We came across a bullish thesis on SAP SE (SAP) on Substack by Northwest Frontier Capital. In this article, we will summarize ...

By 2030, four in ten SAP ECC customers today will still use ECC in key business areas, Gartner estimates. The prospect of ...

SAP's Q4 2024 results reinforce my buy rating, driven by strong cloud revenue growth, AI integration, and improving margins, ...

ERP vendors are improving their wares with more AI features and real-time data management to promote automation, efficiency, ...

Microsoft has spent months touting a rebound in its Azure cloud business and its quarterly revenue forecast on Wednesday will show whether billion-dollar bets on artificial intelligence are propelling ...

Enterprise AI workloads and OpenAI training consumed Azure resources last year. “We have been short power and space,” CFO Amy ...

SAP yesterday recognised the top-performing companies in its partner ecosystem at this year's annual SAP Africa Partner ...

SAP , Europe's largest software maker, said on Tuesday it was more optimistic about its financial results this year due to accelerating growth in revenue from cloud computing.

SAP reported strong Q4 results, surpassing consensus estimates on both revenue and earnings, and slightly upgraded its 2025 guidance, highlighting a ...

Tech giant Microsoft (NASDAQ:MSFT) reported revenue ahead of Wall Street’s expectations in Q4 CY2024, with sales up 12.3% ...

Microsoft CDP, or Customer Data Platform, is a solution within the Microsoft Dynamics 365 ecosystem designed to help ...