SAP SE ’s investors and partners are raising doubts about a suite of artificial intelligence products that Europe’s most valuable software company is relying on to reignite growth and stay ahead of budding threats from large language models. Some early users of the company’s flagship AI assistant, Joule — designed to help users navigate complex SAP systems and make tasks like coding easier — have ...
SAP SE ’s investors and partners are raising doubts about a suite of artificial intelligence products that Europe’s most valuable software company is relying on to reignite growth and stay ahead of budding threats from large language models. Some early users of the company’s flagship AI assistant, Joule — designed to help users navigate complex SAP systems and make tasks like coding easier — have been disappointed, customers and partners said, asking to not be identified discussing their relationship with the vendor. Chief Executive Officer Christian Klein is counting on Joule to help the company attract new business. Revenue growth from its last big technological bet — moving customers’ complex custom software setups from local computers to the cloud — is set to taper off. SAP says more than 90% of Fortune 500 companies use its solutions for financials, procurement or human resources, making the Walldorf, Germany-based company one of the few European software firms that operates at scale worldwide. Its ability to keep up with transformative new tech will be crucial to helping SAP stay ahead of global competitors. Read More: The AI Threat to Europe's Most Valuable Software Company Bloomberg spoke to more than a dozen clients, resellers and SAP executives about its AI developments as the company works to develop features and convert customers to the crucial new technology. They asked not to be identified so they could speak freely about the products. Two major implementation partners that sell the software in the US and Germany, SAP’s biggest markets, said they don’t see demand for the AI solutions in their talks with customers, and some clients said the new products aren’t yet worth the expense. Volkswagen AG , a large SAP customer, tested Joule and did not find it mature enough, a person familiar with the matter said. The company didn’t see how the tool would save substantial money or resources, the person added. Representatives for Volkswagen and SAP declined to c...
More on EOG Resources EOG Resources: Building Out Natural Gas Production Will Help It Power Data Centers EOG Resources, Inc. (EOG) Presents at Goldman Sachs Energy, CleanTech & Utilities Conference Transcript EOG Resources: Buy The Dip For A Reputable Producer EOG Resources Non-GAAP EPS of $2.27 beats by $0.07, revenue of $5.65B beats by $270M EOG Resources Q4 2025 Earnings Preview
More on EOG Resources EOG Resources: Building Out Natural Gas Production Will Help It Power Data Centers EOG Resources, Inc. (EOG) Presents at Goldman Sachs Energy, CleanTech & Utilities Conference Transcript EOG Resources: Buy The Dip For A Reputable Producer EOG Resources Non-GAAP EPS of $2.27 beats by $0.07, revenue of $5.65B beats by $270M EOG Resources Q4 2025 Earnings Preview
Spending by German consumers, businesses and the government sparked an economic recovery at the end of last year that’s expected to strengthen as the country invests heavily into infrastructure and defense. Household consumption rose 0.5% in the fourth quarter, with public expenditures up 1.1%, the statistics office said Wednesday. Capital investment also increased sharply. Gross domestic product ...
Spending by German consumers, businesses and the government sparked an economic recovery at the end of last year that’s expected to strengthen as the country invests heavily into infrastructure and defense. Household consumption rose 0.5% in the fourth quarter, with public expenditures up 1.1%, the statistics office said Wednesday. Capital investment also increased sharply. Gross domestic product gained 0.3% from the previous three months, Destatis said, confirming an earlier estimate. After years of stagnation, Germany’s economy is displaying the “first signs of recovery,” according to Ifo President Clemens Fuest . But while a government spending spree is fueling optimism and manufacturers have emerged from a yearslong downturn, risks such as the latest bout of US trade uncertainty continue to lurk. Exports dropped 0.6% in three months through December and imports were down 0.3%, according to the data. The mixed picture is reflected in companies’ prospects: Siemens AG recently raised its outlook, while Robert Bosch GmbH doesn’t expect significant improvement in key markets until next year. Business leaders complain that Chancellor Friedrich Merz hasn’t done enough to curb bureaucracy and welfare costs and a recent survey of firms by the DIHK industry lobby showed only muted sentiment. An improvement may be on the way. The Bundesbank predicts GDP will grow “more dynamically” from the spring. Deutsche Bank sees expansion of 1.5% this year. German Business Outlook Improves Amid First Signs of Rebound Merz Will Struggle to Defy Economic Gravity on First China Trip German Investor Outlook Unexpectedly Sours in Blow to Recovery
Earnings Call Insights: TransMedics Group, Inc. (TMDX) Q4 2025 Management View CEO Waleed Hassanein reported "our best operational performance to date" and stated "these results were achieved despite external challenges earlier in the year that were designed to distract and disrupt our sustained and transformational growth." He emphasized the resilience of the team and highlighted the company's mi...
Earnings Call Insights: TransMedics Group, Inc. (TMDX) Q4 2025 Management View CEO Waleed Hassanein reported "our best operational performance to date" and stated "these results were achieved despite external challenges earlier in the year that were designed to distract and disrupt our sustained and transformational growth." He emphasized the resilience of the team and highlighted the company's mission to "expand the utilization of available donor organs for transplantation while aiming to deliver the absolute best possible clinical outcomes for transplant patients worldwide." Hassanein detailed key quarterly achievements: "Total revenue for 4Q '25 was $160.8 million, representing approximately 32% growth year-over-year and approximately 12% sequential growth from 3Q 2025. U.S. transplant revenue grew approximately 11% sequentially to $155 million, while OUS transplant revenue grew approximately 33% sequentially to $5 million. Finally, we delivered an operating profit of approximately $21.3 million in 4Q, representing approximately 13.2% of total revenue for fourth quarter while making substantial investments to fuel our growth." Clinical adoption highlights included strong growth in OCS Liver transplants, with OCS responsible for 5,139 U.S. transplants in 2025, up from 3,735 in 2024. OCS Liver reached 36% of U.S. liver transplant volume, up from 26% in 2024. OCS Heart comprised 18% of heart transplants, up from 17%. Hassanein previewed 2026 catalysts: "We are highly motivated and inspired by our mission... We strongly believe that TransMedics is just getting started, and we have our sights focused on new peaks, which we will share with you on today's call." Forthcoming initiatives include the ENHANCE Heart and DENOVO Lung programs, European NOP model expansion, and OCS Kidney system development. CFO Gerardo Hernandez stated, "Total revenue for the quarter was approximately $161 million. U.S. transplant revenue was approximately $155 million, up 33% year-over-year a...
Earnings Call Insights: Realty Income Corporation (O) Q4 2025 Management View CEO Sumit Roy highlighted that "2025 was a year in which our platform, discipline and global reach came together to deliver steady results and position Realty Income for its next chapter of growth." He reported AFFO per share of $1.08 for the fourth quarter and $4.28 for the full year, supported by 98.9% occupancy and 10...
Earnings Call Insights: Realty Income Corporation (O) Q4 2025 Management View CEO Sumit Roy highlighted that "2025 was a year in which our platform, discipline and global reach came together to deliver steady results and position Realty Income for its next chapter of growth." He reported AFFO per share of $1.08 for the fourth quarter and $4.28 for the full year, supported by 98.9% occupancy and 103.9% rent recapture. Roy detailed $2.4 billion invested in the fourth quarter, including an $800 million perpetual preferred investment in Las Vegas CityCenter with Blackstone. For the full year, $6.3 billion was deployed at a 7.3% initial cash yield, with 30% of acquisition cash income from investment-grade clients. The company sold 425 properties for $744 million, enhancing portfolio quality. Roy emphasized proactive risk management, particularly with At Home, where early asset sales ahead of its Chapter 11 reduced exposure and preserved value. Roy announced international expansion into Mexico, noting a partnership-led entry alongside GIC and Hines and a $200 million takeout commitment for an industrial portfolio. He described a $1.5 billion U.S. JV with GIC for industrial build-to-suit properties and a $58.5 million Dallas transaction as the JV's inaugural deal. Roy stated, "A defining feature of Realty Income's evolution is pairing our operating platform with diversified partnership-oriented capital." Jonathan Pong, CFO, stated, "2025 was a foundational year for us from a capital diversification perspective. We proudly launched our debut open-end fund in the U.S., successfully raising over $1.5 billion in third-party equity from over 40 institutional investors." Pong reported $4.1 billion in year-end liquidity, a net debt to pro forma adjusted EBITDA ratio of 5.4x, and highlighted a 3-year convertible note offering raising over $862 million. Pong said, "Our balance sheet is positioned to play offense on the investment front in 2026." Outlook Pong introduced 2026 AFFO pe...
The GDP in Germany expanded 0.30% in Q4 2025 over the previous quarter, as expected. GDP increased 0.6% Y/Y, above the estimate of a 0.4% rise. "This means that the cyclical year of 2025 ended with an increase in economic output," says Ruth Brand, President of the Federal Statistical Office. "Private and government consumption expenditures contributed most to this positive development. Constructio...
The GDP in Germany expanded 0.30% in Q4 2025 over the previous quarter, as expected. GDP increased 0.6% Y/Y, above the estimate of a 0.4% rise. "This means that the cyclical year of 2025 ended with an increase in economic output," says Ruth Brand, President of the Federal Statistical Office. "Private and government consumption expenditures contributed most to this positive development. Construction investment also increased significantly." More on Germany Trump's Tariffs Are Sinking The Eurozone EWG: Germany Stocks Lag As Europe Leads European shares fall as tariff confusion returns, car sales drop Europe markets dip over renewed tariff tensions Seeking Alpha’s Quant Rating on iShares MSCI Germany ETF
Nvidia’s chips remain at the center of the artificial-intelligence investment boom, with Wall Street eagerly waiting for the company to post fourth-quarter earnings after Wednesday’s market close. For the quarter, analysts tracked by FactSet project $61 billion in fourth-quarter data center revenue, which would mark a 70% increase from last year. Such a figure would also be nearly 17 times higher ...
Nvidia’s chips remain at the center of the artificial-intelligence investment boom, with Wall Street eagerly waiting for the company to post fourth-quarter earnings after Wednesday’s market close. For the quarter, analysts tracked by FactSet project $61 billion in fourth-quarter data center revenue, which would mark a 70% increase from last year. Such a figure would also be nearly 17 times higher than the $3.6 billion Nvidia posted in data center revenue for the fourth quarter of 2023, when OpenAI’s ChatGPT was released.
Nvidia’s chips remain at the center of the artificial-intelligence investment boom, with Wall Street eagerly waiting for the company to post fourth-quarter earnings after Wednesday’s market close. For the quarter, analysts tracked by FactSet project $61 billion in fourth-quarter data center revenue, which would mark a 70% increase from last year. Such a figure would also be nearly 17 times higher ...
Nvidia’s chips remain at the center of the artificial-intelligence investment boom, with Wall Street eagerly waiting for the company to post fourth-quarter earnings after Wednesday’s market close. For the quarter, analysts tracked by FactSet project $61 billion in fourth-quarter data center revenue, which would mark a 70% increase from last year. Such a figure would also be nearly 17 times higher than the $3.6 billion Nvidia posted in data center revenue for the fourth quarter of 2023, when OpenAI’s ChatGPT was released.
Change amounts to £10 reduction a month for typical household, energy regulator says Good morning, and welcome to our rolling coverage of business, the financial markets and the world economy. Energy bills in the UK will fall by £117 to typical annual bill of £1,641 from April, the regulator Ofgem announced this morning. Today’s announcement will be welcome news for many households. Wholesale ener...
Change amounts to £10 reduction a month for typical household, energy regulator says Good morning, and welcome to our rolling coverage of business, the financial markets and the world economy. Energy bills in the UK will fall by £117 to typical annual bill of £1,641 from April, the regulator Ofgem announced this morning. Today’s announcement will be welcome news for many households. Wholesale energy prices have fallen in recent months, and we’re investing in our network to safeguard the future energy system. The main driver of today’s reduction is the change to policy costs announced by the chancellor in the budget. We’re also seeing encouraging signs of greater engagement and competition, with switching increasing by almost 20% year on year. More households are choosing time‑of‑use tariffs that offer cheaper off‑peak rates, and suppliers are offering a wider range of products, including deals with savings at evenings or weekends. 10am GMT: Eurozone inflation (final) for January 2.15pm: Treasury committee to question former OBR chairs Richard Hughes and Sir Robert Chote Continue reading...
US President Donald Trump briefly laid out his case for a possible attack on Iran in his State of the Union speech to Congress on Tuesday, saying he would not allow the world’s biggest sponsor of terrorism to have a nuclear weapon. Even while assembling a massive military force in the Middle East, Trump has done little to explain to the American public why he might be leading the US into its most...
US President Donald Trump briefly laid out his case for a possible attack on Iran in his State of the Union speech to Congress on Tuesday, saying he would not allow the world’s biggest sponsor of terrorism to have a nuclear weapon. Even while assembling a massive military force in the Middle East, Trump has done little to explain to the American public why he might be leading the US into its most aggressive action against the Islamic Republic since its 1979 revolution. In his speech, Trump...
Diageo Plc cut its guidance for the second time this fiscal year as the British distiller struggles to revive demand in the US and China, in an early challenge for new Chief Executive Officer Dave Lewis . The maker of Guinness stout and Johnnie Walker whisky now expects full-year organic net sales to drop 2-3%, according to a statement Wednesday. Diageo also said it would reduce its dividend. The ...
Diageo Plc cut its guidance for the second time this fiscal year as the British distiller struggles to revive demand in the US and China, in an early challenge for new Chief Executive Officer Dave Lewis . The maker of Guinness stout and Johnnie Walker whisky now expects full-year organic net sales to drop 2-3%, according to a statement Wednesday. Diageo also said it would reduce its dividend. The company is under pressure after a tough few years marred by supply chain issues, a profit warning and share slump that forced out previous CEO Debra Crew. Its strategy of convincing customers to trade up to pricier drinks has been undermined by global trade tensions and declining alcohol consumption, as tastes change and inflation weighs on spending.
South Korea’s President Lee Jae Myung marked Brazilian President Luiz Inacio Lula da Silva’s state visit with an AI-generated video animating their shared past as factory workers, before the two men embraced as heads of state. Lula arrived in Seoul on Sunday for a three-day trip – his first to South Korea in 21 years – with the two countries agreeing at a summit on Monday to elevate ties to a stra...
South Korea’s President Lee Jae Myung marked Brazilian President Luiz Inacio Lula da Silva’s state visit with an AI-generated video animating their shared past as factory workers, before the two men embraced as heads of state. Lula arrived in Seoul on Sunday for a three-day trip – his first to South Korea in 21 years – with the two countries agreeing at a summit on Monday to elevate ties to a strategic partnership. The 11-second clip, posted to Lee’s social media account on Monday, begins with...
(RTTNews) - Bureau Veritas SA (BVRDF), a French testing, inspection, and certification company, reported Wednesday higher profit and revenues in fiscal 2025. Further, the company lifted dividend, and said it expects organic growth in fiscal 2026.
(RTTNews) - Bureau Veritas SA (BVRDF), a French testing, inspection, and certification company, reported Wednesday higher profit and revenues in fiscal 2025. Further, the company lifted dividend, and said it expects organic growth in fiscal 2026.