COUPA vs Amazon's push in procurement management for business will be tough. There is already existing competition with Ariba, Concur, SAP, Oracle and other procurement softwares. With Workday's purchase of Scout RFP for $500+ million in 2019, it's only a matter of time when companies with new technologies will eat into COUPA sales revenue. Also COUPA sales revenue of $400 million and market cap of $15 billion is big dis-connect too.
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