It's easy to focus on quarterly headlines. Harder to ignore a 46%+ loss in market value over 12 months. Don't forget the big picture.
8 replies (most recent on top)
Your board understands the big picture.
@j9 Klaus Hergersheimer for POTUSA in 2028!!
@e8 I expect the ServiceNow layoff this week sealed the deal. SAP has way too many people for the revenue and market cap compared to every other tech company.
For example, SN has basically half the revenue and market cap, with literally a quarter the number of employees. Adobe, Intuit etc - same thing, emplyees basically 2x productive on a market cap and rev basis. SFDC only has 70k people, MSFT has basically 10x our mkt cap and revenue numbers with only double number of employees.
Name to keep in mind for 2H 2026 is Klaus Hergersheimer. Turnaround specialist from Hamburg Germany. We'll regarded in the region
@e8 I agree. SAP should sack these lazy people. One Indian, doing the needful, can replace three of them.
The big picture is that SAP is still very bloated and requires dental flossing and trimming fat to become lean. I can not beleive how many employees in palo alto and NSQ are working 4 hour days max. They come in late a couple days a week, pick up free lunch, then leave about 3pm. THE OFFICES are like ghost towns. Have you been to either one? Employees have a great work life balance so that they come and go as they please and go to the gym, shopping, and all kinds of non-work activites during the so called work hours. Obviously this is not sustainable to have so much dead weight and people riding the gravy train. Sorry to tell you all, the gravy train has derailed!
Make no mistake , sap is a profitable company. We have cash reserves also . So the stock market does not mean anything to sap board . Even if no one buys are stock we are ok. We sell software and we make maintenance revenue . That is why our board is compensated on cash rather than stocks . Even Hasso and dietmer has liquidated most of their stock holdings. If you are buying sap stocks you are an id--t .
No matter how big the loss is, our executives will still get millions in bonuses. And if pain has to be inflicted on anyone, it shall be the employees who will likely lose their job so more money can be freed for executive bonuses. Someone should send a strong worded email to the supervisory board which thinks that our executives are doing a stellar job and that employee salary and benefits are a huge cost and therefore a problem.