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SAP SE Message Board

  • lws2000 lws2000 Apr 28, 2011 11:07 AM Flag

    SAP on a roll. All is well

    SAP AG Q1 Results
    Thu 28 Apr 11 | 06:45 AM ET

    Joining us now is Bill McDermott. and we've been taking a look at the stock. and you did confirm for the full year what you're expecting, but it looks like the stock is down substantially, almost $5 this morning. so what's happening here in terms of how you see the business and how the street sees the business?

    What's different is, we want to bring customers innovation. we also want to bring them choice. customers don't want to be locked in to one vendor. That's very concerning because they lose their innovation edge. And also, we're open to the ecosystem. So more and more you'll see other technology companies oeming or technology or partnering with us to indirect sales, and it's an expansion of innovation everywhere.

    Bill, I want to go back to this point about what was expected and what you all delivered. The stock has moved down a few cents since you've started talking. The street was looking for an earnings per share number that you say was distorted because they were not considering the stock options of employees getting rolled in, which is a change in how you account for it. Right. I'm saying that in non-fris terms which is how we composed our operating plan and guidance, our operating income is up 26% year over year.

    Perfectly consistent with our annual guidance of 10 to 14% software and software related services and .50 to 1 full margin point for the full year. We have firmly reiterated our guidance. I believe you have to ask the analysts this. Is there a chance the street got ahead of itself and thought you were going to raise numbers better? It's possible but q1 is the smallest quarter of the year. we are exactly where we said we would be. If it got a little ahead of itself, it got a little ahead of itself. we are in great shape. how much did this actually change things?

    it's neglible in the big picture. that's why i'm saying in our operating outlook. if you said what's the one issue that might have been a delta between the estimate and our outlook, that would bts issue and it basically makes up that amount. are you surprised by the 7% drop in the stock this morning. don't forget. we more than doubled the market cap of s.a.p. in the last 14 months. so the company has done very well. i think probably has the day goes on today and the market realizes that we have firmly and resolutely reiterated our guidance, that we grew 26% year over year.

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