In short: Guest: named in the legacy marketing-cloud group Zeta is taking wallet share from.
In short: Two panelists: Cohen — AI-adjacent software laggard now shipping new AI suites; ~14x 2027E (€8.50). Rossbach (January pick, down ~30% in dollars) — AI is a net tailwind, not displacement: cloud revenue +27% and backlog +25% in Q1, only half the customer base on cloud yet; at 18x forward "the selloff affords an opportunity to buy an industry leader."
Two panelists defend the German software giant that runs the back office of much of the world's commerce. The stock fell ~30–48% (currency depending) in the AI-kills-software panic, but the actual business grew: cloud revenue up 27%, order backlog up 25% in the first quarter — and only half of SAP's customers have even moved to the cloud yet. Rossbach's point: a company this embedded in its customers' operations is positioned to SELL them AI, not be replaced by it. At 14–18x forward earnings, both call the selloff a chance to buy an industry leader cheap.
In short: Named as one of the enterprise application data sources Snowflake's Cortex Code / Snowflake Intelligence now reach (alongside Microsoft and Salesforce apps) — part of the "wider moat" of governed access to data wherever it lives.
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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.