SAP (SAP) investor relations material

Strategic transformation and AI-driven growth

• Accelerated shift to AI and cloud, leveraging harmonized data, process integration, and a unified platform for rapid deployment and extensibility.

• Four pillars for success: product innovation, go-to-market transformation, workforce reskilling, and operational efficiency.

• The Autonomous Enterprise vision leverages AI across product, go-to-market, people, and operations to drive profitable growth and productivity.

• Unique competitive positioning through deep process and industry knowledge, with over 120 mission-critical processes and 7.3 million data fields in the SAP Knowledge Graph.

• AI-led growth is expected to unlock a total addressable market exceeding $5 trillion by 2030, with the core business suite TAM growing at 12% annually.

Product and platform innovation

• The Business AI Platform enables agentic experiences, extensibility, and integration with non-SAP data, supporting over 400 AI agents and 55,000 managed agents.

• Over 200 agents and 60 assistants delivered in 2024, with rapid scaling and deployment across cloud and on-premises.

• Partnerships with leading AI and tech providers ensure best-in-class models and design experiences.

• Knowledge graph, process graph, and domain models provide deep context and predictive capabilities.

• Full lifecycle governance, auditability, and compliance are embedded in the platform and agent lifecycle, managed through the SAP AI Agent Hub.

Go-to-market and customer adoption

• RISE and GROW with SAP accelerate AI deployment and reduce ERP migration costs by up to 35%.

• Unified Customer Value Group streamlines pre-sales, sales, post-sales, and support, with 91% of Fortune Global 500 companies as customers and 68% using SAP Business AI.

• Cloud revenue growth is driven by new customers, cross/upsell in installed base, and sovereign cloud opportunities.

• Agent-led migrations and innovation services reduce migration efforts and enable rapid expansion of customer footprints.

• Customer case studies (e.g., Ericsson, Bayer) highlight tangible productivity and transformation outcomes.