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Feb 16
|
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$204.53
$205.20
+0.3%
|
N/A
|
Finnhub News
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Finnhub - SAP
Price Over Earnings Overview: SAP
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|
Feb 16
|
|
$204.53
$205.20
+0.3%
|
N/A
|
Finnhub News
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— |
Finnhub - SAP
Allspring International Equity Fund Q4 2025 P...
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Feb 09
|
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$210.41
$205.20
-2.5%
|
LONG
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Ali Ghodsi
CEO, Databricks
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Despite the AI disruption narrative, legacy giants like SAP are insulated. SAP possesses a "Data Moat." They are the "system of record" for global enterprises. It is incredibly difficult to replace them because they hold the critical operational data. There is no viable alternative to rip and replace their infrastructure, and they are successfully integrating AI into their existing stack. Ghodsi asks rhetorically, "What would you replace SAP with?" noting there is no real alternative. Slower execution on AI integration compared to agile startups. |
CNBC
AI upends the software ecosystem
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