Cloud And AI GrowthOver half of new cloud order entry included SAP's Business AI, benefiting from accelerated conversion into revenues due to its consumption-based model, and AI was a key driver of growth in 50% of deals.
Financial PerformanceSAP reported another set of strong results amidst a volatile macro environment, with fourth-quarter operating margin outperforming the Street and expectations of strong margin leverage ahead.
Product And Market StrategySAP plans to launch a new Data/AI product to support data orchestration, leveraging new AI agents and Joule Copilots, while also extending maintenance, incentivizing cloud transition.