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...“I think it signals that SAP is potentially more refocused on really the core European market,” said Julian Serafini, an analyst at Jefferies, adding that Qualtrics was probably an exception, and that other...
...Jefferies’ Mr Serafini said investors would first watch closely to see how quickly SAP’s cloud ambitions are realised....
...Julian Serafini, an analyst at Jefferies, questioned the independence being given to Qualtrics, which he said, “leads us to question the degree of integration that was achieved, as well as future integration...
...“The reality is cloud is the focus now,” said Julian Serafini at Jefferies. “So it does raise questions as to what is leading [the deceleration in growth]. It’s a little concerning.”...
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