Education
About Us
Working with TipRanks
Follow Us
SAP AG (GB:0A2W)
LSE:0A2W
Earnings Data
Report Date
Jul 22, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
1.65Last Year’s EPS
1.19Same Quarter Last Year
Strong Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Date:Apr 22, 2025
|% Change Since: 21.15%
|Next Earnings Date:Jul 22, 2025
Earnings Call Sentiment|Positive
SAP reported strong growth in cloud backlog and operating profit, alongside major customer wins and product innovations like the Business Data Cloud. However, potential challenges from macroeconomic conditions and slight deceleration in cloud revenue were noted. Overall, the sentiment is positive with a strong start to the fiscal year despite external uncertainties.Company Guidance
During the first quarter of 2025, SAP demonstrated strong performance amid a challenging macroeconomic environment, with key metrics reflecting their resilience and strategic transformation. SAP's current cloud backlog increased by 29% to €18.2 billion, while cloud revenue approached the €5 billion mark, showing a 26% growth. The company reported a 58% rise in operating profit, with the cloud gross margin improving by 2.6 percentage points to 75%. Predictable revenue now constitutes 86% of total revenue, setting a foundation for sustained double-digit growth. SAP's total revenue reached €9 billion, up 11%, and the cloud ERP suite maintained strong momentum with a 33% increase, accounting for 85% of total cloud revenue. Operating cash flow surged by 31% to €3.8 billion, and free cash flow rose by 36% to €3.6 billion. Basic IFRS earnings per share increased to €1.52, and non-IFRS earnings per share to €1.44. Despite uncertainties in the global economy and potential trade disputes, SAP remains confident in its 2025 outlook, supported by solid pipeline prospects and the relevance of its solution portfolio.Strong Cloud Backlog and Revenue Growth
Current cloud backlog expanded 29% to €18.2 billion in Q1, and quarterly cloud revenue is now close to the €5 billion mark, showing a 26% increase.
High Operating Profit and Margin Improvement
Operating profit was up 58% in Q1 and cloud gross margin improved by 2.6 percentage points to 75%.
Significant Customer Wins Across Industries
Major deals in automotive with Hyundai, Kia, and Mazda, and other sectors including HUGO BOSS, Tyson Foods, and the German Federal Employment Agency.
Product Innovation with Business Data Cloud
Launch of SAP Business Data Cloud, with strong pipeline development and partnerships, notably with Databricks.
Solid Regional Performance
SAP's cloud revenue performance was particularly strong in APJ and EMEA and robust in the Americas region with outstanding performances in Brazil, Chile, Germany, and others.
Increased Productivity and Cost Efficiency
AI tools such as Joule for Consultants and Developers increased productivity significantly, with consultants saving up to 90 minutes per day.
GB:0A2W Earnings History
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
GB:0A2W Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 22, 2025 | $249.16 | $272.54 | +9.38% |
Jan 28, 2025 | $272.65 | $271.96 | -0.25% |
Oct 21, 2024 | $226.86 | $231.16 | +1.90% |
Jul 22, 2024 | $198.56 | $211.98 | +6.76% |
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 AG (GB:0A2W) report earnings?
SAP AG (GB:0A2W) is schdueled to report earning on Jul 22, 2025, TBA Not Confirmed.
What is SAP AG (GB:0A2W) earnings time?
SAP AG (GB:0A2W) earnings time is at Jul 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 AG stock?
The P/E ratio of SAP AG is N/A.
What is GB:0A2W EPS forecast?
GB:0A2W EPS forecast for the fiscal quarter 2025 (Q2) is 1.65.
