SAP downgrade adds to software stock pain. Inside the sector’s losing battle against AI disruption.

The software sector’s artificial-intelligence pain is starting to look chronic.
Blockonomi

SAP (SAP) Stock Slides as UBS Flags AI Agent Rollout Concerns

SAP stock dropped over 3% after UBS downgraded to Neutral, citing delayed AI agent rollout and limited near-term growth ...
Seeking Alpha

SAP SE Q1 2025: Solid Start, But Real Work Still Ahead

SAP delivered solid Q1 results with €9.01bn revenue (+12% YoY) and cloud revenue up 27%, now over 40% of total revenue. Operating profit jumped 60% YoY due to tight cost control; management remains ...
The Silicon Review

SAP's AI Strategy: How Joule Could Change Enterprise Software

How Joule and 200+ AI agents are transforming enterprise software. From copilot to autonomous execution. The Silicon Review's ...
IBTimes UK

SAP Freezes Most Hiring to Focus on AI: CEO Predicts a 'Very, Very Different Workforce'

CEO Christian Klein discusses SAP's shift to a future-focused workforce, prioritizing AI roles over traditional software coding. SAP Website SAP, the German enterprise-software firm whose name stands ...
dbta

SAP Reorganizes its Partner Program to Meet the AI-Driven Moment

Recognizing the need to empower partners to set the right foundation for the cloud, SAP is revamping SAP PartnerEdge—its flagship, global program to engage with partners, no matter their route to ...