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Edge17 Oct 2025
A Castle in the Sky: The Story of Oracle
Oracle's journey from database innovator to disciplined enterprise backbone, now shaping the AI buildout with a standardized cloud infrastructure.
SAP (SAP) investor relations material
SAP Bernstein SDC Premium Review Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Bernstein SDC Premium Review Conference 2025 summary3 Dec, 2025
Cloud transition and AI integration
Customers have largely accepted cloud ERP, with AI accelerating cloud adoption and sharpening the business case for modernization.
EUR 11 billion in maintenance remains to be converted to cloud, with a multi-phase journey (2X, 3X, 5X) involving infrastructure, extensibility, and upsell opportunities.
AI is positioned as a core future business, deeply embedded in processes, not just a tool to drive cloud migration.
Customers increasingly seek SAP's agentic AI roadmaps for finance, HR, and procurement, and want to integrate non-SAP data via Business Data Cloud.
Operating and maintaining AI at scale is complex, leading customers to prefer SAP's full-stack solutions.
AI strategy, agentic approach, and supply chain focus
SAP delivers both packaged agents for standard processes and toolkits for bespoke, industry-specific AI solutions.
Unique vertical and horizontal capabilities enable custom agent development, especially in complex domains like supply chain.
Supply chain optimization is a major focus, leveraging SAP's vast business network and real-time data for AI-driven planning.
AI in supply chain delivers high ROI, with integrated platforms enabling rapid response to disruptions.
Joule Agent Studio allows extensibility, letting clients adapt agents to specific enterprise needs.
AI adoption, monetization, and platform flexibility
Over 50% of customers include AI in transactions, with strong adoption in strategic deals and daily use cases.
Monetization uses a hybrid model: consumption-based AI units and per-user entitlements for predictability and flexibility.
IT buyers gain control over spend, balancing flexibility with budget predictability.
SAP's approach supports multiple LLMs and hyperscalers, providing flexibility and regional reach.
Platform investments enable both vertical specialization and broad technology integration.
SAP's hybrid AI monetization approach
Mid-market growth drivers and partner role
Accelerating installed base cloud migration
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Next SAP earnings date
Q4 202529 Jan, 2026
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Frequently asked questions
A Software Titan
SAP SE, most commonly referred to as SAP, is a German multinational company with customers and operations in all corners of the world. The company is headquartered in Germany but trades on both the NYSE and the FWB. SAP provides businesses with software to manage operations and customer relations and its products aid in organizing financial records, human resources, and supply chain tasks, streamlining businesses' everyday activities.
Founded by Engineers
SAP was founded in 1972 by five former IBM engineers with an entrepreneurial spirit. From humble beginnings in Germany, the company started out with only one customer and just a handful of employees and one customer. The idea behind the company was to build software that integrated business processes and enabled data processing in real time. Just a few years after the company was founded, SAP started rolling out its first software programs and started its journey toward the global powerhouse that it is today.
The Practical Application of SAP’s Products
SAP's software solutions are used across various business operations. Their Enterprise Resource Planning (ERP) system, for instance, consolidates business processes like procurement, manufacturing, sales, and accounting into a unified, interactive platform. This simplifies data management and decision-making, increasing operational efficiency.
SAP's Customer Relationship Management (CRM) software, meanwhile, aids companies in managing and analyzing customer interactions, helping to improve business relationships and drive sales growth. Furthermore, with tools like SAP SuccessFactors, companies can effectively manage their human resources, from talent acquisition to performance reviews.
Heavy-Hitting Customers
SAP's customer base is as diverse as its product portfolio, spanning various sectors including manufacturing, retail, healthcare, and financial services, among others. From small businesses to Fortune 500 companies, SAP's robust and scalable solutions are trusted by organizations of all sizes. Some notable companies using their products include names like Apple and Amazon. Simply having two such influential companies as customers, it becomes clear what type of impact SAP has in the modern corporate landscape.
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