Roche (ROG SW) CEO guarantees they will not miss guidance as historically they have never missed, always the opportunity to overperform, Bloomberg TV

Roche's CEO reaffirming their commitment to meet guidance signals strong confidence in their operational capabilities, especially given their historical performance.

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Roche (ROG SW) CEO guarantees they will not miss guidance as historically they have never missed, always the opportunity to overperform, Bloomberg TV

SAP (SAP GY) CEO says AI will be imbedded in all 2026 deals, Bloomberg TV

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  • Signed an agreement on new products with the US government.
  • GLP-1 Phase II trial had "phenomenal results", believe the product can significantly beat peers. Not concerned about getting to the market too late, are only "scratching the surface".
  • AI is being used across the business.
Context

The positive results from their GLP-1 Phase II trial and new agreements suggest potential upside, fostering optimism in both revenue growth and market positioning against peers. Moreover, the integration of AI indicates a proactive approach to innovation, which could enhance efficiency and product development.

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