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[WDAY, CDAY, PAYC, ULTI, ORCL, SAP] Workday and Competitive Dynamics in HCM

Workday’s commanding position in enterprise HCM partly traces back to the design choices it made at the very start.  At the time, behind most enterprise software products were long bodies of code interacting with huge relational databases (columns and rows that store customer data) made up of thousands of tables.  The complexity of the application […]

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Quick Blurbs [SAP, Tripadvisor]

Posted By scuttleblurb On In [SAP] SAP SE,Quick Blurbs | Comments Disabled
[TRIP – Tripadvisor] This stock had a few crazy trading days last week, opening down 8% before closing up 2.5% on the first full trading day post-earning and then rallying again days later, apparently sparked by rustlings of a take-out [TRIP’s chairman Greg Maffei stoked such hopes a few months ago].  At least opposes this hypothetical […]
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Quickblurb [AXP – American Express; SAP – SAP SE]

Posted By scuttleblurb On In [AXP] American Express,[SAP] SAP SE,Quick Blurbs | Comments Disabled
[AXP] Mounting pressure on multiple fronts could collectively confound the Street’s expectations of low double digit EPS growth in 2018 and 2019.  [As you’re likely aware, AXP primarily differs from Visa and Mastercard in that the company, in addition to running a payment processing network like its peers, also: 1) issues credit cards (i.e. makes loans) […]
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