[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Wall St Engine @wallstengine on x 73.7K followers
Created: 2025-07-22 20:36:36 UTC
$SAP Q2'25 Earnings Highlights
🔹 Revenue: €9.03B (Est. €9.07B) 🔴 🔹 EPS (Basic, Non-IFRS): €1.50 (Est. €1.67) 🔴 🔹 Cloud: €5.13B (Est. €5.17B) 🔴; +24% YoY 🔹 Cloud & Software: €7.97B (Est. €7.99B) 🔴; +11% YoY
FY25 Guidance (At CC) 🔹 Cloud Revenue: €21.6B–€21.9B; UP +26% to +28% YoY 🔹 Cloud & Software Revenue: €33.1B–€33.6B; UP +11% to +13% YoY 🔹 Non-IFRS Operating Profit: €10.3B–€10.6B; UP +26% to +30% YoY 🔹 Free Cash Flow (Actual FX): ~€8.0B; UP +89% YoY 🔹 Non-IFRS Effective Tax Rate: ~32%
Q2 Cloud Metrics 🔹 Cloud ERP Suite: €4.42B; UP +30% YoY 🔹 Current Cloud Backlog: €18.1B; UP +22% YoY 🔹 SaaS/PaaS: €5.05B; UP +26% YoY 🔹 IaaS: €85M; DOWN -XX% YoY
Q2 Other Segment Revenue 🔹 Software License: €0.19B; DOWN -XX% YoY 🔹 Services: €1.06B; DOWN -X% YoY 🔹 Share of More Predictable: XX% (vs. XX% LY)
🔸 CEO Commentary (Christian Klein) “We’ve delivered another strong quarter. SAP Business Data Cloud and Joule AI are game-changers. Enterprise operations are entering a new era, and SAP is best positioned to lead.”
🔸 CFO Commentary (Dominik Asam) “Accelerating revenue, disciplined cost control, and strong profitability drove performance. We remain cautiously optimistic amid geopolitical uncertainty.”
XXXXXX engagements
Related Topics sap eps $sap sap se stocks technology