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SAP(SAP) - 2025 Q1 - Earnings Call Presentation
2025-04-22 22:17
Financial Performance - Cloud revenue increased by 27% (26% @cc) to €4993 million[6, 19, 23, 30] - Cloud ERP Suite revenue grew by 34% (33% @cc) to €4251 million[6, 19] - Current cloud backlog increased by 28% (29% @cc) to €18202 million[6, 19] - Total revenue increased by 12% (11% @cc) to €9013 million[19, 23, 30] - Cloud and software revenue increased by 14% (13% @cc) to €7938 million[19, 23, 30] - Non-IFRS operating profit increased by 60% (58% @cc) to €2455 million[19, 30] - Free cash flow increased by 36% to €3583 million[24, 36] Regional Performance - APJ cloud revenue increased by 39% (39% @cc)[21] - EMEA cloud revenue increased by 30% (29% @cc)[21] - Americas cloud revenue increased by 21% (19% @cc)[21] Outlook - The company expects cloud revenue to be between €216 billion and €219 billion @cc, a growth of 26%-28%[25] - The company expects cloud and software revenue to be between €331 billion and €336 billion @cc, a growth of 11%-13%[25]