SAP Intelligent Spend Group analysis: 10 observations of the new Ariba-Fieldglass-Concur business unit [PRO]

Last week, SAP released its financial results for the second quarter 2019. In the announcement, presentation and earnings call, SAP broke out revenue for its new Intelligent Spend Group (in previous quarters, it broke out revenue for the similar “Business Network” segment). This business unit consists of SAP Ariba, SAP Fieldglass and SAP Concur. According to SAP, quarterly performance for the group represented approximately $880 million (USD) in revenue based on actual reporting in euros of €786 million. At constant currency levels, revenue was up 17% year-over-year, or 22% factoring in currency changes.

This Spend Matters PRO brief begins by highlighting some of the additional detail provided on the earnings call and then provides 10 observations on the current state of the business unit based on customer, channel and other checks conducted by the Spend Matters analyst team. Spend Matters PRO subscribers also have access to previous coverage of SAP Intelligent Spend Group. Recent briefs include:

* SAP Intelligent Spend Group is future for Ariba, Fieldglass, Concur (Part 1): Customer Analysis, Solution Integration, Roadmap [PRO]
* SAP Intelligent Spend Group is future for Ariba, Fieldglass, Concur (Part 2): Hard Questions on Integration [PRO]
* SAP Intelligent Spend Group is future for Ariba, Fieldglass, Concur (Part 3): How can the SAP spend platform ‘Run Simple’? [PRO]
* With Barry Padgett leaving SAP, what’s next for new Intelligent Spend Group? [PRO]

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