任何有实力的技术专家都会告诉你，成功的AI战略取决于可靠的数据。事实上，最近一项针对技术领导者的调查发现，近94%的受访者如今更加关注数 据，其背后的推动力正是AI热潮的持续升温。 虽然这一结果并不令人意外，但当企业试图在众多厂商中挑选合作伙伴时，问题就变得复杂了。市场变化迅速，企业很难判断哪一家厂商能真正帮助他们 充分挖掘数据价值，实现战略转型，包括推动AI项目。 好消息是，无论企业现在处于数据转型的哪个阶段，都有可行的路径。以下是实现成功的三条建议： 1. 为最重要的业务应用赋能 企业在整合业务应用中的数据时，仍然面临巨大的挑战，尤其是在保留数据上下文与关系的同时。当前，只有34%的企业领导者表示对自家数据有高度信 任。缺少可信的数据基础，往往会导致分析和AI项目停滞不前——团队花更多时间在整合和管理数据上，而不是用于创造业务价值。 这正是业务数据层（business data fabric）发挥作用的地方。业务数据层通过在碎片化数据环境中提供一层集成、语义丰富的数据层，减少了数据延迟。这 种架构简化了数据管理，使企业更容易访问可信数据。借助统一的"真相来源"，企业可以更轻松地建立数据治理体系，实现自助式 ...

Funds supported WOW! volunteer efforts to replace flooring and doorway for local homeownerHARTLAND, Mich., June 18, 2025 /PRNewswire/ -- WOW! Internet, TV & Phone (NYSE: WOW) a leading broadband services provider, today announced the company has made a $10,000 donation to Livingston County Habitat for Humanity, a nonprofit organization whose mission is to bring people together to build homes, communities and hope. The donation follows the recent launch of WOW!'s all-fiber internet services in Brighton, Mich ...

ENGLEWOOD, Colo., June 5, 2025 /PRNewswire/ -- WOW! Internet, TV & Phone (NYSE: WOW), a leading broadband services provider, today announced the appointment of Audrey Glenn as WOW!'s senior director, legal and regulatory affairs. Glenn joins the legal team at WOW! as the company continues its growth momentum and ongoing expansion into Greenfield and legacy markets.  WOW! Names Audrey Glenn as Senior Director of Legal and Regulatory Affairs "Audrey has a remarkable background, with extensive experience ...

Group 1 - The current operating environment is characterized by uncertainty, prompting companies to reassess their supply chains and decision-making processes [3][4] - Companies are seeking more transparency and data integration to navigate through uncertainty, indicating a demand for solutions that combine financial data with risk management [4]

Leading broadband provider's impressive twelfth national win reflects a sustained commitment to exceptional workplace practices and employee success ENGLEWOOD, Colo., June 3, 2025 /PRNewswire/ -- WOW! Internet, TV & Phone (NYSE: WOW), a leading broadband services provider, was named a 2025 Best and Brightest Company to Work For in the Nation® for the twelfth time, and eighth consecutive year, by the National Association for Business Resources (NABR). WOW!'s people-first approach and thoughtful programs and ...

2025年5月27日，一则重磅消息连接了亚洲与欧洲的两位科技巨头，主角一方是中国的阿里巴巴，另一方则是德国的SAP。 SAP这家欧洲软件巨头，在过去一年里因AI业务的强劲增长，市值大幅攀升，成为欧洲市值最高的公司。并以第一大权重股的身份，拉动着德国 DAX指数在自身经济基本面持续趋弱的背景下，不断刷新历史新高。 根据合作协议，SAP将探索接入通义千问大模型，并支持企业在阿里云上部署SAP ERP云及SAP ERP私有云版本。双方将共同扩展企业级市场客 户，初期聚焦于中国市场，并逐步扩展至东南亚、中东和非洲。 SAP股价不断新高，证明AI依然是当下资本市场最为核心的"叙事主题"，牵动着投资者的情绪与资本的流向。 SAP的AI狂飙：引领DAX逆势登顶，德意志经济寒流中的"异数"？ 过去一年，SAP在欧洲资本市场表现抢眼。尽管其AI进展不像阿里年初那样引发市场热议和股价暴涨，但SAP凭借其AI战略，已悄然成为欧洲最 受瞩目的明星股。 截至2025年，其股价年初至今已上涨25%，过去12个月的涨幅更是高达60% ，公司市值超过3000亿欧元，成为欧洲最大市值公司。 然而，这份资本市场的火热与德国整体经济的"温差"形成 ...

Core Viewpoint - SAP stock is currently near its 52-week high, raising questions about whether to hold or sell, with a focus on evaluating the company's strengths and weaknesses [1] Group 1: Cloud Business Performance - SAP's cloud business is a significant driver of growth, with a cloud backlog increasing by 28% to €18.2 billion in Q1 [2] - Cloud revenues rose 27% year-over-year to €4.99 billion, with Cloud ERP Suite revenues growing 34% to €4.25 billion, making up 85% of total cloud revenues [2] - The launch of SAP Business Data Cloud aims to unify enterprise data and has already resulted in 20 deals in Q1 [4] Group 2: Revenue Predictability and Growth Outlook - 86% of SAP's total revenues are now classified as predictable, enhancing long-term earnings visibility [3] - Management projects cloud revenues for the year to be between €21.6 billion and €21.9 billion, reflecting a year-over-year increase of 26-28% [8] Group 3: AI Investments and Future Prospects - SAP is optimistic about the impact of generative AI on future revenues, with over 1,300 skills integrated into its AI co-pilot [9] - The company plans to invest heavily in AI, with more than 30,000 developers focused on enhancing its AI capabilities by 2025 [9] Group 4: Challenges and Market Conditions - SAP faces challenges with declining software license revenues, which fell 10% year-over-year to €0.18 billion, and a 1% decline in services revenue to €1.07 billion [10] - The company is navigating a volatile macroeconomic environment, increasing costs, and stiff competition in the cloud sector [10] Group 5: Investment Strategy and Analyst Outlook - Analysts have raised earnings estimates for SAP over the past 60 days, with increases of 1.9% for the current quarter and 3.3% for the current year [11][13] - Despite a strong growth outlook, SAP's premium valuation with a forward P/E ratio of 41.06X compared to the industry's 31.72X suggests caution for new investors [15]

Financial Data and Key Metrics Changes - Current cloud backlog increased by 29% to €18.2 billion in Q1 [5][37] - Quarterly cloud revenue grew by 26%, approaching the €5 billion mark [5][37] - Total revenue rose by 11% to €9 billion [42] - Operating profit surged by 58% to €2.5 billion, significantly exceeding the guidance for the year [41][45] - Cloud gross margin improved by 2.6 percentage points to 75% [6][40] Business Line Data and Key Metrics Changes - Cloud ERP suite revenue maintained high growth momentum with a 33% increase in Q1, accounting for 85% of total cloud revenue [37] - Software licenses decreased by only 10%, indicating resilience despite being a smaller quarter [38] - Approximately half of cloud order entries included AI use cases, reflecting strong demand for AI integration [13] Market Data and Key Metrics Changes - Strong cloud revenue performance noted in APJ and EMEA regions, with Brazil, Germany, and India showing outstanding results [40] - The Americas region also demonstrated robust performance, with notable strength in Canada and the US [40] Company Strategy and Development Direction - Company emphasizes a suite-first, AI-first approach to expand its offerings [36] - Focus on product innovation, particularly with the launch of Business Data Cloud, which aims to unify and govern business data [22][23] - Continued investment in AI and cloud solutions to enhance customer productivity and reduce implementation costs [30][31] Management's Comments on Operating Environment and Future Outlook - Management expresses confidence in the company's resilience despite high market uncertainty [9][45] - The pipeline for the year remains solid, with no significant deterioration in conversion rates observed [56] - Management acknowledges potential risks from geopolitical tensions and trade disputes but maintains a positive outlook for long-term growth [44][120] Other Important Information - The company plans to provide deeper insights into its growth strategy at the upcoming Sapphire event in May [34][47] - The transformation program concluded in 2024, positioning the company for focused investments in key areas [36] Q&A Session Summary Question: Current trading and confidence in cloud revenue guidance - Management noted strong customer engagement and resilience in supply chains, which supports confidence in cloud revenue guidance despite macro uncertainties [52][56] Question: Deceleration in cloud revenue growth - Management explained that the deceleration was influenced by the timing of cloud deals and expected a rebound in Q2 as these deals ramp up [58][62] Question: Current cloud backlog performance - Current cloud backlog performance was in line with expectations, with no significant changes in customer dynamics despite tariff uncertainties [68][71] Question: Product innovation and Business Data Cloud differentiation - Management clarified that Business Data Cloud offers a more comprehensive solution than the previous SAP Datasphere, enabling better data integration and AI capabilities [78][83] Question: Impact of tariffs on business and cloud margins - Management indicated that while tariffs could impact hardware costs, the company's multi-cloud strategy provides price security and mitigates risks [130][132]

Core Insights - WOW! Internet, TV & Phone has recognized CEO Teresa Elder as an honoree in the annual "Cablefax 100" list for the seventh consecutive year, highlighting her influential leadership in the broadband industry [1][2]. Company Performance - Under Elder's leadership, WOW! has expanded its all-fiber footprint and introduced innovative broadband solutions, achieving operational excellence and strategic growth [2]. - The company secured a $200 million Senior Term Loan to support ongoing fiber buildouts, indicating strong financial backing for expansion efforts [2]. - WOW! has successfully passed an additional 100,000 homes through its Greenfield and Edge-out market expansion, moving towards a goal of passing 400,000 homes in new communities in the coming years [3]. Industry Position - WOW! serves nearly 2 million residential, business, and wholesale consumers across 19 markets, primarily in the Midwest and Southeast [5]. - The company is recognized for its commitment to providing high-quality services at affordable prices, alongside exceptional human resources practices, having won awards for being a Best & Brightest Company to Work For [5].