SAP // Posts tagged as "SAP"
Anaplan Likely to Rebound From Q4 Decline but Concerns Linger (PLAN)
Research Question: Is the deceleration in Anaplan’s billings growth a blip or a warning sign? Companies: IBM, LON:SGE, MSFT, ORCL, PLAN, SAP, WDAY By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Anaplan Inc.’s (PLAN) fourth-quarter billings growth deceleration does not seem to be a sign of deeper troubles. However, some […]
Pluralsight: Important Now, Could be Vulnerable in a Down Cycle (PS)
Research Question: Is Pluralsight a must-have enterprise learning tool or a nice-to-have option? Companies: CSOD, GOOG/GOOGL, MSFT, PS, SAP, WDAY By: David Franklin Click here to download report (.pdf) Summary of Findings Pluralsight Inc. (PS) is a highly regarded online technology skill development platform that competes in a growing yet competitive market. Pluralsight’s—and its […]
Tech Trends: 2020 UK/European DIY Tech Market Down, Cloud Will Benefit
Research Question: Can Western Europe and the United Kingdom find IT networking sector growth in 2020 beyond AWS and Azure or will the market continue to lag for major U.S. DIY tech vendors? Companies: AMZN, ANET, CSCO, DELL, FFIV, GOOG/GOOGL, HPE, IBM, MSFT, SAP, VMW By: John Harrington Click here to download report (.pdf) Key […]
Coupa Pay Will Struggle to Gain Traction with Enterprises (COUP)
Research Question: Can Coupa entice enterprises with established payment systems to switch to Coupa Pay? Companies: AXP, BCS, C, COUP, DFS, HEL:BAS1V, JPM, LON:SGE, ORCL, ROP, SAP, WDAY By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Coupa Software Inc.’s (COUP) new payment module has too many obstacles to garner broad […]
Tech Trends: Cloud Conversion Accelerating from the Bottom Up
Research Question: Are small to mid-sized companies moving their entire IT platforms to the cloud faster than large enterprises are moving just pieces of their operations? If so, who benefits and who is at risk? Companies: ADBE, AMZN, ASX:XRO, CRM, CTXS, DELL, FFIV, GOOG/GOOGL, HPE, IBM, INTU, MSFT, NTAP, ORCL, SAP, VMW, WDAY By: John Harrington […]
Adobe’s Creative and Experience Cloud Subscriptions Will Continue to Grow (ADBE)
Research Question: What headwinds could derail Adobe’s subscription growth trend for its Creative Cloud and Experience Cloud? Companies: ADBE, ADSK, AMZN, CRM, GOOG/GOOGL, HUBS, IBM, MSFT, ORCL, SAP By: David Franklin Click here to download report (.pdf) Summary of Findings The subscription growth trend for Adobe Inc.’s (ADBE) Creative Cloud and Experience Cloud is […]
MicroStrategy 2019: Impressive But Not a Colossal Step Forward (MSTR)
Research Question: Is MicroStrategy’s newest cloud-based BI platform appealing to enterprises? Companies: DATA, DOMO, IBM, MSFT, MSTR, ORCL, PVTL, SAP, TDC By: Seth Agulnick Click here to download report (.pdf) Summary of Findings MicroStrategy Inc.’s (MSTR) newest business intelligence software offers some key improvements and powerful features that will appeal to enterprises, but it […]
Anaplan Has Settled Into a Sweet Spot in the Software Market (PLAN)
Research Question: Can Anaplan build on its recent success in large enterprise sales? Companies: CRM, DATA, IBM, MSFT, ORCL, PLAN, SAP, WDAY By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Anaplan Inc.’s (PLAN) connected planning software is unparalleled in its flexibility, making it useful for a wide variety of functions […]
Tech Trends: Super-Scale AI Cloud Disruption Hitting Critical Mass
Research Question: Which new technologies and applications are most immediately disruptive toward the business models of the established large IT vendors in every category? Companies: AMZN, CHKP, CSCO, CTXS, DVMT, GOOG/GOOGL, FTNT, HPE, IBM, JNPR, MSFT, ORCL, PANW, SAP By: John Harrington Click here to download report (.pdf) Key Findings All 16 sources agree that, […]
Shopify’s Growth Trend Will Continue With Higher Pricing Model (SHOP)
Research Question: Will Shopify’s new variable-pricing model for Shopify Plus slow its growth or be a profit catalyst? Companies: CRM, PYPL, SAP, TSE:SHOP/SHOP By: David Franklin Click here to download report (.pdf) Summary of Findings Shopify Inc.’s (TSE:SHOP/SHOP) growth trend will not be hurt by the new variable-pricing model for its Shopify Plus enterprise […]
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