SAP SE
SAP
ISIN null / Valor 42290
SAP SE
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About company
SAP SE is a leading global provider of enterprise application software, headquartered in Walldorf, Germany. The company specializes in ERP (Enterprise Resource Planning) solutions, aiming to facilitate the creation of intelligent enterprises that enhance transparency, resilience, and sustainability across various supply chains. SAP's comprehensive suite of applications and services is designed to help businesses of all sizes and from all industries to operate more efficiently, adapt to changes seamlessly, and achieve a positive impact worldwide. With over 105,000 employees across more than 157 countries, SAP supports a wide network of customers and partners, generating a total revenue of €29.52 billion in the fiscal year 2022. The company also boasts a cloud user base of over 280 million subscribers and maintains a significant global presence with more than 24,000 partner companies and over 100 development locations worldwide.
Summarized from source with an LLMView SourceSector: TechnologyLatest Results (20.10.2025):
SAP SE reported strong financial results for the second quarter of 2025, demonstrating significant growth in cloud revenue, robust profitability, and substantial free cash flow. The company's strategic focus on AI innovations and disciplined cost control has positioned it well for continued success in the evolving enterprise operations landscape.
Revenue Growth
Total revenue increased by 9% to €9.03 billion in Q2 2025, with cloud and software revenue rising by 11% to €7.97 billion. This growth was supported by a 24% increase in cloud revenue, reflecting strong customer demand and effective market expansion.
Cloud Performance
SAP SE's cloud backlog surged by 22% to €18.1 billion, and cloud revenue grew by 24%, or 28% at constant currencies. The Cloud ERP Suite revenue saw a notable increase of 30%, highlighting the success of SAP’s integrated SaaS and PaaS solutions in meeting enterprise needs.
Profitability and Margins
The IFRS operating profit rose to €2.46 billion, marking a growth of over 100% compared to Q2 2024. Non-IFRS operating profit increased by 32% to €2.57 billion, driven by operational efficiencies and lower restructuring expenses. Both IFRS and non-IFRS operating margins expanded significantly, underscoring improved profitability.
Cash Flow and Share Repurchase
Operating cash flow surged by 71% to €2.58 billion, and free cash flow increased by 83% to €2.36 billion in Q2 2025. Additionally, SAP SE continued its share repurchase program, having purchased approximately €4.6 billion worth of shares, reinforcing shareholder value.
Strategic Initiatives
The successful completion of the 2024 Transformation Program has enhanced SAP SE's scalability and focus on key strategic growth areas. The company remains cautiously optimistic for the second half of the year, closely monitoring geopolitical developments and public sector trends to sustain its growth trajectory.
Summarized from source with an LLMView SourceKey figures
Performance
Volatility
275379 M
Market cap (USD)
1,763,457
Daily traded volume (Shares)
249.97 / 245.38
1 day high/low (USD)
52 weeks high/low (USD)
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Ratings & reviews
Fabian Stalder
X Q
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