SAP SESAP
▲ PositiveCapitalDemandrelevance
SAP guided to 2026 cloud revenue of €25.8–26.2B and ~€10B free cash flow, a financial outlook event.
Impact on assets 3
Cloud & Digital Infrastructure▲ · 2 stocks
SAP SE
Workday IncWDAY
Mentioned
Artificial Intelligence▲ · 1 stocks
Salesforce.com IncCRM
Mentioned
Theme Impact 4
Off-coverage companies
Related news
Microsoft CEO Nadella Calls Autopilot the Next Generation of Enterprise AI
Microsoft CEO Satya Nadella said the company's new cloud-based Autopilot feature represents the next generation of automation in the enterprise, with high ROI expected for businesses that adopt it. In an interview with Deirdre Bosa, Nadella described Autopilot as an agent with its own identity that completes jobs and hands off work, while the inner agent loop lives inside applications such as Excel. The new Copilot update has three modes: chat, code, and Autopilot, and Microsoft is positioning Copilot as the operating layer for enterprise AI, with adoption at about 30 million customers so far. Nadella said the bet is that companies should not have to track the fast-moving model race, and that Microsoft will serve the right model for each task, using more capable models for hard tasks and cheaper models for easier ones.
▲impact 4
Microsoft merges Copilot apps into enterprise-focused platform, exits consumer AI race
Microsoft has consolidated its consumer and workplace Copilot assistants into a single enterprise-focused application, effectively ending its two-year effort to build a personal AI companion and pivoting its AI strategy entirely toward corporate productivity. According to Bloomberg, the move marks a strategic retreat from the personal chatbot market currently dominated by OpenAI's ChatGPT, Google's Gemini, and Meta's Muse. The redesigned app reorganizes the enterprise experience around three core capabilities: Home, a central hub blending conversational Chat and task delegation through a new Office in Copilot feature for collaborative editing of Word, Excel, and PowerPoint documents; Code, powered by GitHub Copilot technology, which lets non-technical employees build custom apps, dashboards, and automated workflows using natural language within a secure, IT-governed sandbox; and Autopilot, previously codenamed Scout, a persistent digital agent that lives in a company's cloud tenant and autonomously executes complex, multi-step background tasks such as supplier reviews. Microsoft announced a split pricing model to support the new autonomous features: a fixed-rate subscription called USL for everyday Chat capabilities and a pay-as-you-go Usage-Based Billing model, or UBB, for long-running agentic tasks in Code and Autopilot, with administrators managing variable costs through new FinOps for AI governance tools. Charles Lamanna, a Microsoft executive, told customers at a private preview event that the company is not going to build a Copilot that is like a personal companion, adding that people do not want that from Microsoft. The pivot comes as Microsoft reported having over 30 million paid Copilot enterprise subscriptions as of June, representing roughly a third of its M365 commercial user base.
3
SYNEX Pushes into Cloud and AI, Extending Solutions to Build Recurring Revenue for the New IT Era
Panya Poonpermphonsiri, Chief Sales and Marketing Officer of Synnex (Thailand) Public Company Limited, or SYNEX, said at an online seminar for institutional investors titled "Expensive Chips, Tight Supply: How IT Operators Are Changing the Game," organized by Krungsri Securities Public Company Limited, that IT operators are facing simultaneous pressure from higher chip costs, supply volatility, and cautious consumer spending behavior, making inventory management, product mix allocation, and margin preservation more important than ever. The company believes the response requires adjusting business models to accommodate the changing structure of the IT market. SYNEX assesses that the IT market still has room to grow through higher-value technologies and services, especially artificial intelligence, data centers, cloud systems, cybersecurity, subscription software, and managed services. Under its plans, the company will extend from its distribution business into developing products and technologies into solutions and services that customers can put to practical use, while expanding partnerships to create new revenue streams and reduce dependence on growth from any single business. It will support partners from generating market demand, designing and delivering solutions, through to developing services that generate recurring revenue, particularly in cloud and artificial intelligence, and will set up teams of specialists to advise customers and connect after-sales services, product buyback, financial services, and product protection services to add value throughout the product lifecycle. Panya said the company will maintain the strength of its core business while expanding into solutions and services to accommodate long-term changes in the technology industry.