SAP Q1 Earnings Test Today: Only 3% of Customers Run Business AI in Production, 77% Use Non-SAP AI Tools

Medium / Mario Defelipe·medium signal

As SAP reports Q1 2026 today (consensus: $1.91 EPS, $11.26B revenue, both up ~20% YoY), independent analysis reveals a stark AI adoption gap: only 3% of SAP customers run Business AI in production, while 77% of AI-active enterprises use non-SAP tools. SAP's Knowledge Graph remains proprietary with no customer modification, and Clean Core architecture forces agent logic outside the system core. Competitors like Salesforce are outflanking via open MCP protocols while SAP keeps Joule gated.