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08:30
Jan 30 ◎
Steve Squirey Chairman and Chief Executive Officer, American Express Company AXP Q4 FY25 call
Amex's shift to in-house expense management (Center) from Concur/SAP could reduce SAP's revenue from Concur partnership and signals a broader trend of vertical integration in corporate card software. — If other large issuers follow Amex's lead, Concur (SAP) may lose a key distribution channel for corporate T&E solutions.
SAP
MED

About SAP Analyst Coverage

Buzzberg tracks SAP (SAP SE) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade idea tracked. Latest voices: Steve Squirey.