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SAP's first quarter: The key questions |
April 18, 2013
SAP will announce its first-quarter 2013 earnings on Friday, a report that will get heavy scrutiny from company watchers. Here's a look at some of the more important topics that should come up during SAP executives' conference calls with press and analysts on Friday.HANA pricing changes: SAP recently added some flexibility to the way it prices HANA, the in-memory database platform that's at the heart of its development efforts moving forward. The company has said HANA is the fastest-growing product in its history, so additional context for the pricing changes could be given on the earnings conference call.But SAP was also recently accused by a stock analyst of inflating HANA revenues through some financial number-juggling. While it's doubtful SAP wants to revisit this allegation, which it has strongly denied, the topic may come up again during the call.Cloud and mobility momentum: SAP invested big in cloud software with the acquisitions of SuccessFactors and Ariba, as well as mobile application development and management through the 2010 purchase of Sybase. It has also devoted plenty of effort to its internally created cloud applications, such as Business ByDesign and Sales on Demand. Revenue totals as well as hints about future direction for both of these areas will be closely watched, as they represent relatively new lines of business for SAP.To read this article in full or to leave a comment, please click here
Link: http://www.pcworld.com/article/2035671/saps-first-quarter-the-key-questions.html#tk.rss_all
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