Euroopan kommissio avasi tutkinnan SAP:in toimista, koska epäillään kilpailun vääristymistä sen ERP-ohjelmiston tukipalveluissa. Kyse on “on-prem”-versiosta, jota yritykset pyörittävät omilla palvelimillaan.
SAP vakuuttaa tietysti noudattavansa sääntöjä ja sanoo tekevänsä yhteistyötä viranomaisten kanssa. Yhtiö ei odota tutkinnan vaikuttavan talouteensa merkittävästi, vaikka sen osake laski heti uutisen jälkeen.
" Key Points
The European Commission on Thursday opened an investigation into possible anticompetitive practices by German software giant SAP.
SAP said it believed its policies and actions were fully compliant with EU competition rules.
The company is one of Europe’s most valuable, with a market cap of almost 282 billion euros ($331 billion)."
Blum (freely readable from the link below) had a good article about SAP’s challenges. The momentum provided by the cloud transition (forced upon customers ) will start to wane in the coming years. At the same time, AI can quickly reshape the competitive landscape, and SAP, known for its rigidity, does not convince all investors with its agility.
Such gambles are not something many companies could play:
\u003e That’s when Klein decided to give his corporate clients an ultimatum: Migrate your data to our cloud products, or we will no longer support you. The gambit paid off. Cloud sales started to boom and SAP today is the most valuable software company in Europe.
Competition is intensifying and high pricing is eroding customers.
\u003e The company is targeting artificial intelligence applications as its future, but faces competition from virtually every other tech giant in the world. Many customers are already unhappy with the expensive cloud transformation. Analysts at tech consulting firm Gartner reported concerns this year that the company is losing market share for some newer products outside of its core business and alienating clients because of its hard-nosed sales tactics.
Apotti’s little cousin, German SAP, published its results today.
SAP’s third quarter was strong in terms of results, even though cloud business growth slowed down. The company managed to keep costs tightly controlled and even raised its 2025 earnings and cash flow forecasts. At the same time, however, it lowered its cloud revenue guidance to the lower end of the previous range, which on the other hand indicates a more cautious outlook.
The cloud services order backlog remains strong, and the utilization of AI is starting to show in efficiency. SAP appears to be adapting to economic headwinds in a disciplined manner - emphasizing profitability at the expense of growth, which likely suits this uncertain market situation.
SAP proposes concessions to appease EU competition authorities.
SAP has offered to make it easier for customers to switch to rival software, clarify the basis for its fees, and abolish its reinstatement fee as part of concessions proposed to settle an EU antitrust probe, the European Commission said on Friday.
SAP believes the investigation will not affect its finances.
The tweet below states that, according to SAP, the transition from on-premise solutions to the cloud typically generates 2–3x additional revenue, which can grow to 4–5x over time through upsell, cross-sell, AI-driven pricing, and broader application suite adoption.
SAP has signed a new OneGov agreement with the U.S. GSA agency, offering its database, analytics, and cloud services to federal agencies with significant discounts.
Discounts of up to 80 percent can be obtained for database technologies and 35 percent for cloud services, which is estimated to save agencies approximately $165 million.
The agreement supports agencies’ transition from legacy systems to more modern ones, and it also includes additional benefits such as a dedicated support service and the removal of data egress fees.
SAP thus joins other major technology companies in promoting U.S. government IT reforms and faster AI adoption.
) will start to wane in the coming years. At the same time, AI can quickly reshape the competitive landscape, and SAP, known for its rigidity, does not convince all investors with its agility.
