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  • 20 May 2025

Postcard from SAP Sapphire: Day 1


SAP SE (SAP:ETR) | 0 0 0.0%


  • BNP Paribas Exane
    • Castillo-Bernaus Ben BC

    • 11 pages


 

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Postcard from SAP Sapphire: Day 1


SAP SE (SAP:ETR) | 0 0 0.0%


  • Published: 20 May 2025
  • Author: Castillo-Bernaus Ben BC
  • Pages: 11
  • BNP Paribas Exane


What happened? We are attending SAP Sapphire in Orlando, FL (19-21 May). Day 1 consisted of SAP booth tours, product demonstrations and booth visits including Capgemini, Syniti (acquired by Capgemini), UiPath and Databricks. SAP Sapphire Day 1 highlights: . Agentic AI: our discussions with SAP representatives on the Agentic AI landscape expanded into a multi-agent ecosystem, the ''Agent2Agent protocol'' / A2A Protocol (https://a2aprotocol.ai/) and where SAP can operate in such an ecosystem. A2A Protocol is an open standard that enables AI agents to communicate and collaborate across different platforms and frameworks, regardless of their underlying technologies. Similarly, the significance of the Model Context Protocol (''MCP''), an open protocol that standardises how applications provide context to LLMs. MCP provides a standardised way to connect AI models to different data sources and tools. . Business Data Cloud (''BDC'') / Business Warehouse (''BW'') / SAPDatabricks: we discussed with SAP representatives the journey customers face to leverage their BW estate: transitioning their legacy on premise SAP data warehouse with large, valuable data and business logic into a Cloud environment to leverage SAP Datasphere as well as integration with Databricks. We also discussed with Databricks representatives the opportunity in partnering with SAP. As we outlined in our recent deep dive report (Beyond 2025: Laying it (Data)brick by brick) we view the Data Cloud opportunity as a whole as a significant one for SAP, including the recently announced Databricks partnership where we highlighted the scope for this to add EUR1bn in incremental revenues by 2030. . Product demos: we experienced live demonstrations of SAP''s GenAI Copilot ''Joule'' in action for Sales, FPandA, Human Resources use cases, together with Joule Studio (link) where customers can extend Joule capabilities into micro services-type agents within the master Joule Copilot with no-code tools for...

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