SAP

Platforms

SAP's record quarter: the cloud line it owns grows at 28%, the one it resells at 8%

SAP furnished the Extension Suite's constant-currency growth for the first time in a 6-K this morning, and on the same day loaded two more partner products onto its shelf. Investors pricing the AI story need to know which line each euro comes from.

October 26, 2026 · 3 min read

Applications

SAP sells Docusign's contract tools inside its own software; DocuSign trades at $85.27 vs $71 target

SAP began selling Docusign's agreement management as its own branded extensions on October 26, Docusign's second major embed in thirteen days. The first print that can price either deal is fiscal Q3 earnings on December 3.

October 26, 2026 · 2 min read

Platforms

SAP's AI now grades the exams that certify its own consultants; services revenue fell 4% to €1.02 billion

SAP's record backlog beat UBS's forecast, but services revenue fell 4% and cloud gross margin slipped. Two days later, SAP made AI both the examiner and the grader of the exam that keeps its consultants certified.

October 24, 2026 · 2 min read

Market snapshot

Latest on SAP

Databricks says Apache Flink is optional; IBM paid $11 billion for Confluent, the company that sells it

SAP's record quarter: the cloud line it owns grows at 28%, the one it resells at 8%

SAP sells Docusign's contract tools inside its own software; DocuSign trades at $85.27 vs $71 target

SAP's AI now grades the exams that certify its own consultants; services revenue fell 4% to €1.02 billion

Also mentioned in

HubSpot swaps seats for expiring AI credits inside live contracts; its stock is down 48% this year

Workday cuts 142 at HQ while selling agents that automate hiring