Analyst Research

IDC Links

Henry D. Morris
Senior Vice President, Worldwide Software, Services, and Sales and Marketing Executive Advisory Research Groups

Team:
Big Data/Analytics
Business Intelligence and Analytics
Cloud Computing
Directions 2012 (U.S) Participating Analysts
Dynamic IT
IDC Predictions Team
Worldwide Services Research
Worldwide Software BuyerPulse Deals Database
Worldwide Software Research

SAP Begins 2013 with Mixed Regional Results, Though Boosted by Cloud, HANA, and Mobile
Henry D. Morris, Bo Lykkegaard, Christine Dover, Daniel-Zoe Jimenez
Apr 2013 - Doc # lcUS24083413 IDC Link

SAP announced its first-quarter 2013 results with a headline that software and cloud subscription revenue increased by 23%, or 25% at constant currencies. This was ahead of SAP's guidance of 14–20% growth in this compound category. Cloud su ...

SAP Finishes a Strong 2012 Driven by Cloud, HANA, and Mobile
Henry D. Morris, Bo Lykkegaard, Christine Dover, Daniel-Zoe Jimenez, Ruediger Spies
Jan 2013 - Doc # lcUS23920413 IDC Link

Looking back at 2012, SAP exceeded their guidance for software and software-related services (SSRS) revenue, growing 13% in constant currency. SAP delivered impressive performance across each region.Looking ahead to 2013, SAP provided more ...

Analytics Education — Does One Size Fit All?
Henry D. Morris, Dan Vesset
Dec 2012 - Doc # lcUS23882612 IDC Link

At BI Congress 3 in Orlando ("Driving Innovation through Big Data Analytics"), college faculty, graduate students, and tech industry representatives gathered to exchange ideas on addressing the skills gap in analytics and to present researc ...

SAP Posts a Strong Quarter and Deepens Commitments to HANA, Cloud, and Mobility
Henry D. Morris, Bo Lykkegaard, Daniel-Zoe Jimenez, Ruediger Spies
Oct 2012 - Doc # lcUS23761112 IDC Link

The ResultsSAP reported its best ever third quarter with 12% software license growth (constant currency).The company registered double-digit growth (constant currency) for software and software-related services (SSRS) in the Americas (29%) ...

SAP Posts Strong Results Across Geographies for an Outstanding Quarter
Henry D. Morris, Daniel-Zoe Jimenez, Philip Carter, Thomas Vavra
Jul 2012 - Doc # lcUS23624812 IDC Link

SAP announced a record FYQ2 with 19% software license growth and 15% software and software-related services (SSRS) growth in constant currency. This is a rebound from Q1, putting SAP back on track to meet its annual guidance of 10–12% SSRS ...

SAP Acquires Ariba for $4.3 Billion
Scott Guinn, Bo Lykkegaard, Henry D. Morris, Michael Fauscette, Robert P. Mahowald
May 2012 - Doc # lcUS23509512 IDC Link

Adds to Cloud Portfolio, Builds Out Commerce Platform StrategyOn May 22, SAP announced its intent to acquire Ariba (Nasdaq: ARBA) for approximately $4.3 billion. At $45 per share, a 20% premium over the closing price of May 21, the deal rep ...

SAP Q1 — A Bump in the Road, But Reaffirming Strategy and Guidance
Henry D. Morris, Bo Lykkegaard, Daniel-Zoe Jimenez, Scott Guinn
Apr 2012 - Doc # lcUS23456412 IDC Link

SAP continued their streak of nine consecutive quarters of double-digit growth in software and software-related services (SSRS) at 10% in constant currency for the quarter. But software license growth worldwide was only 1%. There was a diff ...

SAP Excels Across All Regions for a Record 2011
Henry D. Morris, Daniel-Zoe Jimenez, Philip Carter, Bo Lykkegaard
Jan 2012 - Doc # lcUS23288112 IDC Link

(Scott Guinn also contributed to this link.)SAP wrapped up 2011 with a strong quarter to finish up a banner 2011, preannouncing the results 10 days early, as the company exceeded the preestablished guidance. Highlights were:· Software and s ...

SAP Acquires SuccessFactors for $3.4 Billion
Lisa Rowan, Scott Guinn, Henry D. Morris, Connor G Sullivan, Robert P. Mahowald
Dec 2011 - Doc # lcUS23189711 IDC Link

On December 3, SAP announced its intention to acquire SuccessFactors (SFSF) for $40 per share or a total of $3.4 billion, a 52% premium over the closing share price of $26.25 from Friday, December 2. While the exact details were unexpected, ...