SAP CEO Discusses Earnings, Trade, and AI Demand in Bloomberg Interview
PorAinvest
miércoles, 23 de julio de 2025, 2:46 am ET1 min de lectura
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Klein emphasized the acceleration of cloud migrations via SAP's RISE platform, noting a significant increase in cloud revenue. He also discussed the integration and monetization strategy of SAP's GenAI, Joule AI assistant, which was adopted by over 20 customers last quarter. The company remains cautiously optimistic about the second half of the year, keeping an eye on geopolitical developments [1].
Meanwhile, Microsoft has linked a recent wave of SharePoint zero-day attacks to Chinese hackers. The attacks, dubbed "ToolShell," exploited vulnerabilities in on-premises SharePoint servers, compromising dozens of organizations worldwide. Microsoft patched the vulnerabilities and released emergency patches, but the incident has reignited concerns about the security of centralized enterprise systems [2].
In a separate development, Netflix has partnered with Runway AI, a video generation startup, to enhance its content offerings. The collaboration aims to leverage AI to create more engaging and personalized experiences for users [3].
References:
[1] https://247wallst.com/investing/2025/07/22/live-coverage-will-sap-stock-soar-after-reporting-q2-earnings/
[2] https://www.bleepingcomputer.com/news/security/microsoft-sharepoint-toolshell-attacks-linked-to-chinese-hackers/
[3] https://markets.financialcontent.com/wral/article/pressreach-2025-7-22-microsoft-sharepoint-breach-sparks-urgency-around-next-gen-cyber-defense
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SAP--
SAP CEO discusses company earnings, trade, and AI demand. Microsoft points to Chinese hackers in a SharePoint breach, and Netflix uses video generation startup Runway AI. The David Rubenstein Show features a conversation with Rep. Jason Smith on leadership and personal/professional choices.
SAP's CEO, Christian Klein, discussed the company's Q2 2025 earnings, highlighting strong cloud growth and AI innovations. The company reported a slight beat in total revenue, driven by robust cloud performance. However, EPS missed estimates, with the company attributing the miss to currency impacts and higher taxes [1].Klein emphasized the acceleration of cloud migrations via SAP's RISE platform, noting a significant increase in cloud revenue. He also discussed the integration and monetization strategy of SAP's GenAI, Joule AI assistant, which was adopted by over 20 customers last quarter. The company remains cautiously optimistic about the second half of the year, keeping an eye on geopolitical developments [1].
Meanwhile, Microsoft has linked a recent wave of SharePoint zero-day attacks to Chinese hackers. The attacks, dubbed "ToolShell," exploited vulnerabilities in on-premises SharePoint servers, compromising dozens of organizations worldwide. Microsoft patched the vulnerabilities and released emergency patches, but the incident has reignited concerns about the security of centralized enterprise systems [2].
In a separate development, Netflix has partnered with Runway AI, a video generation startup, to enhance its content offerings. The collaboration aims to leverage AI to create more engaging and personalized experiences for users [3].
References:
[1] https://247wallst.com/investing/2025/07/22/live-coverage-will-sap-stock-soar-after-reporting-q2-earnings/
[2] https://www.bleepingcomputer.com/news/security/microsoft-sharepoint-toolshell-attacks-linked-to-chinese-hackers/
[3] https://markets.financialcontent.com/wral/article/pressreach-2025-7-22-microsoft-sharepoint-breach-sparks-urgency-around-next-gen-cyber-defense
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