SAP stock jumps after earnings. How the software giant became an AI winner.

The software apocalypse never came and the sector is enjoying a stellar recovery. But the winners and losers still need to be sorted.

SAP: 3 key takeaways for long-term investors

Data privacy commitments are becoming a structural competitive moat as enterprise clients embrace AI automation.

What SAP (SAP) Said on Its Q3 Earnings Call

SAP (NYSE:SAP) reported third-quarter 2026 results marked by double-digit cloud revenue and operating-profit growth, as the enterprise software company said demand for artificial intelligence ...

SAP Weighs New Metric to Showcase AI Impact on Business

The business-software group is working on a metric to convey the impact of AI on its operations to appease investors wanting ...
Constellation Research

SAP posts strong Q3 on cloud growth

SAP posted third quarter revenue growth of 13%, cloud revenue growth of 26% and crossed the €10 billion quarterly revenue mark for the first time.
thenextweb.com

SAP’s cloud is still booming, and that was enough to calm the AI-doom fears

SAP gave investors the number they wanted. Europe’s biggest software company said cloud revenue grew 22% to €6.28 billion in the second quarter, beating forecasts, SAP announced. Its cloud backlog, a ...