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SAP AG (SAP)

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  • Mar. 15, 2013, 1:53 PM
    Facebook (FB) workers love Mark Zuckerberg: the founder/CEO of the world's biggest social network has received a 99% approval rating from employees on Glassdoor; that's up from 2012's 85%. SAP co-CEOs Bill McDermott and Jim Hagemann, who have been trying to remake the software giant's culture, also come in at 99%. Other tech CEOs receiving high marks include EMC's Joe Tucci (96%), Qualcomm's (QCOM) Paul Jacobs (95%), Google's (GOOG) Larry Page (95%), and Citrix's (CTXS) Mark Templeton (95%). Tim Cook (AAPL) and Jeff Bezos (AMZN) both come in at 93%.
    | Mar. 15, 2013, 1:53 PM | 18 Comments
  • Mar. 10, 2013, 5:57 AM
    SAP (SAP) has developed a one-stop shop scouting database for the NFL that aggregates and sorts all the data which teams use to pick players. The San Francisco 49ers already deploys the software despite it still being in development. Should the product be successful in football, SAP hopes to transfer it to other sports as it looks to gain a new and potentially large revenue stream.
    | Mar. 10, 2013, 5:57 AM | 3 Comments
  • Mar. 7, 2013, 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.
    | Mar. 7, 2013, 10:40 AM | Comment!
  • Mar. 5, 2013, 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.
    | Mar. 5, 2013, 10:32 AM | Comment!
  • Feb. 25, 2013, 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.
    | Feb. 25, 2013, 2:12 PM | Comment!
  • Feb. 7, 2013, 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.
    | Feb. 7, 2013, 9:47 AM | Comment!
  • Feb. 6, 2013, 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.
    | Feb. 6, 2013, 6:36 PM | Comment!
  • Jan. 30, 2013, 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)
    | Jan. 30, 2013, 10:57 AM | Comment!
  • Jan. 25, 2013, 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.
    | Jan. 25, 2013, 10:44 AM | Comment!
  • Jan. 23, 2013, 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%.
    | Jan. 23, 2013, 2:37 PM | Comment!
  • Jan. 23, 2013, 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)
    | Jan. 23, 2013, 2:51 AM | Comment!
  • Jan. 23, 2013, 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
    | Jan. 23, 2013, 12:05 AM | Comment!
  • Jan. 22, 2013, 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
    | Jan. 22, 2013, 5:30 PM | Comment!
  • Jan. 17, 2013, 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.
    | Jan. 17, 2013, 11:35 AM | 1 Comment
  • Jan. 15, 2013, 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.
    | Jan. 15, 2013, 12:00 PM | 1 Comment
  • Jan. 15, 2013, 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%
    | Jan. 15, 2013, 9:10 AM | Comment!
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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