SAP Stock Dives Amid Mixed Results As Key Cloud Metric Disappoints | Investor's Business DailyBREAKING: [Rare Earths Stocks Skid On Policy Shift]---SAP (SAP) stock plunged after the business software maker reported fourth quarter profit that topped estimates while revenue slightly missed. A key cloud- computing-related metric for SAP stock came in below expectations. "Current Cloud Backlog growth of 25% in constant currency was below target of 26%, driving shares lower," said TD Cowen analyst Derrick Wood i ...

Core Insights - SAP SE reported a fourth-quarter 2025 non-IFRS earnings per share (EPS) of €1.62, reflecting a 16% increase year-over-year [1][9] - The company experienced strong cloud bookings and profitability, with total revenues on a non-IFRS basis reaching €9.68 billion, a 3% increase year-over-year (9% at constant currency) [2][3] - Despite positive revenue growth, SAP's shares fell 18% in pre-market trading due to cloud backlog and 2026 revenue guidance not meeting investor expectations [3][9] Financial Performance - For 2025, total revenue was €36.8 billion, up 8% (11% at constant currency), with predictable revenue increasing to 86% [3] - The cloud backlog surged 16% (25% at constant currency) to €21.05 billion, indicating strong market demand [4] - Non-IFRS gross profit was €7.2 billion, a 3% increase year-over-year, while non-IFRS cloud gross profit rose 21% to €4.18 billion [11] Cloud Business Highlights - Cloud revenues reached €5.61 billion, up 19% year-over-year (26% at constant currency), driven by a 23% growth in Cloud ERP Suite revenues [5] - SAP Business AI played a significant role, being included in two-thirds of cloud order entries, highlighting its importance in deal conversion [2][9] - The company secured significant customer wins across various sectors, including notable clients like Bank of Italy and Deutsche Bundesbank [8] Client Adoption and Solutions - The "Rise with SAP" solution was adopted by numerous clients, including major brands like adidas and H&M Group [6] - SAP's "GROW with SAP" initiative aimed at smaller businesses was implemented by several organizations, enhancing cloud ERP adoption [7] Future Outlook - For 2026, SAP projects cloud revenue between €25.8 billion and €26.2 billion, indicating a growth of 23% to 25% from 2025 [15] - Non-IFRS operating profit is expected to be between €11.9 billion and €12.3 billion, representing a growth of 14% to 18% [16] - The company anticipates a moderation in current cloud backlog growth in 2026 compared to 2025 [16]

Core Insights - Sprinklr Inc. (NYSE:CXM) is identified as a promising tech stock under $10, with a bullish analysis from Citizens maintaining a Market Outperform rating and a $17 price target, highlighting the company's potential for capital appreciation through AI investments and enhancements to its contact center offerings [1] - The structured three-phase plan by CEO John Read is viewed positively, with expectations of execution leading to an acquisition exit, similar to his previous success at Vonage [1] Group 1: Market Potential - Sprinklr's AI-driven offerings target a total addressable market exceeding $80 billion, making it an attractive acquisition target for larger vendors such as Microsoft, Salesforce, SAP, Oracle, and NICE Systems [2] - The company has been under the control of private equity firm Hellman & Friedman since May 2025, owning 69 million shares and holding 45% of voting rights [2] Group 2: Company Overview - Sprinklr Inc. provides enterprise cloud software products that facilitate marketing, advertising, research, care, sales, and engagement across various modern channels, including social media, messaging, chat, and text, through its unified customer experience management software platform [3]

Core Insights - Tsai Capital Corporation's Growth Equity Strategy achieved an 8.5% gain before fees and 7.6% after fees for the year ending December 31, 2025, underperforming the S&P 500 Index's 17.9% return [1] - Since inception 26 years ago, the strategy has delivered a cumulative gain of 970% before fees and 658% after fees, compared to the S&P 500 Index's total return of 639% [1] - The strategy focuses on long-term investments in exceptional companies that effectively allocate capital towards promising ideas and talent, currently holding 17 high-quality growth companies [1] Company Highlights - Amazon.com, Inc. (NASDAQ:AMZN) is highlighted as a key stock in Tsai Capital's fourth-quarter 2025 investor letter, with a market capitalization of $2.598 trillion [2] - As of January 16, 2026, Amazon's stock closed at $243.01 per share, with a one-month return of 5.28% and a 52-week gain of 3.57% [2] - Amazon has evolved from its origins in 1994 to dominate various markets, with its e-commerce segment continuing to gain market share and Amazon Web Services (AWS) being the leader in cloud computing, contributing over 50% of Amazon's operating profits [3]

Core Insights - Oracle OPERA Cloud hospitality platform has been approved by IHG Hotels & Resorts as a cloud-based property management system for its properties in the Americas and EMEAA regions [1] - The platform aims to enhance operational efficiency and guest experiences across IHG's hotel portfolio [2] Group 1: Oracle OPERA Cloud Features - OPERA Cloud offers robust capabilities suitable for complex hotels, allowing IHG properties to standardize operations and data on a common platform [2] - The platform enhances visibility and intelligence, delivering consistent, high-value interactions to guests and loyalty members [2] Group 2: Collaboration and Impact - Oracle and IHG have a longstanding collaboration, with OPERA Cloud providing a scalable and user-friendly suite that supports data-driven decision-making [3] - The platform is designed to streamline operations and improve experiences for both guests and staff, driving performance for IHG's hotel portfolio [3] Group 3: Operational Standards and Compliance - OPERA Cloud maintains high operational standards with minimal IT intervention and is currently live in 236 countries and territories, supporting fiscal compliance [3] - The platform is backed by Oracle's enterprise-class reliability and continuous innovation through quarterly updates [3] Group 4: Oracle Hospitality Overview - Oracle Hospitality has over 45 years of experience in providing technology solutions to various sectors, including independent hoteliers and global chains [4] - The OPERA Cloud system, along with other solutions, aims to maximize profitability, encourage loyalty, and enhance personalized guest experiences [4]

一位知情人士透露，阿里正考虑将未来三年投入到AI基建与云计算上的3800亿元提升至4800亿。在国 内，阿里有自研的芯片真武810E；在海外，它也在"用一辆辆卡车来运采购的GPU。"一位知情人士说。 最激进的时候，"连RTX4090这类消费级显卡也大量买入，用来搭建推理集群、补充推理吞吐。"（晚点 LatePost） 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 ...

Core Insights - The AI industry chain is expected to experience inflation transmission starting from Q4 2025, with cloud computing emerging as the next inflation direction due to rising AI demand [1] - Major cloud service providers are witnessing positive revenue growth driven by increased AI-related demand, exemplified by Amazon Web Services (AWS) achieving a net sales figure of $33 billion in Q3 2025, marking a 20% year-on-year increase [2] - AI is becoming a significant driver for cloud computing development, with infrastructure requirements evolving to support advanced AI applications [3] Industry Trends - The AI demand is leading to a price increase across various segments of the AI industry chain, including storage and CPUs, with cloud computing firms likely to undergo a valuation restructuring [1] - AWS's recent price increase breaks a two-decade trend of declining cloud service prices, indicating a shift in the market dynamics [1] - NVIDIA's $2 billion investment in Core Weave highlights the growing importance of cloud computing in the AI landscape [2] Company Focus - Recommended companies in the cloud computing sector include Alibaba-W (09988), Kingsoft Cloud (03896), and others, while CPU-related companies include Haiguang Information (688041.SH) and China Great Wall (000066.SZ) [4] - Database companies to watch include StarRing Technology-U (688031.SH) and Dameng Data-U (688777.SH) among others [4]

CoreWeave has built a compelling AI cloud product despite the stiff competition in the space.When it comes to cloud computing, Amazon was the pioneer, and it remains the leading company in the industry: Amazon Web Services still has a 29% market share. Over time, though, companies like Microsoft, Alphabet, and many others have emerged as competitors. Nonetheless, when it comes to the next generation of data center technology, CoreWeave (CRWV 2.61%) seems to be emerging as a leader, particularly when it come ...

Fourth Quarter and Full-Year 2025 Results Christian Klein, CEO Dominik Asam, CFO January 29, 2026 Public Fourth Quarter and Full-Year 2025 Results Presentation | January 29, 2026 Safe Harbor Statement During this presentation we will make forward-looking statements which are predictions, projections, or other statements about future events. These statements are based on current expectations, forecasts, and assumptions that are subject to risks and uncertainties that could cause actual results and outcomes t ...

Core Insights - SAP SE reported strong financial results for Q4 and FY2025, highlighting significant growth in cloud services and overall revenue [1][5][17] Financial Performance - Q4 2025 total revenue increased by 3% to €9.68 billion, with a 9% increase at constant currencies [4][11] - Full year 2025 total revenue rose by 8% to €36.80 billion, with an 11% increase at constant currencies [7][17] - Cloud revenue for Q4 grew by 19% to €5.61 billion, and for the full year, it increased by 23% to €21.02 billion [11][17] - The Cloud ERP Suite revenue in Q4 was up 23% to €4.86 billion, and for the full year, it rose by 28% to €18.12 billion [11][17] - Operating profit for Q4 increased by 27% to €2.55 billion, while for the full year, it surged by 111% to €9.83 billion [13][18] - Free cash flow for Q4 was €1.03 billion, a significant recovery from a loss in the previous year, and for the full year, it increased by 95% to €8.24 billion [15][20] Cloud Backlog and Growth - Total cloud backlog reached €77.29 billion, up 22% year-over-year, and 30% at constant currencies [5][32] - Current cloud backlog grew by 16% to €21.05 billion in Q4, with a 25% increase at constant currencies [10][32] Shareholder Returns - SAP announced a new share repurchase program of up to €10 billion, set to begin in February 2026 [23][24] Customer Engagement and Market Position - SAP's "RISE with SAP" initiative continues to attract global customers, driving significant business transformations [25][26] - The company reported strong cloud revenue performance across various regions, particularly in APJ and EMEA [28][29] Non-Financial Performance - Customer NPS decreased by 3 points to 9, primarily due to lower scores from on-premise customers [21] - Employee Engagement Index increased to 76%, and total carbon emissions decreased to 6.3 Mt [22]