SAP SE Sponsored ADR (SAP)
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.
SAP: It Might Be Time To Take Profits
SAP reported strong Q4 results, surpassing consensus estimates on both revenue and earnings, and slightly upgraded its 2025 guidance, highlighting a robust cloud revenue outlook. Looking ahead, SAP anticipates ongoing strong momentum, forecasting a double-digit revenue CAGR through 2027, paired with operating profit expansion. Despite strong performance, SAP shares fell due to valuation concerns, trading at ~38x EV/EBIT, higher than peers like Google (~20x), Meta (~25x), and Microsoft (~26x).
DeepSeek is very good news for us, says SAP CFO
Dominik Asam, CFO of SAP, discusses the firm's strong fourth-quarter earnings and its confidence in its operations despite the threat from Chinese artificial intelligence startup DeepSeek.
SAP shares slip on mixed Q4 earnings
SAP (NYSE:SAP) shares slipped after the Germany-based enterprise software firm reported mixed earnings for the fourth quarter. Q4 earnings per share grew to €1.40 from €1.12 in the year-ago quarter but missed estimates of €1.45.
Software giant SAP upgrades outlook as CFO says DeepSeek is 'good news'
German software giant SAP's full-year profit beat estimates as cloud computing and artificial intelligence operations fueled growth. Revenue from the firm's core cloud and software businesses rose 11% for the period, also slightly ahead of consensus estimates.
