SAP 3Q 上调FY24 利润指引,Agent 应用逐步落地从全球ERP 龙头SAP(SAP US)3Q24 业绩会中我们看到:1)SAP FY24Q3云和软件收入超VA 一致预期,并上调FY24 全年云和软件收入指引,反映下游云转型需求较为强劲;2)FY24Q3 云ERP 套件收入同增36%,增速较Q2进一步加速,反映云转型的空间被进一步打开;3)AI 应用:Agent 类应用有望快速落地,...
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