SAP
Scores out of 100 · Ranks within the 50-company cohort
Target date 2026-09-18
Target date 2027-09-18
Target date 2030-09-18
Our power thesis
Control over business transactions can outlast changes in the conversational front end. We expect SAP’s Alignment power to grow as agents execute consequential enterprise actions.
Four Forces breakdown
Each force uses the same fixed 0–100 scale. The strongest force and breadth of control determine the Power Score.
| Force | 2026 | 2027 | 2030 |
|---|---|---|---|
| Compute | 20 | 20 | 25 |
| Interface | 80 | 80 | 80 |
| Alignment | 85 | 90 | 95 |
| Energy | 5 | 5 | 5 |
Our forecast
Across our 2026–2030 view, the Power Score rises from 66.3 to 73.1; the rank holds at #21.
Compute 20 → 25; Alignment 85 → 95.
The thesis above explains our call. Rank can fall even when power grows if other companies gain faster.
What would change our mind
Customers move authoritative business actions and permissions outside SAP.
Research behind the judgment
SAP’s Joule offering connects agents to business processes, enterprise context, security, and governance.
- SAP Business AICurrent product documentation · Accessed 2026-09-18
Sources inform the factual premises. Force scores, ranks, and forecasts are exmxc’s judgments as of this edition.