Balajee Tirupati's questions to SAP SE (SAP) leadership • Q2 2024
Question
Balajee Tirupati asked if all benefits from the transformation program will be realized in 2025 and whether SAP is seeing AI-related delays in customer decision-making like some peers.
Answer
CEO Christian Klein explained that while the bulk of savings will be realized in 2025, the program is not a one-off and will create a more efficient cost base for 2026 and beyond. Regarding AI, he stated SAP is not seeing delays because its roadmap is built on user data, industry feedback, and co-innovation with customers, ensuring the use cases deliver clear and immediate value.