SAP(SAP)

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SAP's Q2 Earnings Beat Estimates, Revenues Miss, Stock Falls
ZACKS· 2025-07-23 15:16
Key Takeaways SAP's Q2 non-IFRS EPS rose 37% to 1.50 euros, with total revenue up 9% to 9.03B euros Cloud revenue rose 24%, driven by strong ERP Suite growth and robust global client adoption. Non-IFRS operating profit rose 32%, fueled by cost controls and a completed transformation program.SAP SE ((SAP) reported second-quarter 2025 non-IFRS earnings of €1.50 ($1.70) per share, climbing 37% from the year-ago quarter’s levels. The Zacks Consensus Estimate was pegged at $1.63.Driven by robust cloud growth, ...
X @Investopedia
Investopedia· 2025-07-23 11:00
SAP reported second-quarter profits that topped analysts’ estimates, though cloud revenue came in lower than expected as growth slowed. https://t.co/iJqWbpFPp1 ...
SAP CEO Christian Klein on Earnings, Trade Uncertainty, AI Demand
Bloomberg Television· 2025-07-23 06:38
SAP SE Chief Executive Officer Christian Klein discusses the company's performance as cloud and software revenue increased 11% to €7.97 billion ($9.4 billion) in the period ended June 30. He also discusses tariff uncertainty and demand for artificial intelligence. Klein speaks on Bloomberg Television. 00:00 - SAP CEO Christian Klein on earnings 01:13 - Tariff, trade uncertainty 03:51 - Weaker USD impact on SAP, business, pipeline 05:20 - AI demand, deals, business AI surge in 2026 -------- More on Bloomberg ...
欧洲市值王SAP(SAP.US)财报遇冷:云收入增长放缓,美元走弱成主因
智通财经网· 2025-07-22 23:24
智通财经APP获悉,欧洲市值最高的科技企业SAP SE(SAP.US)于周二发布最新财报,营业利润(非国际 财务报告准则)上升至25.68亿欧元,而自由现金流显示出显著改善,达到23.57亿欧元,同比增长83%。 每股收益也呈现强劲增长,基本每股收益(国际财务报告准则)增长91%至1.45欧元,稀释每股收益增长 92%至1.44欧元。 财报发布后,SAP美国存托凭证在纽约证券交易所盘后交易中下跌约1.5%,最终收报306.29美元。阿萨 姆在电话会议中具体解释称,公司约半数收入及过半运营利润以美元计价,而欧元报告体系下,美元贬 值将直接导致收入与利润的欧元换算值缩水。据其测算,美元每贬值1个百分点,公司增长指标将损失 约0.5个百分点,"今年汇率逆风对损益表的影响尤为显著"。 显示其云计算与软件业务增长略低于市场预期。这家总部位于德国沃尔多夫的软件巨头在截至6月30日 的财年中,云计算和软件收入同比增长11%至79.7亿欧元(约合94亿美元),较汇总分析师预测的79.9亿欧 元存在2000万欧元差距。尽管公司维持全年云计算收入增长预期,但特别提示汇率波动将对相关业务造 成3.5个百分点的负面影响。 晨星高级股 ...
SAP(SAP) - 2025 Q2 - Earnings Call Transcript
2025-07-22 22:02
SAP (SAP) Q2 2025 Earnings Call July 22, 2025 05:00 PM ET Company ParticipantsAlexandra Steiger - Global Head - IRChristian Klein - CEODominik Asam - CFOAdam Wood - Managing Director - Equity ResearchJackson Ader - Managing DirectorFrederic Boulan - Head - European Software, Payments & IT Services researchCharles Brennan - SVP - Equity ResearchBen Castillo-Bernaus - Executive DirectorJohannes Schaller - DirectorConference Call ParticipantsMark Moerdler - MD, SVP & Senior Research AnalystMichael Briest - Equ ...
SAP(SAP) - 2025 Q2 - Earnings Call Transcript
2025-07-22 22:00
SAP (SAP) Q2 2025 Earnings Call July 22, 2025 05:00 PM ET Speaker0Ladies and gentlemen, thank you for standing by. Welcome, and thank you for joining the SAP Q2 and Half Year twenty twenty five Financial Results Conference call. Throughout today's recorded presentation, all participants will be in a listen only mode. The presentation will be followed by a question and answer session. If you would like to ask a question, you may press I would now like to turn the conference over to Alexandra Steiger, Global ...
SAP(SAP) - 2025 Q2 - Earnings Call Presentation
2025-07-22 21:00
Financial Performance - Cloud revenue reached €5130 million, a 24% increase, or 28% at constant currency (cc)[6] - Cloud ERP Suite revenue was €4422 million, up 30%, or 34% at constant currency (cc)[6] - Current cloud backlog increased to €18052 million, a 22% increase, or 28% at constant currency (cc)[6] - Total revenue increased by 9% to €9027 million, or 12% at constant currency (cc)[24] - Cloud and software revenue increased by 11% to €7966 million, or 14% at constant currency (cc)[24] - Non-IFRS operating profit increased by 32% to €2568 million, or 35% at constant currency (cc)[24] - IFRS earnings per share increased by 91% to €145, while Non-IFRS earnings per share increased by 37% to €150[29] - Operating cash flow increased by 71% to €2577 million, and free cash flow increased by 83% to €2357 million[29] Regional Performance - APJ cloud revenue increased by 33%, or 37% at constant currency (cc)[26] - Americas cloud revenue increased by 16%, or 22% at constant currency (cc)[26] - EMEA cloud revenue increased by 29%, or 30% at constant currency (cc)[26] Outlook - The company expects cloud revenue of €216 - €219 billion at constant currency (cc), a 26%-28% increase[31] - The company expects cloud and software revenue of €331 - €336 billion at constant currency (cc), an 11%-13% increase[31] - The company expects Non-IFRS operating profit of €103 - €106 billion at constant currency (cc), a 26%-30% increase[31]
X @Bloomberg
Bloomberg· 2025-07-22 20:31
SAP reported quarterly cloud and software sales that fell just short of estimates as tariff insecurities weighed on Europe’s most valuable company https://t.co/3O0fjlm00u ...
SAP Reports Better-Than-Expected Q2 Results: Details
Benzinga· 2025-07-22 20:27
SAP SE SAP released its second-quarter results after Tuesday's closing bell. Here's a look at the key figures from the quarter. The Details: SAP reported quarterly adjusted earnings of $1.70, which beat the consensus estimate of $1.47. Quarterly revenue of $10.23 billion beat the $9.11 billion Street estimate.Read Next: Opendoor Stock Frenzy Continues—Is $40 Per Share The Next Stop?Current cloud backlog of $21.26 billion, up 22% and up 28% at constant currenciesCloud revenue up 24% and up 28% at constant cu ...
德国思爱普Sap二季度非IFRS营收90.3亿欧元,分析师预期90.7亿欧元。二季度非IFRS云营收51.3亿欧元,分析师预期51.7亿欧元。二季度非IFRS云/软件营收79.7亿欧元,分析师预期79.9亿欧元。预计全年非IFRS云营收216亿-219亿欧元,非IFRS运营利润103亿-106亿欧元。
news flash· 2025-07-22 20:11
二季度非IFRS云/软件营收79.7亿欧元,分析师预期79.9亿欧元。 预计全年非IFRS云营收216亿-219亿欧元,非IFRS运营利润103亿-106亿欧元。 二季度非IFRS云营收51.3亿欧元,分析师预期51.7亿欧元。 德国思爱普Sap二季度非IFRS营收90.3亿欧元,分析师预期90.7亿欧元。 ...