3alexd Summary Following my coverage of SAP (NYSE:SAP) in January 2024, for which I recommended a buy rating as I believed the SAP business model was really attractive and defensive and that it would continue to see growth momentum in the cloud, this post is to provide an update on my thoughts on the business…
SAP SE (NYSE:SAP) Q1 2024 Earnings Call Transcript April 22, 2024 5:00 PM ET Company Participants Anthony Coletta – Chief Investor Relations OfficerChristian Klein – Chief Executive OfficerDominik Asam – Chief Financial OfficerScott Russell – President, Customer Success Conference Call Participants Toby Ogg – JP Morgan Cazenove LimitedAdam Wood – Morgan StanleyJohannes Schaller – Deutsche…
SAP SE (NYSE:SAP) Q4 2023 Earnings Conference Call January 24, 2024 1:00 AM ET Company Participants Anthony Coletta – Chief Investor Relations Officer Christian Klein – Chief Executive Officer Dominik Asam – Chief Financial Officer Scott Russell – President, Customer Success Conference Call Participants Frederic Boulan – Bank of America Johannes Schaller – Deutsche Bank…
josefkubes Overview SAP SE (NYSE:SAP) stock has had a solid run so far this year, albeit still marginally underperforming the NASDAQ Composite. The ERP software giant’s stock has actually outperformed the NASDAQ’s price return throughout a large portion of the year, including fairly recently. This trendline was interrupted by a sharp uptick in selling pressure…
SAP SE (NYSE:SAP) Goldman Sachs 2023 Communacopia & Technology Conference September 5, 2023 1:50 PM ET Company Participants Scott Russell – Head of Customer Success Conference Call Participants Mohammed Moawalla – Goldman Sachs Mohammed Moawalla Good morning, everyone. Again, we are delighted to have with us SAP at the conference today, Representing the company is…