German software maker SAP on Wednesday reported a 12%rise in third-quarter profit, boosted by strong cloud demand. ...

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 ...

Core Insights - PROS Holdings, Inc. has launched its Smart Price Optimization and Management solution on the SAP Store, enhancing its visibility and accessibility to customers [1] - The solution integrates with SAP S/4HANA Cloud and SAP Business Technology Platform, providing AI-driven pricing insights for real-time omnichannel commerce [1] Company Overview - PROS Holdings, Inc. is recognized as a leading provider of AI-powered SaaS pricing and selling solutions [1] - The company focuses on delivering advanced pricing solutions that leverage artificial intelligence to optimize pricing strategies [1] Industry Context - The integration of PROS solutions with SAP platforms signifies a growing trend in the industry towards utilizing AI for pricing optimization [1] - The availability of PROS offerings on the SAP Store reflects the increasing demand for intelligent pricing solutions in the market [1]

European stocks closed higher on Monday, led by gains in defense stocks amid concerns about Israel - Hamas spat over Gaza ceasefire violation, and U.S. President Donald Trump's comments that there is not any great prospect of peace in Ukraine.Expectations of improved trade relations between China and the U.S. contributed as well to the positive mood in the .Financials stocks found some support as concerns about the of U.S. banking sector eased a bit. Investors also reacted to a slew of corporate news. US P ...

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]

新浪科技讯 10月20日上午消息，杭州端点网络科技有限公司（简称"端点科技"）日前发布AI原生 ERP，展示了以AI原生重构的ERP 在技术创新、核心能力和行业价值上的划时代突破。据悉，该AI原 生ERP基于端点科技自主研发的Trantor平台打造，可将复杂业务能力标准化、元数据化，促使其真正高 效、灵活地为企业构建出ERP、数字化采购等大型企业应用，并无缝衔接AI智能体作为其执行任务 的"工具"。 "这款AI原生ERP，不仅仅是一款软件，更让企业的软件系统具备了被AI驱动的能力。"据端点科技创始 人&CEO赵沣伟表示，"我们希望将它打造成企业数字化的永续引擎，将用'智慧'定义系统的标准，让企 业每个战略都由AI支撑，每个执行都由AI驱动，推动企业迈进全面智慧化管理的新阶段"。 在ERP行业领域内，目前国内不仅已有金蝶、用友等上市公司，同时也有SAP等国际头部企业。此时推 出一款AI ERP还有市场机会吗？ 据端点科技透露，从2012年成立至今，公司成立的13年间，参与众多规模企业乃至上百家国内外500强 企业的大型系统重构，早在2018年，公司销售人员投入很少的情况下，便凭借强大产品实现了近亿元营 收，充分 ...

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]

Core Points - Saputo will release its fiscal 2026 second quarter results on November 6, 2025, with a conference call scheduled for November 7, 2025, at 8:30 a.m. Eastern Time [1] - The conference call will feature Mr. Carl Colizza, President and CEO, and Mr. Maxime Therrien, CFO and Secretary [1] Company Overview - Saputo is one of the top ten dairy processors globally, producing a wide range of high-quality dairy products, including cheese, fluid milk, and cultured products [4] - The company is a leading cheese manufacturer in Canada and ranks among the top three cheese producers in the USA, as well as being a top dairy processor in Australia and Argentina [4] - In the UK, Saputo is the leading manufacturer of branded cheese and dairy spreads, and it also produces dairy alternative products [4] - Saputo's products are marketed under leading brands and private labels, and the company is publicly traded on the Toronto Stock Exchange under the symbol "SAP" [4]

（原标题：稀土管制风起之时 阿斯麦(ASML.US)顽强托起"AI牛市叙事"） 智通财经APP获悉，光刻机巨头阿斯麦(ASML Holding NV)公布的最新业绩显示Q3光刻机订单超市场预 期，且在史无前例的全球AI热潮催化之下，AI基础设施军备竞赛仍然如火如荼，该公司管理层对于稀 土管制影响以及2026年至2030年的业绩增长预期呈现乐观立场。阿斯麦首席财务官(CFO)表示，该公司 已经为中国限制稀土产品以及相关技术与设备出口的政策做足准备工作。 随着股市财报季开幕，阿斯麦这份亮眼业绩无疑大幅强化全球股票市场的"AI长期牛市"叙事逻辑以及 科技股信徒们的"AI投资信仰"，这也意味着英伟达、台积电、博通以及美光科技所主导的全球AI算力 产业链的这轮"超级牛市行情"远未停歇，该产业链在未来一段时间仍将是全球资金最青睐的投资板块。 阿斯麦业绩出炉之后，阿斯麦美股ADR(ASML.US)盘前闻讯涨超4%，欧股市场涨幅类似。 最新业绩显示，阿斯麦第三季度订单累计54亿欧元，高于市场普遍预期的49亿欧元，其中极紫外光刻机 (即EUV)的订单量创下近七个季度以来的最高水平;阿斯麦首席执行官(CEO)富凯(Christo ...