SAP chief AI officer discusses how its AI agents are driving return on investment
Philipp Herzig, global chief artificial intelligence officer and chief technology officer at SAP Global, discusses the company's AI-first strategy and how its AI agents are benefiting clients.
SAP SE (SAP) Morgan Stanley Technology, Media & Telecom Conference Call Transcript
SAP SE (NYSE:SAP ) Morgan Stanley Technology, Media & Telecom Conference Call March 4, 2025 6:20 PM ET Company Participants Muhammad Alam - Lead Product Engineering Conference Call Participants Adam Wood - Morgan Stanley Adam Wood Okay. Great. I'll start this next session off.
SAP Empowers Businesses With Security & Digital Sovereignty, Stock Up
SAP Canada launches SAP Sovereign Cloud, a service that aids Canadian organizations in meeting strict data security, legal and operational requirements.
SAP Stock Jumps 32% in Six Months: What Should Investors Do?
SAP's performance is driven by strengthening its cloud business. Global macroeconomic weakness and tough competition in the cloud space are concerns.
SAP and Databricks Enable Customers to Unify Data for AI
SAP and Databricks announced a new partnership and product that makes it easier for customers to unify all their data by combining their SAP data with the rest of their enterprise data.
SAP taps Databricks to enhance AI readiness with new Business Data Cloud
SAP's Databricks-powered Business Data Cloud will give teams a faster, simpler way to unify and mobilize their business data assets.
SAP CEO on New Partnership With Databricks on 'business AI'
SAP CEO Christian Klein speaks exclusively with Worldwide Exchange anchor Frank Holland about the new partnership announces on Thursday between the European tech giant and the data analytics startup. SAP will provide access to data from its market leading ERP software and allow Databricks to imbed its lakehouse architecture, a move the companies call 'landmark'.
Databricks CEO on new partnership with SAP on 'business AI'
Databricks CEO Ali Ghodsi speaks exclusively with Worldwide Exchange Anchor Frank Holland about the new partnership announced on Thursday between the data analytics startup and the European tech giant. Databricks lakehouse architecture will be imbedded into SAP's market leading ERP software, a move the companies call 'landmark'.
SAP and Databricks partner to make AI work across business applications
Software vendors SAP and Databricks are partnering to help companies analyze their most critical data. "The way I think about it, the most important enterprise data on the planet today is actually SAP data, and now you are marrying it with the best data platform," said Databricks CEO Ali Ghodsi.
SAP sees growing demand for sustainability software despite U.S. climate disengagement
Germany's SAP sees a growing global demand for software to manage and document companies' sustainability efforts despite a trend of weakening climate protection targets in the United States, its chief financial officer, Dominik Asam, said in an interview with Reuters.
SAP: Strong Q4 2024 Earnings Reinforce Cloud And AI Growth Potential
SAP's Q4 2024 results reinforce my buy rating, driven by strong cloud revenue growth, AI integration, and improving margins, despite short-term cash flow impacts. Cloud revenue grew 27% y/y, with Cloud ERP Suite seeing 35% growth, signaling robust demand and a favorable shift towards higher-margin, recurring revenues. Despite a high forward PE of ~41x, SAP's accelerating growth and strong earnings potential justify the premium, making it an attractive investment.
SAP: Multiple Contraction In 2025 Appears Likely
SAP delivered robust Q4 and full fiscal year 2024 results and yet, the market does not seem impressed. The stock trades at a significant premium, which has increased even further over the past few months. Expected growth rate and profitability improvements are not enough to justify the recent multiple repricing.
