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SAP·NYSE·US

SAP

SAP is an enterprise software company that sells cloud ERP, business applications, and related platform services for finance, supply chain, procurement, human capital management, and customer experience. It also offers enterprise AI capabilities and agent-based workflow tools embedded across its software portfolio.

Recent Activity

Updated Oct 31, 2026
–SAP reported third-quarter 2026 total revenue of €10.27 billion, up 13% (12% at constant currencies) and above €10 billion for the first time, with cloud revenue up 26% to €6.67 billion and current cloud backlog at €24.1 billion.
–SAP is replacing some expensive AI models powering its products with cheaper alternatives, targeting savings of more than €2 billion.
–Databricks and SAP are expanding their partnership, bringing Genie, Lakeflow, Unity Gateway and Lakebase to SAP Databricks, while SAP adds a new Application Data Foundation way to reach data stored in its business software.
–SAP advanced its autonomous enterprise push with smarter, governed Joule agents.
–SAP selected Addison, Texas, for a new North Texas regional office.

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Thematic Position

Relationship Groups

Customers2
Partners17
Competitors9

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Recent Discoveries

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Ended Relationships

1 ended relationship · Ended relationships are part of the Pro plan.

Management Perspective on Regulatory & Geopolitical Developments

foreign investment screeningtakeover regulation
German Securities Acquisition and Takeover Act imposes mandatory bid obligation on SAP acquirers
SEC 20-FFeb 26, 2026

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Related Events

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