After a Fresh Look, We Upgrade SAP’s Moat to Wide and Lift Fair Value to EUR 265 From EUR 150
Our SAP fair value estimate is $278 per share, implying a fiscal 2025 enterprise value/EBITDA multiple of 28 times and a P/E ratio of 42 times. We expect low to midteens revenue growth in the near and ...
the-future-of-commerce16h
ERP system: 10 signs it’s time to switch from spreadsheets and silos
How do you know when it's time to consider an ERP system? Here are 10 telltale signs your company is overdue for change.
The Register on MSN5d
SAP snared in revenue trap unless it extends legacy ERP support
User can still push for perpetual licenses despite vendor's craving for subscription deals In the sizeable global ERP market, ...
CIO5d
SAP builds new business suite in the cloud
From the new Business Suite to the Business Data Cloud and the AI apps, everything is to be pre-configured in the cloud.
CIO Dive6d
C-suite at odds over responsibility, innovation as AI tools mature
Leaders agree there's a significant gap between innovation and safety as a global debate over the technology's regulation ...
ERP Leveled Up In 2024 — Where Is It Headed In 2025?
ERP vendors are improving their wares with more AI features and real-time data management to promote automation, efficiency, ...
The Register on MSN6d
Why SAP may be mulling 2030 end of maintenance for legacy ERP
Users' sluggish migration of critical apps mean current deadline not workable, says analyst By 2030, 40 percent of SAP ...