After following SAP for many years, we bought shares in the company in 2022. A handful of years ago, SAP set about transitioning its core ERP software product suite from one typically run by customers ...

SAP’s growth has improved well, primarily due to the development of a compelling Cloud offering which is growing at ~20-25% YoY. This said, its other segments are dragging the company. Although margin ...

Shares are now bouncing back after-hours. They’re currently down 3% after sinking more than 4% immediately after the earnings release hit the wires. Conference call will kick off at 5 PM EDT and more ...