Capgemini & SAP

Capgemini: Capgemini raised its annual growth target after bookings climbed 9.2%, benefiting from AI integration and governance work. The company is well-positioned to capitalize on enterprise AI deployment.

SAP: SAP reported a 26% rise in cloud backlog to €22.9 billion, driven by AI-related demand, and made acquisitions of Dremio and Prior Labs to enhance AI data capabilities. This positions SAP as a key beneficiary of AI integration.

Capgemini: Capgemini was named a Leader in three quadrants of the ISG report, highlighting its strong offerings in the SAP ecosystem in Germany.

SAP: SAP's S/4HANA and Business Technology Platform (BTP) are central to the modernization efforts discussed in the report, indicating continued relevance and adoption of its products in the German market.

Capgemini: Capgemini>>> is a co-owner of Bleu, a locally governed cloud venture in France, which runs on Microsoft>>> Azure infrastructure.

SAP: SAP>>> is the parent company of Delos Cloud, a subsidiary that runs on Microsoft>>> Azure infrastructure.

Capgemini: Capgemini's shares slid, partly due to the broader pressure on the European IT sector following Oracle Corporation's stock decline.

SAP: SAP's shares tumbled, partly due to the broader pressure on the European IT sector following Oracle Corporation's stock decline.