SAP
Software - Application · Technology
Analyst
Morgan Stanley
Equibles does not estimate personal net worth.
Adam Wood is recorded as Analyst at Morgan Stanley. Adam Wood has spoken on 7 earnings calls across 6 companies, most recently for ServiceNow, Inc. on October 28, 2026. Those appearances were for Sap SE (SAP), ServiceNow, Inc. (NOW), Atlassian Corp (TEAM), Shopify Inc. (SHOP), Microsoft Corp (MSFT) and 1 other company. The companies whose calls Adam Wood spoke on are classified in the Technology sector.
“I wanted to just zoom out a little bit and just talk about the momentum you're seeing on the AIECV side. She actually noted you've raised the guidance twice now, you know, to $1.7 billion in revenue.”
“Hi, thanks so much for taking the question and congratulations on an amazing, an amazingly strong end to the year. I just wanted to ask about the subscription ARR framework, obviously it's a kind of newer framework to us.”
“I had a question about Sidekick, coming back to that. So again, some very, very strong data in the quarter. Could you just go into a little bit more detail?”
“Also, congrats to me on a very strong end of the year. I wanted to maybe just ask about N365 co-pilot. Obviously, very strong quarter there with over 30 million paid seats and a strong acceleration.”
“I think investors have got used to the kind of beat and raise cycle from SAP on the operating income line, as it's maybe a little bit of a surprise to see the weaker second quarter.”
Morgan Stanley
Analyst
Source not stated
SAP
Software - Application · Technology
NOW
Software - Application · Technology
TEAM
Software - Application · Technology
SHOP
Software - Application · Technology
MSFT
Software - Infrastructure · Technology
DASSAULT SYSTEMES
Software - Application · Technology
DASSAULT SYSTEMES Fourth Quarter & Full Year 2025 Earnings Conference Call
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