What Does SAP's (SAP) CTO Say About the Company's New AI Monetization Strategy?
What Does SAP's (SAP) CTO Say About the Company's New AI Monetization Strategy?.
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SAP SE (NYSE: SAP ) is one of the best stocks to invest in according to Two Sigma Advisors with huge upside potential . On June 10, SAP SE (NYSE:SAP) CTO Philipp Herzig presented at the Bank of America Global Research C-Suite TMT Conference, where he laid out SAP's AI strategy, product roadmap, and monetization approach.
On AI strategy, Herzig noted that the company's overarching AI vision, which it calls the Autonomous Enterprise, centers on delivering measurable business outcomes across five core enterprise domains. To deliver on this, SAP plans to release 50 AI-powered assistants by Q3 2026, each orchestrating a set of task-specific agents underneath. He noted that there are currently 200 agents shipping out of the box with SAP's SaaS applications.
Herzig told the moderator that the newly announced SAP Business AI Platform will underpin the AI strategy. The platform combines the existing SAP Business Technology Platform and SAP Business Data Cloud with a new version of Joule Studio and SAP Signavio to allow companies to first identify where AI can improve their business processes, then build and govern agents to execute on those improvements.
On monetization, Herzig said SAP uses a value-based, consumptive pricing model through a unit he called AI Units. So, customers buy a pool of AI Units that unlocks all premium AI capabilities across the entire SAP portfolio. He added that pricing is pegged to the business value delivered.
SAP SE (NYSE:SAP) is an enterprise software company. It develops and licenses business software for enterprise resource planning, customer relationship management, supply chain management, and human capital management.
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