Analyst Commentary

SAP plays the long game with cloud and digital transformation



SAP’s cloud revenue growth stalls in 3Q17 ahead of expected gains in 4Q17 fueled by transformational engagements

SAP (NYSE: SAP) has turned its focus to high-value digital transformation engagements over point-product sales. The company has a compelling portfolio in SAP Leonardo that lends itself to a more approachable and differentiated “digital evolution” strategy, but more tuned messaging and help from partners will be critical to the strategy’s success. If executed correctly, these engagements can drive l...

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