Research Summary
The sudden departure of its CEO and other senior executives are symptoms of a larger problem at SAP - namely the lack of a clear strategic direction. In MGI's view, SAP is at a crossroads unlike anything it has faced in the recent past, and this crisis comes at a time when the company faces a deficit in an area that used to be its core strength - the depth of its management team. This research note explores SAP's challenges, risks, and opportunities, and outlines possible scenario outcomes and what they mean for investors, partners, competitors, and customers.
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