SAP
Sap·NYSE
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SAP fundamentals
Sap (SAP) released its earnings on Feb 3, 2026: revenue was 11.57B (YoY +18.33%), beat estimates; EPS was 1.8872 (YoY +29.31%), beat estimates.
Revenue / YoY
11.57B
+18.33%
EPS / YoY
1.8872
+29.31%
Report date
Feb 3, 2026
SAP Earnings Call Summary for Q4,2025
- Cloud Backlog Surge: Total cloud backlog reached EUR 77 billion (+30% YoY), with over 2/3 of Q4 orders including AI, signaling strong AI adoption.
- AI-Driven Efficiency: SAP targets EUR 2 billion in internal cost savings by 2028, with R&D efficiency gains (35% code automation) and customer productivity improvements (e.g., Siemens' 25% time savings).
- Financial Strength: Record free cash flow of EUR 8.2 billion in 2025, with 2026 guidance for EUR 10 billion, underpinned by operational rigor and a EUR 10 billion share buyback program.
- Sovereign Cloud Opportunity: SAP's converged cloud infrastructure positions it to capitalize on rising demand for sovereign solutions, despite near-term deal cycle延长.
EPS
Revenue
Revenue & Expenses
SAP has released its 2025 Q4 earnings report, with revenue of 11.37B, reflecting a YoY change of 17.09%, and net profit of 2.23B, showing a YoY change of 33.03%. The Sankey diagram below clearly presents SAP's revenue sources and cost distribution.
Key Indicators
Sap (SAP) key financial stats and ratios, covering profitability, financial health, and leverage.
Sap (SAP)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
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Sap (SAP)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
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Sap (SAP)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
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Where does Sap (SAP) generate its revenue? Explore its key revenue streams and top earning regions.
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Track Sap (SAP) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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Dividend Yield
You can ask Aime
What is the revenue and EPS growth rate for Sap year over year?What is the market's earnings forecast for Sap next quarter?What is Sap's gross profit margin?What guidance did Sap's management provide for the next earnings period?What were the key takeaways from Sap’s earnings call?Did Sap beat or miss consensus estimates last quarter?What is Sap's latest dividend and current dividend yield?What does Sap do and what are its main business segments?
