SAP has a message for software doomsayers: The pendulum will swing back

Business Insider | 05-09-2026 12:56pm |

A SAP executive predicts a recovery from the 'SaaSpocalypse,' a sell-off of software-as-a-service stocks due to AI competition. SAP is leveraging AI to strengthen its competitive position against rivals like Palantir and is shifting to consumption-based pricing to align costs with business outcomes. Despite a 20% stock decline over the past year, SAP's recent earnings report received a positive response from investors.

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