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 ...

Group 1 - The SAP China Summit held on June 5 focused on the unprecedented challenges of uncertainty faced by enterprises in the AI era and how to find growth certainty in a complex environment [2] - Acloudear, as a platinum partner of SAP, participated in the summit, engaging with over a thousand business leaders and industry experts to explore new paths for enterprises to cope with uncertainty in the AI era [2] Group 2 - SAP launched a new strategy "AI First, Suite First" aimed at reshaping the future ecosystem of enterprise management software through a triad of "AI + Data + Applications," marking the beginning of the SaaS 2.0 era [4] - The SAP Business Suite, as the cornerstone of this strategy, emphasizes integration to eliminate system fragmentation, reducing data integration costs by 40% and laying a solid foundation for AI empowerment [4] Group 3 - The "flywheel effect" proposed by SAP is a key methodology for addressing uncertainty, where applications, data, and AI create a positive feedback loop [5] - End-to-end integrated applications cover all business scenarios, generating unified and accurate data, which drives AI model optimization and ensures the accuracy and practicality of AI insights [5] Group 4 - Acloudear showcased its unique capabilities in empowering enterprises to navigate uncertainty through public cloud practices and AI innovations [10] - The company provided valuable insights and practical tips on core concerns and challenges faced by enterprises during SAP public cloud transformation and AI implementation [10] Group 5 - Acloudear introduced its AI intelligent service system, AIOS, which utilizes AI agents and RAG technology to enhance service efficiency in enterprise-level applications [10] - AIOS is already applied in SAP operational service scenarios, providing sustainable and intelligent operational support for enterprises [10] Group 6 - SAP's integrated Business Suite and powerful commercial AI outline a clear path for enterprises towards resilient growth and a certain future [12] - Acloudear, as a close platinum partner of SAP, offers comprehensive support from strategic planning to implementation, leveraging its global practical experience and continuous innovation [12]

Why legacy ERP is slowing down A&D - and what to do about it You can't scale a future-ready operation on a legacy foundation. 2 Why Legacy ERP Is Slowing Down A&D POV ERP systems were designed to bring structure and control to complex operations – and for many years, they did. But over time, those same systems have become a constraint. Customizations piled up, integrations grew brittle, and key functions like engineering and production drifted further apart. Instead of helping teams move faster and work tog ...

Core Insights - SAP SE has partnered with Accenture to launch ADVANCE, a cloud transition solution for companies with annual revenues up to $5 billion, enabling rapid implementation in six to twelve months [1][2] - ADVANCE offers preconfigured, industry-specific solutions that integrate SAP Business Suite with Accenture's operational expertise, streamlining finance, procurement, supply chain, and workforce management [2][4] Product Features - ADVANCE packages reduce system complexity and operational costs by incorporating preconfigured industry processes and best practices [5] - The offering emphasizes speed and agility, providing industry-tailored accelerators for quick business outcomes and transparent pricing for efficient budget management [6] - Integration of AI agents and predictive analytics allows businesses to adapt to market changes and enhance decision-making [7] Financial Performance - SAP's cloud revenues reached €4.99 billion, a 27% year-over-year increase, with Cloud ERP Suite revenues growing 34% to €4.25 billion, accounting for 85% of total cloud revenues [9] - For the year, SAP anticipates cloud revenues between €21.6 billion and €21.9 billion, reflecting a 26-28% increase year-over-year [12] Market Outlook - SAP maintains a positive growth outlook despite global uncertainties, with expectations for cloud and software revenues between €33.1 billion and €33.6 billion, indicating an 11-13% year-over-year increase [12][11] - The company's stock has performed well, with a 54.3% increase over the past year compared to the industry's 9.6% growth [13]

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]