SAP Acquires Dremio and Prior Labs: How Acquisitions and the Revised API Policy Shift the Value Boundary for SAP Service Providers

This IDC Market Note analyszes SAP's May 2026 acquisitions of Dremio and Prior Labs, and their combined effect on the data-to-agents value chain in the SAP ecosystem. Viewed in conjunction with SAP's revised April 2026 API policy, the deals reveal a strategy to internalize federation, modelling, and agentic AI orchestration around SAP Business Data Cloud.

Executive snapshot

• Key takeaways

In this Market Note

IDC's Point of View

• Two acquisitions, one architectural intent
  • Dremio: The federation and access layer
  • Prior Labs: The prediction layer for tabular data
  • The combined effect on the SAP stack
• The API policy: Governing access to SAP data
  • The ODP RFC interface as a major restriction
  • Future restrictions and automated controls
  • Governance of AI and third-party agents
  • Data sharing
  • What is not restricted
  • Further opportunities and challenges
• Recommendations for service providers

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• Related research
• Synopsis