SAP CEO Christian Klein walks CNBC through the company's third quarter results.
SAP SE (NYSE:SAP ) Q3 2025 Earnings Call October 22, 2025 5:00 PM EDT Company Participants Alexandra Kasper Steiger - Global Head of Investor Relations Christian Klein - CEO & Member of Executive Board Dominik Asam - CFO & Member of Executive Board Conference Call Participants Toby Ogg - JPMorgan Chase & Co, Research Division Mohammed Moawalla - Goldman Sachs Group, Inc., Research Division Michael Briest - UBS Investment Bank, Research Division Mark Moerdler - Sanford C. Bernstein & Co., LLC.
The company reported higher revenue and operating profit for the third quarter and guided for operating profit toward the high end of its prior outlook for the year.
SAP's Q3 2025 results may get a lift from booming Cloud ERP demand, strong AI adoption and disciplined cost management.
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The European Commission has opened an investigation into possible anticompetitive practices by Germany's SAP , Europe's largest software maker, related to its popular business management software.
SAP expands its Sovereign Cloud with flexible EU-based deployment and a 20B euro investment, fueling growth with AI and cloud innovation.
German software giant SAP announced Tuesday (Sept. 2) that it is investing 20 billion euros ($23.3 billion) to expand its “sovereign cloud” services as it bets on Europe's desire to keep its data within its borders.
SAP's recent share drop is a buying opportunity, as AI fears are overblown for this wide-moat, mission-critical software leader. SAP's cloud transition has reached a tipping point, driving strong recurring revenue growth, margin expansion, and robust free cash flow. The company is largely immune to AI disruption due to its depth, data, execution, and critical role in enterprise operations.
German software maker SAP will invest 150 million euros ($175.13 million) in a research and development centre in Vietnam over the next five years, the firm said on Thursday.
SAP announced Friday that it has reached an agreement to acquire recruiting software company SmartRecruiters.
SAP posts 37% EPS growth and 24% cloud revenue surge, but shares slip after mixed Q2 results and currency concerns.