SAP Reports Cloud Growth That Beats Estimates in AI Push

A humanoid robot displayed at the SAP SE booth at the Hannover Messe 2026 trade fair in Hannover, Germany on April 20.

Photographer: Krisztian Bocsi/Bloomberg

SAP SE reported revenue growth from its cloud services that beat analysts’ estimates after Europe’s biggest software company began integrating artificial intelligence agents into the service.

Cloud revenue increased to €5.96 billion ($7 billion) in the first quarter, Walldorf, Germany-based SAP said Thursday in a statementBloomberg Terminal. That compared with an average analyst estimate of €5.9 billion, according to data compiled by Bloomberg.