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SAP Q2 FY2017 - smooth and relaxed This article is sponsored by:

SAP Q2 FY2017 beat expectations but the more important point is what SAP had to say abut investments and the near term. It was a relaxed and smooth performance by the CEO and CFO who have become a formidable earnings call tag team.

SAP Q2 FY2017

Workday Q4 FY2017 crushed it but the market fails to understand change in disclosure metrics This article is sponsored by:

Workday had a very good quarter but the shine was knocked off by the withdrawal of a billings forecast for the next year. This overshadowed an important milestone in the adoption of ASC 606 which changes the way companies with contracts report revenue.

Robynne Cisco2
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