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SAP exceeded Q1 expectations with robust currency-adjusted cloud growth of 27% and a strong backlog, effectively neutralizing market fears regarding AI disruption to enterprise software contracts.

Impact: Stabilizes software sector valuations and suggests that legacy ERP players can successfully transition to cloud models without severe revenue erosion.

— from Market Shifts: Intel's Historic Rally, SAP's Cloud Beat, and China's EV Dominance · Alles auf Aktien – Die täglichen Finanzen-News· Apr 24, 2026