SAP Agrees to Acquire Dremio Data Lakehouse Platform
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 5 days ago
0mins
Should l Buy SAP?
SAP and Dremio announced that SAP has agreed to acquire Dremio, an open, high-performance data lakehouse platform built to accelerate agentic AI and expand SAP Business Data Cloud's ability to combine SAP and non-SAP data to more effectively run analytical and AI workloads in real time. Terms of the deal were not disclosed. The transaction is still pending regulatory approval. The transaction is expected to close in Q3 of 2026, subject to customary closing conditions, including regulatory approvals.
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Analyst Views on SAP
Wall Street analysts forecast SAP stock price to rise
8 Analyst Rating
7 Buy
1 Hold
0 Sell
Strong Buy
Current: 174.710
Low
30.28
Averages
297.01
High
401.93
Current: 174.710
Low
30.28
Averages
297.01
High
401.93
About SAP
SAP SE (SAP) is a Germany-based application software company. The Company operates through two segments Applications, Technology & Support (ATS) segment and its Core Services segment. The ATS segment covers the Company’s integrated product portfolio and includes cloud subscription offerings, support services, and training solutions. It also encompasses activities related to operating cloud technologies and delivering customer support associated with its software products. The Core Services segment complements the Company’s product portfolio by delivering consulting and premium support services to assist customers in adopting its innovations. Revenue in this segment is primarily derived from professional services and enhanced support offerings, while costs arise from the execution of these service activities.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Webcast Availability: The event will be webcast, and a replay will be available on the SAP Investor Relations website, ensuring that investors unable to attend in person can still access crucial information, thereby improving information accessibility.
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- Financial Analyst Conference: SAP will host a Financial Analyst Conference in Orlando, Florida, on May 13, 2026, from 5:00 PM to 8:30 PM CEST, featuring executive presentations and a Q&A session aimed at enhancing investor understanding of the company's strategy.
- Executive Participation: CEO Christian Klein will participate in a Fireside Chat at the BNP Paribas Exane CEO Conference on June 3, 2026, further demonstrating the leadership's commitment to transparency and communication with the market.
- Webcast Availability: The event will be webcast, and a replay will be available on the SAP Investor Relations website, ensuring that investors unable to attend in person can still access crucial information, thereby improving information accessibility.
- Long-term Strategic Commitment: As a global leader in enterprise applications and business AI, SAP continues to showcase its strategic direction in key business areas such as finance, procurement, and customer experience through this conference, thereby enhancing market confidence.
See More
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- Financial Analyst Conference: SAP will host a Financial Analyst Conference at the Sapphire event in Orlando, Florida, featuring Executive Board presentations and a senior management Q&A session, which is expected to attract significant investor attention and enhance the company's transparency and trust among investors.
- Executive Participation: CEO Christian Klein will hold a Fireside Chat at the BNP Paribas Exane CEO Conference in Paris, showcasing the company's strategic direction and future outlook, aimed at enhancing investor engagement and increasing market awareness of SAP.
- Webcast Availability: The conference will be webcast live, with a replay available shortly after the event, ensuring that investors who cannot attend in real-time can still access key information, thereby broadening the reach of information dissemination.
- Investor Relations Engagement: SAP encourages investors to contact the Investor Relations team via email or phone to ensure they receive timely updates on company developments and financial information, thereby strengthening communication and connection between the company and its investors.
See More
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- Dividend Growth Commitment: Clorox successfully raised its dividend for the 48th consecutive year last July, and despite market challenges, it is on track to achieve the milestone of becoming a Dividend King by 2027, demonstrating the company's long-term commitment to shareholders.
- Market Share Pressure: Although private labels like Costco's Kirkland Signature and Walmart's Great Value are gaining traction, Clorox's CEO noted that private label market share remained flat in the quarter, indicating that consumers still prefer high-quality brands, which provides Clorox with competitive opportunities.
- Sales Forecast Downgrade: Clorox now forecasts a 9% decline in organic sales for fiscal 2026, down from the previous guidance of 5% to 9%, reflecting the operational challenges faced amid intense competition and promotional pressures.
- ERP System Upgrade: Clorox completed a $580 million ERP system upgrade, which, despite being a complex transition affecting the supply chain, is expected to enhance overall operational efficiency and lay the groundwork for future business growth.
See More
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- Acquisition of Dremio: German software giant SAP has announced the acquisition of data platform provider Dremio, with terms undisclosed; this move is expected to significantly enhance SAP Business Data Cloud's ability to handle real-time analytics and AI workloads, enabling customers to transform raw data into governed AI intelligence.
- Data Readiness for AI: SAP's CTO, Philipp Herzig, emphasized that the bottleneck in enterprise AI lies in data readiness, and Dremio's high-performance data lakehouse platform will eliminate this barrier, thereby improving customer efficiency and effectiveness in AI agent applications.
- Acquisition of Prior Labs: SAP also announced the acquisition of Prior Labs, a provider of Tabular Foundation Models, committing over €1 billion in the next four years to scale it into a globally leading AI lab for structured data, further advancing AI technology.
- Strategic Investment: This acquisition not only showcases SAP's ambitions in the AI sector but also indicates its commitment to enhancing product competitiveness through the integration of advanced data processing capabilities, which is expected to positively impact future business growth.
See More
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- Acquisition of Prior Labs: SAP SE is acquiring Prior Labs to expand its AI initiatives, committing over €1 billion in the next four years to develop it into a globally leading frontier AI lab focused on structured data that drives business operations worldwide.
- Commitment to Independent Operation: Prior Labs will continue to operate as an independent entity, a strategy that not only helps maintain its innovative capabilities but also enhances SAP's competitiveness in the AI sector, further solidifying the company's leadership in digital transformation.
- Impact of Open-Source Tool: Prior Labs' TabPFN tool has achieved over 3 million downloads, becoming a widely adopted open-source tool that supports a dynamic developer ecosystem, which will provide SAP with additional developer resources and market opportunities.
- Pending Regulatory Approval: The transaction is still pending regulatory approval, and while the terms of the deal remain undisclosed, SAP's strategic investment underscores its long-term commitment to the AI sector, which is expected to positively impact future business growth.
See More
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- Acquisition Agreement: SAP has entered into a definitive agreement to acquire Prior Labs, expected to close in Q2 or Q3 of 2026, with SAP committing over €1 billion to enhance TFM's global leadership, thereby solidifying its early mover advantage in enterprise AI.
- Independent Operation Model: Prior Labs will continue to operate as an independent entity, a strategy that not only ensures research agility but also leverages SAP's resources and customer network to drive innovation and market penetration in structured data AI.
- Significant Technical Advantage: Prior Labs' TabPFN-2.6 model excels in the TabArena benchmark, achieving accuracy comparable to a four-hour automated machine learning pipeline with minimal complexity, thus providing SAP customers with more efficient business decision-making support.
- Industry-Leading Potential: By combining Prior Labs' frontier models with SAP's enterprise data, SAP will have the opportunity to establish an industry-leading AI research lab, driving the productization of TFMs and helping customers better understand causation, thereby enhancing business value.
See More
