I’m late on getting my Q2 FY2017 assessment done so apologies for that. I’m also departing from my usual approach to these earnings reports.
In the past, I’d get the releases same as everyone else and at some point on the earnings day I’d get a call with one of the execs. In recent times that has been Markus Schwarz since this readership has been intently interested in S/4 HANA progress and he leads that endeavor. Still want the deal number? 6,300. Want the number of SuccessFactors Employee Central customers? 1,800.
On this occasion no-one anticipated any stand outs from the results and so instead, I sat in on the main analyst call and didn’t take an individual call….