SAP (SAP) Financial Analyst Conference summary

Strategic vision and transformation

• Accelerating the shift to an AI-first, autonomous enterprise, building on a harmonized cloud foundation and extensive data integration.

• Emphasizing four pillars for transformation: product innovation, go-to-market evolution, workforce transformation, and operational efficiency.

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

• AI is positioned as a new layer atop SaaS, with SAP aiming to lead both the agentic experience and the underlying platform.

• 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 technology roadmap

• Launching a new Business AI Platform with agent builder tools, supporting multiple LLMs and seamless integration of SAP and third-party data.

• The SAP Business AI Platform integrates context, models, and governance, supporting over 400 AI agents and 55,000 managed agents across customers.

• Industry-specific ontologies and domain modules are being developed to address complex, high-value scenarios.

• AI migration tools and connectors enable faster ERP modernization and allow AI adoption even on legacy systems.

• Full lifecycle governance of AI agents is managed through the SAP AI Agent Hub, ensuring security, compliance, and value realization.

Go-to-market and customer adoption

• Evolving to a consumption-led, outcome-based commercial model, with a growing share of cloud revenue tied to AI and agent consumption.

• RISE and GROW with SAP are positioned as AI deployment factories, accelerating time-to-value and reducing ERP migration costs by up to 35%.

• Cloud revenue growth is driven by new customers, cross-sells, and upsells, with 9 out of 10 cloud ERP customers adopting four or more cloud solutions.

• Public cloud ERP is the mainstream model for new customers, with strong growth in mid-market and partner-led channels.

• Customer case studies (e.g., Ericsson, Bayer) highlight tangible productivity gains and large-scale AI adoption.