SAP shrugs off fears of AI eating software with big earnings beat - SiliconANGLE

SAP shrugs off fears of AI eating software with big earnings beat - SiliconANGLE

SAP beat Q2 (€1.89 EPS vs €1.68) with 24% cloud growth and 26% backlog surge, allaying AI displacement concerns. For tech leaders, this signals embedded AI grounded in business data and compliance outperforms commoditized LLMs—justify vendor-native AI spending against point-solution alternatives.