The software apocalypse never came and the sector is enjoying a stellar recovery. But the winners and losers still need to be sorted.

Data privacy commitments are becoming a structural competitive moat as enterprise clients embrace AI automation.

SAP (NYSE:SAP) reported third-quarter 2026 results marked by double-digit cloud revenue and operating-profit growth, as the enterprise software company said demand for artificial intelligence ...

The business-software group is working on a metric to convey the impact of AI on its operations to appease investors wanting ...

SAP posted third quarter revenue growth of 13%, cloud revenue growth of 26% and crossed the €10 billion quarterly revenue mark for the first time.

SAP gave investors the number they wanted. Europe’s biggest software company said cloud revenue grew 22% to €6.28 billion in the second quarter, beating forecasts, SAP announced. Its cloud backlog, a ...

SAP (NYSE:SAP) expects full-year 2026 cloud revenue and cloud and software revenue to reach the upper ends of its existing ...