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IBM and SAP Report Earnings: ‘Deferral, Not Destruction' Meets SAP's Cloud Backlog Test
Source: 247wallst.com
Artificial IntelligenceCorporate Guidance & OutlookCompany Fundamentals
IBM said delayed deals would close and software growth would accelerate in the second half. SAP is counting on AI to convert its surging cloud backlog into large contracts; the article provides no specific figures or evidence that those contracts have been won.
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