22 SAP Weekly Brief: Framing of the SAP Acquisitions, Expectations for Sapphire and ServiceNow competition on AI

From SAP Weekly Brief · 00:18:21

Show by Balint Tolnay-Knefely

SAP delivered remarkable strategic substance this week with two simultaneous acquisitions – Dremio for open data lakehouse access and Prior Labs with a 1.17-billion-dollar commitment for tabular foundation models – completing a coherent data strategy alongside the running Reltio deal, even as the stock trades 45 percent below its 52-week high against an analyst consensus pointing to 51 percent upside. But the picture is shadowed by the new API Policy v4/2026, which restricts third-party AI agents from accessing SAP APIs and has drawn sharp criticism from DSAG, partners, and customers – a strategic move that directly contradicts the openness narrative of the Dremio acquisition. With ServiceNow simultaneously positioning itself as the open, neutral agent governance layer of the enterprise at Knowledge 2026, Sapphire next week in Orlando becomes the most consequential moment of SAP's year – both to retake the AI narrative and to repair the trust damage the API policy has created.

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