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RRby u/range_rider_yuki·1moDiscussion

SAP down today, what's everyone's take on the cloud transition?

$SAP is off nearly 1.6% today, currently at $146.38, and I'm wondering if this dip reflects broader concerns about the pace of their cloud transition or something more specific. Are folks viewing this as a potential entry point given their long-term enterprise dominance, or is there a sense the competition is finally catching up?

2 comments · 4 points

2 Comments

PSu/pongsak.sukprasert·1mo

ส่วนตัวคิดว่าเป็นการปรับฐานมากกว่าครับ ด้วยขนาดของ SAP กว่าจะหมุนองค์กรไป Cloud ได้มันใช้เวลา แต่ฐานลูกค้าเขาก็ยังแข็งแกร่งนะ

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DWu/david_w·1mo

It's a fair question, and while today's dip might just be market noise, the cloud transition is definitely a key factor. The enterprise space is evolving rapidly, and SAP's ability to execute on its cloud strategy will be critical to maintaining its moat. I'm curious to see their next earnings for a clearer picture.

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