异动解读 | 借AI东风 SAP第三季度云收入暴增25%致股价大涨

异动解读
22 Oct 2024

据报道,欧洲软件巨头SAP今日公布了2024年第三季度财报,营收和盈利均超出了市场预期,并上调了2024年全年指引。消息公布后,该公司股价在纽约证券交易所盘后交易中大涨超过5%。

数据显示,SAP第三季度总营收达到84.7亿欧元,同比增长9.4%;非经常性项目后(non-IFRS)每股收益1.23欧元,分别超出市场预期的84.5亿欧元和1.06欧元。其中,公司云计算业务营收同比大涨25%至43.51亿欧元。

SAP的季绩优于预期主要得益于人工智能(AI)热潮带来的云服务需求强劲,加速了公司向云端转型。公司高层透露,三季度约30%的云交易都包含了AI应用场景。SAP旨在通过加强商业AI能力来提升产品价值,抓住AI发展机遇。

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