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ft.com

SAP quietly steals a march on Silicon Valley’s A-list

German software provider is generating higher revenue after moving to the cloud

giovedì 12 giugno 2025 New tab

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ft.com

The investment case for European software companies is strengthening

The region is very different from Silicon Valley but there is a growing ecosystem of durable companies

ft.com·1 anni fa
ft.com

SAP suffers biggest fall in five years amid concerns over cloud business

Shares fall 16% as Europe’s largest software company says its cloud backlog growth will ‘slightly decelerate’

ft.com·5 mesi fa
ft.com

Microsoft profits soar almost 25% on boom in cloud computing

US tech giant’s valuation set to pass $4tn as investors embrace plans to spend $120bn on artificial intelligence next year

ft.com·11 mesi fa
ft.com

Apple has become Silicon Valley’s big contrarian bet

The company has all but sat out the AI investment frenzy, but pressure to conform is increasing

ft.com·11 mesi fa
ft.com

European start-up valuations boom on investor frenzy

Interest in AI and defence tech start-ups has boosted investor activity after a prolonged slowdown

ft.com·10 mesi fa
ft.com

Google dodges a bullet

Court sanctions look to have left search company well-placed to become a dominant player in the emerging AI market

ft.com·10 mesi fa