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SAP Bank of America Global Research C-Suite TMT Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Bank of America Global Research C-Suite TMT Conference summary10 Jun, 2026

AI strategy and product roadmap

  • AI vision now fully integrated into company strategy, focusing on delivering direct business outcomes across four levels, including the new Joule Work 2.0 and a suite of 50 assistants and 200 agents by Q3.

  • SAP Business AI Platform combines existing technology with new tools like Joule Studio and SAP Signavio to help customers identify and address business process inefficiencies using AI.

  • Out-of-the-box agents and customizable solutions are designed to leverage existing business data for more efficient and effective AI experiences.

Product improvements and innovation

  • Early limitations of Joule included insufficient integrations and limited coverage, but recent advances in models and SAP's Knowledge Graph have improved accuracy and performance.

  • Generative UI innovations now allow for on-the-fly application and visual generation, moving away from traditional user interfaces.

  • New versions of Joule will be available across web, mobile, and desktop, with enhanced contextualization for business documents.

Orchestration and integration

  • SAP's approach allows for orchestration across multiple platforms, supporting integration with Microsoft Teams, Copilot, Gemini, and non-SAP agents.

  • Joule orchestrator can be consumed headlessly and integrated into broader enterprise agent hierarchies, supporting customer choice.

Explain SAP's AI margin optimization strategy
Role of tabular foundation models in SAP AI
SAP's strategy for multi-agent orchestration
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