tiprankstipranks
SAP SE (US) (DE:SAPA)
:SAPA
Germany Market

SAP AG (SAPA) Earnings Dates, Call Summary & Reports

Compare
8 Followers

Earnings Data

Report Date
Apr 22, 2025
TBA Not Confirmed
Period Ending
2025 (Q1)
Consensus EPS Forecast
1.33
Last Year’s EPS
0.83
Same Quarter Last Year
Moderate Buy
Based on 7 Analysts Ratings
---

Earnings Call Summary

Earnings Call Date:Jan 28, 2025
|
% Change Since: 2.31%
|
Next Earnings Date:Apr 22, 2025
Earnings Call Sentiment|Positive
The earnings call highlighted significant achievements in cloud growth, AI innovation, and operational efficiency, positioning SAP strongly for future growth. Despite the decrease in software licenses revenue and challenges with some customer transitions, the positive outcomes and strategic advancements suggest a predominantly positive outlook.
Company Guidance
During the SAP Q4 2024 earnings call, significant guidance was provided, focusing on key financial metrics and strategic directions. SAP reported a total cloud backlog of €63 billion at the end of 2024, marking a 40% increase year-on-year. This growth underscores SAP's transformation success, with cloud revenue expanding by 27% in Q4 and driving double-digit total revenue growth for the third consecutive quarter. The company achieved a total revenue of over €34 billion for the year, up by 10%, primarily fueled by the strong performance of the cloud ERP suite, which grew by 34%. The cloud gross margin improved by 1.4 percentage points to 73.3%, contributing to a 26% increase in non-IFRS operating profit, reaching €8.2 billion. SAP also highlighted an 83% recurring revenue share, indicating a more resilient growth trajectory. Looking ahead, SAP expects accelerated double-digit total revenue growth and operating profit expansion through 2027, driven by innovations in AI and strategic commercial initiatives.
Record Cloud Backlog
SAP's total cloud backlog reached €63 billion at the end of 2024, a 40% increase over the previous year.
Strong Cloud Revenue Growth
Cloud revenue expanded by 27% in Q4 2024, contributing to double-digit total revenue growth for the third consecutive quarter.
AI Innovation and Adoption
Approximately half of SAP's cloud order entries in Q4 included AI use cases, demonstrating successful rollout of business AI innovations.
Customer Wins and Go-Lives
SAP secured significant deals with major companies like BP, Total Energies, BASF, IBM, and General Motors, illustrating strong market positioning.
Improved Cloud Gross Margin
Non-IFRS cloud gross margin expanded by 1.4 percentage points to 73.3% in 2024, driven by strong cloud revenue performance.
AI-Driven Operational Efficiency
SAP achieved an operational efficiency effect worth €300 million in 2024 through AI implementations, with expectations to exceed €0.5 billion in the near future.
---

SAP AG (DE:SAPA) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

DE:SAPA Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Apr 22, 20252025 (Q1)
1.33 / -
0.827
Jan 28, 20252024 (Q4)
1.34 / 1.39
1.466-5.07% (-0.07)
Oct 21, 20242024 (Q3)
1.24 / 1.27
1.461-13.19% (-0.19)
Jul 22, 20242024 (Q2)
1.10 / 1.14
1.1380.00% (0.00)
Apr 22, 20242024 (Q1)
1.01 / 0.83
1.329-37.80% (-0.50)
Jan 23, 20242023 (Q4)
1.64 / 1.47
1.03541.66% (+0.43)
Oct 18, 20232023 (Q3)
1.37 / 1.46
1.06337.40% (+0.40)
Jul 20, 20232023 (Q2)
1.23 / 1.14
0.93321.98% (+0.21)
Apr 21, 20232023 (Q1)
1.15 / 1.33
1.02829.31% (+0.30)
Jan 26, 20232022 (Q4)
1.39 / 1.03
1.978-47.69% (-0.94)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
---

DE:SAPA Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Jan 28, 2025€260.00€264.00+1.54%
Oct 21, 2024€210.00€218.00+3.81%
Jul 22, 2024€183.00€196.00+7.10%
Apr 22, 2024€164.49€171.42+4.22%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
---

FAQ

When does SAP SE (US) (DE:SAPA) report earnings?
SAP SE (US) (DE:SAPA) is schdueled to report earning on Apr 22, 2025, TBA Not Confirmed.
    What is SAP SE (US) (DE:SAPA) earnings time?
    SAP SE (US) (DE:SAPA) earnings time is at Apr 22, 2025, TBA Not Confirmed.
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is the P/E ratio of SAP SE (US) stock?
          The P/E ratio of SAP AG is N/A.
            What is DE:SAPA EPS forecast?
            DE:SAPA EPS forecast for the fiscal quarter 2025 (Q1) is 1.33.
              ---

              SAP AG (DE:SAPA) Earnings News

              SAP (NYSE:SAP) Stock Rises on Earnings Beat
              Premium
              Market News
              SAP (NYSE:SAP) Stock Rises on Earnings Beat
              4M ago
              SAP SE (NYSE:SAP) Misses Earnings Expectations, Shares Little Changed
              Premium
              Market News
              SAP SE (NYSE:SAP) Misses Earnings Expectations, Shares Little Changed
              11M ago
              SAP Gains on Q1 Showing
              Premium
              Market News
              SAP Gains on Q1 Showing
              2y ago
              Why Are SAP Shares Trending Lower Today?
              Premium
              Market News
              Why Are SAP Shares Trending Lower Today?
              3y ago
              What am I Missing?
              Make informed decisions based on Top Analysts' activity
              Know what industry insiders are buying
              Get actionable alerts from top Wall Street Analysts
              Find out before anyone else which stock is going to shoot up
              Get powerful stock screeners & detailed portfolio analysis