SAP SE Sponsored ADR (SAP)
SAP SE (SAP) Annual Financial Analyst Conference (Transcript)
SAP SE (NYSE:SAP ) Annual Financial Analyst Conference May 21, 2025 9:00 AM ET Company Participants Alexandra Steiger - Global Head of Investors Relations Christian Klein - Chief Executive Officer Muhammad Alam - Executive Board Member Product & Engineering Sebastian Steinhaeuser - Chief Operating Officer Gina Vargiu-Breuer - Chief People Officer and Labor Director Dominik Asam - Chief Financial Office Thomas Saueressig - Customer Services & Delivery and Member of Executive Board Elizabeth Hackenson - Chief Information Officer, Schneider Electric Conference Call Participants Mohammed Moawalla - Goldman Sachs Michael Turrin - Wells Fargo Securities Michael Briest - UBS Toby Ogg - JPMorgan Sven Merkt - Barclays Frederic Boulan - Bank of America Securities Charlie Brennan - Jefferies Johannes Schaller - Deutsche Bank Alexandra Steiger Hi. Good afternoon, everyone, and thank you for joining us at our Annual Financial Analyst Conference.
SAP Jumps 21% YTD: Where Will the Stock Head From Here?
SAP's performance is driven by its strengthening cloud business. Global macroeconomic weakness and tough competition in the cloud space are concerning.
SAP & Accenture Unveil ADVANCE to Boost Cloud-First Transformation
SAP and Accenture jointly launch ADVANCE, offering an accelerated and strategic pathway to the cloud for businesses with annual revenues of up to $5 billion.
SAP SE Q1 2025: Solid Start, But Real Work Still Ahead
SAP delivered solid Q1 results with €9.01bn revenue (+12% YoY) and cloud revenue up 27%, now over 40% of total revenue. Operating profit jumped 60% YoY due to tight cost control; management remains confident, but guidance feels conservative. Key growth drivers: S/4HANA Cloud, Business Technology Platform, and AI integration (Joule), despite competition and slow European cloud adoption.
SAP: Fundamentals Have Improved And I Reiterate My Buy Rating
SAP's strong fundamentals, including early margin expansion and robust cloud growth, reinforce my buy rating despite the stock price decline. 1Q25 results show 11% y/y revenue growth, 58% y/y adjusted EBIT growth, and a 36% y/y increase in free cash flow. Cloud ERP Suite's 33% y/y growth and significant new customer wins highlight SAP's successful strategy and strong future growth visibility.
SAP's Cloud Can't Hide The Cracks: Initiating With A Sell
SAP SE's strong Q1 results caused the stock to surge 10% in response, but I think the company is due for a reset soon. I'm initiating a Sell. I think SAP could have one good quarter left before potential exchange rate issues could hurt revenue. SAP's deep AI integration in ERP and cloud services offers a competitive edge, but the ERP market remains fiercely competitive with Oracle.
SAP's Q1 Earnings & Revenues Up Y/Y on Cloud Demand, Stock Up
SAP's first-quarter 2025 earnings and revenues increase year over year. It remains confident in its growth trajectory and has reiterated its outlook.
SAP Leaps on Earnings Beat. What That Means for IBM, Oracle, and Microsoft.
SAP's quarterly adjusted earnings per share rose 79% to €1.44 ($1.64). Analysts had expected earnings of €1.32 a share.
SAP software 'more relevant than ever' by helping customers manage tariffs, says CEO
Christian Klein, the CEO of SAP, discusses the German software giant's first-quarter results.
Software giant SAP's shares surge 9.3% after first-quarter profit beat
SAP announced Wednesday that its first-quarter operating profit had risen by 58% year-on-year to hit 2.5 billion euros ($2.9 billion).
SAP Shares Jump After Earnings Beat Forecasts Despite Tariff Uncertainty
Shares surged after the business-software group posted operating profit that beat analysts' expectations and backed its full-year guidance, reassuring investors.
SAP: Despite Strong Results, This Company Is Overvalued (Rating Upgrade)
SAP extended its rally after reporting Q1 results and maintaining its full-year outlook, a port in the storm amid a very turbulent macroeconomy. SAP's consistency and its ability to maintain cloud growth rates have me more sanguine in the stock's prospects, and I'm upgrading the stock to a neutral rating. It's important to note that SAP's guidance, however, is on constant currency terms. The sharp rise in the euro will impact SAP heavily.
