SAP (SAP) Morgan Stanley Technology, Media & Telecom Conference summary

Executive insights and leadership vision

• Decision to join was driven by product innovation potential, transformative leadership, and strong execution capabilities.

• Leadership is focused on transforming into a cloud-oriented, product-led company.

• Customer base is seen as a key enabler for landing innovation and driving value.

S/4HANA upgrade cycle and modernization drivers

• Modernization is driven by evolving business models, regulatory requirements, and the need for advanced capabilities.

• Cloud ERP enables new business models, such as subscriptions and direct-to-consumer sales.

• Regulatory demands like data residency and security are easier to address in the cloud.

• AI and innovation consumption are key motivators for upgrading.

• True transformation starts at the core, not just at the application edges.

Business Technology Platform (BTP) and extensibility

• BTP accelerates internal application development and innovation.

• Provides a unified extensibility layer for customers and partners across applications.

• Over 29,000 customers and 3,000 partners are leveraging BTP.

• AI integration in BTP enables faster, more efficient customizations.