SAP (SAP) SAP Connect Virtual 2025 Keynote summary
Event summary combining transcript, slides, and related documents.
SAP Connect Virtual 2025 Keynote summary
9 Jul, 2026Key themes and strategic direction
Loyalty-led growth is emphasized as a core strategy, focusing on building deep, lasting customer relationships that drive advocacy and profitable growth.
True loyalty is under pressure, with a notable decline in B2C and a focus on strategic loyalty in B2B, where customers become brand advocates.
Four building blocks for loyalty-led growth are identified: understanding, connection, relationships, and value, all underpinned by data and empathy.
Customer experience excellence requires harmonizing front-office and back-office operations, leveraging enterprise-wide data and AI for seamless, personalized engagement.
AI is positioned as the conductor, orchestrating systems, people, and data to deliver memorable, context-rich experiences.
Product innovation and announcements
Launch of a new customer loyalty management application enabling global, cross-brand, and multi-channel loyalty programs, integrated with ERP and the CX suite, available November 2025.
Introduction of SAP Engagement Cloud for orchestrating customer journeys across all touchpoints, with beta available next month and full release in early 2026.
SAP WalkMe is now available for CX applications to enhance user adoption and engagement.
New AI-native applications announced: SAP CX Revenue Intelligence for predictive sales forecasting and Consumer Products Intelligence for trade spend and claims management, both leveraging SAP Business Data Cloud.
Customer experience in action
Demo showcased how harmonized data and AI-driven insights enable sales, marketing, and service teams to deliver personalized, omnichannel experiences that drive loyalty and revenue.
Integration of loyalty management, engagement, and commerce platforms allows for real-time, tailored offers and seamless customer journeys.
Human agents remain critical for exceptions and empathy, with AI learning from these interactions to improve future service.
Latest events from SAP
- Cloud, AI, and data platform growth drive revenue acceleration and margin expansion.SAP
Goldman Sachs Communicopia + Technology Conference 20259 Jul 2026 - Cloud revenue up 25%, non-IFRS operating profit up 35%, and 2024 outlook reaffirmed.SAP
Q2 20248 Jul 2026 - Record cloud growth, higher dividend, and all proposals approved amid governance and diversity debate.SAP
AGM 20258 Jul 2026 - Cloud, AI, and data drive growth, with efficiency and skills transformation fueling strong results.SAP
Financial Analyst Conference8 Jul 2026 - Cloud backlog hit €77.3B, cloud revenue rose 23%, and a €10B buyback was announced.SAP
Q4 20258 Jul 2026 - Strong cloud and AI growth, boosted by WalkMe acquisition and operational efficiency gains.SAP
Investor Update8 Jul 2026 - AI-driven features and agentic tools are accelerating productivity and reshaping enterprise software.SAP
Goldman Sachs European Technology Conference 202630 Jun 2026 - Integrated AI roadmap, value-based pricing, and industry focus drive adoption and innovation.SAP
Bank of America Global Research C-Suite TMT Conference10 Jun 2026 - AI-driven innovation, agent orchestration, and outcome-based models drive growth amid macro uncertainty.SAP
BNP Paribas Exane CEO Conference3 Jun 2026