Revenue segments as reported by the company.

Cloud and software

Services

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Research and development

Sales and marketing

General and administration

Restructuring

Other operating expense

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

SAP SE

SAP SE engages in the provision of enterprise application software and software-related services. It operates through the following segments: Applications, Technology, and Support; Qualtrics; and Services. The Applications, Technology, and Services segment includes sale of software licenses, support offerings, and cloud subscriptions. The Qualtrics segment sells experience management cloud solutions. The Services segment offers professional services, premium support services, implementation services for software products, and education services on the use of products. The company was founded by Hasso Plattner, Klaus Tschira, Claus Wellenreuther, Dietmar Hopp, and Hans-Werner Hector in 1972 and is headquartered in Walldorf, Germany.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

SAP SE engages in the provision of enterprise application software and software-related services. It operates through the following segments: Applications, Technology, and Support; Qualtrics; and Services. The Applications, Technology, and Services segment includes sale of software licenses, support offerings, and cloud subscriptions. The Qualtrics segment sells experience management cloud solutions. The Services segment offers professional services, premium support services, implementation services for software products, and education services on the use of products. The company was founded by Hasso Plattner, Klaus Tschira, Claus Wellenreuther, Dietmar Hopp, and Hans-Werner Hector on April 1, 1972 and is headquartered in Walldorf, Germany.

SAP today announced that Bill McDermott, its long-running CEO, is stepping down immediately. The company says he decided not to renew his contract.

Bill McDermott steps down as SAP’s CEO

SAP said on Thursday that Bill McDermott is stepping down as CEO. Board members Jennifer Morgan and Christian Klein have been appointed co-CEOs.

SAP CEO Bill McDermott stepping down after over nine years leading software giant

Infosys

In an attempt to accelerate its digital transformation journey of enterprises, Infosys (INFY) collaborates with SAP to build a joint go-to-market engagement model.

Infosys Relies on Digital Transformation, Teams Up With SAP

Despite revenue slightly missing consensus expectations, management maintained their mid-term guidance outlook.

SAP: Recent Weakness Turns Into Good Buying Opportunity

SAP’s shares have gained 52% since 2014 – well above gains of 22% for S&P 500, but notably below the 67% jump for S&P500 IT Sector. Trefis captures Key Factors Driving Changes In SAP’s Stock over recent years in an interactive dashboard along with our forecasts and estimates for the company

Why Has SAP's Stock Gained 50% Since 2014?

SAP SE (SAP) CEO Bill McDermott on Q2 2019 Results - Earnings Call Transcript

SAP SE (NYSE: SAP), the German enterprise software conglomerate, continues to embrace the predictable revenues and higher multiples of its subscription-based cloud business, even as it deals with the acquisition costs of Qualtrics, a deal that closed January 23.

SAP: Margin Headwinds, But Headed For The Cloud(s)

SAP SE (SAP) second-quarter results benefit from favorable growth in cloud revenues, synergies from Qualtrics and expanding clientele. The company maintains 2019 outlook.

SAP Q2 Earnings Up Y/Y on Cloud Strength & Growing Clientele

Intel

Intel announced a deep partnership with SAP today around using advanced Intel technology to optimize SAP software tools. Specifically the company plans to tune its Intel Xeon Scalable processors and Intel Optane DC persistent memory for SAP’s suite of applications.

Intel announces deep, multi-year partnership with SAP

European stocks traded lower on Thursday, with the German DAX DAX, -0.88% down 0.8% as SAP SAP, -6.46% reported that trade tensions weighed on its second-quarter results.

European stocks decline, with SAP down after reporting trade fallout

SAP (NYSE: SAP) is slated to report its Q2 results on Thursday, July 18. The company beat consensus expectations on revenue and earnings in the previous quarter.

Did Elliott Management And The Oracle-Microsoft Deal Impact SAP's Q2 Results?

Adobe

Microsoft

Adobe, Microsoft and SAP are pointing to more customers for their Open Data Initiative, which frees data from normally siloed software and puts them together for enrichment.

Microsoft, Adobe and SAP are making progress in their campaign against Salesforce

SAP SE (SAP) second-quarter results to benefit from expanding customer base and acquisition synergies.

Factors Likely to Influence SAP SE's (SAP) Earnings in Q2

Philip Morris

Reckitt Benckiser Group PLC

Unilever

Fund’s top buys include Microsoft and Lysol parent Reckitt Benckiser.

MS Global Franchise Fund’s Top 5 High-Conviction Trades as of 1st Quarter

As German enterprise software giant SAP looks to expand in China in a big way, it is looking to more partnership opportunities in the country.

Software giant SAP sees 'huge' opportunities in China

SAP CEO Bill McDermott on Tuesday welcomed a $1.3 billion investment by activist investor Elliott, saying it was aligned with his goal of expanding margins through driving top-line growth.

SAP CEO welcomes Elliott as 'fantastic investor'

Apple

Business software maker SAP and Apple are teaming up to help clients develop their own mobile business applications using Apple's machine-learning technology.

Apple teams up with SAP to help clients develop iPhone business apps

This morning, Uber Freight announced a partnership with 
SAP SE that will integrate Uber Freight into the into SAP Logistics Business Network.

Uber Freight's On-Demand Logistics To Be Available Inside SAP's Logistics Business Network Under New Deal

SAP, the German software giant, announced its Q1 2019 results on April 24, 2019 followed by a conference call with analysts.

Cloud Segment Pushes Revenue Growth For SAP in Q1

The German business computing powerhouse delivered 25% revenue growth thanks to an explosive performance in the cloud services division.

SAP's Cloud-Computing Sales Keep Soaring

SAP SE (SAP) CEO Bill McDermott on Q1 2019 Results - Earnings Call Transcript

Activist investor Elliott revealed a $1.3 billion stake in SAP on Wednesday and said it supported a new management efficiency drive, sending shares in the German business software company to a record high.

SAP shares spike after Elliott reveals $1.3 billion stake

Solid first-quarter results and an operational review focused on accelerating value creation have investors looking up.

Why Shares of SAP Jumped Wednesday

SAP SE (SAP) first-quarter results benefit from favorable growth in cloud revenues and expanding customer base. Also, the company guides higher operating profit levels for 2019.

SAP Q1 Earnings Improve Y/Y, Cloud Strength Drives Top Line

The $8 billion acquisition of experience management software startup Qualtrics, announced in January, has led SAP to underperform Wall Street expectations and post an operating loss for the first quarter of 2019.

News for SAP SE Stock (SAP)