SAP WKN: 716460 ISIN: DE0007164600 Forum: Aktien Thema: Hauptdiskussion

Börse macht kein Sinn manchmal;)

Ja theoretisch

wie geht es dem short? die Prognosesenkung wird grade ordentlich gefeiert vom kurssetzer.

Coole shorts

Da ist keine Logik

Die Logik verstehe ich irgendwie nicht

Klein will es wohl wissen …

Jetzt wo etwas Druck genommen wurde … macht es wirklich Sinn Short zu gehen 😜😬🫣

"When they go low we go high" Michelle Obama über Trump

😵

Das ist schon längst beschlossene Sache denke ich 😅👍

SAP CFO says AI must move beyond chatbot 'low-hanging fruit' before seeing returns 23:49 23/07/2026 July 23 (Reuters) - SAP's finance chief said on Thursday that artificial intelligence in enterprise software must move beyond chatbots and coding tools into more complex business processes, where clean data, reliability and cost control matter more than access to the most powerful model. Companies have poured money into generative AI but are still seeking evidence of broad productivity gains, and SAP is arguing that the returns will come less from general-purpose models than from governed systems embedded in specific business processes. CFO Dominik Asam told reporters after SAP's second-quarter results that the "lion's share" of AI token consumption today was spent in "low-hanging fruits" coding assistant and chatbots, where AI's hallucinations matter less because the output carries limited risk if it fails. But applying AI to finance, supply chain or other core business processes is harder because errors carry over multiple steps, increasing risk against compliance standards, he said. "If you have some hallucinations in the process, the errors will actually compound statistically over many steps," Asam said, referring to finance workflows. "It requires much more excruciating assurance levels." The "high-hanging fruit" of AI, Asam said, is less about applying a generic plug-and-play large language model across a company than about building systems around specific businesses. That requires companies to make their own data usable and governed, so AI can operate with the knowledge of the company. "The idea that AI will solve all these problems if they are messy, legacy data silos is not true," Asam said, adding that such an approach came with "extremely high token costs." The most advanced model is not always the right one, he said. In practice, he said, companies will use the cheapest reliable tool that can deliver the required outcome safely, whether that is simple software, an open-source model or an expensive frontier model. (Reporting by Leo Marchandon in Gdansk; Editing by Alistair Bell) ((leo.marchandon@thomsonreuters.com))

Weshalb? Klein verschleiert offensichtlich Dinge

Q & A Highlights Q: Investors are surprised by the weaker second quarter and the cut for the full year. Can you discuss the room for margin expansion over the next 12 to 24 months and the AI investments' scale and time frame? A: Dominik Asam, CFO, explained that it's important to look at performance over several quarters rather than a single one. The operating leverage framework is respected, and the focus is on driving AI transformation and protecting the top line. The M&A acquisitions will impact operating profit, but the priority is aggressive growth. Christian Klein, CEO, added that the AI transformation doesn't require massive operational investments like the cloud transformation did, and productivity improvements are expected. Q: Given no deceleration in CCB, what is the visibility for cloud revenue for the rest of the year? How has the pipeline evolved post-Sapphire? A: Christian Klein, CEO, stated that predictability on cloud revenue is improving, and they are confident in hitting the guidance despite volatility. The pipeline post-Sapphire is better than expected, with strong customer feedback on the new platform. Customers realize the need to modernize landscapes while adopting AI, which supports the pipeline. Q: Can you elaborate on the recent acquisitions, specifically Prior Labs, and how you plan to monetize them? A: Christian Klein, CEO, explained that Prior Labs will enhance SAP's AI capabilities by providing accurate predictions using tabular AI models. The focus is on monetizing these capabilities through agents rather than the models themselves. Dominik Asam, CFO, added that SAP's unique data reservoir positions them well to leverage these technologies.

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