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INSIGHT PROVIDER
Gregory Ramirez
Owner and CEO
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GR20 Research
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Location:
France
Joined:
18 February 2025
25
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Information Technology
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Equity Bottom-Up
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Thematic (Sector/Industry)
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Recent
bullish
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SAP
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10 Oct 2025 22:43
SAP (SAP GR): “Agentification” of the Business Suite Accelerates
SAP unveils new Business Suite with AI integration across functions, featuring Joule AI assistant and BDC Connect. Flywheel vision aims to embed...
Gregory Ramirez
886 Views
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bearish
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Capgemini
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06 Oct 2025 22:43
Capgemini (CAP FP): WNS - A Bet on the Agentic AI Revolution
Capgemini's acquisition of WNS aims to boost BPO capabilities with AI, targeting outcome-based operations and 7% EPS accretion by 2027. Limited...
Gregory Ramirez
329 Views
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bearish
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Thematic (Sector/Industry)
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24 Sep 2025 23:33
European IT Services: H-1B Concerns Are Overstated
US imposes $100,000 fee on H-1B visas to prioritize high-wage applicants, shifting offshore firms towards local hiring. European firms like...
Gregory Ramirez
256 Views
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bullish
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SAP
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17 Sep 2025 23:33
SAP (SAP GR): AI Shakes Up Talent Acquisition Suites
SAP acquires SmartRecruiters to boost AI talent acquisition tools, signaling renewed focus on HR tech and addressing challenges in enterprise AI...
Gregory Ramirez
364 Views
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bearish
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Thematic (Sector/Industry)
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11 Sep 2025 23:57
European Software: Q2 2025 Takeaways – Europe Weakens, but Not the Large Players
European software firms face revenue growth slowdown in Q2 2025, while US software outperforms. Software M&A is recovering strongly with USD 111bn...
Gregory Ramirez
382 Views
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