SAP SE
Organization
SAP SE is a German multinational software company based in Walldorf, Baden-Württemberg. It is the world's largest vendor of enterprise software, specializing in enterprise resource planning (ERP) and database management systems.
What experts have said about SAP SE
2 statements · 1 positive · 1 negative
SAP still needs to catch up with competitors.
“analysts are saying they do still have some catching up to do against competitors”
Open the episode · SAP Beats, Sanofi Dips, Arcadis GainsListen at 1:36
SAP’s stronger cloud sales indicate a more resilient business
“this points to a much more resilient picture for SAP”
Open the episode · SAP Gains, VW Falls, Wise DropsListen at 1:42
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
3 episodes featuring SAP SE
Stock Movers
Cloud growth boosts SAP while Sanofi dips on halted drug trial
Understanding these corporate shifts reveals the divergent health of Europe's tech, pharmaceutical, and engineering sectors amid shifting demand and consolidation.
Jul 24, 2026 · 6 min
Stock Movers
SAP surges on cloud growth while Volkswagen and Wise face setbacks
Understanding these market shifts reveals how regulatory compliance, Chinese competition, and cloud migration are actively reshaping Europe's biggest corporations.
Jul 24, 2026 · 6 min
UK Small/Mid Caps with Paul Scott
Paul Scott pitches paid access to investment research
The episode is primarily a transparent explanation of how ShareIdeas.uk funds its free podcast through a £14 monthly premium membership.
Jul 17, 2026 · 41 min