SAP has a message for software doomsayers: The pendulum will swing back

SAP executive Jan Gilg discusses the SaaSpocalypse impact and its AI investments. It's been competing more with Palantir and ...

SAP has a message for all software companies, after stock goes down by over 20%: Pendulum will swing back, as

SAP's global president confidently asserts that traditional software enterprises will not only survive but thrive alongside ...
BusinessMirror

Zeiss overhauls SAP cloud migration

Germany’s Zeiss Group, a key supplier to the global semiconductor industry, overhauled plans to move to a new cloud-based SAP SE software service after costs swelled to more than €200 million ($232 ...

Zeiss Overhauls SAP Cloud Migration After Costs Hit €200 Million

Germany’s Zeiss Group, a key supplier to the global semiconductor industry, overhauled plans to move to a new cloud-based SAP ...
Seeking Alpha

SAP: The Perfect Contrarian Play Against 'Software Is Dead'

SAP's recent share drop is a buying opportunity, as AI fears are overblown for this wide-moat, mission-critical software leader. SAP's cloud transition has reached a tipping point, driving strong ...

SAP downgrade adds to software stock pain. Inside the sector’s losing battle against AI disruption.

The software sector’s artificial-intelligence pain is starting to look chronic.

Oracle may be next in EU software licensing hot seat following SAP deal

Oracle announced a new licensing regime for Oracle Java SE in January 2023. It said Java SE Universal Subscription would ...
Blockonomi

SAP (SAP) Stock Slides as UBS Flags AI Agent Rollout Concerns

SAP stock dropped over 3% after UBS downgraded to Neutral, citing delayed AI agent rollout and limited near-term growth ...
Seeking Alpha

SAP: Finally, It's Time To Buy This Entrenched Software Giant (Upgrade)

SAP SE is upgraded to Buy as cloud revenue accelerates and operational efficiency improves, despite recent share price declines. SaaSpocalypse and AI disruption fears are overblown; SAP's entrenched, ...