For our forty-second episode, we're talking about the software you've never seen, but that probably affects your life every single day. It's the software that runs the factories that build your car... the software that manages the supply chain that stocks your grocery store... and the software that handles the payroll for millions of employees around the world. We're talking about a German powerhouse that is the undisputed global leader in this mission-critical software. We are talking about SAP.

When you hear the name SAP ($SAP), you think of the powerful, complex, and mission-critical Enterprise Resource Planning (ERP) software that runs the world's largest corporations. For decades, this German titan has been the backbone of global industry, known for its deeply entrenched, but often legacy, on-premise software.
But the real story of SAP today is its massive, multi-year transformation into a cloud-first company. The entire future of the company is riding on migrating its colossal customer base to its next-generation S/4HANA cloud platform. This transition promises higher margins and a recurring revenue model, but the execution has been a long and challenging journey. With nimble, cloud-native competitors chipping away at the enterprise software market, can this legacy giant make the leap successfully?
We're booting up the system to analyze if SAP's high-stakes cloud strategy will reboot the company for a new era of growth or if its legacy systems are too complex to change.


Created with love by Emil Lazzaroni 
2 new episodes per week, until I can find good companies to hold forever. 

This is not in any way, shape or form financial advice. You are the sole responsible for the action you take after listening to any of my content. 

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