SAP leads data-focused companies in size and growth, Tomasz Tunguz notes

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SAP leads data-focused companies in size and growth, Tomasz Tunguz notes — SAP outpaces data-focused peers in size

Tomasz Tunguz highlights that among data-focused companies, only SAP is larger in scale.

He points out that at 80 percent, SAP surpasses peers such as CrowdStrike, which is at 26 percent, and Shopify at 34 percent.

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Tunguz previously reported that median short interest in AI-adjacent stocks rose 24 percent last quarter, with pressure concentrated in key market segments, according to his analysis. He also noted companies including Uber capping AI spending, while Salesforce allocated $300 million to Anthropic tokens amid rising costs and tighter budgets, he wrote earlier. The recent comments add context to the data sector's relative positioning.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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