德国软件巨头SAP公布了2024年第三季度财报,受惠于人工智能(AI)浪潮带动的云业务增长,公司业绩实现了强劲表现,进一步释放了其在AI时代的增长潜力,推动其股价在盘前大涨5%。
数据显示,SAP第三季度营收同比增长9.4%至84.7亿欧元,经调整每股收益1.23欧元,分别优于市场预期的84.5亿欧元和1.06欧元。其中,公司云收入同比大涨25%至43.51亿欧元,云业务积压订单也增长25%至153.8亿欧元,持续实现了两位数的高速增长,这主要得益于人工智能热潮带动的企业云服务需求升温。
SAP高管透露,在公司第三季度云交易中,约三成涉及了人工智能应用场景,体现出公司在商业AI领域取得了显著创新突破,从而提升了产品的价值主张和竞争力。为此,SAP正进一步加快向利润率更高的云端转型的步伐,并大力发展面向企业用户的AI解决方案组合,以抓住当前AI浪潮所带来的新机遇。
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