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

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.