德国软件巨头SAP公布了2024年第三季度财报,业绩优于市场预期,并上调全年指引,这令其在美股盘后大涨超过5%。表现抢眼的主因在于,SAP充分把握了人工智能(AI)浪潮的发展趋势,AI驱动的云服务收入保持了强劲增长。
SAP第三季度营收同比增长9.4%至84.7亿欧元,超出分析师预期。云业务再次成为业绩亮点,季度云收入达43.51亿欧元,同比大增25%,主要来自云ERP套件收入增速加快。公司高管透露,第三季约30%的云交易都包括了AI应用场景,体现了SAP在商业AI领域的创新突破。
受此推动,SAP上调了2024年营业利润和自由现金流指引。其预计全年云收入仍将取得24-27%的高增长,云和软件整体营收将增长10-11%。SAP正加快向利润率更高的云端转型,并大力发展面向企业用户的AI解决方案,以抓住人工智能时代带来的新机遇。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.