2. SAP AG ( SAP): Provides business software primarily in Europe, the Middle East, Africa, the Americas, and the Asia Pacific Japan region. Market cap at $98.71B, most recent closing price at $80.36.
SAP reported good quarterly earnings. The company also provided 2013 software license and cloud subscription revenue growth of between 14% and 20%.
The “cloud” continues to be an area of growth for all companies. For SAP, it is expecting to earn $998 million in this space.
4. Nuance Communications, Inc. ( NUAN): Provides voice and language solutions for businesses and consumers worldwide. Market cap at $7.53B, most recent closing price at $24.02. NUAN was mentioned negatively by Cramer. Nuance developed a new software that is voice-controlled, which ensures a consistent voice assistant experience across all platforms. This is a solid development: previous requests and a history of voice-requests are stored and could be reused on different platforms (iOS, Android, Windows).
5. Take-Two Interactive Software Inc. ( TTWO): Develops, and distributes interactive entertainment software, hardware, and accessories worldwide. Market cap at $1.19B, most recent closing price at $13.12. TTWO was a sell call by Cramer on the Lightning Round. Take Two is 9.6% owned by Carl Icahn. A new release of Grand Theft Auto promises to be highly profitable for this company when launched this spring. In the interim, smartphone versions of the older game releases sell for a negligible amount.
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