Articles for SAP

SAP’s Cloud, HANA and Mobile Plans Lift Earnings and Outlook

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Friday, January 27th, 2012 by Trefis Team

SAP (NYSE:SAP) announced its earnings for Q4 FY11, reporting strong revenue growth in its core businesses, as well as from its new initiatives. It managed to show double digit sales growth in software revenue from all major markets despite the global economic slowdown threatening enterprise software spending. Q4 2011 was its best quarter yet in terms of earnings with total revenue of around €4.5 billion. We expect strong revenue growth in the coming years. Following the earnings update, we have updated our model to reflect the latest numbers. Our $62 Trefis price estimate for SAP stands nearly 5% above its current market price. SAP competes primarily with Oracle (NASDAQ:ORCL), Microsoft (NASDAQ:MSFT) and Salesforce.com (NYSE:CRM). Read More »

Weekly Tech Review: Microsoft, SAP and Oracle

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Friday, January 20th, 2012 by Trefis Team

This week was a very eventful one with several technology companies like Microsoft (NASDAQ:MSFT) geared up to announce their quarterly earnings. We also saw some significant developments related to SAP (NYSE:SAP) and Oracle (NASDAQ:ORCL), which could impact their stocks going forward. Read More »

HANA & Mobile Sales Exceed Targets, SAP Reports Record Revenue in 2011

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Thursday, January 19th, 2012 by Trefis Team

SAP (NYSE:SAP) is expected to report its Q4 2011 earnings on January 25. However, it has revealed some preliminary revenue and profit numbers well in advance, which boosted its stock price by around 2.5% on January 13. SAP announced its best ever quarterly and yearly performance for Q4 FY2011 and FY2011, driven primarily by strong growth in its core enterprise software business and increasing adoption of its in-memory, real-time analytics solution – HANA, and mobile solutions like Sybase Unwired. Revenues from software and software-related services – SAP’s primary revenue stream – jumped 14% YOY while revenues from new software licenses jumped 16% YOY despite increased competition from the likes of Microsoft (NASDAQ:MSFT) and Oracle (NASDAQ:ORCL).

SAP Ramps Up Retailer ERP Offerings, Headed to $63

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Wednesday, January 18th, 2012 by Trefis Team

SAP (NYSE:SAP) is expanding on its portfolio for retail software ERP following its SAF Simulation, Analysis and Forecasting AG acquisition last year. SAF is a German company that specializes in automated ordering and inventory forecasting software for retailers. SAF’s ordering and forecasting software will be integrated into SAP’s Forecasting and Replenishment application, which is a part of its ERP suite. SAP is currently the leader in the enterprise resource planning (ERP) software market, where it competes with Oracle (NASDAQ:ORCL), Microsoft (NASDAQ:MSFT), Salesforce.com (NYSE:CRM) and other software giants. Read More »

SAP Buys Datango to Dominate Education Software Market

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Wednesday, January 18th, 2012 by Trefis Team

SAP (NYSE:SAP) has acquired Datango, a German company which specializes in workforce performance support software. Datango primarily provides content development, workforce training and educational tutorial software. Datango’s software enables users to create software documentation, training presentations and online learning materials which are used by enterprise customers to train their employees. SAP already had a partnership with Datango, wherein Datango’s training software was deployed as part of Business ByDesign, SAP’s cloud-based ERP suite. SAP competes primarily with Oracle (NASDAQ:ORCL), Microsoft (NASDAQ:MSFT) and Salesforce.com (NYSE:CRM) in enterprise software. Read More »

SAP Update: Zeroes in on the Cloud, Worth $63

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Tuesday, January 10th, 2012 by Trefis Team

SAP (NYSE:SAP) is one of the largest enterprise software giants besides Oracle (NASDAQ:ORCL), Microsoft (NASDAQ:MSFT), IBM (NYSE:IBM) and Salesforce.com (NYSE:CRM). Its stock price has fluctuated widely in the last two weeks but has ended largely flat. There have been some significant developments related to SAP in the last month, which could impact its stock price going forward. SAP announced that it focus on cloud-based and mobile enterprise software in the coming years, just like its competitors – Oracle, Microsoft and Salesforce.com. Read More »

Weekly Tech Review: SAP, Salesforce.com, Oracle & Shutterfly

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Tuesday, January 3rd, 2012 by Trefis Team

This past week has been one of the less volatile ones in the last two months. However, there were some developments in some prominent technology companies including SAP (NYSE:SAP), Salesforce.com (NYSE:CRM), Oracle (NASDAQ:ORCL) and Shutterfly (NASDAQ:SFLY). Here are some updates on these companies which could impact their stocks going forward.

SAP and Google Team Integrate Google Apps with SAP’s Business ByDesign ERP Suite

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Thursday, December 29th, 2011 by Trefis Team

SAP (NYSE:SAP) and Google (NASDAQ:GOOG) have announced a partnership, through which they will integrate their on-demand offerings – SAP’s Business ByDesign and Google Apps – for enterprise customers. SAP is currently the largest ERP software vendor, and competes primarily with Oracle (NASDAQ:ORCL), Microsoft (NASDAQ:MSFT) and Salesforce.com (NYSE:CRM) in the enterprise resource planning software market. Google Docs competes with Microsoft’s Office suite, which dominates the productivity software market. Read More »

SAP Owned SuccessFactors Acquires Jobs2Web, Cloud-based Recruiting Platform

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Monday, December 26th, 2011 by Trefis Team

SAP (NYSE:SAP) recently acquired SuccessFactors, a leading provider of cloud based HR (human resource management) solutions. It plans to integrate SuccessFactor’s HRM solutions into its Business ByDesign ERP offering and enter the enterprise cloud-based software market to compete with the likes of Oracle (NASDAQ:ORCL), Microsoft (NASDAQ:MSFT) and Salesforce.com (NYSE:CRM). While the acquisition process moves forward, SuccessFactors announced that it has acquired Jobs2Web, a cloud-based recruiting platform that enables companies to hire candidates through social networks like LinkedIn, Facebook, and Twitter.

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Weekly Tech Review: Microsoft, Oracle and SAP

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Friday, December 23rd, 2011 by Trefis Team

This week was quite eventful for some companies in the technology sector. Microsoft (NASDAQ:MSFT), Oracle (NASDAQ:ORCL) and SAP (NYSE:SAP) were some of the companies which were in the news. While Microsoft’s stock was almost flat, SAP’s stock fell around 5%, and Oracle dropped 10% after it announced its Q2 FY12 earnings with revenue and profit number falling below analyst estimates.