Seeking Alpha
 

SAP AG (SAP)

- NYSE
  • Jan. 26, 2011, 1:54 PM
    Signal Hill raises Salesforce.com's (CRM) rating to Buy from Hold, noting potential upside, given the firm "dominates" the software-as-a-service sector. Signal Hill's conclusions directly contradict a recent negative Barron's article on Salesforce.com, titled "Shades of the Dot-Com Bubble." CRM +4%.
    | Comment!
  • Jan. 26, 2011, 12:29 PM
    Business intelligence software provider MicroStrategy (MSTR +15.5%) hits a new 52-week high on strong Q4 numbers, topping its prior $98.43/share max. MicroStrategy reported a Q4 profit of $1.60/share, handily beating the Street consensus of 93 cents/share.
    | Comment!
  • Jan. 26, 2011, 9:09 AM
    Hewlett-Packard's (HPQ -0.1%) new board members' links to CEO Leo Apotheker raise the question if they'll be objective and avoid any new meltdowns. "Directors are supposed to be representing shareholders," says a corporate governance wonk, "not the CEO or one another." H-P says its board is "talented."
    | Comment!
  • Jan. 26, 2011, 8:58 AM
    SAP AG (SAP): Q4 EPS of €0.37 misses by €0.49. Revenue of €4.09B (+27.2% Y/Y) beats by €0.3B. Shares +1.2% premarket. (PR)
    | Comment!
  • Jan. 26, 2011, 8:22 AM
    SAP (SAP +0.3%) intends to file post-trial motions to reduce the $1.3B amount it must pay to Oracle in damages, or to get a new trial. The Q4 cost of its Oracle (ORCL) litigation hit €933M, contributing to a 36% decline in Q4 profits. SAP reported record Q4 software revenue of €1.5B.
    | Comment!
  • Jan. 26, 2011, 12:05 AM
    Notable earnings before Wednesday's open: ABT, ADP, ATI, BA, CBE, COP, EK, EXC, HES, LCC, LM, MWV, NYB, OXY, PX, RES, ROK, SAP, SLAB, SO, STJ, TXT, UMC, USG, UTX, VLO, WLP, XRX
    | Comment!
  • Jan. 24, 2011, 4:44 PM
    About 25% of enterprise resource planning customers will invest in new systems in 2011, down from 29% in 2010, says Forrester. About 72% of companies surveyed are "in a holding pattern for 2011." Oracle (ORCL) and SAP (SAP) both plan app upgrades this year, but their uptake may take some time.
    | Comment!
  • Jan. 21, 2011, 2:23 PM
    After a week where 2 bellwether IT firms saw serious management shakeups, Oracle (ORCL +0.8%) shares hit a 52-week high, possibly because its long-time head Larry Ellison is still in place. No doubt it helps that its new archrival, Hewlett Packard (HPQ +1.3%), also saw a major board reshuffle yesterday.
    | Comment!
  • Jan. 19, 2011, 11:54 AM
    SAP (SAP +0.7%) raises targets as it prepares to restructure - looking to lift sales to €20B ($26.94B) by 2015 from €12.5B now, and raise its operating margin to 35%. "We need to act urgently," Germany's Manager Magazin quotes internal documents as saying.
    | Comment!
  • Jan. 13, 2011, 11:48 AM
    SAP (SAP) is +5.5% after offering preliminary Q4 2010 numbers that showed record quarterly apps sales of €1.50B, up 34% from Q4 2009. Total Q4 revenue will be €4B, a jump of 27% from Q4 last year. SAP is still reviewing the financial impact of its $1.3B judgment to Oracle (ORCL +0.3%), and so can't estimate profits yet. (PR)
    | Comment!
  • Jan. 12, 2011, 4:48 PM
    SAP (SAP) faces the complex task of "placating shareholders" or it will see another executive turnover, says Investment U. Barring Hewlett-Packard (HPQ), an acquisition seems unlikely. So, its new mobile products had better start impacting revenues fast - as "the clock is ticking" on SAP "and nobody knows how much time it has left."
    | Comment!
  • Jan. 12, 2011, 11:10 AM
    The departure of Microsoft (MSFT +1.5%) stalwart Bob Muglia is at least a sign CEO Steve Ballmer is changing his overall strategy for the firm. As it pushes into the cloud with Azure, it needs a "highly focused effort to match or at least emulate the broad and unified enterprise-stack approaches" of IBM (IBM), SAP (SAP) and Oracle (ORCL).
    | 1 Comment
  • Jan. 12, 2011, 9:02 AM
    SAP (SAP +0.8%) is buying login security technology from Swiss apps maker Secude that it will bundle into its business applications, so customers don't need 3rd party providers. Terms weren't disclosed. (PR)
    | Comment!
  • Jan. 10, 2011, 2:34 PM
    Microsoft (MSFT -1.3%) unveils a revamped suite of business apps called Dynamics AX 6. As usual, Microsoft boasts it will woo users with easier rollouts and greater linkage with popular products like Office. Microsoft will ship the apps in Q3 - but it still doesn't seem to be thinking cloud for business software.
    | Comment!
  • Jan. 7, 2011, 2:46 PM
    When it comes to Lawson Software (LWSN -7.1%), Barclays tells investors to "remain on sidelines" for now. Barclays notes Q2 results showed that Lawson's M3 manufacturing and distribution apps sales dropped 40% year over year, which merits "concern." It also lowered Lawson's Q3 earnings estimate to $0.12/share from $0.13/share.
    | Comment!
  • Jan. 7, 2011, 10:19 AM
    Business apps maker Lawson Software (LWSN) is -6.1%, although it reported Q2 earnings/share of $0.07 on revenues of $187.5M, up from earnings/share of $0.02 on revenues of $184.4 in Q2 last year. Lawson however, said consulting revenue declined as the company outsources that business to partner firms.
    | 1 Comment
Visit Seeking Alpha's
SAP vs. ETF Alternatives
Company Description
SAP SE sells licenses for software solutions and related support services. It also offers consulting, training and other services for its software solutions.
Sector: Technology
Country: Germany