Shares have struggled lately, but the software provider may still be the only European name that can compete with the Magnificent Seven. ...

SAP SE (NYSE:SAP) is set to release its quarterly earnings on October 22, 2025, with an expected EPS of $1.69 and revenue of $9.09 billion.The company's strategic initiatives and integration of AI are driving significant growth, with cloud revenue increasing by 24% in the second quarter.SAP's financial health remains strong, with a P/E ratio of approximately 42.75 and a debt-to-equity ratio of 0.21.SAP SE, listed on the NYSE under the symbol SAP, is a global leader in enterprise application software. The co ...

AI会给ERP带来怎样的变革？全球ERP巨头SAP近来的动作足以回答这个问题：争分夺秒，做到AI ready。 "AI优先，套件优先"——这是SAP今年上半年推出的新战略，在SAP大中华地区新任总裁原欣看来，这 一新策略充分强调了商业AI和整合应用的相互依存关系，只有双轮并举，才能在AI时代引领增长。 SAP Business Suite（商业套件）并非是简单的业务工具，而是企业成功应用AI的必要基础。"人无远虑 必有近忧，要把自身平台打开，延展自己的边界，不仅做到将越来越多的AI能力嵌入工作流程中，同 时还让SAP的平台和外界协作发挥Agent to Agent的能力。更多的把业务、AI的能力和流程、数据紧密 结合和嵌在一起，这是SAP最核心的价值。"原欣表示。 在2025年阿里云栖大会的现场，SAP大中华地区新任总裁原欣首次与钛媒体进行了独家面对面交流。这 位在数字化领域深耕近三十年、曾任微软高管的女性领导者，自接任SAP以来就备受业界关注。此次面 对面交流，恰逢今年5月SAP与阿里巴巴集团宣布战略合作后，走向实质性落地的关键阶段，也正值AI 技术席卷全球、传统软件架构面临颠覆性挑战的历史性节点。 目前， ...

2025年，具身智能正从 " 演示可行 " 走向 " 商业可用 " 。 行业共识已明确：下一阶段的竞争焦点 不再是实验室中的技术参数，而是 在 真实场景中实现稳定、可靠、经济可承受的端到端任务执行能 力 。 场景，正成为检验技术价值的终极试金石。 当前产业面临核心矛盾：多模态大模型与机器人硬件快速发展，但规模化落地仍受制于 场景碎片化、 成本敏感性与长尾问题 的挑战。 能否突破 " 最后一公里 " ，取决于技术方与产业方能否建立深度共 创的闭环。 11月13日，SAP联合创业邦在上海发起 具身智能机器人产业需求闭门对接会Banglink ，聚焦真实场 景需求，定向邀请100+产业链核心企业，与全球产业巨头开展1V1精准对接。 聚焦真实场景 甄选 5大 具身智能机器人 价值落地方向 本次Banglink释放的需求，全部源自参会产业方2025-2026年的明确落地规划与预算支持，覆盖制 造、能源、汽车、建筑、零售等多个行业，为技术供给方提供攻坚靶点参考 。 1 . 高端制造与电子 厂内物流 ： 实现物料、台车在车间内的自动搬运与跨楼层运输。 精密质检 ： 在轮胎制造中，利用AI视觉进行自动缺陷检测与报告生成。 人 ...

HOUSTON--(BUSINESS WIRE)-- #artificialintelligence--PROS Holdings, Inc. (NYSE: PRO), a leading provider of AI-powered SaaS pricing and selling solutions, today announced that PROS Smart Price Optimization and Management is now available on SAP® Store, the online marketplace for SAP and partner offerings. PROS advanced, intelligent pricing solution integrates with SAP S/4HANA Cloud and SAP Business Technology Platform to deliver AI-powered pricing insights for real-time omnichannel commerce to customers. "To ...

Core Insights - SAP SE is set to release its third-quarter 2025 results on October 22, with earnings expected to be $1.69 per share, reflecting a 25.2% increase year-over-year, and revenues projected at $10.6 billion, indicating a 13.5% rise from the previous year [1] Financial Performance - SAP has consistently surpassed the Zacks Consensus Estimate for earnings in the last four quarters, achieving an average earnings beat of 7%. The company's shares have increased by 18.9% over the past year, compared to a 20.6% growth in the Computers - Software industry [2] Growth Drivers - The anticipated strong performance in the third quarter is attributed to the growth of SAP's Cloud ERP business and effective expense management. The Rise with SAP and Grow with SAP initiatives have significantly contributed to a 24% increase in cloud revenue on a non-IFRS basis, with the Cloud ERP Suite growing over 30% for 14 consecutive quarters [3][9] - Operating profit surged by 32%, driven by improved cost management and productivity enhancements [3] Strategic Focus - SAP's growth strategy is built on four pillars: product innovation, go-to-market transformation, simplification, and talent development. The company is leveraging AI to transform business processes and enhance operational efficiency, aiming for sustained growth through 2027 [4] - The SAP Business Data Cloud is designed to unify enterprise data and support AI applications with reliable information [4] AI Integration - Management expects accelerated adoption of Business AI, having launched 14 AI agents in the first half of 2025, with plans to expand to 40 agents by year-end. Internally, SAP utilizes AI to enhance productivity, which supports strong operating profit growth [5] - The AI co-pilot Joule has integrated over 1,300 skills and covers 80% of business and analytical transactions as of the end of 2024. Starting from the third quarter, Joule is accessible across both SAP and non-SAP systems [5] Financial Health - SAP's robust cash flow enables investments in innovation, acquisitions, and business growth while maintaining dividends. The company has solid free cash flow and reserves to sustain a dividend of $0.30 in the near term [6] Market Outlook - Despite a strong performance, SAP remains cautious about the macroeconomic environment, particularly regarding geopolitical developments and trade policy uncertainties that may affect sales cycles in the U.S. public sector and manufacturing [7][10]

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgency to invest now [1][13] - The energy demands of AI technologies are highlighted, with data centers consuming as much energy as small cities, leading to concerns about power grid strain and rising electricity prices [2][3] Investment Opportunity - A specific company is presented as a key player in the AI energy sector, owning critical energy infrastructure assets that are essential for supporting the anticipated surge in energy demand from AI data centers [3][7] - This company is characterized as a "toll booth" operator in the AI energy boom, benefiting from the increasing need for energy as AI technologies expand [4][5] Market Position - The company is noted for its unique position in the market, being debt-free and holding a significant cash reserve, which is nearly one-third of its market capitalization [8] - It also has a substantial equity stake in another AI-related company, providing investors with indirect exposure to multiple growth engines in the AI sector [9][10] Strategic Advantages - The company is involved in large-scale engineering, procurement, and construction (EPC) projects across various energy sectors, including nuclear energy, which is crucial for America's future power strategy [7][8] - The current political climate, particularly the push for onshoring and increased U.S. LNG exports, positions this company favorably to capitalize on these trends [6][14] Future Outlook - The influx of talent into the AI sector is expected to drive continuous innovation and advancements, reinforcing the importance of investing in AI-related companies [12] - The potential for significant returns is emphasized, with projections suggesting a possible 100% return within 12 to 24 months for investors who act promptly [15][19]

SAP said at its inaugural SAP Connect conference last week that it remains committed to leveraging artificial intelligence—particularly agents and autonomous systems—to move the future of work forward for its customers. The company has for some time now focused on expanding the agents underneath its AI assistant, Joule, with the promise that the assistant would be able to access data autonomously, then handle specific tasks to aid the user across many of SAP’s own applications. More from Sourcing Journal ...

MONTRÉAL, Oct. 16, 2025 (GLOBE NEWSWIRE) -- Saputo will release its fiscal 2026 second quarter results on Thursday, November 6, 2025. A press release will be issued after markets close and a conference call is scheduled on Friday, November 7, 2025, at 8:30 a.m. (Eastern Time) to discuss the Company’s results. The speakers will be Mr. Carl Colizza, President and CEO, and Mr. Maxime Therrien, CFO and Secretary. To participate: Webcast: A live webcast of the event can be accessed using this link.Presentation s ...

Core Insights - SAP's stock price fell by 3.72% on October 10, marking the second consecutive day of decline, with a cumulative drop of 4.19%, raising investor concerns about its future performance [1] - The U.S. Department of Commerce has placed SAP on the unreliable entity list, creating worries about its international business prospects and potentially limiting its global operational capabilities, which could pressure revenue [1] - Dr. Korman, SAP's Global Senior Vice President, plays a crucial role in the company's development in China, leading a significant R&D team that contributes to innovation and technology development; however, increasing restrictions on Chinese enterprises may challenge this advantage [1] - The current global economic environment, U.S. sanctions, and resulting supply chain tensions are profoundly impacting many companies, including SAP, particularly in the semiconductor and high-tech sectors, necessitating enhanced control over supply chains and management of related technologies [1] Long-term Outlook - Investors should maintain focus on SAP's medium to long-term development; despite short-term pressures leading to stock price volatility, SAP's solid foundation in global R&D networks and technological innovation remains a strong support for its growth [2] - In the face of uncertainty, diversification of investments is recommended to mitigate risks, while monitoring market reactions to policy changes for timely adjustments to investment portfolios [2]