Sap Se Stock Price, News & Analysis

SAP (NYSE: SAP) announced a multi‑partner collaboration with France's AI ecosystem—including Bleu, Capgemini, and Mistral AI—to build secure, scalable, AI‑driven sovereign cloud solutions for Europe. The initiative, presented at the Summit on European Digital Sovereignty, aims to protect data and IP while enabling compliant enterprise AI on SAP Business Technology Platform and sovereign data centers.

SAP said it is accelerating European investments and is allocating over €20 billion to sovereign cloud and AI solutions, plus joint product integrations such as Mistral AI Studio in SAP AI Foundation.

SAP (NYSE: SAP) at SAP TechEd 2025 introduced developer-focused AI enhancements across SAP Build, Joule Agents, and SAP Business Data Cloud to speed application development and automation.

Key elements include local Model Context Protocol servers and a Visual Studio Code extension for SAP Build, a new SAP–Snowflake solution extension and Business Data Cloud Connect, data product studio and HANA Cloud knowledge graph automation, plus SAP-RPT-1, a relational foundation model for business predictions. SAP pledged to train 12 million people in AI skills by 2030.

SAP (SAP) and Snowflake (SNOW) announced a strategic collaboration to integrate Snowflake’s AI Data Cloud with SAP Business Data Cloud (BDC) to enable semantically rich, bidirectional, zero-copy data sharing and unified governance.

The offering, called SAP Snowflake, will let customers use Snowflake as a cloud-scale compute and storage option for SAP BDC, harmonize SAP and non-SAP data in real time, and build AI/ML applications grounded in trusted SAP data products. SAP Snowflake is planned for general availability in Q1 2026; SAP BDC Connect for Snowflake is planned for H1 2026.

SAP (NYSE: SAP) reported strong Q3 2025 results on Oct 22, 2025: cloud backlog €18.8bn (+23% y/y, +27% constant currency) and cloud revenue €5.29bn (+22% y/y, +27% cc). Cloud ERP Suite revenue was €4.59bn (+26% y/y, +31% cc). Total revenue rose to €9.08bn (+7% y/y, +11% cc). IFRS operating profit was €2.49bn (+12% y/y); non-IFRS operating profit €2.57bn (+14% y/y, +19% cc). Q3 free cash flow was €1.27bn (+5%). SAP updated 2025 outlook: cloud revenue €21.6–21.9bn (cc) and non-IFRS operating profit €10.3–10.6bn (cc).

BlackLine (Nasdaq: BL) received the SAP Global Finance and Spend Management Partner Excellence Award 2025 for Partner Solution Success on October 6, 2025. The award recognizes top-performing partners based on SAP sales data and steering-committee evaluation of sales achievement and performance.

BlackLine is an SAP platinum partner with solution extensions that completed SAP's premium qualification process for record-to-report and intercompany governance. More than 1,200 companies run BlackLine alongside SAP to automate financial close tasks and improve accuracy, efficiency, and intelligence.

SAP (NYSE: SAP) unveiled AI-led upgrades to SAP Business Suite on October 6, 2025, highlighting role-based Joule assistants that orchestrate specialized Joule Agents across functions.

Key features include role-aware assistants (People Manager, Financial Planning), new agents (People Intelligence, Cash Management), and cross-functional coordination to streamline workflows. SAP also launched SAP Business Data Cloud Connect for secure, zero-copy data sharing with partner platforms, naming Databricks and Google Cloud as initial partners.

Application updates include SAP Supply Chain Orchestration with a live knowledge graph for multi-tier risk detection, SAP Engagement Cloud for contextual CX, and a next-gen SAP Ariba procurement suite. SAP positions these changes as an integrated AI, data, and applications strategy to boost decision speed and resilience.

SAP (NYSE: SAP) announced product and platform updates at its inaugural SAP Connect event on Oct. 6, 2025. Highlights include a new generation of role-aware AI assistants in Joule that orchestrate specialized Joule Agents across business functions, the launch of SAP Business Data Cloud Connect for zero-copy, bidirectional data sharing with partners, and AI-native applications such as SAP Supply Chain Orchestration, SAP Engagement Cloud, and a next-generation SAP Ariba procurement suite. Databricks and Google Cloud are named initial partners for BDC Connect.

These updates emphasize integrated AI, data, and applications to improve decision speed, productivity, and supply-chain resilience.

Coveo (TSX: CVO) received the SAP Global SAP Customer Experience Partner Excellence Award 2025 for Partner Solution Success, recognizing top partners that drive results with SAP Customer Experience solutions. The partnership dates to 2023 when Coveo's solution for SAP Commerce Cloud earned SAP Endorsed App status, expanded in November 2024 to integrate with SAP Service Cloud, and continued with customer wins in 2025. Reported customer impacts include Blackwoods: +45% NPS and 44% fewer null searches, and SanMar selected Coveo AI for SAP Commerce in May 2025.