SAP WKN: 716460 ISIN: DE0007164600 Kürzel: SAP Forum: Aktien Thema: Hauptdiskussion
$SAP 𝐒𝐀𝐏: 𝐂𝐥𝐨𝐮𝐝 𝐁𝐚𝐜𝐤𝐥𝐨𝐠 𝐉𝐮𝐦𝐩𝐬 𝟐𝟕% 𝐚𝐬 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐀𝐈 𝐌𝐨𝐦𝐞𝐧𝐭𝐮𝐦 𝐃𝐫𝐢𝐯𝐞𝐬 𝐆𝐫𝐨𝐰𝐭𝐡 📊 𝐑𝐞𝐬𝐮𝐥𝐭𝐬 • Revenue: €9.88B, up 9% YoY and 11% at constant currencies • Cloud revenue: €6.28B, up 22%; Cloud ERP Suite revenue rose 25% • Current cloud backlog: €22.93B, up 27% and 26% at constant currencies • EPS: €1.89, up 30%; Adj. EPS: €1.59, up 6% • Free cash flow: €3.00B, up 27% ⠀ 🎯 𝐆𝐮𝐢𝐝𝐚𝐧𝐜𝐞 • Updated 2026 Adj. operating profit outlook to €11.8B–€12.2B from €11.9B–€12.3B, reflecting more than €100M of acquisition dilution • Reaffirmed cloud revenue of €25.8B–€26.2B, up 23%–25% at constant currencies • Reaffirmed cloud and software revenue of €36.3B–€36.8B • Reaffirmed approximately €10B of free cash flow ⠀ 📌 𝐊𝐞𝐲 𝐓𝐚𝐤𝐞𝐚𝐰𝐚𝐲𝐬 • Business AI and the Autonomous Enterprise strategy supported continued cloud momentum • Completed the Reltio, Dremio and Prior Labs acquisitions to expand data and AI capabilities • Repurchased approximately €2.6B of shares under its up-to-€10B buyback program • Software licenses fell 32% and support revenue declined 8% as customers continued shifting to the cloud ⠀ 💬 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐂𝐨𝐦𝐦𝐞𝐧𝐭𝐚𝐫𝐲 CEO Christian Klein said customers are increasingly choosing SAP for compliant AI outcomes grounded in critical business data and workflows. CFO Dominik Asam highlighted resilient cloud backlog and free cash flow growth despite a volatile macroeconomic environment.
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Thema | ||
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| 1 | SAP Hauptdiskussion | ||
| 2 | SAP daytrading live | ||
| 3 | Seriöses SAP Forum | ||
| 4 | Daytrader SAP | ||
| 5 | Short auf SAP |
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| 1 | Novavax Hauptdiskussion | +16,30 % | |
| 2 | DAX Prognose / Germany 40 | +0,70 % | |
| 3 | DEUTSCHE TELEKOM Hauptdiskussion | -8,67 % | |
| 4 | VONOVIA Hauptdiskussion | +0,15 % | |
| 5 | Palantir ohne Schnickschnack | +3,94 % | |
| 6 | BED BATH & BEYOND Hauptdiskussion | -28,27 % | |
| 7 | Gamestop, das Ende naht | +4,41 % | |
| 8 | Der Gold Club von Susiwong | +1,45 % | |
| 9 | NVIDIA Hauptdiskussion | -0,50 % | |
| 10 | IOVANCE BIOTHERAP.DL-,001 Hauptdiskussion | +10,77 % | Alle Diskussionen |
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Thema | ||
|---|---|---|---|
| 1 | Novavax Hauptdiskussion | +16,30 % | |
| 2 | DEUTSCHE TELEKOM Hauptdiskussion | -8,54 % | |
| 3 | VONOVIA Hauptdiskussion | +0,15 % | |
| 4 | Palantir ohne Schnickschnack | +3,94 % | |
| 5 | BED BATH & BEYOND Hauptdiskussion | -28,27 % | |
| 6 | Gamestop, das Ende naht | +4,41 % | |
| 7 | NVIDIA Hauptdiskussion | -0,41 % | |
| 8 | IOVANCE BIOTHERAP.DL-,001 Hauptdiskussion | +10,77 % | |
| 9 | Ast Space Mobile | -11,53 % | |
| 10 | URANIUM ENERGY Hauptdiskussion | +0,58 % | Alle Diskussionen |