SAP Lands NTT DATA as Its Cloud ERP Suite Grows 25% After Three AI Acquisitions in One Quarter

NTT DATA has selected SAP SuccessFactors and the SAP Business Data Cloud, integrated with SAP's Joule AI copilot, for a global transformation of its HR processes — confirmed August 19. The win lands right after a quarter in which SAP closed three acquisitions (Dremio, Reltio, and Prior Labs) and grew Cloud ERP Suite revenue 25% year-over-year to €5.53 billion, out of total Q2 FY2026 revenue of €9.88 billion, up 9% overall.

What the Three Acquisitions Actually Add

• Dremio — an open, high-performance data lakehouse platform, extending SAP's data architecture beyond its own native stores
• Reltio — a leading master data management platform, aimed at making both SAP and non-SAP enterprise data AI-ready, a direct answer to the fragmented-data problem that undermines most enterprise AI initiatives
• Prior Labs — a Tabular Foundation Models pioneer, intended to accelerate SAP's own AI model capabilities specifically for structured, tabular enterprise data rather than general-purpose language tasks

The Financial Trade-Off SAP Is Making

SAP updated its 2026 non-IFRS operating profit outlook to reflect the dilutive impact of the Dremio and Prior Labs acquisitions, projected to exceed €100 million, now guiding €11.8–12.2 billion non-IFRS operating profit at constant currencies — still 13–17% growth, but a deliberate near-term profitability trade-off for the acquired AI-readiness capability. SAP also continued its share buyback program into August, acquiring roughly 2.9 million of its own shares in the first week alone.

Why the NTT DATA Win Is the Signal Worth Watching

A single customer selection is normally not major news, but NTT DATA choosing SuccessFactors and Business Data Cloud integrated with Joule specifically — rather than a competing HR platform, or SAP's older on-premise HR tools — is a concrete data point that SAP's AI-integrated cloud strategy is winning real enterprise deals, not just generating acquisition headlines. For enterprises currently evaluating HR or broader ERP platforms, a reference customer of NTT DATA's scale choosing this specific combination is worth factoring into vendor evaluation directly.

What This Means If You're Evaluating SAP

The combination of strong Cloud ERP Suite growth, three completed AI-focused acquisitions in one quarter, and a marquee customer win signals SAP is executing on its AI-readiness strategy at real scale — but the acquisitions are new enough (closed in July) that the actual product integration timeline for Dremio, Reltio, and Prior Labs' capabilities into the core SAP stack is still worth asking about directly in any active or upcoming vendor conversation, rather than assuming immediate availability.