBK, HES, IGTE, LCC, MSI, MWV, NVS, NYB, OXY, PII, PX, RES, ROK, SAP, SO, STJ, TEL, TXT, UTX, WLP, XRX Comment! [Earnings]
Monday, January 23, 2012, 1:50 PM SuccessFactors (SFSF -0.6%), which is due to be acquired by SAP in an all-cash deal, is off slightly after disclosing the Committee on Foreign Investment in the United States (CFIUS) is investigating the acquisition. Given SAP's minimal presence in the cloud HR software space, the odds of an investigation derailing the merger would appear to be low. Comment! [Tech, M&A]
Friday, January 20, 2012, 4:26 PM Together with SAP's strong Q4, Nomura's Rick Sherlund sees the healthy software sales noted in IBM's (IBM +4.4%) Q4 report as evidence business software spending "has not slowed materially," even if IBM admitted it was seeing the sales cycle lengthening others have witnessed. The 14% Y/Y growth reported for IBM's Tivoli systems management software could bode well for CA and BMC. (transcript) Comment! [Tech, Quick Ideas]
Thursday, January 19, 2012, 2:44 PM SAP (SAP -0.2%) says it's extended the expiration date of its tender offer for SuccessFactors (SFSF) by a week to January 25 as the parties haven't yet received approval from federal regulators. Comment! [Global & FX, Tech]
Friday, January 13, 2012, 5:29 PM While SAP (SAP +2.5%) celebrates its strong Q4 performance (I, II), high-flying Workday, which recently filed for an IPO, is hatching plans to challenge SAP and Oracle's (ORCL) dominance of the lucrative ERP software market, via cloud solutions tailor-made for the needs of services companies. Workday also competes with recent SAP acquisition target SuccessFactors (SFSF) in the cloud HR software space. Comment! [Tech]
Friday, January 13, 2012, 12:22 PM As SAP (SAP +2.2%) rallies after delivering better-than-expected Q4 results, comparisons between the business software giant's strong performance and archrival Oracle's (ORCL) FQ2 shortfall are hard to avoid. Also raising eyebrows is SAP's claim it generated €160M in 2011 sales for its Hana analytics database (popular for big data applications), blowing past a €100M target. (previously) Comment! [Tech, On the Move]
Friday, January 13, 2012, 9:53 AM SAP (SAP +2.4%) shares rise after reporting Q4 earnings that beat analysts’ estimates. Operating profit was €1.78B ($2.3B) under accounting standards the company uses for its own forecasts, vs. €1.73B consensus. Revenue from software and software-related services rose 13% Y/Y to €3.72B at constant currencies, also topping estimates. Comment! [Tech, On the Move]
Friday, January 13, 2012, 9:25 AM Premarket gainers: GGC +36%. RDN +7%. APOG +4%. SAP +3%.
Losers: EK -20%. DMND -9%. SFLY -8%. PCX -8%. SGEN -6%. JASO -6%. TSL -5%. GFA -4%. JPM -4%. BAC -4%. ALU -4%. VOD -4%. CPNO -4%. VMW -4%. MS -4%. C -4%. ANR -4%. HOV -3%. YGE -3%. TS -3%. RCL -3%. BUD -3%. RF -3%. Comment! [On the Move]
Friday, January 6, 2012, 2:20 PM CNBC reports that a judge rejected a request from Oracle (ORCL +1.5%) to immediately appeal the ruling that damages in a corporate theft trial against SAP should only be $272M, instead of the $1.3B a jury awarded last year. Comment! [Tech]
Wednesday, January 4, 2012, 1:09 PM Amazon (AMZN) may be looking to expand its fast-growing web services business (AWS), currently focused on renting server and storage resources, into the realm of analytics software, claim analysts and data science specialists. It's speculated Amazon would try to offer an inexpensive, no-frills, cloud-based solution that would undercut existing offerings from SAS, EMC, SAP, IBM, and others. Comment! [Tech]
Tuesday, December 27, 2011, 12:00 PM The hype surrounding "big data" has arguably gone too far in corporate IT circles, but that doesn't mean there aren't ways for major industry players to profit from the broader trend. SAP is already doing so through its Hana high-performance database, and EMC is joining in via its Greenplum subsidiary. Oracle (ORCL) stands to boost its big data exposure through its Exalytics hardware, and the analytics capabilities embedded into its Fusion cloud apps. Comment! [Tech]
Thursday, December 22, 2011, 2:06 PM Salesforce.com (CRM) emerged as the world's second-largest CRM software vendor in 2011, claims IDC, thanks to a growth rate (22.6%) roughly twice that of the overall market (11%). Oracle (ORCL), SAP, and Nice Systems (NICE) also grew faster than the overall CRM market. Oracle, which is in the process of acquiring cloud CRM firm RightNow (RNOW), remained the market's top vendor, with a 13.2% share. Comment! [Tech]
Wednesday, December 21, 2011, 10:56 AM Unsurprisingly, many enterprise IT names are getting clobbered thanks to Oracle's (ORCL -14.5%) FQ2 miss. Tibco (TIBX -13.5%), due to report after the close, is among the hardest hit, though other high-P/E software names are also off strongly. INFA -11.1%. CVLT -15.8%. CTXS -7.3%. CRM -7.2%. The pain also extends to rivals SAP (SAP -6.3%) and IBM (IBM -3.7%), and networking firms F5 (FFIV -7%) and Riverbed (RVBD -5.6%). (more on ORCL) 1 Comment [Tech, On the Move]
Tuesday, December 20, 2011, 4:33 PM Some major enterprise software names are trading lower following Oracle's (ORCL) FQ2 miss (I, II). SAP -2.7%. CRM -1.4%. IBM -1.3%. HPQ -1.6%. Given Oracle's reputation as a "safe harbor" during times of macro weakness, concerns about slowing IT spending will likely be on many investors' minds tomorrow. Comment! [Tech, On the Move]
Monday, December 19, 2011, 2:09 PM SAP provides some color on its efforts in key growth markets. The ERP software giant says it now offers 30+ mobile apps, and is working on cloud-based versions of its business intelligence apps. SAP is also announcing partnerships to extend the reach of its popular Hana analytics database, though Cindi Howson thinks the company needs to find ways to sell Hana to more budget-conscious buyers. Comment! [Tech]