SAP’s cloud is still booming, and that was enough to calm the AI-doom fears
THE SO WHAT
SAP’s 22% cloud growth and 26% backlog jump show that large enterprises are not ripping out core SaaS for AI-native upstarts — they’re layering AI onto existing suites. If you sell into the Fortune 500, the near-term play is augmenting incumbent systems and workflows, not promising wholesale replacement.
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