Elliott Management is hoping to influence the SAP board to become more capital efficient. This raises questions for customers which we set out here, along with suggestions customers should consider.
Elliott Management is the world's most successful activist investment firm, taking down pretty much all who come across its path. SAP is its latest target but there are bigger issues at stake.
Workday surprised some of us by recently announcing a mid-market offering. Following a deep dive briefing, Den and Brian offer their perspectives on what this means for both U.S. and European markets.