SAP Q3 mixed, outlook for 2025 at low end
SAP delivered third quarter revenue growth of 7% with cloud sales up 22%. The company said its 2025 cloud revenue will be at the lower end of its range of €21.6 billion to €21.9 billion.

Data to decisions examines the enablement of data-driven decisions across organizations. Holistic, data-informed decisions require a multi-disciplinary approach that combines performance monitoring with traditional business intelligence and analytic technologies. In addition, data-driven decisions are increasingly delivered in the context of business applications rather than in separate, analytic interfaces.
SAP delivered third quarter revenue growth of 7% with cloud sales up 22%. The company said its 2025 cloud revenue will be at the lower end of its range of €21.6 billion to €21.9 billion.
IBM reported better-than-expected third quarter results and said its AI book of business now tops $9.5 billion.
Google said its Willow quantum computing chip has achieved quantum advantage. Google's breakthrough hit pure play quantum computing companies.
The technology budget process is well underway at most enterprises and the time frames are getting shorter. Here's a few mileposts to consider as 2026 technology budgets are being sketched.
General Motors will integrate Google Gemini into its vehicles, introduce eyes off, hands off autonomous driving systems in the 2028 Cadillac Escalade IQ and move to a unified software defined vehicle architecture.
Every enterprise software vendor likes to talk about its platform as a way to enable AI transformation, automation and AI agents. But there are signs that platform fatigue is setting in among buyers.
It's easy to build an AI agent and even scale them. It's much harder to orchestrate them to drive returns. AI agents need a manager pronto.
Constellation Research analysts were split on whether we're in an AI bubble or not, recapped 2025 in AI agents and gave a hint of what's to come in 2026 around decisions, automation and exponential efficiency.
Microsoft said its Dynamics 365 Sales Qualification Agent and Quality Evaluation Agent are generally available with its Sales Close Agent and Sales Research Agent in public preview.
Don't look now, but enterprise technology vendors have a new fascination with context engineering to give AI agents the data and insights to go from pilot to production. You can almost see "context" trending as a theme the more enterprise vendors talk.
The big banks and financial giants have reported earnings and across the board they were strong due to increased M&A and trading volume. That said it’s worth noting some key comments about the AI infrastructure buildout. Here’s a look at what financial sector CEOs are saying about the AI market.
Here's a look at the quantum computing developments so far in 2025.