Strategic Partnerships as Growth Drivers
SAP’s cloud business is set to show dynamic growth by 2025 through strategic partnerships and technological innovations that offer investors relevant security and efficiency advantages. Here are the key developments:
- REWE Group: The migration of seven system landscapes to SAP S/4HANA Cloud demonstrates the potential of long-term major projects. The partnership underscores SAP’s ability to master complex digital transformations in the retail sector.
- Infosys: As a RISE with SAP validated partner, Infosys offers AI-driven solutions like Topaz for SAP S/4HANA Cloud, which increase forecast accuracy by 20% and reduce migration costs by 70% through automated code correction.
- NTT DATA Business Solutions and Redwood Software: Both received SAP Pinnacle Awards in 2025 – NTT in four categories, Redwood for its automation platform that enables a Clean-Core strategy without ERP customizations.
Technological Advances & Security
- AI Integration: Infosys uses generative AI for data mapping and accelerates code fixes by up to 50%.
- Automation: Redwood’s SaaS-based platform orchestrates end-to-end processes across cloud/on-premises environments while minimizing compliance risks.
- Security Focus: While there are no direct indications of closed gaps, cloud-native architectures imply regular security updates by SAP’s managed services as a standard practice.
Assessment from an Investor’s Perspective
| Factor | Impact |
|---|---|
| Cloud Revenue | Increasing due to major projects and AI-driven migrations. |
| Partner Ecosystem | Strengthens market position, Pinnacle Awards indicate technological leadership. |
| Competitive Advantage | Automation solutions reduce risks at customer interfaces. |
The combination of scalable cloud solutions, a powerful partner network, and AI innovations continues to position SAP as a key player in digital transformation – a decisive factor for long-term investor confidence.