Business Data Cloud LaunchWith the launch of Business Data Cloud (BDC), SAP is aiming to position itself as a core provider of AI agents, enabling customers to extract insights from both SAP and third party data via a partnership with Databricks.
Cloud Growth And AI IntegrationCloud growth analysis supports low teens group revenue growth profile with further upside to street expectations on upsell including from AI.
Order Wins And RestructuringThe P&L should be supported by order wins and restructuring.