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Gregory Ramirez

Gregory Ramirez
Owner and CEO
GR20 Research

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Information Technology Equity Bottom-Up Thematic (Sector/Industry)
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bullishSAP
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...

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bearishCapgemini
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...

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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...

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bullishSAP
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...

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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...

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