SAP needs to step up its game big time before it gets left behind. We pretty much divested on the ERP market ( was it smart move? ) to focus supposedly on Cloud and AI.
Meanwhile Oracle has just posted a explosive 32% monthly gain vs SAP -3% loss. Oracle's performance comes behind a 43% one yar gain and 285% 5 year surge.
This performance comes via Oracles strong performance in both AI and Cloud buildup. The market sees a very positive signal on what Oracle is doing.
What is SAP doing to counterbalance this dominance?
Yes.... I know our omnipresent favorite poster will very shortly write that "SAP Board is doing a great job"