Results

Insight News
April 23, 2026

SAP delivers solid Q1, but currency rates, geopolitics weigh

Data to Decisions
SAP reported better-than-expected first quarter results but the company is taking a hit on currency rates and noted geopolitical risks. Accelerating revenue growth is pushed off to...
Larry Dignan
Insight News
March 08, 2026

Disruption coming for ERP and not from where you'd think

Data to Decisions
The enterprise resource planning software category is about to get a lot more interesting over the next 12 to 18 months amid new entrants, margin compression, new experiences and A...
Larry Dignan
Insight News
February 08, 2026

SaaS under the microscope: How to evaluate your vendor

Data to Decisions
Software as a service companies are being repriced, re-evaluated and rethought as analysts, investors and customers wonder how AI agents will affect the category. CxOs need to go t...
Larry Dignan
Insight News
January 29, 2026

SAP's Q4 cloud backlog spurs concerns

Data to Decisions
SAP current cloud backlog fell short of expectations in the fourth quarter even as results were better than expected. ...
Larry Dignan
Analyst Blog
November 20, 2025

Quantum, Geo-Targeting, and Freshworks Strategic Pivot

Data to Decisions
lt;pgt;ConstellationTV episode 118 covers the latest enterprise tech developments, creative advertising solutions, and strategic pivots from leading organizations.lt;/pgt; ...
Hannah Mason
Liz Miller
Holger Mueller
Insight News
September 02, 2025

SAP expands sovereign cloud portfolio in Europe

Data to Decisions
SAP said it will invest more than €20 billion Euros in sovereign cloud efforts for European customers as it rolled out a series of offerings. ...
Larry Dignan
Insight News
June 06, 2025

Celonis, SAP reach data access cease fire amid litigation

Data to Decisions
SAP has agreed to not interfere with Celonis' data extractor for customer data until the litigation between the two companies has been resolved. In turn, Celonis has withdrawn its ...
Larry Dignan
Insight News
April 22, 2025

SAP Q1 solid amid uncertainty

Data to Decisions
SAP in the first quarter delivered cloud revenue growth of 27% from a year ago with total revenue growth of 12%. ...
Larry Dignan
Insight News
January 17, 2025

Infosys sees 'good traction' with SAP S/4HANA migrations

Data to Decisions
Infosys CEO Salil Parekh said his company is seeing quot;good tractionquot; with enterprises moving to SAP S/4HANA as well as the use of generative AI as enterprises look for effic...
Larry Dignan
Insight News
October 21, 2024

SAP ups 2024 outlook as Q3 better than expected

Data to Decisions
The company projected 2024 cloud and software revenue of €29.5 billion to €29.8 billion, up from the €29 billion to €29.5 billion previously projected. The company also said its fr...
Larry Dignan
Insight News
June 05, 2024

SAP acquires WalkMe for $1.5 billion

Data to Decisions
SAP said it will acquire WalkMe in a deal valued at $1.5 billion in a move that could make implementations easier and complement its process and workflow automation efforts. ...
Larry Dignan
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