SAP CFO Dominik Asam will participate in the Goldman Sachs Communacopia + Technology Conference and the Jefferies Structural Winners Series in Q3 2025. The events will be webcast and the replays will be available on SAP's Investor Relations website. The sessions will provide insights into SAP's strategic direction and financial outlook.
SAP SE (NYSE: SAP) has announced that its CFO, Dominik Asam, will be participating in two significant investor events in the third quarter of 2025. These events, which are part of SAP's ongoing efforts to engage with investors and provide transparency into its strategic direction and financial outlook, will offer valuable insights into the company's future plans.
The first event is a fireside chat at the Goldman Sachs Communacopia + Technology Conference in San Francisco on September 9, 2025, from 11:50 am to 12:25 pm EDT. The second event is a virtual fireside chat at the Jefferies Structural Winners Series on September 16, 2025, from 11:00 am to 11:45 am EDT. Both events will be webcast and available for replay on SAP's Investor Relations website.
Asam's participation in these events underscores SAP's commitment to transparency and investor engagement, particularly in a year marked by macroeconomic uncertainties and shifting market dynamics. The sessions are expected to delve into key themes such as cloud revenue momentum, AI-driven productivity, and strategic partnerships. These events will provide a platform for Asam to share SAP's financial roadmap and operational execution, offering investors a comprehensive view of the company's future prospects.
According to recent analysis, SAP's Q3 2025 investor events highlight its growth in the AI and cloud sectors. The company reported a 24% increase in cloud revenue to €5.13 billion in Q2 2025, with a 26–28% growth guidance for the year. Asam is expected to emphasize SAP's strategic AI tools like Joule, which has shown a 50% sales productivity boost, and its partnerships with Alibaba and Accenture for regional AI integration [2].
SAP's financial visibility is also a key focus. The company's cloud backlog has grown to €18.1 billion, up 22% year-over-year, providing a clear pipeline for future revenue. Additionally, SAP's full-year 2025 guidance includes cloud revenue of €21.6–21.9 billion and non-IFRS operating profit of €10.3–10.6 billion [2]. However, currency fluctuations, particularly a stronger U.S. dollar, could pose a risk to cloud revenue growth in Q3 and for the full year.
The events will also provide insights into SAP's strategic positioning in AI and cloud, which is defined by its end-to-end data sovereignty and multi-cloud flexibility. SAP's AI agent roadmap, which includes 40 agents planned by year-end, further differentiates it in the enterprise market. The company's partnerships with Alibaba and Accenture aim to strengthen its supply chain position and AI-driven transformation [3].
In conclusion, SAP's Q3 2025 investor events promise to offer a wealth of information for investors. Asam's participation in these high-profile events underscores SAP's commitment to transparency and investor engagement. The sessions will provide valuable insights into the company's strategic direction, financial outlook, and competitive positioning, making them an essential event for investors and financial professionals to watch.
References:
[1] https://www.stocktitan.net/news/SAP/sap-executives-to-participate-in-upcoming-investor-events-in-q3-m6mnrzx3lhnq.html
[2] https://www.ainvest.com/news/assessing-sap-long-term-proposition-strategic-messaging-financial-visibility-q3-2025-2508/
[3] https://www.ainvest.com/news/sap-slumps-0-31-380m-trading-volume-1-8b-smartrecruiters-acquisition-drives-strategic-shift-ranked-223rd-market-activity-2508/
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