Thread regarding SAP layoffs

@jc fear not, these benefits are going away from 2027. This is one of the benefits that HR and the executive board wants to take away from employees. Then you can buy from a broker.

@jc You can sell and buyback the shares in a brokerage. It gives you greater control and hedge against company volatility. Thats what I did even though my SAP stock is still up 100+%.

@fn a broker won't give me free shares, or match my contributions for a year, and give me 40% additional shares like the company programmes.

@ft Realty Income, DGRO and DIVO are quite good. I heard SCHD is underperforming at this stage. I make most of my money through Ares Capital, Blue Owl, Sixth Street Lending and MAIN.

@fa You can still sell your shares during a blackout period. The blackout period is intended for high level executives who make the business decisions. People can still sell because there’s not a lock on the system.

@fe Your name sounds Indian. Maybe SAP should send ICE to your home and deport you so you cannot spew nonsense about the company.

@fe investors aren't going to inject money for ever، their patience has a limit.

AI is still not profitable to anyone ...
It's still just a promise.

I think investors will wait maximum another year (2026) before pulling the plug if they don't start getting some return on their investment.

@fn Second the brokerage recommendation. I set one up last year and have bought SDIV and SCHD. Those monthly dividend payouts add passive income which helps ease the burden of layoffs or just generally losing our sh-t and walking out or getting fired. I sell my SAP stock as soon as they give it to me and buy ETFs.

In the same spirit, if you're not using a bank that pays out high APY you're robbing yourself. I only learned about that a few years ago. I was getting pennies a year in APY payouts and I could have been getting thousands just for saving.

Live and learn I guess. It's worth at least looking into.

@fa That's why you buy your stocks through a brokerage account and never have them issued by your employer. Set a stop loss at a level you're comfortable with and if sticks hit the fan you can wake up with a capital gain still even if it sinks 5-10% because you've set your stop loss to 0.5% below NAV. Brokerage accounts have always offered me greater flexibility to execute on my investment strategies. While generating a sweet passive side income on top of the SAP income. Which is why I don't care about these new salary optomization/performance packages they're rolling out which are designed to pit colleagues against each other. If I wanted more money I'd throw more of my cash dry powder into high yielding funds.

AI isn’t doing anything for any company. It’s all just in the investment stage at this time. Currently, it’s an excuse to cut jobs in the US and replace with WITCH bodyshops

I wish I could sell all my shares now but the blackout period is so long. Gonna be fkin worthless come the time when the sell window is open.
This pivot to AI is an embarrassment from SAP. They're getting destroyed by competitors in enterprise software, and the real AI companies.

https://finance.yahoo.com/news/sap-shares-hit-17-month-143710292.html

@cy AI is anti-ESG. We’re ki-ling the environment so that Musk’s fans can undress minors in Grok. It’s appalling. I love what the OP wrote here “AI a solution in desperate search of a problem”. It’s hard to argue with that. We’re creating generational damage to the environment and it’s people to make some billionaires richer. CK is also a part of that.

@dz Cry all you want but you’re in a minority and what I’m sharing is supported by a majority at SAP and in Germany.

As a European company, there aren’t many ways to grow SAP. This is the best one. And good growth means less Europeans will be laid off. You should welcome that.

@dv Not you fascist again. Go away. Go away, lay down and die.

@cy The US tech rules the US and the world economy. So SAP is just following what the US administration wants. ESG and DEI is seen and woke and the US administration does not agree with it and so there can be repercussions. It is in SAP's benefit to destroy green initiatives and ki-l all DEI and deport immigrants. And SAP is already doing that. When the US takes over Europe, SAP will be their good dog. It's not a bad thing because the only thing stopping Germany from being great again is the migrant and asylum loving liberals.

@ds SAP had a choice to invest more in datacenter providers across Europe such as Hetzner. But the executives decided to go with AWS and Microsoft instead because the grift is more important than digital sovereignty. When the US attacks NATO countries, SAP is looking to get government handouts in millions to move the data from these data centers to European ones. If they really cared, they would have given an option for European datacenters (non-AWS and non-Microsoft) to European customers today.

@cx No because they can still pivot to other topics. You know what their backup plan is if AI fails? Create enough discord between countries and states so everyone wants data sovereignty. Oracle and Microsoft will just use these datacenters for Minnesota who don't want to share their data with Texas. This infrastructure isn't going anywhere. Oracle and Microsoft also have long-term contracts for their energy usage so if they even decide to resell the energy because the data centers are shut down, they will make a profit. The US tech companies desperately need a global conflict so they are relevant even if the AI strategies fail.

Notice that the Malthusian globalist slop of ESG and DEI are gone and replaced with AI.

It's all about control of the ignorant.

When the bubble pops, competitors like Oracle and Microsoft, with their massive investments in data centres, will have egg on their faces.

@ar SAP’s entire roadmap was created to service Palantir. There was a post here about it.

https://www.thelayoff.com/t/1keebczbq

AI is going to turn out to be the biggest scam perpetrated on C suite goofballs in all of history. Not sure how such supposedly smart people were so bamboozled by what is a just highly inaccurate search engine trained on cr-p sources of data like reddit.

SAP is one of the more intelligent ones by being one of the thieves trying to su-k money out of their customers by lying to them and telling them agentic AI is coming and can replace employees if they only move to RISE and Grow clouds. Ive seen some customers with 5 year plans that actually rely on agentic employees to meet their 2030 goal.

SAP's customers are the ones that will be really destroyed by this coming AI crash and bubble burst. Once AI companies start to fail and the hyperscalers lose all that revenue who do you think is going to pay the price? SAP will, and SAP will pass than down to their customers. RISE is already many (5-7 on the low side) factors more expensive than on prem landscapes.

@OP Palantir Technologies Inc. set up its house across the street from the USA House, a church just outside the Davos perimeter that’s the main venue for the Trump administration this week.
https://www.bloomberg.com/news/articles/2026-01-20/tech-execs-at-davos-highlight-ai-s-power-as-a-geopolitical-tool

I won’t be surprised if DA’s ultimate plan is to bankrupt SAP and sell it to some American company like Microsoft or Oracle. CK would probably prefer that Musk or his friend Thiel “rescue” it. I can’t believe he was paid 18 million last year for having no long term strategy for this company. Every time he opens his mouth I only hear AI and layoffs.

The AI platform owners could be running a lot of analysis of their own on every important person or organization that is submitting inquires to ascertain what they may up to. Some of this guesswork may be investable beyond the resale of this information.

Because everyone has been sold magic beans in the form of AI and it gives DA permission to "transform" employees out of job. The stock market is starting to realize that SAP was a one trick pony and as soon as customers get off their legacy ERP systems - they are gone.

This is actually God's honest truth. But it won't matter to millionaires who just want to be richer at the expense of others.

https://www.techspot.com/news/110983-ai-hype-meets-reality-majority-ceos-report-no.html