Latest news with #cloudtransformation
Yahoo
17-06-2025
- Business
- Yahoo
Piper Sandler starts at SAP at Buy, highlights 'multiple tailwinds beyond 2030'
-- Piper Sandler initiated coverage on SAP (NYSE:SAP) (ETR:SAPG) stock with an Overweight rating and a price target of €350, citing "multiple tailwinds [that] extend beyond 2030.' The brokerage sees SAP's ongoing cloud transformation as the primary catalyst for both earnings and valuation multiple expansion. According to Piper Sandler, SAP's Cloud Enterprise Resource Planning (ERP) business has grown into a €17 billion run-rate with 34% year-over-year growth and is on track to surpass 50% of total revenue mix for the first time this year. "This cloud mix shift positions SAP to sustain double-digit revenue growth alongside improving margins that could compound free cash flow (FCF) at 15-20% annually through 2030+," analysts led by Brent A. Bracelin wrote. They highlight several growth drivers behind the bullish stance. The first is the large opportunity from ERP customers still running on older on-premise systems. About 60% of SAP's installed ERP base has yet to convert to cloud-based ERP software suite S/4HANA, representing a potential €28 billion uplift to the existing Cloud ERP segment. The analysts note that the end of ERP Central Component (ECC) support in 2027, extended to 2030 in some cases, combined with AI-driven data needs, is encouraging enterprises to transition their core back-office systems to the cloud. The team also sees significant upside from SAP's ability to cross-sell additional products across its customer base. "Customers with 4+ products more than doubled to 23% from 9% in 2021," they said, adding that roughly 77% of the installed base still uses fewer than four cloud solutions, providing ample room for further expansion. SAP's push into smaller enterprises offers another avenue for growth. New go-to-market initiatives in 2025 are expected to open access to 400,000 partner-assigned accounts in the mid-market segment. Furthermore, Piper Sandler points out SAP's progress in data and AI monetization through its Business Data Cloud (BDC), supported by partnerships with Databricks, Palantir (NASDAQ:PLTR), and others. The broker estimates BDC could "quickly grow into an incremental €1B data/AI unlock within two years, helping boost top-line growth by 1% point." Despite having underperformed the broader software sector over the past two decades, SAP has outperformed in the last two years, driven by the Cloud ERP shift. Piper Sandler believes there is still room for valuation multiple expansion. The software giant's next twelve months enterprise value-to-sales (EV/S) multiple has expanded to 8.2 times (compared to 4.7 times), 'but still has room to run, in our view, relative to what occurred at its two closest peers.' Related articles Piper Sandler starts at SAP at Buy, highlights 'multiple tailwinds beyond 2030' Wolfe stays defensive but sees AI spending supporting growth stocks Roku upgraded as ad tie-up with Amazon to boost its 2026 earnings Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
17-06-2025
- Business
- Yahoo
CSG & AWS Expand Collaboration to Accelerate Cloud Transformation in Telecommunications & Financial Services
New initiative reduces total cost of ownership by up to 60% and boosts cloud migration for global enterprises COPENHAGEN, June 17, 2025--(BUSINESS WIRE)--In a rapidly evolving digital economy, telecommunications and financial services companies face mounting pressure to modernise, scale operations and unlock innovation—all while managing costs and navigating complex growth journeys. Today, CSG® (NASDAQ: CSGS) announced a new strategic collaboration agreement with Amazon Web Services (AWS) to fast-track cloud transformation across these industries. The initiative will come to life through advanced cloud-native technologies, cost optimisation and platform innovation. "As industries double down on cloud transformation, they need scalable, cost-efficient platforms that can evolve with them," said Mayoor Mahendra, Vice President, Network Solutions, CSG. "Our extended collaboration with AWS amplifies the value of CSG's Converged Mediation solution by pairing it with AWS's global infrastructure. Together, we're helping telco and banking and financial services leaders modernise faster, reduce costs and innovate with confidence." Building on a long-standing collaboration, this initiative brings CSG's enhanced mediation capabilities to the AWS Marketplace. The solution delivers up to 60% total cost of ownership savings and accelerates customers' journey to the cloud while unlocking new operational efficiencies. CSG and AWS will co-invest to expand access to cloud-native capabilities through technical enablement, go-to-market collaboration and ongoing platform innovation. In turn, CSG customers gain access to advanced technologies like AI, Agentic AI and GenAI—empowering them to scale efficiently, monetise investments and deliver differentiated experiences that build trust and long-term loyalty. "AWS, along with CSG, is committed to helping our CSP customers advance in their digital transformation journey," said Michael Singer, Director of North America Telecommunications, AWS. "This collaboration underscores our shared vision to help global enterprises modernise with a cloud-native approach, improve business outcomes with GenAI and deliver enhanced customer experiences." CSG and AWS will jointly present the benefits of the enhanced collaboration at the upcoming TM Forum DTW Ignite 2025 in Copenhagen. Stop by the CSG booth (#310) to learn more. About CSG CSG empowers companies to build unforgettable experiences, making it easier for people and businesses to connect with, use and pay for the services they value most. Our customer experience, billing and payments solutions help companies of any size make money and make a difference. With our SaaS solutions, company leaders can take control of their future and tap into guidance along the way from our fiercely committed and forward-thinking CSGers around the world. Want to be future-ready and a change-maker like the global brands that trust CSG? Visit to learn more. View source version on Contacts CSG Contacts: Kristine ØstergaardPublic Relations+44 (0)79 2047 John ReaInvestor Relations+1 (210) Davis BarkerInvestor Relations+1 (303)
Entrepreneur
23-05-2025
- Business
- Entrepreneur
OnePane Empowers Enterprises to Build Cloud and Business Resilience
With 83% of CIOs reporting cloud overspend, OnePane offers Middle East businesses a clearer path to sustainable transformation You're reading Entrepreneur Middle East, an international franchise of Entrepreneur Media. a US-based SaaS enterprise helping enterprises across the UAE, Middle East and APAC build scalable, resilient, and cost-conscious cloud environments, has released a new suite of service packages to enable organizations to take a more structured, transparent approach to cloud operations. The new offering includes Cloud Pulse, a quick diagnostic to identify inefficiencies, Resilience Ready, a customized roadmap to strengthen cloud operations, and Cloud Tower, a comprehensive transformation framework designed to create long-term operational resilience and cloud maturity. "Cloud spend doesn't need to be a black hole," said Arun Mohan, a seed investor in "Our goal is to give enterprises clarity and confidence—whether that means reducing waste, improving continuity, or simply making smarter decisions with their infrastructure." In recent years, OnePane has helped enterprises build resilient, cost-efficient cloud foundations. By combining cloud governance, operational visibility, and actionable intelligence, it empowers organizations to reduce risk, control spend, and systemize knowledge—enabling scalable, sustainable digital resilience. With its latest service packages, OnePane takes this mission further, helping businesses not just adopt the cloud, but secure and scale confidently within it.
