SAP Earnings
SAP SE
$
291.780
- Overview
- Forecast
- Valuation
- Earnings
Earning Analysis
Welcome to our in-depth analysis of SAP SE(SAP) earnings, offering investors a detailed look into the company’s financial performance, revenue trends, earnings per share (EPS), and market reactions. This page provides a comprehensive overview of SAP SE earnings history, forecasts, and key financial metrics, empowering you with the data needed to make informed investment decisions. Whether you're tracking quarterly results, analyzing earnings surprises, or exploring future projections, our detailed breakdown covers it all.
Earnings Forecast
Revenue
EPS
Currency: EUR
Actual
Estimate
Surprise Analysis
| FY2025Q2 | 2025-07-22 | After Hours | 1.63 | 1.70 | +4.29 | 9.09B | 9.03B | -0.68 | -5.11 | -7.81 |
| FY2025Q1 | 2025-04-22 | After Hours | 1.38 | 1.51 | +9.42 | 9.07B | 9.01B | -0.67 | +7.56 | +13.05 |
| FY2024Q4 | 2025-01-28 | Pre-Market | 1.33 | 1.49 | +12.03 | 9.14B | 9.38B | +2.56 | -0.66 | -1.10 |
| FY2024Q3 | 2024-10-21 | After Hours | 1.31 | 1.35 | +3.05 | 8.45B | 8.47B | +0.21 | +1.24 | +4.71 |
| FY2024Q2 | 2024-07-22 | - | 1.01 | 1.18 | +16.83 | 8.26B | 8.29B | +0.34 | +1.65 | +8.23 |
| FY2024Q1 | 2024-04-22 | - | 0.94 | 0.88 | -6.78 | 8.03B | 8.04B | +0.20 | +1.37 | +5.92 |
| FY2023Q4 | 2024-01-23 | - | 1.29 | 1.12 | -13.18 | 8.38B | 8.47B | +1.09 | +0.10 | +8.04 |
| FY2023Q3 | 2023-10-18 | - | 1.11 | 1.20 | +8.11 | 7.80B | 7.74B | -0.74 | -2.21 | +2.44 |
| - | 2023-07-20 | - | 0.88 | 0.71 | -19.32 | - | - | - | -6.34 | -7.45 |
| - | 2023-04-21 | - | 0.78 | 0.76 | -2.56 | - | - | - | +5.59 | +7.72 |
SAP Earnings Analysis
Our earnings analysis provides a granular look at the company’s performance across recent fiscal quarters, highlighting key metrics such as revenue, EPS, and operating margins. By examining actual results against analyst estimates, we uncover trends and surprises that drive stock price movements, offering valuable insights for both short-term traders and long-term investors.
In the most recent quarter, SAP SE reported performance for FY2025Q2, announced on 2025-07-22. The company achieved an EPS of 1.70, compared to analyst estimates of 1.63 by 4.29% . Revenue for the quarter reached 9.03B compared to expectations of 9.09B by -0.68% .
The stock price reacted with a -5.11% one-day change and a -7.81% five-day change following the earnings release. These movements reflect market reaction in SAP SE growth trajectory and strategic initiatives.
SAP Earnings Forecast
Looking ahead, SAP SE(SAP) remains a focal point for investors seeking growth opportunities. Analyst forecasts for 2025/Q3 project quarter revenue of 9.11B and an EPS of 1.72.
However, recent estimate revisions provide additional context. Over the past three months, revenue estimates for FY2025 have been Revise Downward by -0.83%, while EPS estimates have been Revise Downward by -1.43%. For the upcoming Q3 2025, revenue estimates have been adjusted Revise Downward by -1.74% . These revisions correlate with a -1.87% change in stock price over the same period, suggesting potential buying opportunities for investors who believe in SAP SE long-term fundamentals.
The relationship between earnings forecast revisions and stock price movements is critical for investors. Positive revisions in revenue or EPS often signal strengthening fundamentals, making temporary price dips attractive entry points. Conversely, downward revisions may reflect short-term challenges.
Estimate Revision
The chart shows the correlation between SAP's stock price and earnings forecast revisions. Positive revisions in Revenue or EPS often strengthen the stock's fundamentals, making price dips potential buying opportunities.
Revenue Estimates for FY2025
Revise Downward
-0.83%
In Past 3 Month
EPS Estimates for FY2025
Revise Downward
-1.43%
In Past 3 Month
Revenue Estimates for Q3 2025
Revise Downward
-1.74%
In Past 3 Month
Stock Price
Go Down
-1.87%
In Past 3 Month
1Y
3Y
5Y
Annual FY 2025
Currency: USD
1Y
3Y
5Y
--
Revenue Estimate-Annual FY 2025:37.36B
--
EPS Estimate-Annual FY 2025:6.11
—
Stock Price291.78
SAP Revenue and EPS Performance: A Historical Perspective
SAP SE revenue and earnings per share (EPS) performance over recent quarters provides a clear picture of its financial health. Below is a detailed breakdown of the company’s earnings history, showcasing actual results, analyst estimates, and surprise percentages for key fiscal quarters:
FY2025Q2 (2025-07-22,After Hours):
EPS: 1.70 (Actual) vs.1.63 (Estimate) (4.29%)
Revenue: 9.03B (Actual) vs. 9.09B (Estimate) (-0.68%)
Price Reaction: -5.11%(1-Day), -7.81%(5-Day)
FY2025Q1 (2025-04-22,After Hours):
EPS: 1.51 (Actual) vs.1.38 (Estimate) (9.42%)
Revenue: 9.01B (Actual) vs. 9.07B (Estimate) (-0.67%)
Price Reaction: 7.56%(1-Day), 13.05%(5-Day)
FY2024Q4 (2025-01-28,Pre-Market):
EPS: 1.49 (Actual) vs.1.33 (Estimate) (12.03%)
Revenue: 9.38B (Actual) vs. 9.14B (Estimate) (2.56%)
Price Reaction: -0.66%(1-Day), -1.10%(5-Day)
Earnings Reaction
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 -1.92% change in stock price 10 days leading up to the earnings, and a +3.67% change 10 days following the report. On the earnings day itself, the stock moves by -0.05%. This data can give you a slight idea of what to expect for the next quarter's release.
For example, in JUN/2025, the stock changed -5.11% on the day following the earnings release and then changed by -6.89% over the next 10 days. These patterns provide investors with valuable insights into potential price movements and help inform trading strategies around earnings events.
Transcript Summary
SAP SE (SAP) Q2 2025 Earnings Call Summary
Positive
2025-07-22
The earnings call highlights robust financial performance, with significant growth in cloud revenue and free cash flow. The Alibaba partnership is a positive catalyst, enhancing market potential in China. Despite some uncertainties in megadeals and elongated deal cycles, the company's strong pipeline and strategic initiatives like AI integration and the Business Data Cloud are promising. The cautious guidance and potential severance payments are concerns, but overall, the positive aspects outweigh the negatives, suggesting a positive stock price movement in the short term.
SAP SE (SAP) Q1 2025 Earnings Call Summary
Positive
2025-04-22
The earnings call summary indicates strong financial performance with significant growth in cloud revenue, operating profit, and free cash flow. Despite macroeconomic uncertainties, management expressed confidence in cloud revenue guidance and profitability. The Q&A section reinforced this sentiment, with management addressing concerns about cloud revenue growth and margins. However, the lack of a share buyback or dividend program slightly tempers the overall positive outlook. Given these factors, the stock price is likely to experience a positive movement in the next two weeks.
SAP SE (SAP) Q3 2024 Earnings Call Summary
Positive
2024-10-22
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.
SAP SE (SAP) Q2 2024 Earnings Call Summary
Positive
2024-07-23
The earnings call summary indicates strong financial performance with significant growth in cloud revenue and operating profit, alongside a positive free cash flow outlook. Despite restructuring costs, management maintains optimistic guidance. The Q&A section reveals confidence in pipeline health and no immediate macroeconomic impacts. The SAP-ADP partnership and positive cloud revenue trends further support a positive sentiment. However, restructuring costs and potential regulatory issues pose risks. Overall, the sentiment leans positive due to strong financial metrics and strategic partnerships, suggesting a likely stock price increase of 2% to 8% over the next two weeks.
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FAQ
What were the key highlights of SAP’s latest earnings report for FY2025Q2?
SAP reported its FY2025Q2 earnings on 2025-07-22, showcasing a revenue of 9.03B against an estimate of 9.09B, resulting in a -0.68% surprise. The EPS was 1.7, surpassing the expected 1.63 by 4.29% . The stock experienced a -5.11% price change on the earnings day and a -7.81% change over the next five days, reflecting market reactions to the results.
How did SAP’s stock price react after the FY2025Q2 earnings release?
What are the revenue and EPS estimates for SAP for 2025/Q3?
How does SAP’s stock price correlate with earnings forecast revisions?
What should investors expect from SAP’s next earnings report?