SAP rapporterer stærk cloud-vækst trods nedjusterede forventninger

Europas største softwareproducent, SAP, så en solid vækst i sin cloud-forretning i andet kvartal. Den nuværende cloud-ordrebeholdning steg med 27 procent til 22,92 milliarder euro. Virksomheden nedjusterede dog sin årsforventning for driftsresultatet som følge af to opkøb.

SAP offentliggjorde tallene sent torsdag aften efter det amerikanske markeds lukketid. Cloud-omsætningen steg 22 procent til 6,28 milliarder euro. Den samlede omsætning steg ni procent til 9,88 milliarder euro.

Administrerende direktør Christian Klein tilskrev resultatet initiativer inden for kunstig intelligens. Han udtalte: «Dette resultat er understøttet af vores strategi for den autonome virksomhed.»

Grundet opkøbene af Dremio og Prior Labs i juli forventer ledelsen nu en vækst i det justerede driftsresultat på kun 13 til 17 procent. Nettoresultatet landede på 2,21 milliarder euro.

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Microsoft posted better than expected third quarter results driven by sustained demand for its cloud and artificial intelligence offerings.

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Comfort Systems USA posted 56.5 percent year-over-year revenue growth for the first quarter of 2026. The increase came from strength in both its electrical and mechanical segments. A record backlog and demand tied to AI infrastructure support further growth expectations.

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