EPISODE · Aug 6, 2025 · 54 MIN
SAP SE (SAP) Investment Research Analysis
from The Gemini Brief - Investment Deep Dives · host Lukasz Tomicki and LRT Capital Management LLC
1. Company Overview & Business Model SAP SE is a German multinational software corporation that develops enterprise software to manage business operations and customer relations. The company is the world’s leading enterprise resource planning (ERP) software vendor and a market leader in enterprise application software.1 Headquartered in Walldorf, Germany, SAP serves over 440,000 customers in […]
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SAP SE (SAP) Investment Research Analysis
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