← This weekVendor newsData engineering & the warehouse/lakehouseSAPSAP reported robust growth in its current cloud backlog for the second quarter and the first half of 2026, signaling continued momentum in its cloud business.
MyDataWork POV — SAP's announcement of strong cloud backlog growth sounds impressive, but it leaves unanswered questions about the sustainability of this momentum. The term 'cloud backlog' is a bit of a black box—how much of this growth is driven by genuine demand versus strategic pricing or bundled deals? Without transparency on these factors, it's hard to gauge the real health of SAP's cloud business.
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