Diginomica3d
Over-performing SAP business and getting aggressive with gen AI pay off for Hackett Group as "budgeted buyers" get ready to spend in 2025
Will 2025 be the year when buyers with allocated spend step up to the mark to take gen AI advisory services mainstream? CEO ...
the-future-of-commerce4d
ERP system: 10 signs it’s time to switch from spreadsheets and silos
How do you know when it's time to consider an ERP system? Here are 10 telltale signs your company is overdue for change.
After a Fresh Look, We Upgrade SAP’s Moat to Wide and Lift Fair Value to EUR 265 From EUR 150
Our SAP fair value estimate is $278 per share, implying a fiscal 2025 enterprise value/EBITDA multiple of 28 times and a P/E ratio of 42 times. We expect low to midteens revenue growth in the near and ...