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.

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Earnings data Q1 2022

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Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

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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 second-quarter 2023 results reflect continued strength in its cloud business.

SAP's Q2 Earnings, Revenues Rise Y/Y on Cloud Strength

SAP SE (NYSE:SAP ) Q2 2023 Earnings Conference Call July 20, 2023 1:00 PM ET Company Participants Anthony Coletta - Chief IR Officer Christian Klein - CEO Dominik Asam - CFO Scott Russell - Head, Customer Success Organization Conference Call Participants Toby Ogg - JPMorgan Chase & Co. Frederic Boulan - Bank of America Merrill Lynch Adam Wood - Morgan Stanley Patrick Walravens - JMP Securities Michael Briest - UBS James Goodman - Barclays Bank Charles Brennan - Jefferies Johannes Schaller - Deutsche Bank Ben Castillo-Bernaus - BNP Paribas Exane Mohammed Moawalla - Goldman Sachs Group Operator Ladies and gentlemen, thank you for standing by. Welcome, and thank you for joining the SAP Q2 2023 Earnings Conference Call.

SAP SE (SAP) Q2 2023 Earnings Call Transcript

The German software giant continues to show strong cloud growth, and sees AI doubling the size of its addressable market.

SAP Stock Falls as Earnings Miss Wall Street Estimates

in € millions, unless otherwise stated; based on SAP group results from continuing operations Cloud revenue up 19% and up 22% at constant currencies. SAP S/4HANA cloud revenue up 74% and accelerates to 79% at constant currencies Current cloud backlog up 21% and up 25% constant currencies IFRS cloud gross profit up 20%, non-IFRS cloud gross profit up 20% and up 24% at constant currencies, supported by completion of SAP's next-generation cloud delivery program IFRS operating profit up 28%, non-IFRS operating profit up 23% and up 28% at constant currencies SAP updates its 2023 revenue and operating profit outlook Expands market opportunity through new SAP Business AI and premium AI offerings WALLDORF, Germany , July 20, 2023 /PRNewswire/ -- SAP SE (NYSE: SAP) today announced its financial results for the second quarter ended June 30, 2023.

SAP Announces Q2 2023 Results

LYON, France--(BUSINESS WIRE)-- #AI--Cosmo Tech today announced that its Supply Chain Vulnerability Scan is now available on the SAP® Store, the online marketplace for SAP and partner offerings. This AI-Simulation add-on integrates with SAP Integrated Business Planning software and delivers supply chain resilience at all levels of planning to customers. “With the Cosmo Tech Vulnerability Scan, said Hugues de Bantel, Co-Founder and CEO of Cosmo Tech, SAP IBP customers not only have an overall supply c.

The Supply Chain Vulnerability Scan from Cosmo Tech is now Available on the SAP® Store

In case one needed more evidence that there's a massive appetite for generative AI, SAP, the Germany-based consulting giant, yesterday invested in three major generative AI players: Anthropic, Cohere and Aleph Alpha.

SAP invests in generative AI startups Anthropic, Cohere and Aleph Alpha

SAP is the third largest software company in the world in terms of annual revenue, behind only Microsoft and Oracle.

SAP invests directly in three AI startups: Cohere, Anthropic and Aleph Alpha

Generative AI Investments Underscore SAP's Aim to Create an Open Enterprise AI Ecosystem for the Future WALLDORF, Germany , July 18, 2023 /PRNewswire/ -- SAP SE (NYSE: SAP) today announced the next step in its commitment to deliver Business AI that's relevant, reliable and responsible, making strategic investments in three leading generative AI companies. The investments in Aleph Alpha GmbH, Anthropic PBC and Cohere reinforce SAP's open ecosystem approach to AI, leveraging the best technology to embed AI across the SAP® portfolio.

SAP Advances Vision of Business AI with Investments in Aleph Alpha, Anthropic and Cohere to Complement $1+ Billion AI Commitment from Sapphire Ventures

SAP's performance is gaining from continued momentum in its cloud business.

Analyzing SAP Stock's 29% YTD Gain: Will the Uptrend Last?

Visa

Visa and SAP have partnered to digitize and speed up B2B payments in the Asia-Pacific (APAC) region. With this collaboration, Visa payments will be embedded into SAP's ecosystem of solutions for enterprises, the companies said in a Wednesday (June 28) press release.

Visa and SAP Partner on B2B Payments in APAC Region

Intapp

Qualys

Artificial intelligence (AI) has inundated financial news headlines in 2023. Sometimes we need to get away from the market noise and go back to the basics.

3 Cloud Computing Stocks to Target for Triple-Digit Returns in 2023

WALLDORF, Germany , June 28, 2023 /PRNewswire/ -- SAP SE (NYSE: SAP) today announced that Silver Lake Management, the global leader in technology investing, and its co-investors along with the Canada Pension Plan Investment Board (CPPIB), have completed the acquisition of all the issued and outstanding shares of Qualtrics, including all shares owned by SAP, at a purchase price of US$18.15 in cash per share. SAP will remain a close go-to-market and technology partner to Qualtrics, servicing joint customers and continuing to contribute to their success.

SAP Completes Sale of Its Stake in Qualtrics as Silver Lake and CPP Investments Complete Qualtrics Acquisition

German business software maker SAP sees huge growth potential in generative AI technology, Chief Executive Officer Christian Klein told the business daily Handelsblatt in an interview published on Wednesday.

SAP CEO: huge growth potential in generative AI

BOSTON--(BUSINESS WIRE)--Onapsis will help SNOPUD deliver uninterrupted services to 373,000 energy customers and 23,000 water customers.

Onapsis Partners with SNOPUD to Secure Critical SAP Applications, Strengthening its Leadership in the Utilities Sector

WALTHAM, Mass.--(BUSINESS WIRE)--YOTTAA, a leading platform for accelerating and securing digital commerce experiences, today announced that it has achieved SAP silver partner status in the SAP® PartnerEdge® program. This is a clear indication of the high level of quality YOTTAA provides to businesses using SAP Commerce. In addition, YOTTAA also announced that its Digital Experience Optimization solution is now available on SAP® Store, the online marketplace for SAP and partner offerings. YOTTA.

YOTTAA Is Now an SAP Partner

Arista Networks

Microsoft

Investors in the realm of artificial intelligence are closely watching the developments surrounding the Amazon-AMD deal, as it has the potential to impact AI stocks significantly. This partnership presents significant opportunities for companies operating in the AI sector.

3 AI Stocks That Could Get an Amazon-AMD Deal Boost

WALLDORF, Germany , June 21, 2023 /PRNewswire/ -- SAP SE (NYSE: SAP) today announced that it will publish its regular earnings release for the second quarter 2023 at 6:00 PM CEST / 5:00 PM BST / 12:00 PM (noon) on July 20, 2023. The financial analyst call will be held at 7:00 PM CEST / 6:00 PM BST / 1:00 PM EDT on July 20, 2023.

SAP Announces Updated Time of Second Quarter 2023 Earnings Release and Financial Analyst Call

NEW YORK & LONDON & PARIS--(BUSINESS WIRE)--360Learning has achieved Spotlight status on the SAP® Store, showing the high level of quality 360Learning provides to businesses using SAP solutions.

360Learning Achieves Spotlight Status on SAP® Store

SAN FRANCISCO--(BUSINESS WIRE)--Zip today announced that its Intake-to-Procure platform is now available on SAP® Store, the online marketplace for SAP and partner offerings. Zip integrates with SAP Ariba, SAP's leading spend management software solution that is purpose-built to streamline payment workflows. Zip Intake-to-Procure combined with the SAP Ariba procure-to-pay solution gives joint customers a best-in-class, end-to-end purchasing workflow with a consumer-style user experience. This al.

Zip Intake-to-Procure Now Available on SAP® Store

LISBON, Portugal--(BUSINESS WIRE)--Applium, a French SAP integrator, opens a subsidiary in Portugal.

Applium, An SAP Integrator, Comes to Portugal

Amazon

Jupai Hlds

Oracle

Long lines at concession stands and snarled traffic on game day could soon be a thing of the past for many U.S. sports fans.

AI on game day: Pro sports franchises are turning to the tech for everything from concession stands to statistics

SAN FRANCISCO--(BUSINESS WIRE)--Today, BetterUp®, the human transformation company and inventor of digital coaching, announced that its coaching platform is now available on SAP® Store, the online marketplace for SAP and partner offerings. Through this new integration, BetterUp, a Sapphire Ventures partner and an SAP partner in the SAP PartnerEdge® program, provides the enablement tools, benefits and support to facilitate building high-quality applications focused on specific business needs. Th.

BetterUp Now Available on SAP® Store

BOSTON--(BUSINESS WIRE)--Zoovu Chosen as Lead Partner in SAP's Industry Cloud to Help Customers Accelerate eCommerce Transformation.

Zoovu Chosen as Lead Partner in SAP's Industry Cloud to Help Customers Digitize their Sales Environments

Despite intense competition and significant business model transitions, SAP's effective management of opportunities could drive its stock price over the next year. SAP showcases robust financial stability with a diversified portfolio, that is bridging and balancing out the ongoing transition.

SAP SE: An Underappreciated Powerhouse In The Tech Industry

MINNEAPOLIS--(BUSINESS WIRE)--Lucy® selected for SAP.iO Foundry B2B Innovation Program.

News for SAP SE Stock (SAP)