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SAP  // Posts tagged as "SAP"

PTC Is Well Positioned in IoT and AR But Growth Remains Far Off (PTC)

Research Question: Will PTC’s focus on the Internet of Things, augmented reality, and the cloud boost its growth rate? Companies: AAPL, ABB, ADSK, AMZN, ANSS, BSY, DASTY, FB, GE, GOOG/GOOGL, HON, IBM, MSFT, ORCL, PTC, ROK, SAP, SIEGY, SNAP By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings PTC Inc. (PTC) […]

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Okta’s CIAM Has Product Expertise and Market Trends in Its Favor (OKTA)

Research Question: How big is Okta’s opportunity in customer identity and how well is it positioned to capitalize? Companies: ADBE, AMZN, CRM, CRWD, CSCO, GOOG/GOOGL, MSFT, OKTA, ORCL, PFPT, PING, SAP, SWI By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings The growth potential of Okta Inc.’s (OKTA) customer identity and […]

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Bill.com Has Big Opportunity with SMBs, Cross-Border Payments (BILL)

Research Question: How big is Bill.com’s addressable market and how much payment volume can it shift to credit cards? Companies: BILL, BLKB, COUP, INTU, KEY, MSFT, ORCL, SAP, SGGEF, WFC By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings com Holdings Inc. (BILL) offers a reasonably priced, simple platform for automating […]

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AMD’s Data Center Fortunes Are Soaring at Intel’s Expense (AMD, INTC)

Research Question: With Intel’s latest production delays, how big a share of the CPU market can AMD capture? Companies: AAPL, AMD, AMZN, AVGO, BABA, DELL, DTEGY, GOOG/GOOGL, HK:0992, HPE, IBM, INTC, KRX:005930, MRVL, MSFT, NTNX, NVDA, ORCL, QCOM, SAP, SFTBY, SMCI, TSM, TW:2454 VMW By: Seth Agulnick Click here to download report (.pdf)   Summary […]

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Pandemic Puts Coupa’s Supply Chain Strengths in Focus (COUP)

Research Question: Will Coupa’s procurement software become more or less important in a post-COVID-19 world? Can its Coupa Pay module become a massive take-rate business? Companies: AMZN, AXP, BAC, COUP, HEL:BAS1V, MA, MSFT, ORCL, SAP, V, WDAY   By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings The coronavirus crisis is […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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