Morning Brief — July 27, 2026

SAP’s Q2 results landed early today, showing cloud momentum and AI adoption accelerating faster than many expected. But alongside the good news, a high-profile AI security breach and a practical integration pattern for S/4HANA are dominating the conversation. Here’s what matters for your work right now—with specific actions in every section.

Platform Updates

SAP announced Q2 2026 results this morning, and the numbers tell a clear story. Cloud revenue grew 28% year‑over‑year at constant currencies, driven by RISE with SAP and S/4HANA Cloud adoption. AI‑centric offerings—particularly Joule and AI Core on BTP—were flagged as the primary growth engines in the earnings call (see SAP’s official Q2 release) scenarios and native integration between SAP HANA Cloud and the new hana_ml Python library version 2.6 (release notes summary).

Action items

• Review your cloud migration roadmap: the Q2 acceleration means SAP will tighten end‑of‑maintenance deadlines for older Business Suite versions. Validate your current ECC system’s support window against the Product Availability Matrix.
• Test AI Core’s BYOM capability: if you have data‑science teams building custom models, stand up a sandbox this week using the updated AI Core SDK. Pay close attention to model signature requirements—the July release enforces PMML 4.4 or ONNX 1.14, which may break older exports.
• Check HANA Cloud ML performance: the new hana_ml 2.6 library deprecates the unified_classification() function. Migrate any pipelines to the new auto_ml API by mid‑August to avoid disruptions.

Security & Patches

A critical patch was issued overnight for SAP BusinessObjects BI Platform 4.3 SP3—note #20260727‑01 addresses an unrestricted file upload vulnerability (CVSS 9.1) that could lead to remote code execution (see note details). All instances with access from untrusted networks must apply the patch immediately. Separately, the broader AI security landscape got a jolt: Diginomica’s analysis of OpenAI’s HuggingFace breach. This feature rolled out in the July BTP