SAP Earnings Prediction
The chart below shows how SAP performed 10 days before and after its earnings report, based on data from the past quarters. Typically, SAP sees a -2.22% change in stock price 10 days leading up to the earnings, and a +2.88% change 10 days following the report. On the earnings day itself, the stock moves by +0.42%. This data can give you a slight idea of what to expect for the next quarter's release.
SAP Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
9.31B
10.48%
4.33%
Gross Margin
73.64%
0.93%
1.24%
Operating Margin
26.49%
16.03%
13.16%
Net Margin
17.01%
3.53%
53.52%
EPS
1.36
15.25%
67.90%
No Data Available
SAP Earnings Analysis
SAP SE Corporation (SAP.N) Earnings Conference Call
Positive
Cloud Revenue Acceleration: Total and cloud revenue growth accelerated, driven by winning many net new customers.
Operating Profit Surge: Operating profit increased by 28% to EUR 2.2 billion, with an excellent operating margin of 26.5%.
Cloud Backlog Growth: Current cloud backlog increased by 29% to EUR 15.4 billion, reflecting strong demand for solutions.
Cloud Revenue Acceleration: Cloud revenue growth accelerated to 27%, reaching EUR 4.4 billion, with the Cloud ERP suite showing accelerated growth of 36% to EUR 3.6 billion.
Free Cash Flow Increase: Free cash flow for Q3 increased by 44% to EUR 1.2 billion, contributing to a solid financial position.
Negative
Revenue Growth Slowdown: Total revenue growth was only 10% year-over-year, indicating a slowdown compared to previous quarters.
Operating Profit Surge: Operating profit increased by 28% to EUR 2.2 billion, but this was primarily driven by strong revenue growth rather than operational efficiency improvements.
Cloud Profit Margin Increase: The non-IFRS cloud gross profit margin increased by only 0.6 percentage points to 73.7%, suggesting limited improvement in profitability despite revenue growth.
Free Cash Flow Increase: Free cash flow for Q3 increased nominally by 44% to EUR 1.2 billion, but this was impacted by restructuring costs of approximately EUR 3 million.
Cloud Revenue Growth Challenges: The cloud revenue growth rate of 27% was lower than expected, reflecting challenges in maintaining momentum in a competitive market.
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SAP Earning Call Sentiment
SAP SE (SAP) Q3 2024 Earnings Call Transcript
1.0x
00:00
00:00
SAP.N
-0.25%Positive
Financial performance is strong with significant cloud revenue growth and free cash flow increase. The Q&A section highlights potential growth in AI and cloud ERP. Concerns about restructuring risks and management's unclear answers are noted, but the overall sentiment remains positive due to strong financial metrics and optimistic guidance.