Gregory Ramirez

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bullish•Sage Group

•25 Mar 2025 09:38

Sage Group (SGE LN): The AI Strategy Is Taking Shape

Sage introduces Copilot AI assistant for accounting, HR, and payroll tasks, aiming to integrate AI agents into workflows and expand customer base...

313 Views

bullish•Nemetschek SE

•21 Mar 2025 10:36

Nemetschek (NEM GR): Overdelivering on Promises

Nemetschek predicts 17-19% revenue rise in 2025. Transition to subscriptions expected to boost growth, aiming to become software platform with...

SAP SE (SAP GR): Entering the Lakehouse

SAP launches SAP Business Data Cloud with Databricks to unify structured and unstructured data, enhancing AI capabilities and addressing data silos.

Gregory Ramirez

326 Views

bullish•Dassault Systemes

•14 Mar 2025 08:16

Dassault Systèmes SE (DSY FP): Understanding 3D Universes

3D Universes revolutionizes product design with virtual twins, GenAI, and companions, leveraging legacy data and ensuring compliance for growth...

SAP SE (SAP GR): A Lot of Efficiency Ahead

SAP's FY 2025 guidance shows strong growth in cloud revenues and profit, with a focus on AI capabilities and operational efficiency to drive long...

Gregory Ramirez is the founder and owner of the research company GR20 Research. He brings 25+ years of experience as a sell-side equity analyst covering Software and IT Services firms. He has acquired over the years a thorough knowledge of the strategy, competitive environment, industry catalysts, valuation and financial analysis of these companies. Prior to founding GR20 Research, he had been working for Bryan Garnier for 17 years, of which most recently as Director, Software & IT Services of BG IRIS, Bryan Garnier’s equity research brand. On top of his public equity coverage, he oversaw and produced numerous industry white papers. Before Bryan Garnier, Gregory had worked for 9 years as an equity analyst at ING Securities, Arkeon Finance, Oddo & Cie, and Natexis Capital. Gregory holds a M...

Sage Group (SGE LN): The AI Strategy Is Taking Shape

​Sage introduces Copilot AI assistant for accounting, HR, and payroll tasks, aiming to integrate AI agents into workflows and expand customer base...

Gregory Ramirez

Nemetschek (NEM GR): Overdelivering on Promises

​Nemetschek predicts 17-19% revenue rise in 2025. Transition to subscriptions expected to boost growth, aiming to become software platform with...

Gregory Ramirez

SAP SE (SAP GR): Entering the Lakehouse

​SAP launches SAP Business Data Cloud with Databricks to unify structured and unstructured data, enhancing AI capabilities and addressing data silos.

Gregory Ramirez

Dassault Systèmes SE (DSY FP): Understanding 3D Universes

​3D Universes revolutionizes product design with virtual twins, GenAI, and companions, leveraging legacy data and ensuring compliance for growth...

Gregory Ramirez

SAP SE (SAP GR): A Lot of Efficiency Ahead

​SAP's FY 2025 guidance shows strong growth in cloud revenues and profit, with a focus on AI capabilities and operational efficiency to drive long...

Gregory Ramirez

Sage introduces Copilot AI assistant for accounting, HR, and payroll tasks, aiming to integrate AI agents into workflows and expand customer base...

Nemetschek predicts 17-19% revenue rise in 2025. Transition to subscriptions expected to boost growth, aiming to become software platform with...

SAP launches SAP Business Data Cloud with Databricks to unify structured and unstructured data, enhancing AI capabilities and addressing data silos.

3D Universes revolutionizes product design with virtual twins, GenAI, and companions, leveraging legacy data and ensuring compliance for growth...

SAP's FY 2025 guidance shows strong growth in cloud revenues and profit, with a focus on AI capabilities and operational efficiency to drive long...