A new study estimates that Oracle became the leading provider of ERP applications in 2024, stealing a position that SAP had held since the early 1980s.

SAP’s revenue breakdown disclosure is limited, but we estimate software tightly-related to ERP/HANA accounts for about 75% of total revenue. SAP’s ROIC has been around the cost of capital in ...

SAP SE (SAP) reports impressive cloud revenue growth and a significant increase in operating profit, despite macroeconomic ...

At the midpoint of SAP’s cloud revenue guidance for FY25 (EUR21.75 ... with deals >EUR5 million now accounting for 54% of all cloud orders, up from 52% in 1Q24. This tells me two things: First ...

SAP (XTRA:SAP) recently saw a 17% increase in its share price over the past month, during a period marked by significant ...

SAP delivered solid Q1 results with €9.01bn revenue (+12% YoY ... though still not fast enough in legacy European accounts. Old ERP contracts don’t die easily. On the AI front, SAP is ...

Sales from the business-software company’s core cloud business rose to 4.99 billion euros from 3.93 billion euros while total ...

SAP posted higher revenue and operating profit for the first quarter and maintained its guidance for the year. Reporting on a non-IFRS basis, the business-software company said total revenue rose ...