Did SAP Overpay for Ariba?
In a research note published last night - SAP Buys Ariba – A Fallen Angel Finds an Exit, we analyze the merits and metrics of this transaction and the impact on SAP customers, investors and competitors.
In a research note published last night - SAP Buys Ariba – A Fallen Angel Finds an Exit, we analyze the merits and metrics of this transaction and the impact on SAP customers, investors and competitors.
There is a very decent, albeit not foolproof treatment of Salesforce.com (CRM) on SeekingAlpha.com. The article looks at number of relevant accounting red flags but sometimes fails to interpret those correctly or put them into context. Some of commentary following the article highlight the discrepancies.
The 2012 Software-as-a-Service (SaaS) valuation guide is now available to MGI Research subscribers as well as in the MGI Research Store and via Bloomberg, L.P.