SAP : Sapphire 2024: a lot of noise around AI but the real growth driver is still migration to S/4 Cloud
>AI in all directions - As might have been expected, this Sapphire event was largely dominated by AI (keynotes from management, demos, discussion sessions with analysts, etc.). SAP has a very broad strategy on AI: gradual integration of its assistant Joule for all products, use of fine-tuned models to create more specific use cases, foundation models made available through BTP, integration of Microsoft office copilot, etc. However, based on our talks with the integrat...SAP is engaged in selling licenses for software solutions and related support services. Co. derives its revenue from fees charged to its customers for the use of its cloud solutions and for licensing of on-premise software products and solutions. Additional sources of revenue are support, professional services, development, training, and other services. Co. has more than 300,000 customers in over 180 countries. Co.'s SAP HANA platform holds the ability to simplify both the user experience and the overall IT landscape, creating a smaller data footprint, increased system throughput, and easier data processing and operation.
Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.
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