SAP AG (ADR)

  • Is This Cloud Company the Next Oracle?

    By Adrian Campos - August 19, 2013 | Tickers: ORCL, SAP, WDAY

    At first sight, Workday (NYSE: WDAY), up 46% in the past six months, looks like yet another IT company in the cloud business. But this isn't your typical cloud company.

    To begin with, it does not sell cloud space and apps to web developers, like Amazon Web Services. Workday sells cloud-based apps for human capital management (HCM) to Fortune 500 companies. This is a segment that historically belonged to more »

  • Can Oracle Take Your Portfolio to the Cloud?

    By Amal Singh - August 11, 2013 | Tickers: IBM, N, ORCL, SAP

    Oracle (NYSE: ORCL)is known for its innovative and simple IT solutions. Its major focus on venturing into cloud computing and expanding the horizons of its product catalog through various acquisitions has led Oracle to increase its market share, creating jitters among its core rivals.

    The company claims its recently released product, Oracle Enterprise Manager 12c, is the most popular database developed for cloud computing technology and provides the optimum more »

  • Is This Small Cloud Company The Next Oracle?

    By Adrian Campos - August 11, 2013 | Tickers: ORCL, SAP, WDAY

    What is causing the stock price of cloud company Workday (NYSE: WDAY) to raise so fast, up 46% in the past 6 months? At first sight, Workday honestly just looks like yet another IT company in the cloud business. Yet Workday isn't your typical cloud company. For starters, it does not sell cloud space and apps to web developers, like Amazon Web Services. Cloud space for the web is more »

  • An Earnings Miss And Asian Woes; What's Next for SAP?

    By Sarfaraz Khan - August 8, 2013 | Tickers: ACN, ORCL, SAP

    The world’s leading developer of business-management software, SAP (ADR) (NYSE: SAP), is expecting more efficiency from its staff. The company is eyeing cost cuts following a reduction in revenue guidance. SAP is now expecting its software and other, related service sales to increase by 10%, as opposed to its previous guidance of 11% to 13% growth due to a slowdown in Asia. According to unconfirmed reports, SAP wants to more »

  • Have You Consulted the Oracle?

    By Dan Sayers - August 7, 2013 | Tickers: ORCL, SAP, VMW

    Oracle (NYSE: ORCL) has had a flat year, to say the least. When expectations aren't met, investor confidence wanes and the share price takes a hit. Oracle knows this all too well.

    Bad omens

    For 4Q13, revenue was up by an unimpressive 1% in comparison to the previous year's quarter - equivalent to earnings of $0.80 per share. This was not enough to meet analyst expectations of $0 more »

  • The Software Industry: customer needs VS. profits

    By Vanina Egea - July 26, 2013 | Tickers: ADBE, INTU, SAP

    Innovation and friendliness are two stewards that software developers should not ignore. Easy to navigate applications have shown to be very successful. Each activity, however, presents specific obstacles to developers. Some companies were able to meet the challenge and deliver, among them are: Intuit (NASDAQ: INTU), Sap Aktiengesellschaft (NYSE: SAP), and Adobe Systems (NASDAQ: ADBE). But, does adjusting to customer needs generate profits?

    The tax helper

    With base in Palo more »

  • Short Term Risks Persist in This Tech Stock

    By Vladimir Zernov - July 24, 2013 | Tickers: IBM, ORCL, SAP

    SAP (NYSE: SAP) has been out of investors’ favor this year. The optimism about the HANA database has been replaced by worries about software sales and economic slowdown in China and Europe. As a result, the stock is down 8% this year. Its recent earnings report has not changed the investors’ moods, as the company missed estimates. Are things really gloomy for the European software giant?

    Trash talk

    A big more »

  • Is Now a Good Time to Snatch Up Oracle?

    By Adetokunbo Abiola - July 23, 2013 | Tickers: MSFT, ORCL, CRM, SAP

    To many, Oracle (NYSE: ORCL) is a bitter rival to Salesforce.com (NYSE: CRM). For investors, Oracle has numerous growth drivers in addition to its rivalry with Salesforce.com.

    Recently, Oracle introduced its third-generation release of Oracle Enterprise Manager 12c. According to the company, the solution enables fast-growing enterprises to scale their IT environment and reduce the cost of their cloud network.

    The product’s exadata database machine allows for more »

  • This Software Behemoth Is Priced for a Meltdown

    By Ted Cooper - July 23, 2013 | Tickers: IBM, ORCL, SAP

    The best investment opportunity is one in which a great business is selling for a low price. That opportunity currently exists in the form of Oracle(NYSE: ORCL). Oracle has become a reliable cash cow that regularly churns out more cash than it reports in Generally Accepted Accounting Practices (GAAP) earnings. Even though its cash flows are predictable, the stock is currently priced so low that shareholders will probably earn more »

  • This E-Commerce Stock Is Overvalued

    By Vladimir Zernov - July 18, 2013 | Tickers: DWRE, N, SAP

    Sometimes, a stock suddenly gathers momentum and appreciates rapidly. This has been the case with Demandware (NYSE: DWRE), which has gained 58% since the beginning of June and is up 70% this year. The e-commerce company has enjoyed a ride after SAP (NYSE: SAP) announced its plans to acquire hybris, one of the leaders in the e-commerce field. Can the stock continue its momentum?

    Current state of things

    Demandware is more »

  • Oracle and SaaS - What's Going On There?

    By Shmulik Karpf - July 10, 2013 | Tickers: IBM, ORCL, SAP

    It's always a smart move to pay close attention to corporate actions such as mergers and acquisitions (M&A). That's because giant tech companies sometimes go through various transition periods in the course of which they perform a major shift in their core business. Take International Business Machines (NYSE: IBM), for example.

    Only a decade ago, "Big Blue" used to sell laptops and hardware. Through a chain of more »

  • Does Its Recent Entry in Cloud Computing Makes this Tech Giant a Good Buy?

    By Lalit Kumar - July 10, 2013 | Tickers: IBM, ORCL, SAP

    With the advent of cloud technology, more and more IT customers are shifting from in-house solutions to cloud based and open platforms. All the major companies in the technology sector have already increased their presence in the cloud domain. Oracle (NYSE: ORCL) and HP had been the laggards in this front, but now they too have started moving into the cloud domain.

    Oracle’s last quarter results were below the more »

  • This Tech Company Has Exposed a Dangerous Trend

    By Vladimir Zernov - July 9, 2013 | Tickers: ACN, IBM, SAP

    Oracle was just the first company to release disappointing results during the previous quarter. Here comes another company with the same fate. Start of a new trend? Let's find out.

    Consulting and outsourcing firm Accenture (NYSE: ACN) recently reported its quarterly results. The company beat analysts’ estimates, but missed on revenue and lowered its guidance. The market punished the stock, which fell 10% after the report. The company’s more »

  • What This IT Bellwether's Results Mean to the Market?

    By Lee Samaha - July 3, 2013 | Tickers: IBM, ORCL, PANW, RAX, SAP

    The last thing the tech market needed right now was a disappointing set of earnings from Oracle (NYSE: ORCL), but unfortunately that is exactly what it got. It would be an understatement to say that it has been a difficult 2013 so far for the tech industry and these numbers will do little to assuage many fears. But what do they mean for Oracle and how do they relate to more »

  • Kicking the Competition's SaaS

    By Marshall Hargrave - July 3, 2013 | Tickers: IBM, ORCL, SAP

    Oracle (NYSE: ORCL) appears to be presenting investors with quite the buying opportunity, being down over 11% over the past month. The reason? Oracle's fiscal fourth-quarter results came in below expectations, once again disappointing investors. But is the bad news overblown? Quite possibly. 

    Software-as-a-Service (SaaS) is all the rage these days. Adobe is making the move, transitioning its services to the cloud, and Oracle acquired a number of cloud more »

  • Is This Sympathy Sell-Off a Buying Opportunity?

    By Brendan O'Boyle - July 2, 2013 | Tickers: ACN, CTSH, IBM, SAP

    So What Is a Sympathy Sell-Off?

    A sympathy sell-off occurs when investors in one company react to another company’s bad news. If two companies manufacture widgets and company A reports a weak quarter investors may sell company B anticipating earnings will be weaker than expected. The sell-off may be a buying opportunity when fears are unfounded or already discounted.  Perhaps, company B makes better widgets and the poor results more »

  • Can Oracle Make Its Own Luck?

    By Mihir Mehta - June 27, 2013 | Tickers: ORCL, CRM, SAP

    Shares of Oracle (NYSE: ORCL) fell nearly 9% after earnings as total revenue grew a meagre 1% year-over-year amid concerns about its hardware business. In 2008, Oracle’s CEO, Lawrence Ellison, remarked cloud computing to be a “nonsensical “concept with absolutely no strategy on maneuvering the company in that direction. Five years hence, cloud computing has become an indispensable tool for huge companies seeking a sophisticated IT support system.

    As more »

  • A Software Powerhouse with Upside Potential

    By Red Chip - June 24, 2013 | Tickers: IBM, ORCL, SAP

    Oracle (NYSE: ORCL) is an American-based computer technology corporation that manufactures and markets computer hardware systems and enterprise software products. It is a leading provider of database, business application software and hardware systems used by organizations all over the world. After Microsoft and IBM (NYSE: IBM), Oracle is the third largest software maker by revenue.

    Fundamental analysis

    Before deciding to invest in a company, first we have to see how more »

  • Acquisition Raises Eyebrows But May Offer Profit Potential for You

    By Mike Thiessen - June 19, 2013 | Tickers: ET, CRM, SAP

    According to a recently inked merger agreement, Salesforce.com (NYSE: CRM) appears poised to purchase Indianapolis-based ExactTarget (NYSE: ET) for as much as $2.5 billion. Although the speed and scale of this deal have surprised many seasoned technology-industry veterans, the thesis behind the merger is not difficult to ascertain. ExactTarget provides a range of digital marketing products and services that nicely complement Salesforce's cloud-based sales and programming offerings more »

  • IBM Makes a Bold Move Into the Cloud with Softlayer Acquisition

    By Mike Thiessen - June 18, 2013 | Tickers: ACN, AMZN, IBM, MSFT, SAP

    IBM (NYSE: IBM) recently announced that it would purchase privately held Softlayer, the world's largest private cloud computing firm. The reported purchase price of about $2 billion suggests that IBM is serious about making a bold move into the cloud on the heels of similar moves by major rivals like SAP (NYSE: SAP) and Amazon (NASDAQ: AMZN). Although investors cannot directly play this private transaction, it certainly looks poised more »

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