Core Insights - SAP is committed to leveraging artificial intelligence, particularly agents and autonomous systems, to enhance the future of work for its customers [1][2] - The company is expanding its AI assistant, Joule, to autonomously access data and perform specific tasks across various SAP applications [1][2] Product Developments - SAP announced the upcoming launch of a new product called Supply Chain Orchestration, set for the first half of 2026 [3] - This system will utilize agentic AI and draw data from the SAP Business Data Cloud and SAP Business Network to assist supply chain professionals in managing risks [3][5] Market Context - The fluidity of supply chains has become increasingly apparent over the past five years, with supply chain professionals facing constant challenges such as tariffs, wars, and logistics bottlenecks [4][5] - The new system will create a knowledge graph using both SAP-owned and external data to identify issues affecting customers' supply chains [5][6] User Benefits - Supply Chain Orchestration will provide users with contextualized data to identify at-risk products, problematic shipping lanes, and potential revenue impacts [6]

Core Insights - SAP SE has launched new AI, data, and application innovations aimed at accelerating business transformation during its first SAP Connect event [1] - The company introduced role-based AI assistants in Joule to enhance performance across various business functions [1][2] - SAP Business Data Cloud Connect was announced as a new data connectivity platform to eliminate data silos and enhance AI value [3] AI Innovations - The AI assistants connect with specialized agents to streamline task management, allowing users to focus on insights and productivity [2] - SAP showcased AI-driven applications such as Supply Chain Orchestration, which uses a live knowledge graph to identify supplier risks in real time [5] - The SAP Engagement Cloud was introduced to personalize interactions using contextual insights, along with a next-generation SAP Ariba procurement suite that embeds intelligence throughout the sourcing and spend management lifecycle [5] Strategic Partnerships - Muhammad Alam emphasized the need for integrated applications to navigate business volatility [4] - Databricks and Google Cloud were named as the first partners for Business Data Cloud Connect, enhancing SAP's open data ecosystem [4] - These partnerships are expected to facilitate quicker access to business-ready data products for analytics and AI applications [4] Market Reaction - Following the announcements, SAP shares increased by 1.39%, closing at $274.28 [6]