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

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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

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Earnings data Q1 2024

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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's performance is driven by continued strength in its cloud business. However, global macroeconomic weakness and tough competition in the cloud space remain concerning.

SAP Stock Up 50% in the Past Year: Will the Momentum Last?

Xerox

WALLDORF, Germany , Aug. 7, 2024 /PRNewswire/ --  SAP SE (NYSE: SAP) today announced Xerox Holdings Corp. (Nasdaq: XRX) has chosen multiple SAP solutions to transform its enterprise architecture as part of its multi-year Reinvention. Xerox's Reinvention involves aligning its resources to improve and stabilize its core print businesses, increase productivity and efficiency, and focus on its emerging digital services and IT services capabilities to improve business outcomes for its clients.

Xerox Selects RISE with SAP to Transform Enterprise Architecture

WALLDORF, Germany , July 30, 2024 /PRNewswire/ --   SAP SE (NYSE: SAP) today announced that the SAP Supervisory Board has reached a mutual agreement with Executive Board members Scott Russell and Julia White to leave the company's Executive Board, effective August 31st.  Chief Revenue Officer Scott Russell has played a central role in helping SAP customers around the world on their journey to the cloud.

Scott Russell and Julia White to Leave SAP Executive Board

Applied Materials

QUALCOMM

Certain companies rise above the rest in the technology sector, quietly positioning themselves as trillion-dollar companies with explosive growth. Here, the focus is on the secrets of three such hidden titans.

3 Hidden Stocks Ready to Explode Into Trillion-Dollar Giants

SAP's 2Q24 results show strong revenue growth of 10% on a constant currency basis, driven by solid cloud revenue growth and AI adoption. Margins are improving with EBIT margin increasing from 19.1% to 23.4%. Target price for SAP is EUR309 based on FY26 estimates, with expectations of low-teens growth fueled by cloud revenue momentum and AI adoption.

SAP: Demand Backdrop Remains Solid

SAP's Q2 2024 performance benefits from continued strength in its cloud business coupled with AI-driven strategic transformation initiatives.

SAP's Q2 Earnings & Revenues Increase Y/Y on Cloud Momentum

The German giant bucked a trend of downbeat reports from the sector as it raised profit guidance.

SAP Stock Surges After Earnings Beat. How It's Outshining U.S. Software Peers.

Shares in SAP rose as much as 7% to reach an all-time high on Tuesday after Europe's largest software maker reported better-than-expected quarterly operating income, buoyed by revenue growth and intensified cost-cutting.

SAP shares at all-time high after adjusted profit beats market view

Seven months after launching an artificial intelligence (AI)-focused restructuring program, SAP said Monday (July 22) that it has raised its 2025 operating profit ambition to reflect the efficiency gains it expects to see from that program.

SAP: AI-Focused Restructuring to Add €200 Million to Bottom Line

SAP SE (NYSE:SAP ) Q2 2024 Earnings Conference Call July 22, 2024 5:00 PM ET Company Participants Alexandra Steiger - Global Head of Investor Relations Christian Klein - Chief Executive Officer Dominik Asam - Chief Financial Officer Conference Call Participants Mark Moerdler - Sanford C. Bernstein & Co. LLC Adam Wood - Morgan Stanley Michael Briest - UBS Limited Mohammed Moawalla - Goldman Sachs Jackson Ader - KeyBanc Capital Markets Toby Ogg - JPMorgan Charles Brennan - Jefferies Frederic Boulan - Bank of America Sven Merkt - Barclays Capital Balajee Tirupati - Citi Investment Research Ben Castillo-Bernaus - Exane BNP Paribas Johannes Schaller - Deutsche Bank Operator Ladies and gentlemen, thank you for standing by.

SAP SE (SAP) Q2 2024 Earnings Call Transcript

Europe's largest software maker SAP reported a 25% jump in second-quarter cloud revenue to 4.15 billion euros ($4.52 billion) on Monday, helped by demand for its business planning software.

German software maker SAP's quarterly cloud revenue soars

Current cloud backlog of €14.8 billion, up 28%, both at nominal and constant currencies Cloud revenue up 25%, underpinned by 33% Cloud ERP Suite revenue growth, all at nominal and constant currencies Total revenue up 10%, both at nominal and constant currencies IFRS cloud gross profit up 29%, non-IFRS cloud gross profit up 28% and up 29% at constant currencies IFRS operating profit down 11% due to restructuring expenses of €0.6 billion. Non-IFRS operating profit up 33% and up 35% at constant currencies 2024 financial outlook reiterated.

SAP Announces Q2 2024 Results

Accenture Plc

MANNHEIM, Germany--(BUSINESS WIRE)--Accenture has agreed to acquire Camelot Management Consultants, an international SAP®-focused management and technology consulting firm.

Accenture to Acquire Camelot Management Consultants to Expand SAP and Supply Chain Capabilities

LAS VEGAS--(BUSINESS WIRE)-- #AreYouIn--Disability:IN's Autism Inclusion Company of the Year award, sponsored by SAP for the second consecutive year, was given to DXC Technology.

Disability:IN Announces the Autism Inclusion Company of the Year Award, Powered by SAP

SAP's second-quarter performance is expected to have been cushioned by steady momentum in cloud business amid prevailing global macroeconomic challenges.

SAP Set to Report Q2 Earnings: Here's What You Should Know

ASML Hld

EssilorLuxottica SA

NVIDIA

Vertex Pharmaceuticals

ASML, SAP, Nvidia, Vertex and EssilorLuxxottica are included in this Analyst Blog.

The Zacks Analyst Blog ASML, SAP, Nvidia, Vertex and EssilorLuxxottica

Amsterdam - HERE Technologies, the leading location data and technology platform, today announced the integration of HERE Matrix Routing with SAP's AI-enabled Field Service Management solution to power predictive routing functionalities. As a result, enterprises utilizing SAP Field Service Management can benefit from enhanced efficiency, a reduction in costs, a more sustainable way of working, and an improved customer experience in their management of job assignments for service workers. Unlocking new levels of efficiency, cost savings and sustainability while enhancing the customer experience SAP Field Service Management optimizes and streamlines field service operations. The solution provides businesses with the tools to manage their field service workforce efficiently, ensuring that technicians are effectively and swiftly deployed to perform maintenance, repairs, installations, and other service-related tasks. The integration of the HERE Matrix Routing API brings more advanced, high-performance and scalable routing capabilities to SAP Field Service Management, helping businesses to quickly calculate multiple routes simultaneously and predict accurate estimated times of arrival (ETAs) due to fast response times. This enables them to streamline their field service operations by reducing travel time, optimizing schedules, and utilizing available resources to their fullest potential. Key benefits of the enhanced solution include:

HERE Technologies Launches New Integration to Help Enhance SAP Field Service Management

Apple

PayPal

The S&P 500 has continued to receive bullish forecasts from market analysts, including recent analyst upgrades. Some suggest the index could reach a target of 6,100 by the end of the year.

3 Hot Analyst Upgrades That Are Moving Stocks This Summer

SANTA MONICA, Calif.--(BUSINESS WIRE)--Appointment follows recent workforce agility platform launch, 14-city Connect Live World Tour and two key acquisitions in the XR and skills data space.

Cornerstone Hires Michael Pawlyszyn, Former SAP SuccessFactors Executive as EVP and Chief Revenue Officer, Americas

Chicago, July 05, 2024 (GLOBE NEWSWIRE) -- The Transportation Management System Market is projected to grow from USD 16.0 billion in 2024 to USD 40.3 billion by 2029 at a CAGR of 20.2% during the forecast period , according to new research report by MarketsandMarkets™.

Transportation Management System Market: A $40.3 billion Industry Dominated by Tech Giants - Oracle (US) and SAP (Germany) | MarketsandMarkets™

SAP's performance is driven by continued strength in its cloud business. However, global macroeconomic weakness and tough competition in the cloud space remain concerns.

SAP Stock Surges 31.4% Year to Date: Will the Momentum Last?

Digital Realty Trust

United States Steel

Recent top stock upgrades from Wall Street analysts can often mean compelling long-term opportunities. When a widely-followed analyst raises the rating or price target on a company, investors pay attention.

The Top 3 Stock Upgrades You Can't Ignore This Month

NEW YORK--(BUSINESS WIRE)--Datricks, the leader in AI-powered risk mining, today announced an expansion of its partnership with SAP with the launch of Datricks for Risk Mining as an SAP Endorsed App, available on SAP® Store. The solution enables organizations to proactively detect, prevent, and mitigate risks in real time, through advanced technology and streamlined integration. SAP Endorsed Apps are a distinct category of solutions within SAP's partner ecosystem. These apps solve key customer.

Datricks Expands Partnership with SAP to Revolutionize Proactive Risk Management

Press release Trifork Group AG Schindellegi, Switzerland – 27 June 2024 Trifork acquires Sapere Group ApS to grow expertise in the SAP Business Technology Platform Trifork A/S (“Trifork”) and Sapere Group ApS (“Sapere”) today signed an agreement under which Trifork acquires 77.8% of Sapere, a Danish expert in the SAP Business Technology Platform. As partners, Trifork and Sapere will work closely together to help our SAP customers maximize the value of SAP BTP and through innovative solutions increase the overall value of their SAP investments.

Trifork acquires Sapere Group ApS to grow expertise in the SAP Business Technology Platform

BEVERLY, Mass.--(BUSINESS WIRE)--Oxford Global Resources (“Oxford”), a professional services firm providing staffing and consulting services in the United States and Europe, has announced its acquisition of Linksap Europe Limited (“Linksap”), a leading provider of SAP® specialty staffing services across Europe. The acquisition serves as a strategic expansion of Oxford's existing high-end SAP® offerings into targeted European markets and customer channels. This collaboration marks an exciting ne.

News for SAP SE Stock (SAP)