SAP SE (NYSE: SAP ) delivered quite decent Q1 numbers . Not a blowout, but good enough to keep the long-term cloud transition story alive. Revenue came in at €9.01bn, +12% YoY, a touch better than the street expected. Cloud revenue grew by +27%, now accounting for overI am a former sell-side analyst with over 10 years of experience in the German small & mid-cap software market. Most of the German companies I cover, I know for years and have been closely working with the management. To uncover investment opp ...